2023 Form 5500 filing — Apogee Enterprises, Inc. 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240709135314NAL0027551826001) for Apogee Enterprises, Inc. 401(K) Retirement Plan, reported by Apogee Enterprises, Inc. under EIN 41-0919654 and plan number 005. It reports 5,469 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240709135314NAL0027551826001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Apogee Enterprises, Inc.
- EIN
- 41-0919654
- Plan number
- 005
- Location
- Minneapolis, MN
- Participants
- 5,469
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $461,622,193
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $461,622,193
- Employer contributions
- $9,563,282
- Participant contributions
- $20,251,789
- Total income / additions
- $97,759,262
- Benefits paid
- $42,870,602
- Administrative expenses
- $679,543
- Total expenses
- $43,550,145
- Net increase / (decrease)
- $54,209,117
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $517,454 | $27,205 |
| Institutional Investment | INVESTMENT ADVISORY | $20,142 | $54,858 |
| Prudential Insurance Company | INVESTMENT MANAGEMENT | $73,715 | not reported in the loaded dataset |
| Pridential Trust Company | INVESTMENT MANAGEMENT | $66,344 | not reported in the loaded dataset |
| Deloitte & Touche Llp | ACCOUNTANT | $1,504 | $37,969 |