2023 Form 5500 filing — Aero Test Group 401(K) Profit Sharing Plan And Trust
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 20241003055408NAL0009433153001) for Aero Test Group 401(K) Profit Sharing Plan And Trust, reported by Aero Test Group under EIN 38-1894836 and plan number 001. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003055408NAL0009433153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aero Test Group
- EIN
- 38-1894836
- Plan number
- 001
- Location
- Wixom, MI
- Participants
- 246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,345,556
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,345,556
- Employer contributions
- $481,262
- Participant contributions
- $1,498,191
- Total income / additions
- $4,851,256
- Benefits paid
- $2,826,479
- Administrative expenses
- $85,688
- Total expenses
- $2,916,111
- Net increase / (decrease)
- $1,935,145
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Securities America, Inc. | INVESTMENT/FINANCIAL ADVI | $41,686 | $0 |
| Adp, Inc. | RECORD KEEPER | $28,202 | $0 |
| Erisa Fiduciary Services Inc. | INVESTMENT/FINANCIAL ADVI | $15,800 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |