2023 Form 5500 filing — Jet Access Team Solutions, 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 20241004101410NAL0012088577001) for Jet Access Team Solutions, LLC 401(K) Plan, reported by Jet Access Team Solutions, LLC under EIN 87-3310280 and plan number 001. It reports 414 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)$11.1MReported net assets$11,141,036
Participants414
Provider compensation$97.7K3 Schedule C row(s)$97,671
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004101410NAL0012088577001
- Plan sponsor
- Jet Access Team Solutions, LLC
- EIN
- 87-3310280
- Plan number
- 001
- Location
- Indianapolis, IN
- Received date
- not reported in the loaded dataset
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)$11.1M total assets
Net assets$11.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,141,036
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,141,036
- Employer contributions
- $615,657
- Participant contributions
- $1,649,389
- Total income / additions
- $4,033,298
- Benefits paid
- $1,120,916
- Administrative expenses
- $97,671
- Total expenses
- $1,225,197
- Net increase / (decrease)
- $2,808,101
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $59,754 | $0 |
| Shepherd Financial Investment Advis | INVESTMENT ADVISOR | $32,902 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,015 | not reported in the loaded dataset |