2023 Form 5500 filing — Mercury Aircraft Inc. 401(K) 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 20241011092835NAL0021590641001) for Mercury Aircraft Inc. 401(K) Retirement Savings Plan, reported by Mercury Aircraft Inc. under EIN 16-0550220 and plan number 002. It reports 354 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)$31.3MReported net assets$31,341,327
Participants354
Provider compensation$26.5K2 Schedule C row(s)$26,504
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011092835NAL0021590641001
Plan sponsor
Mercury Aircraft Inc.
EIN
16-0550220
Plan number
002
Location
Hammondsport, NY
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)$31.3M total assets
Net assets$31.3MLiabilities$0
Money in vs. money out
Total income / additions$5M
Total expenses$3.7M
Benefits paid / distributions$3.6M
Contributions
Employer$130.5K
Participant$850.4K
Full reported line items
Total assets (EOY)
$31,341,327
Total liabilities (EOY)
$0
Net assets (EOY)
$31,341,327
Employer contributions
$130,506
Participant contributions
$850,382
Total income / additions
$4,966,873
Benefits paid
$3,649,263
Administrative expenses
$26,504
Total expenses
$3,675,767
Net increase / (decrease)
$1,291,106
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $35.1K
  2. 2
    RECORDKEEPER · Direct -$8.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011092835NAL0021590641001 cover?
It is the 2023 Form 5500 filing for Mercury Aircraft Inc. 401(K) Retirement Savings Plan, reported by Mercury Aircraft Inc. (EIN 16-0550220).
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).

Related Form 5500 pages