2023 Form 5500 filing — Aer Mfg., Inc. Retirement Savings Plan And Trust
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 20241011160541NAL0012736035001) for Aer Mfg., Inc. Retirement Savings Plan And Trust, reported by Aer Manufacturing, L.P. under EIN 75-2853926 and plan number 001. It reports 843 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011160541NAL0012736035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aer Manufacturing, L.P.
- EIN
- 75-2853926
- Plan number
- 001
- Location
- Carrollton, TX
- Participants
- 843
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,399,640
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,399,640
- Employer contributions
- $1,123,435
- Participant contributions
- $2,072,263
- Total income / additions
- $9,017,327
- Benefits paid
- $2,055,927
- Administrative expenses
- $28,321
- Total expenses
- $2,155,434
- Net increase / (decrease)
- $6,861,893
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Armanino Mckenna Llp | AUDITOR | $15,750 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11,071 | not reported in the loaded dataset |
| Mcgladrey Llp | AUDITOR | $1,500 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $0 | $0 |