2023 Form 5500 filing — Apogee Engineering 401 (K) 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 20241010113018NAL0035569792001) for Apogee Engineering 401 (K) Plan, reported by Apogee Engineering LLC under EIN 56-2484395 and plan number 001. It reports 853 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010113018NAL0035569792001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Apogee Engineering LLC
- EIN
- 56-2484395
- Plan number
- 001
- Location
- Colorado Spgs, CO
- Participants
- 853
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,032,066
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,032,066
- Employer contributions
- $3,800,139
- Participant contributions
- $5,957,790
- Total income / additions
- $16,665,177
- Benefits paid
- $4,054,069
- Administrative expenses
- $10,020
- Total expenses
- $4,070,267
- Net increase / (decrease)
- $12,594,910
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T.Rowe Price Rps, Inc | NONE | $10,020 | $0 |
| Artisan International | NONE | $0 | $0 |
| Pimco | NONE | $0 | $0 |
| Franklin Convertible | NONE | $0 | $0 |
| Buffalo International | NONE | $0 | $0 |
| Dodge & Cox | NONE | $0 | $0 |
| Columbia | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| Nuveen | NONE | $0 | $0 |
| American Century | NONE | $0 | $0 |