Aero Metals, Inc. 401(K) Plan — Form 5500 plan (Aero Metals, 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, Aero Metals, Inc. 401(K) Plan is a benefit plan reported by Aero Metals, Inc. under EIN 35-1082708 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $13,318,634 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aero Metals, Inc.
- EIN
- 35-1082708
- Plan number
- 001
- Plan type
- 2
- Location
- Laporte, IN
- Latest filing year
- 2023
- Participants
- 307
- End-of-year plan assets
- $13,318,634
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 307 | H, C | 20241007064005NAL0014849057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,318,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,318,634
- Net assets (BOY)
- $12,282,606
Income & contributions
- Employer contributions
- $110,000
- Participant contributions
- $579,591
- Total contributions
- $689,591
- Total income / additions
- $2,536,108
Expenses & distributions
- Benefits paid
- $1,446,985
- Administrative expenses
- $30,339
- Total expenses
- $1,500,080
- Net increase / (decrease)
- $1,036,028
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $21,918 | $579 | 2023 |
| Adp, Inc. | RECORD KEEPER | $8,421 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aero Metals, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Laporte, IN
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation