Mb Aerospace 401(K) Profit Sharing Plan — Form 5500 plan (Mb Aerospace Holdings 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, Mb Aerospace 401(K) Profit Sharing Plan is a benefit plan reported by Mb Aerospace Holdings Inc. under EIN 47-5635164 and plan number 001. The latest loaded filing year is 2023. The filing reports 355 participants and $37,037 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mb Aerospace Holdings Inc.
- EIN
- 47-5635164
- Plan number
- 001
- Plan type
- 2
- Location
- East Granby, CT
- Latest filing year
- 2023
- Participants
- 355
- End-of-year plan assets
- $37,037
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 355 | H, C | 20241015121444NAL0016350515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,037
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,037
- Net assets (BOY)
- $23,091,160
Income & contributions
- Employer contributions
- $367,395
- Participant contributions
- $1,175,792
- Total contributions
- $1,697,049
- Total income / additions
- $4,495,472
Expenses & distributions
- Benefits paid
- $27,470,883
- Administrative expenses
- $80,902
- Total expenses
- $27,549,595
- Net increase / (decrease)
- -$23,054,123
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $46,328 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $27,397 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,177 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mb Aerospace Holdings Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in East Granby, CT
- Empower Annuity Insurance Company O — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation