Iaero Group 401k — Form 5500 plan (Aero Thrust Holdings Dba Iaero Group)

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, Iaero Group 401k is a benefit plan reported by Aero Thrust Holdings Dba Iaero Group under EIN 32-0380152 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,248 participants and $15,541,790 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aero Thrust Holdings Dba Iaero Group
EIN
32-0380152
Plan number
001
Plan type
2
Location
Greensboro, NC
Latest filing year
2023
Participants
1,248
End-of-year plan assets
$15,541,790

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,248H, C20240929141849NAL0004592849001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,541,790
Total liabilities (EOY)
$0
Net assets (EOY)
$15,541,790
Net assets (BOY)
$9,058,335

Income & contributions

Employer contributions
$2,712,177
Participant contributions
$4,102,049
Total contributions
$7,426,848
Total income / additions
$9,473,228

Expenses & distributions

Benefits paid
$2,834,335
Administrative expenses
$155,438
Total expenses
$2,989,773
Net increase / (decrease)
$6,483,455

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$90,988$02023
Resources Investment Advisors LLCADVISOR$42,967not reported in the loaded dataset2023
Cbiz Operations Inc.ACCOUNTANT/AUDITOR$18,100not reported in the loaded dataset2023

Related Form 5500 pages