Netjets Aviation, Inc. 401(K) Retirement Plan — Form 5500 plan (Netjets Aviation, 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, Netjets Aviation, Inc. 401(K) Retirement Plan is a benefit plan reported by Netjets Aviation, Inc. under EIN 31-0682096 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,487 participants and $2,103,684,084 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Netjets Aviation, Inc.
- EIN
- 31-0682096
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 3,487
- End-of-year plan assets
- $2,103,684,084
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,487 | H, C | 20241015130457NAL0028512289002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,103,684,084
- Net assets (EOY)
- $2,103,684,084
- Net assets (BOY)
- $1,721,727,939
Income & contributions
- Employer contributions
- $78,312,649
- Participant contributions
- $71,730,984
- Total contributions
- $154,535,156
- Total income / additions
- $499,671,823
Expenses & distributions
- Benefits paid
- $116,554,807
- Administrative expenses
- $1,064,618
- Total expenses
- $117,637,547
- Net increase / (decrease)
- $382,034,276
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $290,250 | not reported in the loaded dataset | 2023 |
| Independent Advisor Alliance | NONE | $235,820 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $93,361 | not reported in the loaded dataset | 2023 |
| Leading Edge | NONE | $47,799 | not reported in the loaded dataset | 2023 |
| Lcg Associates Inc | NONE | $46,119 | not reported in the loaded dataset | 2023 |
| Total Investment Management In | NONE | $23,866 | not reported in the loaded dataset | 2023 |
| Financial Engines Advisors LLC | NONE | $23,407 | not reported in the loaded dataset | 2023 |
| Cerity Partners LLC | NONE | $23,332 | not reported in the loaded dataset | 2023 |
| Lee Johnson Capital Management | NONE | $22,563 | not reported in the loaded dataset | 2023 |
| Financial Engines Advisors LLC | NONE | $21,794 | not reported in the loaded dataset | 2023 |
| Nfp Retirement Inc | NONE | $21,232 | not reported in the loaded dataset | 2023 |
| Private Client Services LLC | NONE | $18,084 | not reported in the loaded dataset | 2023 |
| Gbq Partners LLC | NONE | $17,500 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $15,622 | $0 | 2023 |
| Stratos Wealth Partners Ltd | NONE | $15,428 | not reported in the loaded dataset | 2023 |
| Frost Brown Todd LLC | NONE | $13,110 | not reported in the loaded dataset | 2023 |
| Mariner LLC | NONE | $13,026 | not reported in the loaded dataset | 2023 |
| Spectrum Financial Alliance | NONE | $12,230 | not reported in the loaded dataset | 2023 |
| Mountain Capital Investment Ad | NONE | $12,197 | not reported in the loaded dataset | 2023 |
| Norris Perne & French | NONE | $12,185 | not reported in the loaded dataset | 2023 |
| Mcadam LLC | NONE | $10,610 | not reported in the loaded dataset | 2023 |
| Hamilton Capital LLC | NONE | $10,451 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | NONE | $10,384 | not reported in the loaded dataset | 2023 |
| Stratos Wealth Advisors LLC | NONE | $10,366 | not reported in the loaded dataset | 2023 |
| Glassman Wealth Services LLC | NONE | $9,125 | not reported in the loaded dataset | 2023 |
| Envestnet Asset Management Inc | NONE | $7,223 | not reported in the loaded dataset | 2023 |
| Boston Hill Advisors LLC | NONE | $6,499 | not reported in the loaded dataset | 2023 |
| Demauriac LLC | NONE | $6,143 | not reported in the loaded dataset | 2023 |
| Lido Advisors LLC | NONE | $5,418 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Netjets Aviation, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Independent Advisor Alliance — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Leading Edge — Schedule C compensation
- Lcg Associates Inc — Schedule C compensation
- Total Investment Management In — Schedule C compensation
- Financial Engines Advisors LLC — Schedule C compensation
- Cerity Partners LLC — Schedule C compensation
- Lee Johnson Capital Management — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation
- Private Client Services LLC — Schedule C compensation
- Gbq Partners LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Stratos Wealth Partners Ltd — Schedule C compensation
- Frost Brown Todd LLC — Schedule C compensation
- Mariner LLC — Schedule C compensation
- Spectrum Financial Alliance — Schedule C compensation
- Mountain Capital Investment Ad — Schedule C compensation
- Norris Perne & French — Schedule C compensation
- Mcadam LLC — Schedule C compensation
- Hamilton Capital LLC — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Stratos Wealth Advisors LLC — Schedule C compensation
- Glassman Wealth Services LLC — Schedule C compensation
- Envestnet Asset Management Inc — Schedule C compensation
- Boston Hill Advisors LLC — Schedule C compensation
- Demauriac LLC — Schedule C compensation
- Lido Advisors LLC — Schedule C compensation