Aviation Training Consulting Retirement Savings Plan — Form 5500 plan (Aviation Training Consulting, 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, Aviation Training Consulting Retirement Savings Plan is a benefit plan reported by Aviation Training Consulting, LLC under EIN 73-1621006 and plan number 001. The latest loaded filing year is 2023. The filing reports 111 participants and $6,336,794 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aviation Training Consulting, LLC
EIN
73-1621006
Plan number
001
Plan type
2
Location
Edmond, OK
Latest filing year
2023
Participants
111
End-of-year plan assets
$6,336,794

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023111H, C20241007130603NAL0015203297001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,336,794
Net assets (EOY)
$6,336,794
Net assets (BOY)
$4,964,917

Income & contributions

Employer contributions
$420,377
Participant contributions
$764,240
Total contributions
$1,370,320
Total income / additions
$2,269,755

Expenses & distributions

Benefits paid
$879,712
Administrative expenses
$18,049
Total expenses
$897,878
Net increase / (decrease)
$1,371,877

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance (U.S.A)RECORDKEEPER$1,653$21,9172023
Ubs Financial Services IncINVESTMENT ADVISOR$14,095$02023

Related Form 5500 pages