Plan5500

Aero Gear, Inc. 401(K) Plan — Form 5500 plan (Aero Gear, Inc.)

Plain-English plan 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, Aero Gear, Inc. 401(K) Plan is a benefit plan reported by Aero Gear, Inc. under EIN 06-1053693 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $16,650,442 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aero Gear, Inc.
EIN
06-1053693
Plan number
001
Plan type
2
Location
Windsor, CT
Latest filing year
2023
Participants
183
End-of-year plan assets
$16,650,442

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023183H, C20241009112829NAL0009149443001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,650,442
Total liabilities (EOY)
$0
Net assets (EOY)
$16,650,442
Net assets (BOY)
$13,976,562

Income & contributions

Employer contributions
$148,984
Participant contributions
$871,634
Total contributions
$1,102,573
Total income / additions
$3,664,111

Expenses & distributions

Benefits paid
$952,932
Administrative expenses
$24,848
Total expenses
$990,231
Net increase / (decrease)
$2,673,880

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bobrow & CompanySERVICE PROVIDER$17,772not reported in the loaded dataset2023
Pension Consultants, Inc.TPA$1,200$7,3522023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$0$02023

Related Form 5500 pages