2023 Form 5500 filing — Standardaero 401k 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 20241011102429NAL0012367779001) for Standardaero 401k Savings Plan, reported by Standardaero under EIN 52-1956503 and plan number 001. It reports 4,294 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011102429NAL0012367779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Standardaero
- EIN
- 52-1956503
- Plan number
- 001
- Location
- Scottsdale, AZ
- Participants
- 4,294
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $333,374,534
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $333,374,534
- Employer contributions
- $11,557,360
- Participant contributions
- $19,583,086
- Total income / additions
- $78,659,814
- Benefits paid
- $31,912,124
- Administrative expenses
- $146,487
- Total expenses
- $32,061,254
- Net increase / (decrease)
- $46,598,560
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $88,482 | $0 |
| Ameriprise Financial Services | CONSULTANT | $37,500 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | CONSULTANT | $19,530 | not reported in the loaded dataset |