Coulson Aviation (Usa), Inc. 401(K) Plan — Form 5500 plan (Coulson Aviation (Usa), 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, Coulson Aviation (Usa), Inc. 401(K) Plan is a benefit plan reported by Coulson Aviation (Usa), Inc. under EIN 93-1039466 and plan number 001. The latest loaded filing year is 2023. The filing reports 106 participants and $6,956,661 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coulson Aviation (Usa), Inc.
- EIN
- 93-1039466
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 106
- End-of-year plan assets
- $6,956,661
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 106 | H, C | 20241009105342NAL0010540387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,956,661
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,956,661
- Net assets (BOY)
- $4,769,981
Income & contributions
- Employer contributions
- $540,350
- Participant contributions
- $1,044,182
- Total contributions
- $1,653,834
- Total income / additions
- $2,648,960
Expenses & distributions
- Benefits paid
- $439,384
- Administrative expenses
- $22,896
- Total expenses
- $462,280
- Net increase / (decrease)
- $2,186,680
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | ASSET CUSTODIAN | $19,942 | $1,263 | 2023 |
| Wells Fargo Clearing Services, LLC | INVESTMENT ADVISOR | $17,345 | not reported in the loaded dataset | 2023 |
| Trinity Pension Group | THIRD PARTY ADMIN | $4,183 | not reported in the loaded dataset | 2023 |
| Iron-Co-Fid--Comprehensive | INVESTMENT ADVISOR | $3,644 | not reported in the loaded dataset | 2023 |
| Nationwide Life Insurance Company | ASSET CUSTODIAN | $607 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Coulson Aviation (Usa), Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Nationwide — Schedule C compensation
- Wells Fargo Clearing Services, LLC — Schedule C compensation
- Trinity Pension Group — Schedule C compensation
- Iron-Co-Fid--Comprehensive — Schedule C compensation
- Nationwide Life Insurance Company — Schedule C compensation