2023 Form 5500 filing — Fly Exclusive 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 20241015130805NAL0048046800001) for Fly Exclusive 401(K) Plan, reported by Exclusive Jets, LLC Dba Fly Exclusive under EIN 38-3928836 and plan number 001. It reports 867 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130805NAL0048046800001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Exclusive Jets, LLC Dba Fly Exclusive
- EIN
- 38-3928836
- Plan number
- 001
- Location
- Kinston, NC
- Participants
- 867
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,805,724
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,805,724
- Employer contributions
- $909,712
- Participant contributions
- $3,632,183
- Total income / additions
- $6,509,415
- Benefits paid
- $1,424,040
- Administrative expenses
- $19,858
- Total expenses
- $1,443,898
- Net increase / (decrease)
- $5,065,517
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Guardian Wealth Advisors LLC | INVESTMENT ADVISOR | $12,019 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $7,839 | $0 |