Neill Aircraft Co. 401(K) Plan — Form 5500 plan (Neill Aircraft Co.)
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, Neill Aircraft Co. 401(K) Plan is a benefit plan reported by Neill Aircraft Co. under EIN 95-2399534 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $5,157,964 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Neill Aircraft Co.
- EIN
- 95-2399534
- Plan number
- 001
- Plan type
- 2
- Location
- Long Beach, CA
- Latest filing year
- 2023
- Participants
- 228
- End-of-year plan assets
- $5,157,964
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 228 | H, C | 20241015001029NAL0028495073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,157,964
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,157,964
- Net assets (BOY)
- $4,411,132
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $213,048
- Total contributions
- $333,124
- Total income / additions
- $946,782
Expenses & distributions
- Benefits paid
- $175,382
- Administrative expenses
- $24,568
- Total expenses
- $199,950
- Net increase / (decrease)
- $746,832
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $22,373 | not reported in the loaded dataset | 2023 |
| Hicks Pension Services - Slo | TPA | $2,143 | $25 | 2023 |