Aero Test Group 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Aero Test Group)
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 Test Group 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Aero Test Group under EIN 38-1894836 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $22,345,556 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aero Test Group
- EIN
- 38-1894836
- Plan number
- 001
- Plan type
- 2
- Location
- Wixom, MI
- Latest filing year
- 2023
- Participants
- 246
- End-of-year plan assets
- $22,345,556
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 246 | H, C | 20241003055408NAL0009433153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,345,556
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,345,556
- Net assets (BOY)
- $20,410,411
Income & contributions
- Employer contributions
- $481,262
- Participant contributions
- $1,498,191
- Total contributions
- $2,019,725
- Total income / additions
- $4,851,256
Expenses & distributions
- Benefits paid
- $2,826,479
- Administrative expenses
- $85,688
- Total expenses
- $2,916,111
- Net increase / (decrease)
- $1,935,145
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Securities America, Inc. | INVESTMENT/FINANCIAL ADVI | $41,686 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $28,202 | $0 | 2023 |
| Erisa Fiduciary Services Inc. | INVESTMENT/FINANCIAL ADVI | $15,800 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aero Test Group
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Wixom, MI
- Securities America, Inc. — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Erisa Fiduciary Services Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation