2023 Form 5500 filing — Air General, Inc. 401(K) Profit Sharing 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 20241015151228NAL0030115873001) for Air General, Inc. 401(K) Profit Sharing Plan, reported by Air General, Inc. under EIN 04-2220326 and plan number 002. It reports 682 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151228NAL0030115873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Air General, Inc.
- EIN
- 04-2220326
- Plan number
- 002
- Location
- Portsmouth, NH
- Participants
- 682
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,731,022
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,731,022
- Employer contributions
- $360,929
- Participant contributions
- $1,039,359
- Total income / additions
- $2,426,128
- Benefits paid
- $587,339
- Administrative expenses
- $62,185
- Total expenses
- $684,798
- Net increase / (decrease)
- $1,741,330
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,534 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $23,346 | not reported in the loaded dataset |
| Global Retirement Partners | INVESTMENT ADVISOR | $18,266 | not reported in the loaded dataset |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $12,731 | $3,653 |