Menzies Aviation (Usa), Inc. 401(K) Plan — Form 5500 plan (Menzie'S Aviation (Usa), 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, Menzies Aviation (Usa), Inc. 401(K) Plan is a benefit plan reported by Menzie'S Aviation (Usa), Inc. under EIN 23-1707864 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,789 participants and $69,671,125 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Menzie'S Aviation (Usa), Inc.
EIN
23-1707864
Plan number
001
Plan type
2
Location
Grapevine, TX
Latest filing year
2023
Participants
5,789
End-of-year plan assets
$69,671,125

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,789H, C20241010105528NAL0020859089002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$69,671,125
Net assets (EOY)
$69,671,125
Net assets (BOY)
$59,946,063

Income & contributions

Employer contributions
$2,882,664
Participant contributions
$5,450,753
Total contributions
$8,856,847
Total income / additions
$17,944,086

Expenses & distributions

Benefits paid
$8,085,734
Administrative expenses
$133,290
Total expenses
$8,219,024
Net increase / (decrease)
$9,725,062

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus, LLCRECORDKEEPER$334,990$02023
Merrill Lynch Retirement & BenefitBROKER/ADVISOR$99,996$02023

Related Form 5500 pages