Aew, Inc. Retirement Plan — Form 5500 plan (Anderson, Eckstein And Westrick, Inc.)
Plain-English plan 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, Aew, Inc. Retirement Plan is a benefit plan reported by Anderson, Eckstein And Westrick, Inc. under EIN 38-1904829 and plan number 002. The latest loaded filing year is 2023. The filing reports 176 participants and $49,385,670 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Anderson, Eckstein And Westrick, Inc.
- EIN
- 38-1904829
- Plan number
- 002
- Plan type
- 2
- Location
- Shelby Township, MI
- Latest filing year
- 2023
- Participants
- 176
- End-of-year plan assets
- $49,385,670
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20250701135739NAL0017795232001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,385,670
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,385,670
- Net assets (BOY)
- $39,417,052
Income & contributions
- Employer contributions
- $1,252,879
- Participant contributions
- $1,358,295
- Total contributions
- $2,648,150
- Total income / additions
- $12,500,322
Expenses & distributions
- Benefits paid
- $2,459,703
- Administrative expenses
- $72,001
- Total expenses
- $2,531,704
- Net increase / (decrease)
- $9,968,618
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Acec Retirement Trust | OTHER | $55,982 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,920 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $3,099 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Anderson, Eckstein And Westrick, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Shelby Township, MI
- Acec Retirement Trust — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation