2023 Form 5500 filing — Lone Star Aerospace, Inc. Retirement Savings 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 20240805191946NAL0001663425001) for Lone Star Aerospace, Inc. Retirement Savings Plan, reported by Lone Star Aerospace, Inc. under EIN 20-3973435 and plan number 001. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805191946NAL0001663425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lone Star Aerospace, Inc.
- EIN
- 20-3973435
- Plan number
- 001
- Location
- Addison, TX
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,048,221
- Net assets (EOY)
- $14,048,221
- Employer contributions
- $800,838
- Participant contributions
- $1,463,651
- Total income / additions
- $4,675,080
- Benefits paid
- $265,390
- Administrative expenses
- $51,940
- Total expenses
- $317,330
- Net increase / (decrease)
- $4,357,750
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $26,246 | $0 |
| Frost Bank | INVESTMENT ADVISOR | $21,226 | $0 |
| Nova 401(K) Associates | TPA | $0 | $11,180 |