Apogee Enterprises, Inc. 401(K) Retirement Plan — Form 5500 plan (Apogee Enterprises, 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, Apogee Enterprises, Inc. 401(K) Retirement Plan is a benefit plan reported by Apogee Enterprises, Inc. under EIN 41-0919654 and plan number 005. The latest loaded filing year is 2023. The filing reports 5,469 participants and $461,622,193 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Apogee Enterprises, Inc.
- EIN
- 41-0919654
- Plan number
- 005
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 5,469
- End-of-year plan assets
- $461,622,193
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,469 | H, C | 20240709135314NAL0027551826001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $461,622,193
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $461,622,193
- Net assets (BOY)
- $407,413,076
Income & contributions
- Employer contributions
- $9,563,282
- Participant contributions
- $20,251,789
- Total contributions
- $31,572,293
- Total income / additions
- $97,759,262
Expenses & distributions
- Benefits paid
- $42,870,602
- Administrative expenses
- $679,543
- Total expenses
- $43,550,145
- Net increase / (decrease)
- $54,209,117
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $517,454 | $27,205 | 2023 |
| Institutional Investment | INVESTMENT ADVISORY | $20,142 | $54,858 | 2023 |
| Prudential Insurance Company | INVESTMENT MANAGEMENT | $73,715 | not reported in the loaded dataset | 2023 |
| Pridential Trust Company | INVESTMENT MANAGEMENT | $66,344 | not reported in the loaded dataset | 2023 |
| Deloitte & Touche Llp | ACCOUNTANT | $1,504 | $37,969 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Apogee Enterprises, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Principal Life Insurance Company — Schedule C compensation
- Institutional Investment — Schedule C compensation
- Prudential Insurance Company — Schedule C compensation
- Pridential Trust Company — Schedule C compensation
- Deloitte & Touche Llp — Schedule C compensation