Plan5500

Jet Access Team Solutions, LLC 401(K) Plan — Form 5500 plan (Jet Access Team Solutions, 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, Jet Access Team Solutions, LLC 401(K) Plan is a benefit plan reported by Jet Access Team Solutions, LLC under EIN 87-3310280 and plan number 001. The latest loaded filing year is 2023. The filing reports 414 participants and $11,141,036 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jet Access Team Solutions, LLC
EIN
87-3310280
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
414
End-of-year plan assets
$11,141,036

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023414H, C20241004101410NAL0012088577001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,141,036
Total liabilities (EOY)
$0
Net assets (EOY)
$11,141,036
Net assets (BOY)
$8,332,935

Income & contributions

Employer contributions
$615,657
Participant contributions
$1,649,389
Total contributions
$2,454,219
Total income / additions
$4,033,298

Expenses & distributions

Benefits paid
$1,120,916
Administrative expenses
$97,671
Total expenses
$1,225,197
Net increase / (decrease)
$2,808,101

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$59,754$02023
Shepherd Financial Investment AdvisINVESTMENT ADVISOR$32,902not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$5,015not reported in the loaded dataset2023

Related Form 5500 pages