Plan5500

Aero Industries, Inc. 401(K) Plan — Form 5500 plan (Aero Industries, 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, Aero Industries, Inc. 401(K) Plan is a benefit plan reported by Aero Industries, Inc. under EIN 35-1273299 and plan number 003. The latest loaded filing year is 2023. The filing reports 247 participants and $6,310,488 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aero Industries, Inc.
EIN
35-1273299
Plan number
003
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
247
End-of-year plan assets
$6,310,488

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023247H, C20241011110958NAL0010852323001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,310,488
Total liabilities (EOY)
$0
Net assets (EOY)
$6,310,488
Net assets (BOY)
$5,583,290

Income & contributions

Employer contributions
$167,453
Participant contributions
$551,401
Total contributions
$966,471
Total income / additions
$1,778,002

Expenses & distributions

Benefits paid
$1,020,566
Administrative expenses
$22,906
Total expenses
$1,050,804
Net increase / (decrease)
$727,198

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$20,950not reported in the loaded dataset2023
Shepherd Financial InvestmentNONE$17,347not reported in the loaded dataset2023

Related Form 5500 pages