Aer Mfg., Inc. Retirement Savings Plan And Trust — Form 5500 plan (Aer Manufacturing, L.P.)
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, Aer Mfg., Inc. Retirement Savings Plan And Trust is a benefit plan reported by Aer Manufacturing, L.P. under EIN 75-2853926 and plan number 001. The latest loaded filing year is 2023. The filing reports 843 participants and $42,399,640 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aer Manufacturing, L.P.
- EIN
- 75-2853926
- Plan number
- 001
- Plan type
- 2
- Location
- Carrollton, TX
- Latest filing year
- 2023
- Participants
- 843
- End-of-year plan assets
- $42,399,640
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 843 | H, C | 20241011160541NAL0012736035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,399,640
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,399,640
- Net assets (BOY)
- $35,537,747
Income & contributions
- Employer contributions
- $1,123,435
- Participant contributions
- $2,072,263
- Total contributions
- $3,195,698
- Total income / additions
- $9,017,327
Expenses & distributions
- Benefits paid
- $2,055,927
- Administrative expenses
- $28,321
- Total expenses
- $2,155,434
- Net increase / (decrease)
- $6,861,893
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Armanino Mckenna Llp | AUDITOR | $15,750 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11,071 | not reported in the loaded dataset | 2023 |
| Mcgladrey Llp | AUDITOR | $1,500 | not reported in the loaded dataset | 2023 |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aer Manufacturing, L.P.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Carrollton, TX
- Armanino Mckenna Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Mcgladrey Llp — Schedule C compensation
- Jpmorgan Invest Holdings LLC — Schedule C compensation