Aero Fulfillment Services 401(K) Plan — Form 5500 plan (Aero Fulfillment Services Corporation)
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, Aero Fulfillment Services 401(K) Plan is a benefit plan reported by Aero Fulfillment Services Corporation under EIN 31-1166117 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $3,998,965 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aero Fulfillment Services Corporation
- EIN
- 31-1166117
- Plan number
- 001
- Plan type
- 2
- Location
- Mason, OH
- Latest filing year
- 2023
- Participants
- 200
- End-of-year plan assets
- $3,998,965
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 200 | H, C | 20241010151415NAL0011649619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,998,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,998,965
- Net assets (BOY)
- $3,238,259
Income & contributions
- Employer contributions
- $151,351
- Participant contributions
- $288,370
- Total contributions
- $439,721
- Total income / additions
- $1,195,270
Expenses & distributions
- Benefits paid
- $400,676
- Administrative expenses
- $33,888
- Total expenses
- $434,564
- Net increase / (decrease)
- $760,706
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Servi | RECORDKEEPER | $17,728 | $0 | 2023 |
| Ubs Financial Services Inc. | INVESTMENT ADVISOR | $16,585 | not reported in the loaded dataset | 2023 |
| Trinity Pension Consultants, Inc. | CONTRACT ADMIN | $2,027 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aero Fulfillment Services Corporation
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Mason, OH
- Capital Group Retirement Plan Servi — Schedule C compensation
- Ubs Financial Services Inc. — Schedule C compensation
- Trinity Pension Consultants, Inc. — Schedule C compensation