Cae Usa Inc Savings Investment & Employee Benefit Plan Number 2 — Form 5500 plan (Cae Usa Inc)
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, Cae Usa Inc Savings Investment & Employee Benefit Plan Number 2 is a benefit plan reported by Cae Usa Inc under EIN 51-0311065 and plan number 007. The latest loaded filing year is 2023. The filing reports 951 participants and $105,357,620 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$105.4MPlan net assets, end of year$105,357,620
Participants951Covered participants reported
Assets / participant$110.8KComputed: assets ÷ participants$110,786 (computed)
Provider compensation$104.5K2 Schedule C provider row(s)$104,526
- Plan sponsor
- Cae Usa Inc
- EIN
- 51-0311065
- Plan number
- 007
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 951 | H, C | 20241002155601NAL0005000467001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$105.4M total assets
Net assets$105.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $105,357,620
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $105,357,620
- Net assets (BOY)
- $86,384,921
Income & contributions
- Employer contributions
- $3,479,796
- Participant contributions
- $8,205,002
- Total contributions
- $12,600,122
- Total income / additions
- $27,653,908
Expenses & distributions
- Benefits paid
- $8,547,343
- Administrative expenses
- $121,544
- Total expenses
- $8,681,209
- Net increase / (decrease)
- $18,972,699
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Group Inc. | RECORDKEEPER | $67,921 | not reported in the loaded dataset | 2023 |
| Vanguard Advisers Inc. | INVESTMENT ADVISORY | $36,605 | not reported in the loaded dataset | 2023 |