Netjets Inc. 401(K) Plan — Form 5500 plan (Netjets 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, Netjets Inc. 401(K) Plan is a benefit plan reported by Netjets Inc. under EIN 51-0383060 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,455 participants and $702,479,620 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Netjets Inc.
- EIN
- 51-0383060
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 3,455
- End-of-year plan assets
- $702,479,620
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,455 | H, C | 20241015130457NAL0028512289003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $702,479,620
- Net assets (EOY)
- $702,479,620
- Net assets (BOY)
- $557,724,166
Income & contributions
- Employer contributions
- $23,653,027
- Participant contributions
- $43,357,566
- Total contributions
- $75,636,835
- Total income / additions
- $195,068,008
Expenses & distributions
- Benefits paid
- $50,051,527
- Administrative expenses
- $324,256
- Total expenses
- $50,390,685
- Net increase / (decrease)
- $144,677,323
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $163,978 | not reported in the loaded dataset | 2023 |
| Lcg Associates Inc | NONE | $43,881 | not reported in the loaded dataset | 2023 |
| Nfp Retirement Inc | NONE | $19,768 | not reported in the loaded dataset | 2023 |
| Gbq Partners LLC | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Whitaker-Myers Wealth Managers | NONE | $11,809 | not reported in the loaded dataset | 2023 |
| Abound Wealth Management LLC | NONE | $10,115 | not reported in the loaded dataset | 2023 |
| Frost Brown Todd LLC | NONE | $8,852 | not reported in the loaded dataset | 2023 |
| Hamilton Capital LLC | NONE | $7,362 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $6,646 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $2,281 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Netjets Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Lcg Associates Inc — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation
- Gbq Partners LLC — Schedule C compensation
- Whitaker-Myers Wealth Managers — Schedule C compensation
- Abound Wealth Management LLC — Schedule C compensation
- Frost Brown Todd LLC — Schedule C compensation
- Hamilton Capital LLC — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation