2023 Form 5500 filing — Aerodyne Industries LLC 401 K Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730092335NAL0019796881001) for Aerodyne Industries LLC 401 K Profit Sharing Plan, reported by Aerodyne Industries LLC under EIN 20-5783057 and plan number 001. It reports 720 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730092335NAL0019796881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aerodyne Industries LLC
- EIN
- 20-5783057
- Plan number
- 001
- Location
- Cape Canaveral, FL
- Participants
- 720
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,915,442
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,915,442
- Employer contributions
- $3,442,383
- Participant contributions
- $7,389,809
- Total income / additions
- $22,034,471
- Benefits paid
- $5,645,788
- Administrative expenses
- $255,999
- Total expenses
- $5,934,743
- Net increase / (decrease)
- $16,099,728
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Ann Ins Co | NONE | $157,961 | $0 |
| Ubs Financial Services | NONE | $84,093 | not reported in the loaded dataset |
| Assurance Dimensions | NONE | $9,000 | not reported in the loaded dataset |
| Florida Retirement Consultants | NONE | $8,009 | $0 |