2023 Form 5500 filing — American Electronic Warfare Associates, Inc. 401(K) Profit Sharing 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 20240906105757NAL0001234737001) for American Electronic Warfare Associates, Inc. 401(K) Profit Sharing Plan, reported by American Electronic Warfare Associates, Inc. under EIN 52-1558857 and plan number 001. It reports 514 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906105757NAL0001234737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Electronic Warfare Associates, Inc.
- EIN
- 52-1558857
- Plan number
- 001
- Location
- California, MD
- Participants
- 514
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,801,017
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,801,017
- Employer contributions
- $1,148,721
- Participant contributions
- $3,194,537
- Total income / additions
- $11,322,147
- Benefits paid
- $3,059,180
- Administrative expenses
- $133,057
- Total expenses
- $3,192,237
- Net increase / (decrease)
- $8,129,910
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $132,962 | $0 |
| Principal Securities Inc | OTHER SERVICES | $0 | $41,107 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |