Plan5500

Aegis Aerospace, Inc. 401k Plan — Form 5500 plan (Aegis Aerospace, 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, Aegis Aerospace, Inc. 401k Plan is a benefit plan reported by Aegis Aerospace, Inc. under EIN 76-0359573 and plan number 001. The latest loaded filing year is 2023. The filing reports 637 participants and $62,040,242 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aegis Aerospace, Inc.
EIN
76-0359573
Plan number
001
Plan type
2
Location
Webster, TX
Latest filing year
2023
Participants
637
End-of-year plan assets
$62,040,242

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023637H, C20241014211403NAL0015552611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$62,040,242
Total liabilities (EOY)
$0
Net assets (EOY)
$62,040,242
Net assets (BOY)
$51,341,932

Income & contributions

Employer contributions
$826,671
Participant contributions
$2,930,742
Total contributions
$4,045,591
Total income / additions
$14,342,359

Expenses & distributions

Benefits paid
$3,601,797
Administrative expenses
$21,082
Total expenses
$3,644,049
Net increase / (decrease)
$10,698,310

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forvis Mazars, LlpACCOUNTANT/AUDITOR$19,950not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$14,132not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$12,874$02023

Related Form 5500 pages