Aerotec 401(K) Retirement Plan — Form 5500 plan (Aerospace Testing Engineering & Certification, LLC)
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, Aerotec 401(K) Retirement Plan is a benefit plan reported by Aerospace Testing Engineering & Certification, LLC under EIN 40-0002670 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $7,846,354 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aerospace Testing Engineering & Certification, LLC
- EIN
- 40-0002670
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 200
- End-of-year plan assets
- $7,846,354
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 200 | H, C | 20241001121005NAL0007036033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,846,354
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,846,354
- Net assets (BOY)
- $6,522,801
Income & contributions
- Employer contributions
- $405,188
- Participant contributions
- $987,408
- Total contributions
- $1,493,121
- Total income / additions
- $2,793,001
Expenses & distributions
- Benefits paid
- $1,421,476
- Administrative expenses
- $47,972
- Total expenses
- $1,469,448
- Net increase / (decrease)
- $1,323,553
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Centaurus Financial, Inc. | INVESTMENT ADVISOR | $20,888 | not reported in the loaded dataset | 2023 |
| Pension Plan Specialists | TPA | $8,775 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $2,139 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aerospace Testing Engineering & Certification, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Centaurus Financial, Inc. — Schedule C compensation
- Pension Plan Specialists — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation