Plan5500

Icon Aircraft, Inc. 401(K) Plan — Form 5500 plan (Icon Aircraft, 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, Icon Aircraft, Inc. 401(K) Plan is a benefit plan reported by Icon Aircraft, Inc. under EIN 20-5147443 and plan number 001. The latest loaded filing year is 2023. The filing reports 116 participants and $3,857,783 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Icon Aircraft, Inc.
EIN
20-5147443
Plan number
001
Plan type
2
Location
Vacaville, CA
Latest filing year
2023
Participants
116
End-of-year plan assets
$3,857,783

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023116H, C20241014105226NAL0045690800001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,857,783
Total liabilities (EOY)
$0
Net assets (EOY)
$3,857,783
Net assets (BOY)
$3,489,075

Income & contributions

Employer contributions
$0
Participant contributions
$460,586
Total contributions
$460,586
Total income / additions
$1,042,128

Expenses & distributions

Benefits paid
$653,542
Administrative expenses
$19,878
Total expenses
$673,420
Net increase / (decrease)
$368,708

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$11,470$02023
Silicon Valley Retirement ServicesADVISOR$8,408not reported in the loaded dataset2023

Related Form 5500 pages