2023 Form 5500 filing — Universal Weather And Aviation, 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 20240919141304NAL0002396035001) for Universal Weather And Aviation, LLC 401(K) Plan, reported by Universal Weather And Aviation, LLC under EIN 75-1039736 and plan number 001. It reports 1,224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919141304NAL0002396035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Universal Weather And Aviation, LLC
- EIN
- 75-1039736
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 1,224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $100,273,476
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,273,476
- Employer contributions
- $2,867,384
- Participant contributions
- $4,563,889
- Total income / additions
- $24,307,772
- Benefits paid
- $5,841,245
- Administrative expenses
- $153,777
- Total expenses
- $6,001,215
- Net increase / (decrease)
- $18,306,557
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $75,936 | $0 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $61,965 | not reported in the loaded dataset |
| Ham, Langston & Brezina, Llp | ACCOUNTANT/AUDITOR | $18,120 | not reported in the loaded dataset |