2023 Form 5500 filing — Aero Simulation, Inc. 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 20240809140658NAL0006361425001) for Aero Simulation, Inc. 401(K) Plan, reported by Aero Simulation, Inc. under EIN 59-2354016 and plan number 001. It reports 196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809140658NAL0006361425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aero Simulation, Inc.
- EIN
- 59-2354016
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 196
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,349,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,349,882
- Employer contributions
- $895,023
- Participant contributions
- $1,722,177
- Total income / additions
- $7,467,446
- Benefits paid
- $1,877,876
- Administrative expenses
- $18,341
- Total expenses
- $1,896,217
- Net increase / (decrease)
- $5,571,229
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| My Benefits, LLC | OTHER SERVICES | $0 | $12,912 |
| Frscpa, Pllc | OTHER FEES | $8,150 | not reported in the loaded dataset |
| Morningstar | INVESTMENT ADVISORY | $0 | $0 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $0 | not reported in the loaded dataset |
| Voya Retirement Insurance And Annui | INVESTMENT ADVISORY | $0 | $0 |