2023 Form 5500 filing — Unifi Aviation 401(K) Retirement 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 20240923140357NAL0011515473001) for Unifi Aviation 401(K) Retirement Plan, reported by Unifi Aviation, LLC under EIN 58-2198841 and plan number 001. It reports 27,136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$101.6MReported net assets$101,629,344
Participants27.1K27,136
Provider compensation$317.4K3 Schedule C row(s)$317,419
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240923140357NAL0011515473001
Plan sponsor
Unifi Aviation, LLC
EIN
58-2198841
Plan number
001
Location
Atlanta, GA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$101.7M total assets
Net assets$101.6MLiabilities$101.9K
Money in vs. money out
Total income / additions$37.4M
Total expenses$15.8M
Benefits paid / distributions$15.4M
Contributions
Employer$3.4M
Participant$14.7M
Full reported line items
Total assets (EOY)
$101,731,203
Total liabilities (EOY)
$101,859
Net assets (EOY)
$101,629,344
Employer contributions
$3,440,057
Participant contributions
$14,666,470
Total income / additions
$37,383,338
Benefits paid
$15,421,075
Administrative expenses
$238,419
Total expenses
$15,756,993
Net increase / (decrease)
$21,626,345
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $238.4K · Indirect $0
  2. 2
    CONSULTANT · Direct $60K
  3. 3
    ACCOUNTANT/AUDITOR · Direct $19K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240923140357NAL0011515473001 cover?
It is the 2023 Form 5500 filing for Unifi Aviation 401(K) Retirement Plan, reported by Unifi Aviation, LLC (EIN 58-2198841).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages