Plan5500

Cpi Aerostructures 401(K) Plan — Form 5500 plan (Cpi Aerostructures, 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, Cpi Aerostructures 401(K) Plan is a benefit plan reported by Cpi Aerostructures, Inc. under EIN 11-2520310 and plan number 002. The latest loaded filing year is 2023. The filing reports 314 participants and $22,393,348 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cpi Aerostructures, Inc.
EIN
11-2520310
Plan number
002
Plan type
2
Location
Edgewood, NY
Latest filing year
2023
Participants
314
End-of-year plan assets
$22,393,348

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023314H, C20241014170141NAL0053262754001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,393,348
Total liabilities (EOY)
$0
Net assets (EOY)
$22,393,348
Net assets (BOY)
$19,640,665

Income & contributions

Employer contributions
$301,231
Participant contributions
$1,112,643
Total contributions
$1,443,549
Total income / additions
$4,635,405

Expenses & distributions

Benefits paid
$1,783,255
Administrative expenses
$80,951
Total expenses
$1,882,722
Net increase / (decrease)
$2,752,683

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley GlobalINVESTMENT ADVISORY$63,822not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$49,040$02023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages