Applied Aerospace 401(K) Savings Plan — Form 5500 plan (Applied Aerospace Structures Corp.)
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, Applied Aerospace 401(K) Savings Plan is a benefit plan reported by Applied Aerospace Structures Corp. under EIN 36-4004211 and plan number 001. The latest loaded filing year is 2023. The filing reports 527 participants and $56,431,509 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Applied Aerospace Structures Corp.
- EIN
- 36-4004211
- Plan number
- 001
- Plan type
- 2
- Location
- Stockton, CA
- Latest filing year
- 2023
- Participants
- 527
- End-of-year plan assets
- $56,431,509
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 527 | H, C | 20241014145108NAL0052744290001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,431,509
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,431,509
- Net assets (BOY)
- $52,565,534
Income & contributions
- Employer contributions
- $857,648
- Participant contributions
- $2,094,165
- Total contributions
- $3,166,756
- Total income / additions
- $10,783,102
Expenses & distributions
- Benefits paid
- $6,780,638
- Administrative expenses
- $119,522
- Total expenses
- $6,917,127
- Net increase / (decrease)
- $3,865,975
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $78,160 | $0 | 2023 |
| Gallagher Benefit Services Inc Dba | OTHER | $38,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,362 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Applied Aerospace Structures Corp.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Stockton, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Gallagher Benefit Services Inc Dba — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation