2023 Form 5500 filing — Coulson Aviation (Usa), 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 20241009105342NAL0010540387001) for Coulson Aviation (Usa), Inc. 401(K) Plan, reported by Coulson Aviation (Usa), Inc. under EIN 93-1039466 and plan number 001. It reports 106 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009105342NAL0010540387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coulson Aviation (Usa), Inc.
- EIN
- 93-1039466
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 106
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,956,661
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,956,661
- Employer contributions
- $540,350
- Participant contributions
- $1,044,182
- Total income / additions
- $2,648,960
- Benefits paid
- $439,384
- Administrative expenses
- $22,896
- Total expenses
- $462,280
- Net increase / (decrease)
- $2,186,680
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | ASSET CUSTODIAN | $19,942 | $1,263 |
| Wells Fargo Clearing Services, LLC | INVESTMENT ADVISOR | $17,345 | not reported in the loaded dataset |
| Trinity Pension Group | THIRD PARTY ADMIN | $4,183 | not reported in the loaded dataset |
| Iron-Co-Fid--Comprehensive | INVESTMENT ADVISOR | $3,644 | not reported in the loaded dataset |
| Nationwide Life Insurance Company | ASSET CUSTODIAN | $607 | not reported in the loaded dataset |