2023 Form 5500 filing — Pilatus Business Aircraft, Ltd 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 20241007105216NAL0015059905001) for Pilatus Business Aircraft, Ltd 401(K) Plan, reported by Pilatus Business Aircraft, Ltd under EIN 84-1343522 and plan number 001. It reports 186 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)$16.1MReported net assets$16,144,419

Participants186

Provider compensation$84.2K3 Schedule C row(s)$84,228

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241007105216NAL0015059905001
Plan sponsor: Pilatus Business Aircraft, Ltd
EIN: 84-1343522
Plan number: 001
Location: Broomfield, CO
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)$16.1M total assets

Net assets$16.1MLiabilities$0

Money in vs. money out

Total income / additions$4.9M

Total expenses$1.3M

Benefits paid / distributions$1.2M

Contributions

Employer$761K

Participant$1.2M

Full reported line items

Total assets (EOY): $16,144,419
Total liabilities (EOY): $0
Net assets (EOY): $16,144,419
Employer contributions: $761,015
Participant contributions: $1,183,549
Total income / additions: $4,915,819
Benefits paid: $1,242,800
Administrative expenses: $56,593
Total expenses: $1,299,393
Net increase / (decrease): $3,616,426

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$56.6K
CONTRACT ADMINISTRATOR · Direct $56.6K · Indirect $0
2
Global Retirement Partners LLC$27.6K
INVESTMENT ADVISORY · Direct $0 · Indirect $27.6K
3
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007105216NAL0015059905001 cover?: It is the 2023 Form 5500 filing for Pilatus Business Aircraft, Ltd 401(K) Plan, reported by Pilatus Business Aircraft, Ltd (EIN 84-1343522).
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).