Western Global Airlines 401(K) Profit Sharing — Form 5500 plan (Western Global Airlines)
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, Western Global Airlines 401(K) Profit Sharing is a benefit plan reported by Western Global Airlines under EIN 30-0769265 and plan number 001. The latest loaded filing year is 2023. The filing reports 442 participants and $8,937,390 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Global Airlines
- EIN
- 30-0769265
- Plan number
- 001
- Plan type
- 2
- Location
- Estero, FL
- Latest filing year
- 2023
- Participants
- 442
- End-of-year plan assets
- $8,937,390
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 442 | H, C | 20250318104953NAL0002339827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,937,390
- Net assets (EOY)
- $8,937,390
- Net assets (BOY)
- $7,882,910
Income & contributions
- Employer contributions
- $327,603
- Participant contributions
- $1,754,253
- Total contributions
- $2,410,428
- Total income / additions
- $3,721,924
Expenses & distributions
- Benefits paid
- $2,565,751
- Administrative expenses
- $101,693
- Total expenses
- $2,667,444
- Net increase / (decrease)
- $1,054,480
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fountainhead Capital Management LLC | ADVISOR | $32,127 | not reported in the loaded dataset | 2023 |
| Planned Retirement Consultants & Ad | TPA | $25,974 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $22,464 | not reported in the loaded dataset | 2023 |
| Pace Fiduciary Services LLC | CONSULTANT | $14,110 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc | ADVISOR | $7,021 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Western Global Airlines
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Estero, FL
- Fountainhead Capital Management LLC — Schedule C compensation
- Planned Retirement Consultants & Ad — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Pace Fiduciary Services LLC — Schedule C compensation
- Strategic Advisors, Inc — Schedule C compensation