Aero Systems Engineering, Inc Employee Stock Ownership Plan — Form 5500 plan (Aero Systems Engineering, 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 Systems Engineering, Inc Employee Stock Ownership Plan is a benefit plan reported by Aero Systems Engineering, Inc under EIN 58-2324582 and plan number 002. The latest loaded filing year is 2023. The filing reports 40 participants and $19,247,711 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$16.6MPlan net assets, end of year$16,601,566
Participants40Covered participants reported
Assets / participant$481.2KComputed: assets ÷ participants$481,193 (computed)
Provider compensationNone reported
Plan sponsor
Aero Systems Engineering, Inc
EIN
58-2324582
Plan number
002
Plan type
2
Location
Marietta, GA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202340I20240717134119NAL0008865394001
Schedule I · 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)$19.2M total assets
Net assets$16.6MLiabilities$2.6M
Money in vs. money out
Total income / additions$3.7M
Total expenses$168.3K
Benefits paid / distributions$77.2K
Full reported line items

Net assets

Total assets (EOY)
$19,247,711
Total liabilities (EOY)
$2,646,145
Net assets (EOY)
$16,601,566
Net assets (BOY)
$13,094,462

Income & contributions

Total income / additions
$3,675,447

Expenses & distributions

Benefits paid
$77,217
Total expenses
$168,343
Net increase / (decrease)
$3,507,104
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.

Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income2%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages