2023 Form 5500 filing — Wisk Aero LLC 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 20250219190003NAL0003623107001) for Wisk Aero LLC 401k Plan, reported by Wisk Aero LLC under EIN 83-4654304 and plan number 001. It reports 516 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250219190003NAL0003623107001
Filing year
2023
Form type
2
Plan sponsor
Wisk Aero LLC
EIN
83-4654304
Plan number
001
Location
Mountain View, CA
Participants
516
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$59,905,322
Total liabilities (EOY)
$40
Net assets (EOY)
$59,905,282
Employer contributions
$3,896,699
Participant contributions
$8,206,996
Total income / additions
$25,029,280
Benefits paid
$2,905,654
Administrative expenses
$54,183
Total expenses
$2,959,837
Net increase / (decrease)
$22,069,443
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Capfinancial Partners LLCADVISOR$40,000not reported in the loaded dataset
Fid Inv Inst Ops CoRECORDKEEPER$14,183$0

Related Form 5500 pages