2023 Form 5500 filing — Hrd Aero Systems, Inc. 401(K) 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 20240813164844NAL0010786529001) for Hrd Aero Systems, Inc. 401(K) Plan, reported by Hrd Aero Systems, Inc. under EIN 95-4041900 and plan number 002. It reports 270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240813164844NAL0010786529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hrd Aero Systems, Inc.
- EIN
- 95-4041900
- Plan number
- 002
- Location
- Valencia, CA
- Participants
- 270
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,601,605
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,601,605
- Employer contributions
- $301,563
- Participant contributions
- $1,062,932
- Total income / additions
- $3,705,520
- Benefits paid
- $442,400
- Administrative expenses
- $55,243
- Total expenses
- $512,507
- Net increase / (decrease)
- $3,193,013
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $34,693 | $0 |
| Ep Wealth Advisors | INVESTMENT ADVISOR | $15,348 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $5,202 | not reported in the loaded dataset |