Aemi Holdings, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Aemi Holdings, LLC (EIN 33-0215757) is a plan sponsor located in San Diego, CA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
33-0215757
Location
San Diego, CA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Aemi Holdings, LLC

  • 3 loaded plans hold $8.3M in reported assets.
  • The largest, Aem, Inc. 401(K) Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 435 reported participants.
  • 1 of 3 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.3MSummed across loaded plans$8,322,488
Total reported assets$8.3M$8,322,488
Total reported participants435
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.3M total assets
Net assets$8.3MLiabilities$0
Contributions & income
Employer contributions$175.3K
Participant contributions$625.8K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$687.2K
Total expenses$696.8K
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Aem, Inc. 401(K) Savings Plan
Participants per plan145Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 127 participants · 2023
  2. 2
    Aemi Holdings, LLC Life And Disability Plannot reported in the loaded dataset
    Plan #502 · 157 participants · 2023
  3. 3
    Aemi Holdings, LLC Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 151 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Aemi Holdings, LLC. Open one for its full reported snapshot.

  1. 2023
    Aem, Inc. 401(K) Savings Plan127 participants · 2Sch I
    View filing →
  2. 2023
    Aemi Holdings, LLC Health And Welfare Plan151 participants · 2No schedules
    View filing →
  3. 2023
    Aemi Holdings, LLC Life And Disability Plan157 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Aemi Holdings, LLC report on Form 5500?
Aemi Holdings, LLC (EIN 33-0215757) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Aemi Holdings, LLC?
The Employer Identification Number (EIN) reported for Aemi Holdings, LLC is 33-0215757.
What is the latest Form 5500 filing year for Aemi Holdings, LLC?
The latest loaded Form 5500 filing year for Aemi Holdings, LLC is 2023.

Related Form 5500 pages