2023 Form 5500 filing — Allied Aviation Services, Inc. 401(K) Retirement 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 20241014125839NAL0026206353001) for Allied Aviation Services, Inc. 401(K) Retirement Plan, reported by Allied Aviation Services, Inc. under EIN 13-3846270 and plan number 001. It reports 254 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)$32.9MReported net assets$32,947,679
Participants254
Provider compensation$44.1K2 Schedule C row(s)$44,147
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014125839NAL0026206353001
Plan sponsor
Allied Aviation Services, Inc.
EIN
13-3846270
Plan number
001
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)$32.9M total assets
Net assets$32.9MLiabilities$0
Money in vs. money out
Total income / additions$6.1M
Total expenses$2.1M
Benefits paid / distributions$2M
Contributions
Employer$524.3K
Participant$1.2M
Full reported line items
Total assets (EOY)
$32,947,679
Total liabilities (EOY)
$0
Net assets (EOY)
$32,947,679
Employer contributions
$524,288
Participant contributions
$1,233,798
Total income / additions
$6,063,926
Benefits paid
$2,048,922
Administrative expenses
$42,597
Total expenses
$2,091,519
Net increase / (decrease)
$3,972,407
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $27.4K · Indirect $0
  2. 2
    NONE · Direct $16.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014125839NAL0026206353001 cover?
It is the 2023 Form 5500 filing for Allied Aviation Services, Inc. 401(K) Retirement Plan, 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