Sky Climber 401(K) Profit Sharing & Trust — Form 5500 plan (Sky Climber, 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, Sky Climber 401(K) Profit Sharing & Trust is a benefit plan reported by Sky Climber, LLC under EIN 34-2027204 and plan number 001. The latest loaded filing year is 2023. The filing reports 700 participants and $12,035,532 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sky Climber, LLC
EIN
34-2027204
Plan number
001
Plan type
3
Location
Delaware, OH
Latest filing year
2023
Participants
700
End-of-year plan assets
$12,035,532

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023700H, C20241014194040NAL0045787280001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,035,532
Total liabilities (EOY)
$0
Net assets (EOY)
$12,035,532
Net assets (BOY)
$9,969,112

Income & contributions

Employer contributions
$667,682
Participant contributions
$1,309,065
Total contributions
$2,018,327
Total income / additions
$3,453,585

Expenses & distributions

Benefits paid
$1,303,102
Administrative expenses
$84,063
Total expenses
$1,387,165
Net increase / (decrease)
$2,066,420

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCRECORDKEEPER$66,610$02023
Trinity Pension Consultants, Inc.THIRD PARTY ADMIN$39,929not reported in the loaded dataset2023

Related Form 5500 pages