2023 Form 5500 filing — Netjets Aviation, Inc. 401(K) Retirement 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 20241015130457NAL0028512289002) for Netjets Aviation, Inc. 401(K) Retirement Plan, reported by Netjets Aviation, Inc. under EIN 31-0682096 and plan number 001. It reports 3,487 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130457NAL0028512289002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Netjets Aviation, Inc.
- EIN
- 31-0682096
- Plan number
- 001
- Location
- Columbus, OH
- Participants
- 3,487
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,103,684,084
- Net assets (EOY)
- $2,103,684,084
- Employer contributions
- $78,312,649
- Participant contributions
- $71,730,984
- Total income / additions
- $499,671,823
- Benefits paid
- $116,554,807
- Administrative expenses
- $1,064,618
- Total expenses
- $117,637,547
- Net increase / (decrease)
- $382,034,276
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $290,250 | not reported in the loaded dataset |
| Independent Advisor Alliance | NONE | $235,820 | not reported in the loaded dataset |
| Fisher Investments | NONE | $93,361 | not reported in the loaded dataset |
| Leading Edge | NONE | $47,799 | not reported in the loaded dataset |
| Lcg Associates Inc | NONE | $46,119 | not reported in the loaded dataset |
| Total Investment Management In | NONE | $23,866 | not reported in the loaded dataset |
| Financial Engines Advisors LLC | NONE | $23,407 | not reported in the loaded dataset |
| Cerity Partners LLC | NONE | $23,332 | not reported in the loaded dataset |
| Lee Johnson Capital Management | NONE | $22,563 | not reported in the loaded dataset |
| Financial Engines Advisors LLC | NONE | $21,794 | not reported in the loaded dataset |
| Nfp Retirement Inc | NONE | $21,232 | not reported in the loaded dataset |
| Private Client Services LLC | NONE | $18,084 | not reported in the loaded dataset |
| Gbq Partners LLC | NONE | $17,500 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $15,622 | $0 |
| Stratos Wealth Partners Ltd | NONE | $15,428 | not reported in the loaded dataset |
| Frost Brown Todd LLC | NONE | $13,110 | not reported in the loaded dataset |
| Mariner LLC | NONE | $13,026 | not reported in the loaded dataset |
| Spectrum Financial Alliance | NONE | $12,230 | not reported in the loaded dataset |
| Mountain Capital Investment Ad | NONE | $12,197 | not reported in the loaded dataset |
| Norris Perne & French | NONE | $12,185 | not reported in the loaded dataset |
| Mcadam LLC | NONE | $10,610 | not reported in the loaded dataset |
| Hamilton Capital LLC | NONE | $10,451 | not reported in the loaded dataset |
| Creative Planning LLC | NONE | $10,384 | not reported in the loaded dataset |
| Stratos Wealth Advisors LLC | NONE | $10,366 | not reported in the loaded dataset |
| Glassman Wealth Services LLC | NONE | $9,125 | not reported in the loaded dataset |
| Envestnet Asset Management Inc | NONE | $7,223 | not reported in the loaded dataset |
| Boston Hill Advisors LLC | NONE | $6,499 | not reported in the loaded dataset |
| Demauriac LLC | NONE | $6,143 | not reported in the loaded dataset |
| Lido Advisors LLC | NONE | $5,418 | not reported in the loaded dataset |