Wisk Aero LLC 401k Plan — Form 5500 plan (Wisk Aero 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, Wisk Aero LLC 401k Plan is a benefit plan reported by Wisk Aero LLC under EIN 83-4654304 and plan number 001. The latest loaded filing year is 2023. The filing reports 516 participants and $59,905,322 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wisk Aero LLC
- EIN
- 83-4654304
- Plan number
- 001
- Plan type
- 2
- Location
- Mountain View, CA
- Latest filing year
- 2023
- Participants
- 516
- End-of-year plan assets
- $59,905,322
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 516 | H, C | 20250219190003NAL0003623107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,905,322
- Total liabilities (EOY)
- $40
- Net assets (EOY)
- $59,905,282
- Net assets (BOY)
- $37,835,839
Income & contributions
- Employer contributions
- $3,896,699
- Participant contributions
- $8,206,996
- Total contributions
- $16,460,780
- Total income / additions
- $25,029,280
Expenses & distributions
- Benefits paid
- $2,905,654
- Administrative expenses
- $54,183
- Total expenses
- $2,959,837
- Net increase / (decrease)
- $22,069,443
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | ADVISOR | $40,000 | not reported in the loaded dataset | 2023 |
| Fid Inv Inst Ops Co | RECORDKEEPER | $14,183 | $0 | 2023 |