2023 Form 5500 filing — American Electronics, Inc. 401(K) Savings And Profit Sharing 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 20241009150045NAL0018599521001) for American Electronics, Inc. 401(K) Savings And Profit Sharing Plan, reported by American Electronics, Inc. under EIN 52-1292002 and plan number 002. It reports 318 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009150045NAL0018599521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Electronics, Inc.
- EIN
- 52-1292002
- Plan number
- 002
- Location
- California, MD
- Participants
- 318
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,751,521
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,751,521
- Employer contributions
- $320,679
- Participant contributions
- $1,175,513
- Total income / additions
- $5,748,666
- Benefits paid
- $4,035,418
- Administrative expenses
- $16,727
- Total expenses
- $4,052,145
- Net increase / (decrease)
- $1,696,521
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Services | ADVISOR | $38,924 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$22,197 | $0 |