Plan5500

Avion Solutions, Inc. Employee Stock Ownership Plan — Form 5500 plan (Avion Solutions, 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, Avion Solutions, Inc. Employee Stock Ownership Plan is a benefit plan reported by Avion Solutions, Inc. under EIN 43-1596397 and plan number 002. The latest loaded filing year is 2023. The filing reports 291 participants and $55,016,560 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Avion Solutions, Inc.
EIN
43-1596397
Plan number
002
Plan type
2
Location
Huntsville, AL
Latest filing year
2023
Participants
291
End-of-year plan assets
$55,016,560

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023291H, C20240619092226NAL0002602051001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,016,560
Total liabilities (EOY)
$1,227,303
Net assets (EOY)
$53,789,257
Net assets (BOY)
$50,226,338

Income & contributions

Employer contributions
$378,864
Total contributions
$378,864
Total income / additions
$6,502,521

Expenses & distributions

Benefits paid
$3,403,409
Administrative expenses
$28,965
Total expenses
$3,475,173
Net increase / (decrease)
$3,027,348

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lance StuddardTRUSTEE$18,625not reported in the loaded dataset2023
Prairie CapitalVALUATION SERVICES$9,763not reported in the loaded dataset2023

Related Form 5500 pages