Aero Simulation, Inc. 401(K) Plan — Form 5500 plan (Aero Simulation, 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, Aero Simulation, Inc. 401(K) Plan is a benefit plan reported by Aero Simulation, Inc. under EIN 59-2354016 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $30,349,882 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aero Simulation, Inc.
- EIN
- 59-2354016
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $30,349,882
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20240809140658NAL0006361425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,349,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,349,882
- Net assets (BOY)
- $24,778,653
Income & contributions
- Employer contributions
- $895,023
- Participant contributions
- $1,722,177
- Total contributions
- $3,409,849
- Total income / additions
- $7,467,446
Expenses & distributions
- Benefits paid
- $1,877,876
- Administrative expenses
- $18,341
- Total expenses
- $1,896,217
- Net increase / (decrease)
- $5,571,229
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| My Benefits, LLC | OTHER SERVICES | $0 | $12,912 | 2023 |
| Frscpa, Pllc | OTHER FEES | $8,150 | not reported in the loaded dataset | 2023 |
| Morningstar | INVESTMENT ADVISORY | $0 | $0 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $0 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance And Annui | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aero Simulation, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- My Benefits, LLC — Schedule C compensation
- Frscpa, Pllc — Schedule C compensation
- Morningstar — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation