Pats Aircraft, LLC 401(K) Plan — Form 5500 plan (Pats Aircraft, LLC)

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, Pats Aircraft, LLC 401(K) Plan is a benefit plan reported by Pats Aircraft, LLC under EIN 20-0469257 and plan number 001. The latest loaded filing year is 2023. The filing reports 372 participants and $33,871,754 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pats Aircraft, LLC
EIN
20-0469257
Plan number
001
Plan type
2
Location
Georgetown, DE
Latest filing year
2023
Participants
372
End-of-year plan assets
$33,871,754

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023372H, C20240905072451NAL0034484736001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,871,754
Total liabilities (EOY)
$0
Net assets (EOY)
$33,871,754
Net assets (BOY)
$30,403,916

Income & contributions

Employer contributions
$318,435
Participant contributions
$1,084,405
Total contributions
$1,403,327
Total income / additions
$7,004,424

Expenses & distributions

Benefits paid
$3,488,942
Administrative expenses
$4,319
Total expenses
$3,536,586
Net increase / (decrease)
$3,467,838

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jpmorgan Invest Holdings LLCRECORDKEEPER$4,319$02023

Related Form 5500 pages