Breeze Aviation Group 401(K) Team Member Plan — Form 5500 plan (Breeze Aviation Group, 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, Breeze Aviation Group 401(K) Team Member Plan is a benefit plan reported by Breeze Aviation Group, Inc under EIN 82-2644964 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,025 participants and $20,400,004 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Breeze Aviation Group, Inc
- EIN
- 82-2644964
- Plan number
- 001
- Plan type
- 2
- Location
- Cottonwood Heights, UT
- Latest filing year
- 2023
- Participants
- 1,025
- End-of-year plan assets
- $20,400,004
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,025 | H, C | 20241009151849NAL0018635409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,400,004
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,400,004
- Net assets (BOY)
- $8,556,097
Income & contributions
- Employer contributions
- $3,089,466
- Participant contributions
- $6,051,914
- Total contributions
- $10,905,545
- Total income / additions
- $13,138,995
Expenses & distributions
- Benefits paid
- $1,214,312
- Administrative expenses
- $75,968
- Total expenses
- $1,295,088
- Net increase / (decrease)
- $11,843,907
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $17,635 | $0 | 2023 |
| Mma Securities LLC | INVESTMENT ADVISORY | $15,555 | $29 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Breeze Aviation Group, Inc
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Cottonwood Heights, UT
- Principal Life Insurance Company — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation