2023 Form 5500 filing — Clay Lacy Aviation Matching 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 20241004111531NAL0006637075001) for Clay Lacy Aviation Matching 401(K) Plan, reported by Clay Lacy Aviation under EIN 95-2653612 and plan number 006. It reports 815 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004111531NAL0006637075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clay Lacy Aviation
- EIN
- 95-2653612
- Plan number
- 006
- Location
- Van Nuys, CA
- Participants
- 815
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,767,669
- Total liabilities (EOY)
- $4
- Net assets (EOY)
- $60,767,665
- Employer contributions
- $3,490,384
- Participant contributions
- $6,896,518
- Total income / additions
- $19,907,539
- Benefits paid
- $3,562,606
- Administrative expenses
- $119,166
- Total expenses
- $3,725,501
- Net increase / (decrease)
- $16,182,038
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $76,323 | $0 |
| Usi Advisors Inc | ADVISOR | $22,500 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $20,343 | not reported in the loaded dataset |