2023 Form 5500 filing — Aegis Aerospace, Inc. 401k 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 20241014211403NAL0015552611001) for Aegis Aerospace, Inc. 401k Plan, reported by Aegis Aerospace, Inc. under EIN 76-0359573 and plan number 001. It reports 637 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)$62MReported net assets$62,040,242
Participants637
Provider compensation$21.2K3 Schedule C row(s)$21,208
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014211403NAL0015552611001
- Plan sponsor
- Aegis Aerospace, Inc.
- EIN
- 76-0359573
- Plan number
- 001
- Location
- Webster, TX
- 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)$62M total assets
Net assets$62MLiabilities$0
Full reported line items
- Total assets (EOY)
- $62,040,242
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,040,242
- Employer contributions
- $826,671
- Participant contributions
- $2,930,742
- Total income / additions
- $14,342,359
- Benefits paid
- $3,601,797
- Administrative expenses
- $21,082
- Total expenses
- $3,644,049
- Net increase / (decrease)
- $10,698,310
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forvis Mazars, Llp | ACCOUNTANT/AUDITOR | $19,950 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $14,132 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$12,874 | $0 |