2023 Form 5500 filing — Neill Aircraft Co. 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 20241015001029NAL0028495073001) for Neill Aircraft Co. 401(K) Plan, reported by Neill Aircraft Co. under EIN 95-2399534 and plan number 001. It reports 228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015001029NAL0028495073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Neill Aircraft Co.
- EIN
- 95-2399534
- Plan number
- 001
- Location
- Long Beach, CA
- Participants
- 228
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,157,964
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,157,964
- Employer contributions
- $0
- Participant contributions
- $213,048
- Total income / additions
- $946,782
- Benefits paid
- $175,382
- Administrative expenses
- $24,568
- Total expenses
- $199,950
- Net increase / (decrease)
- $746,832
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $22,373 | not reported in the loaded dataset |
| Hicks Pension Services - Slo | TPA | $2,143 | $25 |