2023 Form 5500 filing — Breeze Aviation Group 401(K) Team Member 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 20241009151849NAL0018635409001) for Breeze Aviation Group 401(K) Team Member Plan, reported by Breeze Aviation Group, Inc under EIN 82-2644964 and plan number 001. It reports 1,025 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009151849NAL0018635409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Breeze Aviation Group, Inc
- EIN
- 82-2644964
- Plan number
- 001
- Location
- Cottonwood Heights, UT
- Participants
- 1,025
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,400,004
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,400,004
- Employer contributions
- $3,089,466
- Participant contributions
- $6,051,914
- Total income / additions
- $13,138,995
- Benefits paid
- $1,214,312
- Administrative expenses
- $75,968
- Total expenses
- $1,295,088
- Net increase / (decrease)
- $11,843,907
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $17,635 | $0 |
| Mma Securities LLC | INVESTMENT ADVISORY | $15,555 | $29 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |