Aero Air, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Aero Air, 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, Aero Air, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Aero Air, LLC under EIN 93-1244163 and plan number 001. The latest loaded filing year is 2023. The filing reports 295 participants and $11,864,394 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aero Air, LLC
EIN
93-1244163
Plan number
001
Plan type
2
Location
Hillsboro, OR
Latest filing year
2023
Participants
295
End-of-year plan assets
$11,864,394

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023295H, C20241008113207NAL0029676864001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,864,394
Total liabilities (EOY)
$0
Net assets (EOY)
$11,864,394
Net assets (BOY)
$10,157,739

Income & contributions

Employer contributions
$667,796
Participant contributions
$1,369,792
Total contributions
$2,078,835
Total income / additions
$3,808,826

Expenses & distributions

Benefits paid
$2,022,388
Administrative expenses
$57,112
Total expenses
$2,102,171
Net increase / (decrease)
$1,706,655

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$28,549$02023
Phillips & Company Advisors LLCINVESTMENT ADVISOR$26,663not reported in the loaded dataset2023
Aero Air LLCOTHER$1,900not reported in the loaded dataset2023

Related Form 5500 pages