2023 Form 5500 filing — Sky Climber 401(K) Profit Sharing & 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 20241014194040NAL0045787280001) for Sky Climber 401(K) Profit Sharing & Trust, reported by Sky Climber, LLC under EIN 34-2027204 and plan number 001. It reports 700 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014194040NAL0045787280001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Sky Climber, LLC
- EIN
- 34-2027204
- Plan number
- 001
- Location
- Delaware, OH
- Participants
- 700
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,035,532
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,035,532
- Employer contributions
- $667,682
- Participant contributions
- $1,309,065
- Total income / additions
- $3,453,585
- Benefits paid
- $1,303,102
- Administrative expenses
- $84,063
- Total expenses
- $1,387,165
- Net increase / (decrease)
- $2,066,420
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | RECORDKEEPER | $66,610 | $0 |
| Trinity Pension Consultants, Inc. | THIRD PARTY ADMIN | $39,929 | not reported in the loaded dataset |