2023 Form 5500 filing — Interstate 401(K) Savings Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240913112443NAL0005043987001) for Interstate 401(K) Savings Plan, reported by Aem, Inc. under EIN 53-0220544 and plan number 003. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.7MReported net assets$17,670,708
Participants275
Provider compensation$56.4K2 Schedule C row(s)$56,426
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240913112443NAL0005043987001
Plan sponsor
Aem, Inc.
EIN
53-0220544
Plan number
003
Location
Springfield, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$17.7M total assets
Net assets$17.7MLiabilities$0
Money in vs. money out
Total income / additions$3.7M
Total expenses$904.6K
Benefits paid / distributions$827.5K
Contributions
Employer$247.6K
Participant$1.1M
Full reported line items
Total assets (EOY)
$17,670,708
Total liabilities (EOY)
$0
Net assets (EOY)
$17,670,708
Employer contributions
$247,582
Participant contributions
$1,084,172
Total income / additions
$3,695,960
Benefits paid
$827,548
Administrative expenses
$56,426
Total expenses
$904,564
Net increase / (decrease)
$2,791,396
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $31.5K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $25K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240913112443NAL0005043987001 cover?
It is the 2023 Form 5500 filing for Interstate 401(K) Savings Plan, reported by Aem, Inc. (EIN 53-0220544).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages