2023 Form 5500 filing — Aviation Training Consulting Retirement Savings 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 20241007130603NAL0015203297001) for Aviation Training Consulting Retirement Savings Plan, reported by Aviation Training Consulting, LLC under EIN 73-1621006 and plan number 001. It reports 111 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007130603NAL0015203297001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aviation Training Consulting, LLC
- EIN
- 73-1621006
- Plan number
- 001
- Location
- Edmond, OK
- Participants
- 111
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,336,794
- Net assets (EOY)
- $6,336,794
- Employer contributions
- $420,377
- Participant contributions
- $764,240
- Total income / additions
- $2,269,755
- Benefits paid
- $879,712
- Administrative expenses
- $18,049
- Total expenses
- $897,878
- Net increase / (decrease)
- $1,371,877
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance (U.S.A) | RECORDKEEPER | $1,653 | $21,917 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $14,095 | $0 |