401k Plan data: APOLLO INTELLIGENCE 401(K) PLAN plan

APOLLO INTELLIGENCE 401(K) PLAN 401k Plan overview

Plan Name	APOLLO INTELLIGENCE 401(K) PLAN
Plan identification number	001

APOLLO INTELLIGENCE 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

APOLLO INTELLIGENCE OPERATING LLC has sponsored the creation of one or more 401k plans.

Company Name: APOLLO INTELLIGENCE OPERATING LLC

Employer identification number (EIN): 853830415

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan APOLLO INTELLIGENCE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01

Plan Statistics for APOLLO INTELLIGENCE 401(K) PLAN

401k plan membership statisitcs for APOLLO INTELLIGENCE 401(K) PLAN

Measure Date Value
2023: APOLLO INTELLIGENCE 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 126
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 38
Total of all active and inactive participants 2023-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 164
Number of participants with account balances 2023-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: APOLLO INTELLIGENCE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 135
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 37
Total of all active and inactive participants 2022-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 172
Number of participants with account balances 2022-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: APOLLO INTELLIGENCE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 120
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 26
Total of all active and inactive participants 2021-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 146
Number of participants with account balances 2021-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0

Measure	Date	Value
2023: APOLLO INTELLIGENCE 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	126
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	38
Total of all active and inactive participants	2023-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	164
Number of participants with account balances	2023-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: APOLLO INTELLIGENCE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	135
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	37
Total of all active and inactive participants	2022-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	172
Number of participants with account balances	2022-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: APOLLO INTELLIGENCE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	120
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	26
Total of all active and inactive participants	2021-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	146
Number of participants with account balances	2021-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0

Financial Data on APOLLO INTELLIGENCE 401(K) PLAN

Measure	Date	Value
2023 : APOLLO INTELLIGENCE 401(K) PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$-449
Total income from all sources (including contributions)	2023-12-31	$3,534,699
Total of all expenses incurred	2023-12-31	$422,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$364,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,249,204
Value of total assets at end of year	2023-12-31	$8,841,889
Value of total assets at beginning of year	2023-12-31	$5,730,267
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$57,684
Total interest from all sources	2023-12-31	$1,316
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$176,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$176,820
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,154,744
Participant contributions at end of year	2023-12-31	$49,439
Participant contributions at beginning of year	2023-12-31	$2,354
Participant contributions at beginning of year	2023-12-31	$978
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$575,617
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$-449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Income. Non cash contributions	2023-12-31	$0
Value of net income/loss	2023-12-31	$3,112,071
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$8,842,338
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$5,730,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$8,149,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$5,290,358
Interest on participant loans	2023-12-31	$1,316
Value of interest in common/collective trusts at end of year	2023-12-31	$591,046
Value of interest in common/collective trusts at beginning of year	2023-12-31	$363,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,107,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$518,843
Employer contributions (assets) at end of year	2023-12-31	$52,263
Employer contributions (assets) at beginning of year	2023-12-31	$72,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$364,944
Contract administrator fees	2023-12-31	$57,684
Liabilities. Value of benefit claims payable at end of year	2023-12-31	$0
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	COHNREZNICK LLP
Accountancy firm EIN	2023-12-31	221478099
2022 : APOLLO INTELLIGENCE 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$1,478,230
Total of all expenses incurred	2022-12-31	$339,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$302,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,357,759
Value of total assets at end of year	2022-12-31	$5,730,267
Value of total assets at beginning of year	2022-12-31	$4,591,722
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$37,666
Total interest from all sources	2022-12-31	$73
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$150,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$150,295
Administrative expenses professional fees incurred	2022-12-31	$37,666
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,111,276
Participant contributions at end of year	2022-12-31	$2,354
Participant contributions at end of year	2022-12-31	$978
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$719,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$1,138,545
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,730,267
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,591,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,290,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$4,205,769
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$73
Value of interest in common/collective trusts at end of year	2022-12-31	$363,904
Value of interest in common/collective trusts at beginning of year	2022-12-31	$330,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,029,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$527,475
Employer contributions (assets) at end of year	2022-12-31	$72,673
Employer contributions (assets) at beginning of year	2022-12-31	$55,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$302,019
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	COHNREZNICK LLP
Accountancy firm EIN	2022-12-31	221478099
2021 : APOLLO INTELLIGENCE 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$494,035
Total income from all sources (including contributions)	2021-12-31	$2,337,145
Total of all expenses incurred	2021-12-31	$279,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$251,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,829,723
Value of total assets at end of year	2021-12-31	$4,591,722
Value of total assets at beginning of year	2021-12-31	$2,040,130
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$28,241
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$406,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$406,770
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$934,534
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$461,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,057,557
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,591,722
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,040,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$4,205,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,040,130
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$330,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$100,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$433,240
Employer contributions (assets) at end of year	2021-12-31	$55,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$251,347
Contract administrator fees	2021-12-31	$28,241
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	COHNREZNICK LLP
Accountancy firm EIN	2021-12-31	221478099

Form 5500 Responses for APOLLO INTELLIGENCE 401(K) PLAN

2023: APOLLO INTELLIGENCE 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: APOLLO INTELLIGENCE 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: APOLLO INTELLIGENCE 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	APOLLO INTELLIGENCE OPERATING LLC
Employer identification number (EIN):	853830415
NAIC Classification:	541600