Civic Intelligence

Acepex Management Corporation

Plan context: ACEPEX MANAGEMENT CORPORATION HEALTH & WELFARE PLAN

EIN 95-4236171 • San Jose, CA • 43 filings • 10 plans

C/O Trust Management Services1 Almaden Boulevard, Suite 750San Jose, CA 95113
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$398,232

2024 Contributions

$327,194

Historical Graphs

Total Assets Over Time

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

$4,341,537$2,170,769$0200120142023YearValue
$398,232Latest year 2023

Participants Over Time

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

4682340200120132023YearValue
22Latest year 2023

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
202410$0-$199,363-
ACEPEX MANAGEMENT CORPORATION HEALTH & WELFARE PLAN-0--$199,363-
2023122$398,232$327,194$14,872iApproximate average salary by contribution assumption: employee only about $371,811 at 4% or $247,874 at 6%; with 50% employer match about $247,874 at 4% or $165,249 at 6%; with 100% employer match about $185,906 at 4% or $123,937 at 6%.
ACEPEX MANAGEMENT CORPORATION HEALTH & WELFARE PLAN-22$398,232$327,194$14,872iApproximate average salary by contribution assumption: employee only about $371,811 at 4% or $247,874 at 6%; with 50% employer match about $247,874 at 4% or $165,249 at 6%; with 100% employer match about $185,906 at 4% or $123,937 at 6%.
2022244$2,306,829$868,474$19,738iApproximate average salary by contribution assumption: employee only about $493,451 at 4% or $328,967 at 6%; with 50% employer match about $328,967 at 4% or $219,312 at 6%; with 100% employer match about $246,726 at 4% or $164,484 at 6%.
Acepex Management Corp. Retirement Plan-44$1,857,959$329,111$7,480iApproximate average salary by contribution assumption: employee only about $186,995 at 4% or $124,663 at 6%; with 50% employer match about $124,663 at 4% or $83,109 at 6%; with 100% employer match about $93,497 at 4% or $62,332 at 6%.
ACEPEX MANAGEMENT CORPORATION HEALTH & WELFARE PLAN-35$448,870$539,363$15,410iApproximate average salary by contribution assumption: employee only about $385,259 at 4% or $256,840 at 6%; with 50% employer match about $256,840 at 4% or $171,226 at 6%; with 100% employer match about $192,630 at 4% or $128,420 at 6%.
2021251$2,669,111$1,110,124$21,767iApproximate average salary by contribution assumption: employee only about $544,178 at 4% or $362,786 at 6%; with 50% employer match about $362,786 at 4% or $241,857 at 6%; with 100% employer match about $272,089 at 4% or $181,393 at 6%.
Acepex Management Corp. Retirement Plan-51$2,196,726$350,292$6,868iApproximate average salary by contribution assumption: employee only about $171,712 at 4% or $114,475 at 6%; with 50% employer match about $114,475 at 4% or $76,316 at 6%; with 100% employer match about $85,856 at 4% or $57,237 at 6%.
ACEPEX MANAGEMENT CORPORATION HEALTH & WELFARE PLAN-49$472,385$759,832$15,507iApproximate average salary by contribution assumption: employee only about $387,669 at 4% or $258,446 at 6%; with 50% employer match about $258,446 at 4% or $172,298 at 6%; with 100% employer match about $193,835 at 4% or $129,223 at 6%.
2020290$2,277,225$1,566,867$17,410iApproximate average salary by contribution assumption: employee only about $435,241 at 4% or $290,161 at 6%; with 50% employer match about $290,161 at 4% or $193,440 at 6%; with 100% employer match about $217,620 at 4% or $145,080 at 6%.
Acepex Management Corp. Retirement Plan-66$1,748,623$387,659$5,874iApproximate average salary by contribution assumption: employee only about $146,841 at 4% or $97,894 at 6%; with 50% employer match about $97,894 at 4% or $65,262 at 6%; with 100% employer match about $73,420 at 4% or $48,947 at 6%.
ACEPEX MANAGEMENT CORPORATION HEALTH & WELFARE PLAN-90$528,602$1,179,208$13,102iApproximate average salary by contribution assumption: employee only about $327,558 at 4% or $218,372 at 6%; with 50% employer match about $218,372 at 4% or $145,581 at 6%; with 100% employer match about $163,779 at 4% or $109,186 at 6%.
2019296$2,235,692$983,135$10,241iApproximate average salary by contribution assumption: employee only about $256,025 at 4% or $170,683 at 6%; with 50% employer match about $170,683 at 4% or $113,789 at 6%; with 100% employer match about $128,012 at 4% or $85,342 at 6%.
Acepex Management Corp. Retirement Plan-59$1,597,057$181,607$3,078iApproximate average salary by contribution assumption: employee only about $76,952 at 4% or $51,301 at 6%; with 50% employer match about $51,301 at 4% or $34,201 at 6%; with 100% employer match about $38,476 at 4% or $25,651 at 6%.
ACEPEX MANAGEMENT CORPORATION HEALTH & WELFARE PLAN-96$638,635$801,528$8,349iApproximate average salary by contribution assumption: employee only about $208,731 at 4% or $139,154 at 6%; with 50% employer match about $139,154 at 4% or $92,769 at 6%; with 100% employer match about $104,366 at 4% or $69,577 at 6%.
2018280$2,031,686$960,245$12,003iApproximate average salary by contribution assumption: employee only about $300,077 at 4% or $200,051 at 6%; with 50% employer match about $200,051 at 4% or $133,367 at 6%; with 100% employer match about $150,038 at 4% or $100,026 at 6%.
Acepex Management Corp. Retirement Plan-80$1,353,534$155,791$1,947iApproximate average salary by contribution assumption: employee only about $48,685 at 4% or $32,456 at 6%; with 50% employer match about $32,456 at 4% or $21,638 at 6%; with 100% employer match about $24,342 at 4% or $16,228 at 6%.
ACEPEX MANAGEMENT CORPORATION HEALTH & WELFARE PLAN-72$678,152$804,454$11,173iApproximate average salary by contribution assumption: employee only about $279,324 at 4% or $186,216 at 6%; with 50% employer match about $186,216 at 4% or $124,144 at 6%; with 100% employer match about $139,662 at 4% or $93,108 at 6%.
20172102$1,993,552$947,332$9,288iApproximate average salary by contribution assumption: employee only about $232,189 at 4% or $154,793 at 6%; with 50% employer match about $154,793 at 4% or $103,195 at 6%; with 100% employer match about $116,095 at 4% or $77,396 at 6%.
Acepex Management Corp. Retirement Plan-81$1,299,445$158,089$1,952iApproximate average salary by contribution assumption: employee only about $48,793 at 4% or $32,529 at 6%; with 50% employer match about $32,529 at 4% or $21,686 at 6%; with 100% employer match about $24,396 at 4% or $16,264 at 6%.
ACEPEX MANAGEMENT CORPORATION HEALTH & WELFARE PLAN-102$694,107$789,243$7,738iApproximate average salary by contribution assumption: employee only about $193,442 at 4% or $128,961 at 6%; with 50% employer match about $128,961 at 4% or $85,974 at 6%; with 100% employer match about $96,721 at 4% or $64,481 at 6%.
2016292$1,847,368$931,262$10,122iApproximate average salary by contribution assumption: employee only about $253,060 at 4% or $168,707 at 6%; with 50% employer match about $168,707 at 4% or $112,471 at 6%; with 100% employer match about $126,530 at 4% or $84,353 at 6%.
Acepex Management Corp. Retirement Plan-81$1,055,436$125,970$1,555iApproximate average salary by contribution assumption: employee only about $38,880 at 4% or $25,920 at 6%; with 50% employer match about $25,920 at 4% or $17,280 at 6%; with 100% employer match about $19,440 at 4% or $12,960 at 6%.
ACEPEX MANAGEMENT CORPORATION HEALTH & WELFARE PLAN-92$791,932$805,292$8,753iApproximate average salary by contribution assumption: employee only about $218,829 at 4% or $145,886 at 6%; with 50% employer match about $145,886 at 4% or $97,257 at 6%; with 100% employer match about $109,415 at 4% or $72,943 at 6%.
2015289$1,891,216$1,052,670$11,828iApproximate average salary by contribution assumption: employee only about $295,694 at 4% or $197,129 at 6%; with 50% employer match about $197,129 at 4% or $131,419 at 6%; with 100% employer match about $147,847 at 4% or $98,565 at 6%.
Acepex Management Corp. Retirement Plan-89$966,123$158,149$1,777iApproximate average salary by contribution assumption: employee only about $44,424 at 4% or $29,616 at 6%; with 50% employer match about $29,616 at 4% or $19,744 at 6%; with 100% employer match about $22,212 at 4% or $14,808 at 6%.
ACEPEX MANAGEMENT CORPORATION HEALTH & WELFARE PLAN-85$925,093$894,521$10,524iApproximate average salary by contribution assumption: employee only about $263,094 at 4% or $175,396 at 6%; with 50% employer match about $175,396 at 4% or $116,931 at 6%; with 100% employer match about $131,547 at 4% or $87,698 at 6%.
20143131$3,617,185$1,317,581$10,058iApproximate average salary by contribution assumption: employee only about $251,447 at 4% or $167,631 at 6%; with 50% employer match about $167,631 at 4% or $111,754 at 6%; with 100% employer match about $125,723 at 4% or $83,816 at 6%.
Acepex Management Corp. Retirement Plan-130$1,377,240$181,215$1,394iApproximate average salary by contribution assumption: employee only about $34,849 at 4% or $23,233 at 6%; with 50% employer match about $23,233 at 4% or $15,488 at 6%; with 100% employer match about $17,425 at 4% or $11,616 at 6%.
Acepex Management Corp. Retirement Plan-130$1,377,240$181,215$1,394iApproximate average salary by contribution assumption: employee only about $34,849 at 4% or $23,233 at 6%; with 50% employer match about $23,233 at 4% or $15,488 at 6%; with 100% employer match about $17,425 at 4% or $11,616 at 6%.
ACEPEX MANAGEMENT CORPORATION HEALTH & WELFARE PLAN-131$862,705$955,151$7,291iApproximate average salary by contribution assumption: employee only about $182,281 at 4% or $121,520 at 6%; with 50% employer match about $121,520 at 4% or $81,014 at 6%; with 100% employer match about $91,140 at 4% or $60,760 at 6%.
20133119$3,737,020$1,479,982$12,437iApproximate average salary by contribution assumption: employee only about $310,921 at 4% or $207,280 at 6%; with 50% employer match about $207,280 at 4% or $138,187 at 6%; with 100% employer match about $155,460 at 4% or $103,640 at 6%.
Acepex Management Corp. Retirement Plan-119$1,412,036$239,527$2,013iApproximate average salary by contribution assumption: employee only about $50,321 at 4% or $33,547 at 6%; with 50% employer match about $33,547 at 4% or $22,365 at 6%; with 100% employer match about $25,160 at 4% or $16,774 at 6%.
Acepex Management Corp. Retirement Plan-119$1,412,036$239,527$2,013iApproximate average salary by contribution assumption: employee only about $50,321 at 4% or $33,547 at 6%; with 50% employer match about $33,547 at 4% or $22,365 at 6%; with 100% employer match about $25,160 at 4% or $16,774 at 6%.
ACEPEX MANAGEMENT CORPORATION HEALTH & WELFARE PLAN-111$912,948$1,000,928$9,017iApproximate average salary by contribution assumption: employee only about $225,434 at 4% or $150,289 at 6%; with 50% employer match about $150,289 at 4% or $100,193 at 6%; with 100% employer match about $112,717 at 4% or $75,145 at 6%.
20123277$4,341,537$1,870,228$6,752iApproximate average salary by contribution assumption: employee only about $168,793 at 4% or $112,529 at 6%; with 50% employer match about $112,529 at 4% or $75,019 at 6%; with 100% employer match about $84,397 at 4% or $56,264 at 6%.
Acepex Management Corp. Retirement Plan-277$1,685,327$245,303$886iApproximate average salary by contribution assumption: employee only about $22,139 at 4% or $14,760 at 6%; with 50% employer match about $14,760 at 4% or $9,840 at 6%; with 100% employer match about $11,070 at 4% or $7,380 at 6%.
Acepex Management Corp. Retirement Plan-277$1,685,327$245,303$886iApproximate average salary by contribution assumption: employee only about $22,139 at 4% or $14,760 at 6%; with 50% employer match about $14,760 at 4% or $9,840 at 6%; with 100% employer match about $11,070 at 4% or $7,380 at 6%.
ACEPEX MANAGEMENT CORPORATION HEALTH & WELFARE PLAN-200$970,883$1,379,622$6,898iApproximate average salary by contribution assumption: employee only about $172,453 at 4% or $114,969 at 6%; with 50% employer match about $114,969 at 4% or $76,646 at 6%; with 100% employer match about $86,226 at 4% or $57,484 at 6%.
20113244$3,677,231$2,002,678$8,208iApproximate average salary by contribution assumption: employee only about $205,192 at 4% or $136,795 at 6%; with 50% employer match about $136,795 at 4% or $91,197 at 6%; with 100% employer match about $102,596 at 4% or $68,397 at 6%.
ACEPEX MANAGEMENT CORP. RETIREMENT PLAN-244$1,445,538$303,710$1,245iApproximate average salary by contribution assumption: employee only about $31,118 at 4% or $20,745 at 6%; with 50% employer match about $20,745 at 4% or $13,830 at 6%; with 100% employer match about $15,559 at 4% or $10,373 at 6%.
ACEPEX MANAGEMENT CORPORATION-244$1,445,538$303,710$1,245iApproximate average salary by contribution assumption: employee only about $31,118 at 4% or $20,745 at 6%; with 50% employer match about $20,745 at 4% or $13,830 at 6%; with 100% employer match about $15,559 at 4% or $10,373 at 6%.
ACEPEX MANAGEMENT CORPORATION HEALTH & WELFARE PLAN-210$786,155$1,395,258$6,644iApproximate average salary by contribution assumption: employee only about $166,102 at 4% or $110,735 at 6%; with 50% employer match about $110,735 at 4% or $73,823 at 6%; with 100% employer match about $83,051 at 4% or $55,367 at 6%.
20103334$3,732,177$2,083,913$6,239iApproximate average salary by contribution assumption: employee only about $155,982 at 4% or $103,988 at 6%; with 50% employer match about $103,988 at 4% or $69,325 at 6%; with 100% employer match about $77,991 at 4% or $51,994 at 6%.
ACEPEX MANAGEMENT CORP. RETIREMENT PLAN-334$1,660,528$376,859$1,128iApproximate average salary by contribution assumption: employee only about $28,208 at 4% or $18,805 at 6%; with 50% employer match about $18,805 at 4% or $12,537 at 6%; with 100% employer match about $14,104 at 4% or $9,403 at 6%.
ACEPEX MANAGEMENT CORPORATION-334$1,660,528$376,859$1,128iApproximate average salary by contribution assumption: employee only about $28,208 at 4% or $18,805 at 6%; with 50% employer match about $18,805 at 4% or $12,537 at 6%; with 100% employer match about $14,104 at 4% or $9,403 at 6%.
ACEPEX MANAGEMENT CORPORATION HEALTH & WELFARE PLAN-303$411,121$1,330,195$4,390iApproximate average salary by contribution assumption: employee only about $109,752 at 4% or $73,168 at 6%; with 50% employer match about $73,168 at 4% or $48,779 at 6%; with 100% employer match about $54,876 at 4% or $36,584 at 6%.
20092356$1,321,468$339,114$953iApproximate average salary by contribution assumption: employee only about $23,814 at 4% or $15,876 at 6%; with 50% employer match about $15,876 at 4% or $10,584 at 6%; with 100% employer match about $11,907 at 4% or $7,938 at 6%.
ACEPEX MANAGEMENT CORP. RETIREMENT PLAN-356$1,321,468$339,114$953iApproximate average salary by contribution assumption: employee only about $23,814 at 4% or $15,876 at 6%; with 50% employer match about $15,876 at 4% or $10,584 at 6%; with 100% employer match about $11,907 at 4% or $7,938 at 6%.
ACEPEX MANGEMENT CORPORATION-356---
20071339$907,978$330,511$975iApproximate average salary by contribution assumption: employee only about $24,374 at 4% or $16,249 at 6%; with 50% employer match about $16,249 at 4% or $10,833 at 6%; with 100% employer match about $12,187 at 4% or $8,125 at 6%.
ACEPEX MANAGEMENT CORPORATION 401K PROFIT SHARING PLAN-339$907,978$330,511$975iApproximate average salary by contribution assumption: employee only about $24,374 at 4% or $16,249 at 6%; with 50% employer match about $16,249 at 4% or $10,833 at 6%; with 100% employer match about $12,187 at 4% or $8,125 at 6%.
20061273$886,221$196,010$718iApproximate average salary by contribution assumption: employee only about $17,950 at 4% or $11,966 at 6%; with 50% employer match about $11,966 at 4% or $7,978 at 6%; with 100% employer match about $8,975 at 4% or $5,983 at 6%.
ACEPEX MANAGEMENT CORPORATION 401K PROFIT SHARING PLAN-273$886,221$196,010$718iApproximate average salary by contribution assumption: employee only about $17,950 at 4% or $11,966 at 6%; with 50% employer match about $11,966 at 4% or $7,978 at 6%; with 100% employer match about $8,975 at 4% or $5,983 at 6%.
20051246$950,705$200,560$815iApproximate average salary by contribution assumption: employee only about $20,382 at 4% or $13,588 at 6%; with 50% employer match about $13,588 at 4% or $9,059 at 6%; with 100% employer match about $10,191 at 4% or $6,794 at 6%.
ACEPEX MANAGEMENT CORPORATION 401K PROFIT SHARING PLAN-246$950,705$200,560$815iApproximate average salary by contribution assumption: employee only about $20,382 at 4% or $13,588 at 6%; with 50% employer match about $13,588 at 4% or $9,059 at 6%; with 100% employer match about $10,191 at 4% or $6,794 at 6%.
20041295$1,139,015$364,222$1,235iApproximate average salary by contribution assumption: employee only about $30,866 at 4% or $20,578 at 6%; with 50% employer match about $20,578 at 4% or $13,718 at 6%; with 100% employer match about $15,433 at 4% or $10,289 at 6%.
ACEPEX MANAGEMENT CORPORATION 401K PROFIT SHARING PLAN-295$1,139,015$364,222$1,235iApproximate average salary by contribution assumption: employee only about $30,866 at 4% or $20,578 at 6%; with 50% employer match about $20,578 at 4% or $13,718 at 6%; with 100% employer match about $15,433 at 4% or $10,289 at 6%.
20031468$0$0-
ACEPEX MANAGEMENT CORPORATION 401K PROFIT SHARING PLAN-468---
20021341$0$0-
ACEPEX 401K PLAN-341---
20012297$634,202$447,777$1,508iApproximate average salary by contribution assumption: employee only about $37,692 at 4% or $25,128 at 6%; with 50% employer match about $25,128 at 4% or $16,752 at 6%; with 100% employer match about $18,846 at 4% or $12,564 at 6%.
ACEPEX 401K PLAN-297$634,202$447,777$1,508iApproximate average salary by contribution assumption: employee only about $37,692 at 4% or $25,128 at 6%; with 50% employer match about $25,128 at 4% or $16,752 at 6%; with 100% employer match about $18,846 at 4% or $12,564 at 6%.
ACEPEX MANAGEMENT CORPORATION PREMIUM SAVINGS PLAN-0---