2023 Form 5500 filing — Aerotec 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 20241001121005NAL0007036033001) for Aerotec 401(K) Retirement Plan, reported by Aerospace Testing Engineering & Certification, LLC under EIN 40-0002670 and plan number 001. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001121005NAL0007036033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aerospace Testing Engineering & Certification, LLC
- EIN
- 40-0002670
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,846,354
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,846,354
- Employer contributions
- $405,188
- Participant contributions
- $987,408
- Total income / additions
- $2,793,001
- Benefits paid
- $1,421,476
- Administrative expenses
- $47,972
- Total expenses
- $1,469,448
- Net increase / (decrease)
- $1,323,553
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Centaurus Financial, Inc. | INVESTMENT ADVISOR | $20,888 | not reported in the loaded dataset |
| Pension Plan Specialists | TPA | $8,775 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $2,139 | $0 |