2023 Form 5500 filing — Advanced Environmental Monitoring 401(K) 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 20241015153947NAL0030200993001) for Advanced Environmental Monitoring 401(K) Plan, reported by Aem Commercial, Inc. under EIN 87-3869330 and plan number 001. It reports 474 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$42.9MReported net assets$42,900,747
Participants474
Provider compensation$61.8K2 Schedule C row(s)$61,802
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015153947NAL0030200993001
Plan sponsor
Aem Commercial, Inc.
EIN
87-3869330
Plan number
001
Location
Germantown, MD
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

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
Total assets (EOY)
$42,900,747
Total liabilities (EOY)
$0
Net assets (EOY)
$42,900,747
Employer contributions
$546,668
Participant contributions
$2,036,208
Total income / additions
$7,741,048
Benefits paid
$7,417,662
Administrative expenses
$61,802
Total expenses
$7,479,464
Net increase / (decrease)
$261,584

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Kestra Investment Services LLCADVISOR$37,500not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$24,302$0

Related Form 5500 pages