Cae Usa Inc Savings Investment & Employee Benefit Plan Number 2 — Form 5500 plan (Cae Usa 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, Cae Usa Inc Savings Investment & Employee Benefit Plan Number 2 is a benefit plan reported by Cae Usa Inc under EIN 51-0311065 and plan number 007. The latest loaded filing year is 2023. The filing reports 951 participants and $105,357,620 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cae Usa Inc
- EIN
- 51-0311065
- Plan number
- 007
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 951
- End-of-year plan assets
- $105,357,620
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 951 | H, C | 20241002155601NAL0005000467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $105,357,620
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $105,357,620
- Net assets (BOY)
- $86,384,921
Income & contributions
- Employer contributions
- $3,479,796
- Participant contributions
- $8,205,002
- Total contributions
- $12,600,122
- Total income / additions
- $27,653,908
Expenses & distributions
- Benefits paid
- $8,547,343
- Administrative expenses
- $121,544
- Total expenses
- $8,681,209
- Net increase / (decrease)
- $18,972,699
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Group Inc. | RECORDKEEPER | $67,921 | not reported in the loaded dataset | 2023 |
| Vanguard Advisers Inc. | INVESTMENT ADVISORY | $36,605 | not reported in the loaded dataset | 2023 |