2023 Form 5500 filing — Aeris Communications, 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 20241015135951NAL0049768768005) for Aeris Communications, Inc. 401(K) Plan, reported by Aeris Communications, Inc. under EIN 77-0328878 and plan number 001. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135951NAL0049768768005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aeris Communications, Inc.
- EIN
- 77-0328878
- Plan number
- 001
- Location
- San Jose, CA
- Participants
- 145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,032,035
- Net assets (EOY)
- $15,032,035
- Participant contributions
- $1,347,376
- Total income / additions
- $4,226,041
- Benefits paid
- $1,113,531
- Administrative expenses
- $50,777
- Total expenses
- $1,164,308
- Net increase / (decrease)
- $3,061,733
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $28,196 | $36 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $21,419 | $0 |
| Plan Design Consultants Inc | CONTRACT ADMINISTRATOR | $1,175 | $4,105 |