American Electronics, Inc. 401(K) Savings And Profit Sharing Plan — Form 5500 plan (American Electronics, 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, American Electronics, Inc. 401(K) Savings And Profit Sharing Plan is a benefit plan reported by American Electronics, Inc. under EIN 52-1292002 and plan number 002. The latest loaded filing year is 2023. The filing reports 318 participants and $26,751,521 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American Electronics, Inc.
EIN
52-1292002
Plan number
002
Plan type
2
Location
California, MD
Latest filing year
2023
Participants
318
End-of-year plan assets
$26,751,521

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023318H, C20241009150045NAL0018599521001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,751,521
Total liabilities (EOY)
$0
Net assets (EOY)
$26,751,521
Net assets (BOY)
$25,055,000

Income & contributions

Employer contributions
$320,679
Participant contributions
$1,175,513
Total contributions
$1,759,333
Total income / additions
$5,748,666

Expenses & distributions

Benefits paid
$4,035,418
Administrative expenses
$16,727
Total expenses
$4,052,145
Net increase / (decrease)
$1,696,521

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Investment Advisory ServicesADVISOR$38,924not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$22,197$02023

Related Form 5500 pages