2023 Form 5500 filing — Allen Aircraft Products, Inc. 401(K) Profit Sharing 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 20240912121212NAL0008505281001) for Allen Aircraft Products, Inc. 401(K) Profit Sharing Plan, reported by Allen Aircraft Products, Inc. under EIN 34-0679981 and plan number 003. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19.7MReported net assets$19,718,532

Participants156

Provider compensation$42.2K4 Schedule C row(s)$42,245

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240912121212NAL0008505281001
Plan sponsor: Allen Aircraft Products, Inc.
EIN: 34-0679981
Plan number: 003
Location: Ravenna, OH
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$19.7M total assets

Net assets$19.7MLiabilities$0

Money in vs. money out

Total income / additions$3.8M

Total expenses$1.7M

Benefits paid / distributions$1.7M

Contributions

Employer$324.8K

Participant$489K

Full reported line items

Total assets (EOY): $19,718,532
Total liabilities (EOY): $0
Net assets (EOY): $19,718,532
Employer contributions: $324,804
Participant contributions: $488,955
Total income / additions: $3,832,627
Benefits paid: $1,674,767
Administrative expenses: $39,259
Total expenses: $1,728,783
Net increase / (decrease): $2,103,844

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Ubs Financial Services Inc$27.3K
INVESTMENT ADVISOR · Direct $27.3K
2
Meaden & Moore Ltd$12K
AUDITOR · Direct $12K
3
Ubs Financial Svcs Ins Agcy Inc$3K
BROKER/ADVISER · Direct $0 · Indirect $3K
4
Empower Annuity Insurance Company O$0
RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240912121212NAL0008505281001 cover?: It is the 2023 Form 5500 filing for Allen Aircraft Products, Inc. 401(K) Profit Sharing Plan, reported by Allen Aircraft Products, Inc. (EIN 34-0679981).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).