Civic Intelligence

Aae Investments Inc

Plan context: Aae Investments Retirement Plan

EIN 82-5372123 • 8 filings • 1 plans

Current Snapshot

Latest Year

2025

2025 Participants

1

2025 Assets

$32,787

2025 Contributions

$343,992

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$373,193$186,597$0201820222025YearValue
$32,787Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

110201820222025YearValue
1Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202511$32,787$0-
Aae Investments Retirement Plan-1$32,787--
202411$291,876$0-
Aae Investments Retirement Plan-1$291,876--
202311$291,574$0-
Aae Investments Retirement Plan-1$291,574--
202211$306,252$0-
Aae Investments Retirement Plan-1$306,252--
202111$270,209$0-
Aae Investments Retirement Plan-1$270,209--
202011$373,193$0-
Aae Investments Retirement Plan-1$373,193--
201911$347,075$0-
Aae Investments Retirement Plan-1$347,075--
201811$293,663$343,992$343,992iApproximate average salary by contribution assumption: employee only about $8,599,800 at 4% or $5,733,200 at 6%; with 50% employer match about $5,733,200 at 4% or $3,822,133 at 6%; with 100% employer match about $4,299,900 at 4% or $2,866,600 at 6%.
Aae Investments Retirement Plan-1$293,663$343,992$343,992iApproximate average salary by contribution assumption: employee only about $8,599,800 at 4% or $5,733,200 at 6%; with 50% employer match about $5,733,200 at 4% or $3,822,133 at 6%; with 100% employer match about $4,299,900 at 4% or $2,866,600 at 6%.