Universal Weather And Aviation, LLC 401(K) Plan — Form 5500 plan (Universal Weather And Aviation, 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, Universal Weather And Aviation, LLC 401(K) Plan is a benefit plan reported by Universal Weather And Aviation, LLC under EIN 75-1039736 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,224 participants and $100,273,476 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Universal Weather And Aviation, LLC
- EIN
- 75-1039736
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 1,224
- End-of-year plan assets
- $100,273,476
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,224 | H, C | 20240919141304NAL0002396035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $100,273,476
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,273,476
- Net assets (BOY)
- $81,966,919
Income & contributions
- Employer contributions
- $2,867,384
- Participant contributions
- $4,563,889
- Total contributions
- $7,664,054
- Total income / additions
- $24,307,772
Expenses & distributions
- Benefits paid
- $5,841,245
- Administrative expenses
- $153,777
- Total expenses
- $6,001,215
- Net increase / (decrease)
- $18,306,557
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $75,936 | $0 | 2023 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $61,965 | not reported in the loaded dataset | 2023 |
| Ham, Langston & Brezina, Llp | ACCOUNTANT/AUDITOR | $18,120 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Universal Weather And Aviation, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Fidelity Investments Institutional — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Ham, Langston & Brezina, Llp — Schedule C compensation