2023 Form 5500 filing — Solairus Aviation 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 20241015201219NAL0029582673004) for Solairus Aviation 401(K) Plan, reported by Sunset Aviation, LLC Dba Solairus Aviation under EIN 80-0319107 and plan number 001. It reports 1,071 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015201219NAL0029582673004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sunset Aviation, LLC Dba Solairus Aviation
- EIN
- 80-0319107
- Plan number
- 001
- Location
- Petaluma, CA
- Participants
- 1,071
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $138,333,323
- Net assets (EOY)
- $138,333,323
- Employer contributions
- $10,461,505
- Participant contributions
- $15,773,524
- Total income / additions
- $50,516,667
- Benefits paid
- $12,847,008
- Administrative expenses
- $459,881
- Total expenses
- $13,358,928
- Net increase / (decrease)
- $37,157,739
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $232,454 | not reported in the loaded dataset |
| Perigon Wealth Management, LLC | NONE | $109,252 | not reported in the loaded dataset |
| Burleson And Company LLC | NONE | $91,357 | not reported in the loaded dataset |
| Moss Adams Llp | NONE | $19,500 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc | NONE | $1,079 | $0 |