Elevate Aviation Group LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Elevate Aviation Group 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, Elevate Aviation Group LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Elevate Aviation Group LLC under EIN 92-1188000 and plan number 001. The latest loaded filing year is 2023. The filing reports 254 participants and $5,704,226 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Elevate Aviation Group LLC
- EIN
- 92-1188000
- Plan number
- 001
- Plan type
- 2
- Location
- Seabrook, NH
- Latest filing year
- 2023
- Participants
- 254
- End-of-year plan assets
- $5,704,226
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 254 | H, C | 20240910154536NAL0007115201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,704,226
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,704,226
- Net assets (BOY)
- $4,712,418
Income & contributions
- Employer contributions
- $679,980
- Participant contributions
- $1,112,569
- Total contributions
- $2,113,282
- Total income / additions
- $2,924,963
Expenses & distributions
- Benefits paid
- $1,882,527
- Administrative expenses
- $50,111
- Total expenses
- $1,933,155
- Net increase / (decrease)
- $991,808
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $20,680 | not reported in the loaded dataset | 2023 |
| Cetera Advisor Networks | ADVISOR | $17,948 | not reported in the loaded dataset | 2023 |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $5,880 | not reported in the loaded dataset | 2023 |
| Cetera Investment Advisers LLC | ADVISOR | $5,853 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Elevate Aviation Group LLC
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Seabrook, NH
- Paychex, Inc. — Schedule C compensation
- Cetera Advisor Networks — Schedule C compensation
- Erisa Fiduciary Services, Inc. — Schedule C compensation
- Cetera Investment Advisers LLC — Schedule C compensation