2023 Form 5500 filing — Signature Aviation Usa, LLC 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 20240919101843NAL0002264403001) for Signature Aviation Usa, LLC 401(K) Plan, reported by Signature Aviation Usa, LLC under EIN 59-3096227 and plan number 002. It reports 6,363 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919101843NAL0002264403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Signature Aviation Usa, LLC
- EIN
- 59-3096227
- Plan number
- 002
- Location
- Orlando, FL
- Participants
- 6,363
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $242,952,363
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $242,952,363
- Employer contributions
- $7,084,490
- Participant contributions
- $12,890,985
- Total income / additions
- $59,834,037
- Benefits paid
- $33,706,731
- Administrative expenses
- $383,270
- Total expenses
- $34,103,067
- Net increase / (decrease)
- $25,730,970
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $221,342 | $0 |
| Advus Financial | INVESTMENT ADVISOR | $70,809 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $57,219 | not reported in the loaded dataset |
| Vestal & Wiler | ACCOUNTANT/AUDITOR | $25,750 | not reported in the loaded dataset |
| Rehmann Robson LLC | ACCOUNTANT/AUDITOR | $8,150 | not reported in the loaded dataset |