2023 Form 5500 filing — Aevex Aerospace, LLC 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730154144NAL0044357186001) for Aevex Aerospace, LLC 401(K) Plan, reported by Aevex Aerospace, LLC under EIN 81-5298757 and plan number 001. It reports 762 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730154144NAL0044357186001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aevex Aerospace, LLC
- EIN
- 81-5298757
- Plan number
- 001
- Location
- Solana Beach, CA
- Participants
- 762
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,725,693
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,725,693
- Employer contributions
- $1,543,586
- Participant contributions
- $3,588,557
- Total income / additions
- $12,587,218
- Benefits paid
- $4,422,204
- Administrative expenses
- $142,416
- Total expenses
- $4,564,620
- Net increase / (decrease)
- $8,022,598
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RECORDKEEPER | $107,678 | $0 |
| Fiducent Advisors | RETAINED BY EMPLOYER | $34,738 | not reported in the loaded dataset |