2023 Form 5500 filing — Unical Aviation, Inc. Profit Sharing And 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 20250203181101NAL0007028145001) for Unical Aviation, Inc. Profit Sharing And 401(K) Plan, reported by Unical Aviation, Inc. under EIN 95-4260177 and plan number 001. It reports 501 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203181101NAL0007028145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unical Aviation, Inc.
- EIN
- 95-4260177
- Plan number
- 001
- Location
- Glendale, AZ
- Participants
- 501
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,991,150
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,991,150
- Employer contributions
- $413,176
- Participant contributions
- $1,647,667
- Total income / additions
- $6,053,953
- Benefits paid
- $4,599,746
- Administrative expenses
- $71,018
- Total expenses
- $4,691,480
- Net increase / (decrease)
- $1,362,473
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $43,811 | $0 |
| Creative Planning LLC | ADVISOR | $17,832 | not reported in the loaded dataset |
| Nfp Retirement Inc | ADVISOR | $9,375 | not reported in the loaded dataset |