Lone Star Aerospace, Inc. Retirement Savings Plan — Form 5500 plan (Lone Star 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, Lone Star Aerospace, Inc. Retirement Savings Plan is a benefit plan reported by Lone Star Aerospace, Inc. under EIN 20-3973435 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $14,048,221 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lone Star Aerospace, Inc.
EIN
20-3973435
Plan number
001
Plan type
2
Location
Addison, TX
Latest filing year
2023
Participants
165
End-of-year plan assets
$14,048,221

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023165H, C20240805191946NAL0001663425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,048,221
Net assets (EOY)
$14,048,221
Net assets (BOY)
$9,690,471

Income & contributions

Employer contributions
$800,838
Participant contributions
$1,463,651
Total contributions
$2,767,526
Total income / additions
$4,675,080

Expenses & distributions

Benefits paid
$265,390
Administrative expenses
$51,940
Total expenses
$317,330
Net increase / (decrease)
$4,357,750

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$26,246$02023
Frost BankINVESTMENT ADVISOR$21,226$02023
Nova 401(K) AssociatesTPA$0$11,1802023

Related Form 5500 pages