Signature Aviation Usa, LLC 401(K) Plan — Form 5500 plan (Signature Aviation Usa, 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, Signature Aviation Usa, LLC 401(K) Plan is a benefit plan reported by Signature Aviation Usa, LLC under EIN 59-3096227 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,363 participants and $242,952,363 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Signature Aviation Usa, LLC
- EIN
- 59-3096227
- Plan number
- 002
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
- Participants
- 6,363
- End-of-year plan assets
- $242,952,363
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,363 | H, C | 20240919101843NAL0002264403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $242,952,363
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $242,952,363
- Net assets (BOY)
- $217,221,393
Income & contributions
- Employer contributions
- $7,084,490
- Participant contributions
- $12,890,985
- Total contributions
- $23,586,010
- Total income / additions
- $59,834,037
Expenses & distributions
- Benefits paid
- $33,706,731
- Administrative expenses
- $383,270
- Total expenses
- $34,103,067
- Net increase / (decrease)
- $25,730,970
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $221,342 | $0 | 2023 |
| Advus Financial | INVESTMENT ADVISOR | $70,809 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $57,219 | not reported in the loaded dataset | 2023 |
| Vestal & Wiler | ACCOUNTANT/AUDITOR | $25,750 | not reported in the loaded dataset | 2023 |
| Rehmann Robson LLC | ACCOUNTANT/AUDITOR | $8,150 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Signature Aviation Usa, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orlando, FL
- Fidelity Investments Institutional — Schedule C compensation
- Advus Financial — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Vestal & Wiler — Schedule C compensation
- Rehmann Robson LLC — Schedule C compensation