2023 Form 5500 filing — Aero Metals, 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 20241007064005NAL0014849057001) for Aero Metals, Inc. 401(K) Plan, reported by Aero Metals, Inc. under EIN 35-1082708 and plan number 001. It reports 307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007064005NAL0014849057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aero Metals, Inc.
- EIN
- 35-1082708
- Plan number
- 001
- Location
- Laporte, IN
- Participants
- 307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,318,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,318,634
- Employer contributions
- $110,000
- Participant contributions
- $579,591
- Total income / additions
- $2,536,108
- Benefits paid
- $1,446,985
- Administrative expenses
- $30,339
- Total expenses
- $1,500,080
- Net increase / (decrease)
- $1,036,028
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $21,918 | $579 |
| Adp, Inc. | RECORD KEEPER | $8,421 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 |