2023 Form 5500 filing — Allied Aviation 401(K) Security Fund

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 20241014122703NAL0014920947001) for Allied Aviation 401(K) Security Fund, reported by Allied Aviation Services, Inc. under EIN 13-3846270 and plan number 002. It reports 189 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)$4.5MReported net assets$4,528,346
Participants189
Provider compensation$20.9K1 Schedule C row(s)$20,925
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014122703NAL0014920947001
Plan sponsor
Allied Aviation Services, Inc.
EIN
13-3846270
Plan number
002
Location
Sarasota, FL
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)$4.5M total assets
Net assets$4.5MLiabilities$2.4K
Money in vs. money out
Total income / additions$1.6M
Total expenses$266.4K
Benefits paid / distributions$229.7K
Contributions
Employer$235.1K
Participant$822.5K
Full reported line items
Total assets (EOY)
$4,530,697
Total liabilities (EOY)
$2,351
Net assets (EOY)
$4,528,346
Employer contributions
$235,055
Participant contributions
$822,521
Total income / additions
$1,636,922
Benefits paid
$229,747
Administrative expenses
$20,379
Total expenses
$266,352
Net increase / (decrease)
$1,370,570
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $20.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014122703NAL0014920947001 cover?
It is the 2023 Form 5500 filing for Allied Aviation 401(K) Security Fund, reported by Allied Aviation Services, Inc. (EIN 13-3846270).
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