Aerodyne Industries LLC 401 K Profit Sharing Plan — Form 5500 plan (Aerodyne Industries LLC)

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, Aerodyne Industries LLC 401 K Profit Sharing Plan is a benefit plan reported by Aerodyne Industries LLC under EIN 20-5783057 and plan number 001. The latest loaded filing year is 2023. The filing reports 720 participants and $54,915,442 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aerodyne Industries LLC
EIN
20-5783057
Plan number
001
Plan type
2
Location
Cape Canaveral, FL
Latest filing year
2023
Participants
720
End-of-year plan assets
$54,915,442

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023720H, C20240730092335NAL0019796881001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,915,442
Total liabilities (EOY)
$0
Net assets (EOY)
$54,915,442
Net assets (BOY)
$38,815,714

Income & contributions

Employer contributions
$3,442,383
Participant contributions
$7,389,809
Total contributions
$14,434,763
Total income / additions
$22,034,471

Expenses & distributions

Benefits paid
$5,645,788
Administrative expenses
$255,999
Total expenses
$5,934,743
Net increase / (decrease)
$16,099,728

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Ann Ins CoNONE$157,961$02023
Ubs Financial ServicesNONE$84,093not reported in the loaded dataset2023
Assurance DimensionsNONE$9,000not reported in the loaded dataset2023
Florida Retirement ConsultantsNONE$8,009$02023

Related Form 5500 pages