A & E Agg., Inc. — 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, A & E Agg., Inc. (EIN 38-2683726) is a plan sponsor located in Berkley, MI with 1 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
38-2683726
Location
Berkley, MI
Loaded plans
1
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 A & E Agg., Inc.

  • 1 loaded plans hold $235.1K in reported assets.
  • The largest, A & E Agg., Inc. Profit Sharing Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 14 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$235.1KSummed across loaded plans$235,079
Total reported assets$235.1K$235,079
Total reported participants14
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$235.1K total assets
Net assets$235.1KLiabilities
Contributions & income
Employer contributions$30K
Participant contributionsNot reported
Total income / additions$46.7K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$2.3K
Net increase / (decrease)$44.4K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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%A & E Agg., Inc. Profit Sharing Plan And Trust
Participants per plan14Average across loaded plans
Loaded plans1
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 · 14 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for A & E Agg., Inc.. Open one for its full reported snapshot.

  1. 2023
    A & E Agg., Inc. Profit Sharing Plan And Trust14 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does A & E Agg., Inc. report on Form 5500?
A & E Agg., Inc. (EIN 38-2683726) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for A & E Agg., Inc.?
The Employer Identification Number (EIN) reported for A & E Agg., Inc. is 38-2683726.
What is the latest Form 5500 filing year for A & E Agg., Inc.?
The latest loaded Form 5500 filing year for A & E Agg., Inc. is 2023.

Related Form 5500 pages