Advanced Environmental Monitoring 401(K) Plan — Form 5500 plan (Aem Commercial, 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, Advanced Environmental Monitoring 401(K) Plan is a benefit plan reported by Aem Commercial, Inc. under EIN 87-3869330 and plan number 001. The latest loaded filing year is 2023. The filing reports 474 participants and $42,900,747 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$42.9MPlan net assets, end of year$42,900,747
Participants474Covered participants reported
Assets / participant$90.5KComputed: assets ÷ participants$90,508 (computed)
Provider compensation$61.8K2 Schedule C provider row(s)$61,802
Plan sponsor
Aem Commercial, Inc.
EIN
87-3869330
Plan number
001
Plan type
2
Location
Germantown, MD
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023474H, C20241015153947NAL0030200993001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$42.9M total assets
Net assets$42.9MLiabilities$0
Money in vs. money out
Total income / additions$7.7M
Total expenses$7.5M
Benefits paid / distributions$7.4M
Contributions
Employer$546.7K
Participant$2M
Full reported line items

Net assets

Total assets (EOY)
$42,900,747
Total liabilities (EOY)
$0
Net assets (EOY)
$42,900,747
Net assets (BOY)
$0

Income & contributions

Employer contributions
$546,668
Participant contributions
$2,036,208
Total contributions
$2,752,990
Total income / additions
$7,741,048

Expenses & distributions

Benefits paid
$7,417,662
Administrative expenses
$61,802
Total expenses
$7,479,464
Net increase / (decrease)
$261,584
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 21%Participant 79%
Total expenses ÷ net assets17%Computed ratio
Benefits paid ÷ total income96%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Investment Services LLCADVISOR$37,500not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$24,302$02023

Related Form 5500 pages