Aem Retirement Plan — Form 5500 plan (Applied Enterprise Management Corporation)
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, Aem Retirement Plan is a benefit plan reported by Applied Enterprise Management Corporation under EIN 77-0113181 and plan number 001. The latest loaded filing year is 2023. The filing reports 408 participants and $98,837,121 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Applied Enterprise Management Corporation
- EIN
- 77-0113181
- Plan number
- 001
- Plan type
- 2
- Location
- Camarillo, CA
- Latest filing year
- 2023
- Participants
- 408
- End-of-year plan assets
- $98,837,121
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 408 | H, C | 20241015134518NAL0014745859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $98,837,121
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $98,837,121
- Net assets (BOY)
- $79,616,657
Income & contributions
- Employer contributions
- $2,706,374
- Participant contributions
- $3,321,725
- Total contributions
- $6,158,218
- Total income / additions
- $22,823,672
Expenses & distributions
- Benefits paid
- $3,587,924
- Administrative expenses
- $15,284
- Total expenses
- $3,603,208
- Net increase / (decrease)
- $19,220,464
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $15,809 | $0 | 2023 |