King Aerospace, Inc. 401(K) Plan — Form 5500 plan (King Aerospace, 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, King Aerospace, Inc. 401(K) Plan is a benefit plan reported by King Aerospace, Inc. under EIN 75-2419748 and plan number 002. The latest loaded filing year is 2023. The filing reports 472 participants and $18,942,500 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- King Aerospace, Inc.
- EIN
- 75-2419748
- Plan number
- 002
- Plan type
- 2
- Location
- Addison, TX
- Latest filing year
- 2023
- Participants
- 472
- End-of-year plan assets
- $18,942,500
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 472 | H, C | 20240927094020NAL0003296224001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,942,500
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,942,500
- Net assets (BOY)
- $14,705,195
Income & contributions
- Employer contributions
- $826,942
- Participant contributions
- $2,513,551
- Total contributions
- $3,625,204
- Total income / additions
- $6,120,201
Expenses & distributions
- Benefits paid
- $1,719,752
- Administrative expenses
- $108,833
- Total expenses
- $1,882,896
- Net increase / (decrease)
- $4,237,305
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $108,833 | $0 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $4,164 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for King Aerospace, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Addison, TX
- Principal Life Insurance Company — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation