2023 Form 5500 filing — Accurus Aerospace Corporation 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 20241011130321NAL0012510243003) for Accurus Aerospace Corporation 401(K) Plan, reported by Accurus Aerospace Corporation under EIN 90-1000724 and plan number 001. It reports 704 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011130321NAL0012510243003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Accurus Aerospace Corporation
- EIN
- 90-1000724
- Plan number
- 001
- Location
- Tulsa, OK
- Participants
- 704
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,838,280
- Net assets (EOY)
- $19,838,280
- Employer contributions
- $1,013,362
- Participant contributions
- $1,725,277
- Total income / additions
- $5,446,437
- Benefits paid
- $1,772,212
- Administrative expenses
- $198,078
- Total expenses
- $1,970,290
- Net increase / (decrease)
- $3,476,147
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINSTRATOR | $127,321 | $0 |
| Aggregate Retirement Services Admin | CONTRACT ADMIN | $56,691 | $23,903 |
| Nova 401k Associates | THIRD PARTY ADMINSTRATOR | $7,703 | $2,028 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $0 | $7,124 |
| Administrative Fiduciary | CONTRACT ADMIN | $6,364 | not reported in the loaded dataset |
| Towers Watson Investment Services | INVESTMENT ADVISORY | $0 | $5,782 |