2023 Form 5500 filing — Incora Savings And Investment 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 20241011151446NAL0011097443001) for Incora Savings And Investment Plan, reported by Wesco Aircraft Hardware Corp. under EIN 95-2704662 and plan number 003. It reports 1,960 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011151446NAL0011097443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wesco Aircraft Hardware Corp.
- EIN
- 95-2704662
- Plan number
- 003
- Location
- Fort Worth, TX
- Participants
- 1,960
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $86,121,989
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $86,121,989
- Employer contributions
- $2,890,322
- Participant contributions
- $6,331,293
- Total income / additions
- $22,873,342
- Benefits paid
- $9,444,041
- Administrative expenses
- $243,601
- Total expenses
- $9,724,154
- Net increase / (decrease)
- $13,149,188
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $157,988 | $0 |
| Retirement Wellness Group | BROKER | $50,000 | not reported in the loaded dataset |
| Pension Asssurance Llp | OTHER SERVICES | $17,500 | not reported in the loaded dataset |