2023 Form 5500 filing — West Star Aviation, LLC 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 20241015210655NAL0017222563001) for West Star Aviation, LLC 401(K) Plan, reported by West Star Aviation, LLC West Star Aviation under EIN 84-1056824 and plan number 001. It reports 1,900 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015210655NAL0017222563001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- West Star Aviation, LLC West Star Aviation
- EIN
- 84-1056824
- Plan number
- 001
- Location
- East Alton, IL
- Participants
- 1,900
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $105,115,488
- Total liabilities (EOY)
- $2,423
- Net assets (EOY)
- $105,113,065
- Employer contributions
- $4,202,177
- Participant contributions
- $9,814,431
- Total income / additions
- $31,993,799
- Benefits paid
- $9,198,613
- Administrative expenses
- $243,809
- Total expenses
- $9,442,422
- Net increase / (decrease)
- $22,551,377
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $243,809 | $0 |
| Wells Fargo Advisors Fin Network | INVESTMENT ADVISORY | $0 | $100,000 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |