Accurus Aerospace Corporation 401(K) Plan — Form 5500 plan (Accurus Aerospace Corporation)
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, Accurus Aerospace Corporation 401(K) Plan is a benefit plan reported by Accurus Aerospace Corporation under EIN 90-1000724 and plan number 001. The latest loaded filing year is 2023. The filing reports 704 participants and $19,838,280 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Accurus Aerospace Corporation
- EIN
- 90-1000724
- Plan number
- 001
- Plan type
- 2
- Location
- Tulsa, OK
- Latest filing year
- 2023
- Participants
- 704
- End-of-year plan assets
- $19,838,280
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 704 | H, C | 20241011130321NAL0012510243003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,838,280
- Net assets (EOY)
- $19,838,280
- Net assets (BOY)
- $14,492,698
Income & contributions
- Employer contributions
- $1,013,362
- Participant contributions
- $1,725,277
- Total contributions
- $2,811,521
- Total income / additions
- $5,446,437
Expenses & distributions
- Benefits paid
- $1,772,212
- Administrative expenses
- $198,078
- Total expenses
- $1,970,290
- Net increase / (decrease)
- $3,476,147
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINSTRATOR | $127,321 | $0 | 2023 |
| Aggregate Retirement Services Admin | CONTRACT ADMIN | $56,691 | $23,903 | 2023 |
| Nova 401k Associates | THIRD PARTY ADMINSTRATOR | $7,703 | $2,028 | 2023 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $0 | $7,124 | 2023 |
| Administrative Fiduciary | CONTRACT ADMIN | $6,364 | not reported in the loaded dataset | 2023 |
| Towers Watson Investment Services | INVESTMENT ADVISORY | $0 | $5,782 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Accurus Aerospace Corporation
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Tulsa, OK
- Principal Life Insurance Company — Schedule C compensation
- Aggregate Retirement Services Admin — Schedule C compensation
- Nova 401k Associates — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation
- Administrative Fiduciary — Schedule C compensation
- Towers Watson Investment Services — Schedule C compensation