Stratus Aviation LLC 401(K) Plan — Form 5500 plan (Stratus Aviation LLC)
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, Stratus Aviation LLC 401(K) Plan is a benefit plan reported by Stratus Aviation LLC under EIN 80-0645476 and plan number 001. The latest loaded filing year is 2023. The filing reports 259 participants and $3,325,820 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stratus Aviation LLC
- EIN
- 80-0645476
- Plan number
- 001
- Plan type
- 2
- Location
- New Castle, DE
- Latest filing year
- 2023
- Participants
- 259
- End-of-year plan assets
- $3,325,820
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 259 | H, C | 20241205103320NAL0003063843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,325,820
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,325,820
- Net assets (BOY)
- $2,474,596
Income & contributions
- Employer contributions
- $112,105
- Participant contributions
- $516,656
- Total contributions
- $653,744
- Total income / additions
- $1,121,948
Expenses & distributions
- Benefits paid
- $244,898
- Administrative expenses
- $25,826
- Total expenses
- $270,724
- Net increase / (decrease)
- $851,224
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $16,493 | $0 | 2023 |
| Kathmere Capital Management | NONE | $9,333 | not reported in the loaded dataset | 2023 |