Ctl Aerospace, Inc. Retirement Savings Plan — Form 5500 plan (Ctl Aerospace, 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, Ctl Aerospace, Inc. Retirement Savings Plan is a benefit plan reported by Ctl Aerospace, Inc. under EIN 31-1082970 and plan number 001. The latest loaded filing year is 2023. The filing reports 343 participants and $8,018,351 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ctl Aerospace, Inc.
EIN
31-1082970
Plan number
001
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
Participants
343
End-of-year plan assets
$8,018,351

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023343H, C20241015132814NAL0049616768001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,018,351
Total liabilities (EOY)
$0
Net assets (EOY)
$8,018,351
Net assets (BOY)
$6,710,210

Income & contributions

Participant contributions
$829,995
Total contributions
$909,480
Total income / additions
$2,074,924

Expenses & distributions

Benefits paid
$703,645
Administrative expenses
$63,138
Total expenses
$766,783
Net increase / (decrease)
$1,308,141

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Horan Securities IncADVISOR$32,941not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$24,013$02023
Clark,Schaefer, Hackett & Co.AUDITOR$6,184not reported in the loaded dataset2023

Related Form 5500 pages