Aero Air, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Aero Air, 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, Aero Air, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Aero Air, LLC under EIN 93-1244163 and plan number 001. The latest loaded filing year is 2023. The filing reports 295 participants and $11,864,394 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$11.9MPlan net assets, end of year$11,864,394
Participants295Covered participants reported
Assets / participant$40.2KComputed: assets ÷ participants$40,218 (computed)
Provider compensation$57.1K3 Schedule C provider row(s)$57,112
- Plan sponsor
- Aero Air, LLC
- EIN
- 93-1244163
- Plan number
- 001
- Plan type
- 2
- Location
- Hillsboro, OR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 295 | H, C | 20241008113207NAL0029676864001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$11.9M total assets
Net assets$11.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $11,864,394
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,864,394
- Net assets (BOY)
- $10,157,739
Income & contributions
- Employer contributions
- $667,796
- Participant contributions
- $1,369,792
- Total contributions
- $2,078,835
- Total income / additions
- $3,808,826
Expenses & distributions
- Benefits paid
- $2,022,388
- Administrative expenses
- $57,112
- Total expenses
- $2,102,171
- Net increase / (decrease)
- $1,706,655
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
33%67%
Employer 33%Participant 67%
Total expenses ÷ net assets18%Computed ratio
Benefits paid ÷ total income53%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $28,549 | $0 | 2023 |
| Phillips & Company Advisors LLC | INVESTMENT ADVISOR | $26,663 | not reported in the loaded dataset | 2023 |
| Aero Air LLC | OTHER | $1,900 | not reported in the loaded dataset | 2023 |