2023 Form 5500 filing — Western Global Airlines 401(K) Profit Sharing
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 20250318104953NAL0002339827001) for Western Global Airlines 401(K) Profit Sharing, reported by Western Global Airlines under EIN 30-0769265 and plan number 001. It reports 442 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250318104953NAL0002339827001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Western Global Airlines
- EIN
- 30-0769265
- Plan number
- 001
- Location
- Estero, FL
- Participants
- 442
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,937,390
- Net assets (EOY)
- $8,937,390
- Employer contributions
- $327,603
- Participant contributions
- $1,754,253
- Total income / additions
- $3,721,924
- Benefits paid
- $2,565,751
- Administrative expenses
- $101,693
- Total expenses
- $2,667,444
- Net increase / (decrease)
- $1,054,480
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fountainhead Capital Management LLC | ADVISOR | $32,127 | not reported in the loaded dataset |
| Planned Retirement Consultants & Ad | TPA | $25,974 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $22,464 | not reported in the loaded dataset |
| Pace Fiduciary Services LLC | CONSULTANT | $14,110 | not reported in the loaded dataset |
| Strategic Advisors, Inc | ADVISOR | $7,021 | not reported in the loaded dataset |