Air General, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Air General, 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, Air General, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Air General, Inc. under EIN 04-2220326 and plan number 002. The latest loaded filing year is 2023. The filing reports 682 participants and $8,731,022 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Air General, Inc.
- EIN
- 04-2220326
- Plan number
- 002
- Plan type
- 2
- Location
- Portsmouth, NH
- Latest filing year
- 2023
- Participants
- 682
- End-of-year plan assets
- $8,731,022
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 682 | H, C | 20241015151228NAL0030115873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,731,022
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,731,022
- Net assets (BOY)
- $6,989,692
Income & contributions
- Employer contributions
- $360,929
- Participant contributions
- $1,039,359
- Total contributions
- $1,423,052
- Total income / additions
- $2,426,128
Expenses & distributions
- Benefits paid
- $587,339
- Administrative expenses
- $62,185
- Total expenses
- $684,798
- Net increase / (decrease)
- $1,741,330
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,534 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $23,346 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners | INVESTMENT ADVISOR | $18,266 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $12,731 | $3,653 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Air General, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Portsmouth, NH
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- Ascensus Holdings Inc Dba — Schedule C compensation