How big is AE Electric's plan?

AE Electric's plan reported $57K in assets and 12 participants for 2024.

Original filing (PDF)20251126140532NAL0009538594001

AE Electric

Name: AE Electric — AE Electric SOCA Benefit Plan, Form 5500 (2024)
Creator: AE Electric
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AE Electric SOCA Benefit Plan

Health & welfare plan · AE Electric's AE Electric SOCA Benefit Plan held $57K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$57K

Net assets (EOY)

$20K

People on this filing

Matt Appenzeller signed AE Electric's 2024 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

AE Electric's EIN is 34-1908559.

EIN 34-1908559

Plan number 501

Plan year 2024

ACK ID 20251126140532NAL0009538594001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AE Electric from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AE Electric's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AE ELECTRIC.

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Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

AE ELECTRIC

EIN

all filings

Address

PO BOX 2744 · WHITEHOUSE, OH · 43571

Phone

(419) 259-2780

Industry

Electrical Contractors· Construction

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2025-11-26

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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