Aero Industries, Inc. 401(K) Plan — Form 5500 plan (Aero Industries, 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 Industries, Inc. 401(K) Plan is a benefit plan reported by Aero Industries, Inc. under EIN 35-1273299 and plan number 003. The latest loaded filing year is 2023. The filing reports 247 participants and $6,310,488 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.3MPlan net assets, end of year$6,310,488
Participants247Covered participants reported
Assets / participant$25.5KComputed: assets ÷ participants$25,549 (computed)
Provider compensation$38.3K2 Schedule C provider row(s)$38,297
- Plan sponsor
- Aero Industries, Inc.
- EIN
- 35-1273299
- Plan number
- 003
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 247 | H, C | 20241011110958NAL0010852323001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$6.3M total assets
Net assets$6.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,310,488
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,310,488
- Net assets (BOY)
- $5,583,290
Income & contributions
- Employer contributions
- $167,453
- Participant contributions
- $551,401
- Total contributions
- $966,471
- Total income / additions
- $1,778,002
Expenses & distributions
- Benefits paid
- $1,020,566
- Administrative expenses
- $22,906
- Total expenses
- $1,050,804
- Net increase / (decrease)
- $727,198
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
23%77%
Employer 23%Participant 77%
Total expenses ÷ net assets17%Computed ratio
Benefits paid ÷ total income57%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $20,950 | not reported in the loaded dataset | 2023 |
| Shepherd Financial Investment | NONE | $17,347 | not reported in the loaded dataset | 2023 |