Agustawestland Philadelphia Corporation 401(K) Savings Plan — Form 5500 plan (Agustawestland Philadelphia Corp)
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, Agustawestland Philadelphia Corporation 401(K) Savings Plan is a benefit plan reported by Agustawestland Philadelphia Corp under EIN 23-2143130 and plan number 002. The latest loaded filing year is 2023. The filing reports 926 participants and $101,023,114 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Agustawestland Philadelphia Corp
- EIN
- 23-2143130
- Plan number
- 002
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 926
- End-of-year plan assets
- $101,023,114
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 926 | H, C | 20241014124605NAL0026178305001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $101,023,114
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $101,023,114
- Net assets (BOY)
- $84,231,875
Income & contributions
- Employer contributions
- $3,928,602
- Participant contributions
- $6,225,203
- Total contributions
- $11,266,048
- Total income / additions
- $23,611,290
Expenses & distributions
- Benefits paid
- $6,615,167
- Administrative expenses
- $204,884
- Total expenses
- $6,820,051
- Net increase / (decrease)
- $16,791,239
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Janney Montgomery Scott Inc | NONE | $131,645 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $72,538 | $0 | 2023 |