American Electronic Warfare Associates, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (American Electronic Warfare Associates, 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 Electronic Warfare Associates, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by American Electronic Warfare Associates, Inc. under EIN 52-1558857 and plan number 001. The latest loaded filing year is 2023. The filing reports 514 participants and $41,801,017 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American Electronic Warfare Associates, Inc.
EIN
52-1558857
Plan number
001
Plan type
2
Location
California, MD
Latest filing year
2023
Participants
514
End-of-year plan assets
$41,801,017

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023514H, C20240906105757NAL0001234737001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,801,017
Total liabilities (EOY)
$0
Net assets (EOY)
$41,801,017
Net assets (BOY)
$33,671,107

Income & contributions

Employer contributions
$1,148,721
Participant contributions
$3,194,537
Total contributions
$5,295,534
Total income / additions
$11,322,147

Expenses & distributions

Benefits paid
$3,059,180
Administrative expenses
$133,057
Total expenses
$3,192,237
Net increase / (decrease)
$8,129,910

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$132,962$02023
Principal Securities IncOTHER SERVICES$0$41,1072023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages