West Star Aviation, LLC 401(K) Plan — Form 5500 plan (West Star Aviation, LLC West Star 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, West Star Aviation, LLC 401(K) Plan is a benefit plan reported by West Star Aviation, LLC West Star Aviation under EIN 84-1056824 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,900 participants and $105,115,488 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- West Star Aviation, LLC West Star Aviation
- EIN
- 84-1056824
- Plan number
- 001
- Plan type
- 2
- Location
- East Alton, IL
- Latest filing year
- 2023
- Participants
- 1,900
- End-of-year plan assets
- $105,115,488
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,900 | H, C | 20241015210655NAL0017222563001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $105,115,488
- Total liabilities (EOY)
- $2,423
- Net assets (EOY)
- $105,113,065
- Net assets (BOY)
- $82,561,688
Income & contributions
- Employer contributions
- $4,202,177
- Participant contributions
- $9,814,431
- Total contributions
- $17,376,517
- Total income / additions
- $31,993,799
Expenses & distributions
- Benefits paid
- $9,198,613
- Administrative expenses
- $243,809
- Total expenses
- $9,442,422
- Net increase / (decrease)
- $22,551,377
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $243,809 | $0 | 2023 |
| Wells Fargo Advisors Fin Network | INVESTMENT ADVISORY | $0 | $100,000 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for West Star Aviation, LLC West Star Aviation
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in East Alton, IL
- Principal Life Insurance Company — Schedule C compensation
- Wells Fargo Advisors Fin Network — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation