2023 Form 5500 filing — Learjet Inc. Tax-Deferred Savings Plan For Represented Employees

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 20241002150014NAL0004138435001) for Learjet Inc. Tax-Deferred Savings Plan For Represented Employees, reported by Learjet Inc. under EIN 13-3567473 and plan number 008. It reports 532 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)$52.7MReported net assets$52,689,371
Participants532
Provider compensation$43.5K2 Schedule C row(s)$43,507
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002150014NAL0004138435001
Plan sponsor
Learjet Inc.
EIN
13-3567473
Plan number
008
Location
Wichita, KS
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)$52.7M total assets
Net assets$52.7MLiabilities
Money in vs. money out
Total income / additions$10.9M
Total expenses$6.1M
Benefits paid / distributions$6M
Contributions
Employer$684.1K
Participant$2.4M
Full reported line items
Total assets (EOY)
$52,689,371
Net assets (EOY)
$52,689,371
Employer contributions
$684,100
Participant contributions
$2,429,730
Total income / additions
$10,858,139
Benefits paid
$6,013,418
Administrative expenses
$43,936
Total expenses
$6,057,680
Net increase / (decrease)
$4,800,459
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $29.5K
  2. 2
    NONE · Direct $14.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002150014NAL0004138435001 cover?
It is the 2023 Form 5500 filing for Learjet Inc. Tax-Deferred Savings Plan For Represented Employees, reported by Learjet Inc. (EIN 13-3567473).
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