Kellstrom Aerospace Employees Retirement Plan & Trust — Form 5500 plan (Kellstrom Commercial Aerospace, Inc.)

Plain-English plan 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, Kellstrom Aerospace Employees Retirement Plan & Trust is a benefit plan reported by Kellstrom Commercial Aerospace, Inc. under EIN 02-0617973 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $13,060,516 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kellstrom Commercial Aerospace, Inc.
EIN
02-0617973
Plan number
001
Plan type
2
Location
Roselle, IL
Latest filing year
2023
Participants
145
End-of-year plan assets
$13,060,516

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023145H, C20240916170425NAL0002479120001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,060,516
Total liabilities (EOY)
$0
Net assets (EOY)
$13,060,516
Net assets (BOY)
$11,554,614

Income & contributions

Employer contributions
$380,232
Participant contributions
$718,790
Total contributions
$1,359,379
Total income / additions
$3,658,249

Expenses & distributions

Benefits paid
$2,130,093
Administrative expenses
$22,254
Total expenses
$2,152,347
Net increase / (decrease)
$1,505,902

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barney LLCINVESTMENT ADVISOR$22,976not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$722$02023

Related Form 5500 pages