Plan Ledger DOL Form 5500 · updated monthly

Aptura Group, Inc.ESOP

APTURA EMPLOYEE STOCK OWNERSHIP PLAN · INDIANAPOLIS, IN · plan year 2024

Employer contribution per participant · 2024
$3,838

Aptura Group, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $38,992,889 across 404 participant accounts, with employer contributions averaging $3,838 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 346th-largest of 1,562 plans among Indiana employers on file, and the 1,063rd of 4,246 in wholesale trade. active participation has grown from 221 to 275 since 2022.

Plan summary
Net assets, end of year$38,992,889
Participants with balances404
Active participants275
Employer contributions$1,055,378
Employee contributions—
Employer contribution per active participant$3,838
Average account balance$96,517
Benefits paid to participants$2,330,452
Plan auditUnmodified (clean) audit opinion
AuditorKATZ, SAPPER AND MILLER, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$39.0M · 404 accts · $1.1M emplr
2023$35.4M · 364 accts · $976K emplr
2022$30.3M · 1 accts · $851K emplr
Employer contributions to the Aptura Group, Inc. plan · 2024
Employer contribution per active participant$3,838
Median for plans this size$2,416
2024$3,838 per active participant
2023$4,018 per active participant
2022$3,849 per active participant

Aptura Group, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Recordkeeper by year2
2024Ameritas
2023Ameritas

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Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
All plans at this employer2
APTURA EMPLOYEE STOCK OWNERSHIP PLANESOP
APTURA GROUP INC., 401(K) PLAN401(k)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 870850201 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.