Solairus Aviation 401(K) Plan — Form 5500 plan (Sunset Aviation, LLC Dba Solairus Aviation)
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, Solairus Aviation 401(K) Plan is a benefit plan reported by Sunset Aviation, LLC Dba Solairus Aviation under EIN 80-0319107 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,071 participants and $138,333,323 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunset Aviation, LLC Dba Solairus Aviation
- EIN
- 80-0319107
- Plan number
- 001
- Plan type
- 2
- Location
- Petaluma, CA
- Latest filing year
- 2023
- Participants
- 1,071
- End-of-year plan assets
- $138,333,323
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,071 | H, C | 20241015201219NAL0029582673004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $138,333,323
- Net assets (EOY)
- $138,333,323
- Net assets (BOY)
- $101,175,584
Income & contributions
- Employer contributions
- $10,461,505
- Participant contributions
- $15,773,524
- Total contributions
- $31,566,683
- Total income / additions
- $50,516,667
Expenses & distributions
- Benefits paid
- $12,847,008
- Administrative expenses
- $459,881
- Total expenses
- $13,358,928
- Net increase / (decrease)
- $37,157,739
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $232,454 | not reported in the loaded dataset | 2023 |
| Perigon Wealth Management, LLC | NONE | $109,252 | not reported in the loaded dataset | 2023 |
| Burleson And Company LLC | NONE | $91,357 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | NONE | $19,500 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc | NONE | $1,079 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sunset Aviation, LLC Dba Solairus Aviation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Petaluma, CA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Perigon Wealth Management, LLC — Schedule C compensation
- Burleson And Company LLC — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation