Aeris Communications, Inc. 401(K) Plan — Form 5500 plan (Aeris Communications, 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, Aeris Communications, Inc. 401(K) Plan is a benefit plan reported by Aeris Communications, Inc. under EIN 77-0328878 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $15,032,035 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aeris Communications, Inc.
- EIN
- 77-0328878
- Plan number
- 001
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 145
- End-of-year plan assets
- $15,032,035
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145 | H, C | 20241015135951NAL0049768768005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,032,035
- Net assets (EOY)
- $15,032,035
- Net assets (BOY)
- $11,970,302
Income & contributions
- Participant contributions
- $1,347,376
- Total contributions
- $2,031,222
- Total income / additions
- $4,226,041
Expenses & distributions
- Benefits paid
- $1,113,531
- Administrative expenses
- $50,777
- Total expenses
- $1,164,308
- Net increase / (decrease)
- $3,061,733
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $28,196 | $36 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $21,419 | $0 | 2023 |
| Plan Design Consultants Inc | CONTRACT ADMINISTRATOR | $1,175 | $4,105 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aeris Communications, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Plan Design Consultants Inc — Schedule C compensation