A&E Incorporated 401(K) Profit Sharing Plan & Trust — Form 5500 plan (A&E Incorporated)
Plain-English plan 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 Incorporated 401(K) Profit Sharing Plan & Trust is a benefit plan reported by A&E Incorporated under EIN 39-0778827 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $10,633,439 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A&E Incorporated
- EIN
- 39-0778827
- Plan number
- 001
- Plan type
- 2
- Location
- Racine, WI
- Latest filing year
- 2023
- Participants
- 198
- End-of-year plan assets
- $10,633,439
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 198 | H, C | 20240911102946NAL0011766144001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,633,439
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,633,439
- Net assets (BOY)
- $9,177,353
Income & contributions
- Employer contributions
- $185,952
- Participant contributions
- $674,890
- Total contributions
- $872,971
- Total income / additions
- $2,209,204
Expenses & distributions
- Benefits paid
- $699,718
- Administrative expenses
- $53,400
- Total expenses
- $753,118
- Net increase / (decrease)
- $1,456,086
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $42,901 | $0 | 2023 |
| Vrakas | ACCOUNTANT | $10,500 | not reported in the loaded dataset | 2023 |
| Baird Insurance Services Inc | OTHER SERVICES | $0 | $10,316 | 2023 |
| Robert W. Baird & Co. Incorporated | OTHER SERVICES | $0 | $7,687 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for A&E Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Racine, WI
- Principal Life Insurance Company — Schedule C compensation
- Vrakas — Schedule C compensation
- Baird Insurance Services Inc — Schedule C compensation
- Robert W. Baird & Co. Incorporated — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation