2023 Form 5500 filing — Netjets 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 20241015130457NAL0028512289003) for Netjets Inc. 401(K) Plan, reported by Netjets Inc. under EIN 51-0383060 and plan number 001. It reports 3,455 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130457NAL0028512289003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Netjets Inc.
- EIN
- 51-0383060
- Plan number
- 001
- Location
- Columbus, OH
- Participants
- 3,455
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $702,479,620
- Net assets (EOY)
- $702,479,620
- Employer contributions
- $23,653,027
- Participant contributions
- $43,357,566
- Total income / additions
- $195,068,008
- Benefits paid
- $50,051,527
- Administrative expenses
- $324,256
- Total expenses
- $50,390,685
- Net increase / (decrease)
- $144,677,323
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $163,978 | not reported in the loaded dataset |
| Lcg Associates Inc | NONE | $43,881 | not reported in the loaded dataset |
| Nfp Retirement Inc | NONE | $19,768 | not reported in the loaded dataset |
| Gbq Partners LLC | NONE | $15,000 | not reported in the loaded dataset |
| Whitaker-Myers Wealth Managers | NONE | $11,809 | not reported in the loaded dataset |
| Abound Wealth Management LLC | NONE | $10,115 | not reported in the loaded dataset |
| Frost Brown Todd LLC | NONE | $8,852 | not reported in the loaded dataset |
| Hamilton Capital LLC | NONE | $7,362 | not reported in the loaded dataset |
| Fisher Investments | NONE | $6,646 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $2,281 | $0 |