2023 Form 5500 filing — Avantus Aerospace, Inc. 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 20241010193827NAL0010378563001) for Avantus Aerospace, Inc. 401(K) Plan, reported by Avantus Aerospace, Inc. under EIN 80-0795414 and plan number 001. It reports 422 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010193827NAL0010378563001
Filing year
2023
Form type
2
Plan sponsor
Avantus Aerospace, Inc.
EIN
80-0795414
Plan number
001
Location
Santa Clarita, CA
Participants
422
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$12,613,666
Total liabilities (EOY)
$0
Net assets (EOY)
$12,613,666
Employer contributions
$330,114
Participant contributions
$973,037
Total income / additions
$3,535,444
Benefits paid
$1,568,460
Administrative expenses
$82,416
Total expenses
$1,676,506
Net increase / (decrease)
$1,858,938
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Global Retirement PartnersINVESTMENT ADVISOR$45,506not reported in the loaded dataset
Actuarial Benefits CorpOTHER SERVICES$18,000not reported in the loaded dataset
Fidelity Investments Inst.RECORDKEEPER$17,020$0
Strategic AdvisorsADVISOR$1,890not reported in the loaded dataset

Related Form 5500 pages