Apogee Engineering 401 (K) Plan — Form 5500 plan (Apogee Engineering LLC)
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, Apogee Engineering 401 (K) Plan is a benefit plan reported by Apogee Engineering LLC under EIN 56-2484395 and plan number 001. The latest loaded filing year is 2023. The filing reports 853 participants and $42,032,066 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Apogee Engineering LLC
- EIN
- 56-2484395
- Plan number
- 001
- Plan type
- 2
- Location
- Colorado Spgs, CO
- Latest filing year
- 2023
- Participants
- 853
- End-of-year plan assets
- $42,032,066
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 853 | H, C | 20241010113018NAL0035569792001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,032,066
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,032,066
- Net assets (BOY)
- $29,437,156
Income & contributions
- Employer contributions
- $3,800,139
- Participant contributions
- $5,957,790
- Total contributions
- $10,742,990
- Total income / additions
- $16,665,177
Expenses & distributions
- Benefits paid
- $4,054,069
- Administrative expenses
- $10,020
- Total expenses
- $4,070,267
- Net increase / (decrease)
- $12,594,910
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T.Rowe Price Rps, Inc | NONE | $10,020 | $0 | 2023 |
| Artisan International | NONE | $0 | $0 | 2023 |
| Pimco | NONE | $0 | $0 | 2023 |
| Franklin Convertible | NONE | $0 | $0 | 2023 |
| Buffalo International | NONE | $0 | $0 | 2023 |
| Dodge & Cox | NONE | $0 | $0 | 2023 |
| Columbia | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Nuveen | NONE | $0 | $0 | 2023 |
| American Century | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Apogee Engineering LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Colorado Spgs, CO
- T.Rowe Price Rps, Inc — Schedule C compensation
- Artisan International — Schedule C compensation
- Pimco — Schedule C compensation
- Franklin Convertible — Schedule C compensation
- Buffalo International — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Columbia — Schedule C compensation
- Fidelity — Schedule C compensation
- Nuveen — Schedule C compensation
- American Century — Schedule C compensation