Dynamic Aviation Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Dynamic Aviation Group, 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, Dynamic Aviation Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Dynamic Aviation Group, Inc. under EIN 54-1836461 and plan number 001. The latest loaded filing year is 2023. The filing reports 732 participants and $39,376,383 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dynamic Aviation Group, Inc.
- EIN
- 54-1836461
- Plan number
- 001
- Plan type
- 2
- Location
- Bridgewater, VA
- Latest filing year
- 2023
- Participants
- 732
- End-of-year plan assets
- $39,376,383
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 732 | H, C | 20241011155837NAL0012729379001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,376,383
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,376,383
- Net assets (BOY)
- $32,932,742
Income & contributions
- Employer contributions
- $493,001
- Participant contributions
- $2,762,060
- Total contributions
- $3,639,884
- Total income / additions
- $9,723,039
Expenses & distributions
- Benefits paid
- $3,106,068
- Administrative expenses
- $173,330
- Total expenses
- $3,279,398
- Net increase / (decrease)
- $6,443,641
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $173,330 | $0 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $61,694 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dynamic Aviation Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Bridgewater, VA
- Principal Life Insurance Company — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation