2023 Form 5500 filing — Aero Industries, 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 20241011110958NAL0010852323001) for Aero Industries, Inc. 401(K) Plan, reported by Aero Industries, Inc. under EIN 35-1273299 and plan number 003. It reports 247 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)$6.3MReported net assets$6,310,488
Participants247
Provider compensation$38.3K2 Schedule C row(s)$38,297
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011110958NAL0010852323001
- Plan sponsor
- Aero Industries, Inc.
- EIN
- 35-1273299
- Plan number
- 003
- Location
- Indianapolis, IN
- 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)$6.3M total assets
Net assets$6.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,310,488
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,310,488
- Employer contributions
- $167,453
- Participant contributions
- $551,401
- Total income / additions
- $1,778,002
- Benefits paid
- $1,020,566
- Administrative expenses
- $22,906
- Total expenses
- $1,050,804
- Net increase / (decrease)
- $727,198
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $20,950 | not reported in the loaded dataset |
| Shepherd Financial Investment | NONE | $17,347 | not reported in the loaded dataset |