Avantus Aerospace, Inc. 401(K) Plan — Form 5500 plan (Avantus 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, Avantus Aerospace, Inc. 401(K) Plan is a benefit plan reported by Avantus Aerospace, Inc. under EIN 80-0795414 and plan number 001. The latest loaded filing year is 2023. The filing reports 422 participants and $12,613,666 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Avantus Aerospace, Inc.
- EIN
- 80-0795414
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Clarita, CA
- Latest filing year
- 2023
- Participants
- 422
- End-of-year plan assets
- $12,613,666
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 422 | H, C | 20241010193827NAL0010378563001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,613,666
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,613,666
- Net assets (BOY)
- $10,754,728
Income & contributions
- Employer contributions
- $330,114
- Participant contributions
- $973,037
- Total contributions
- $1,873,273
- Total income / additions
- $3,535,444
Expenses & distributions
- Benefits paid
- $1,568,460
- Administrative expenses
- $82,416
- Total expenses
- $1,676,506
- Net increase / (decrease)
- $1,858,938
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners | INVESTMENT ADVISOR | $45,506 | not reported in the loaded dataset | 2023 |
| Actuarial Benefits Corp | OTHER SERVICES | $18,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Inst. | RECORDKEEPER | $17,020 | $0 | 2023 |
| Strategic Advisors | ADVISOR | $1,890 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Avantus Aerospace, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Clarita, CA
- Global Retirement Partners — Schedule C compensation
- Actuarial Benefits Corp — Schedule C compensation
- Fidelity Investments Inst. — Schedule C compensation
- Strategic Advisors — Schedule C compensation