2023 Form 5500 filing — Aero Fulfillment Services 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 20241010151415NAL0011649619001) for Aero Fulfillment Services 401(K) Plan, reported by Aero Fulfillment Services Corporation under EIN 31-1166117 and plan number 001. It reports 200 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)$4MReported net assets$3,998,965
Participants200
Provider compensation$36.3K3 Schedule C row(s)$36,340
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010151415NAL0011649619001
- Plan sponsor
- Aero Fulfillment Services Corporation
- EIN
- 31-1166117
- Plan number
- 001
- Location
- Mason, OH
- 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)$4M total assets
Net assets$4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,998,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,998,965
- Employer contributions
- $151,351
- Participant contributions
- $288,370
- Total income / additions
- $1,195,270
- Benefits paid
- $400,676
- Administrative expenses
- $33,888
- Total expenses
- $434,564
- Net increase / (decrease)
- $760,706
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Servi | RECORDKEEPER | $17,728 | $0 |
| Ubs Financial Services Inc. | INVESTMENT ADVISOR | $16,585 | not reported in the loaded dataset |
| Trinity Pension Consultants, Inc. | CONTRACT ADMIN | $2,027 | not reported in the loaded dataset |