Clay Lacy Aviation Matching 401(K) Plan — Form 5500 plan (Clay Lacy Aviation)
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, Clay Lacy Aviation Matching 401(K) Plan is a benefit plan reported by Clay Lacy Aviation under EIN 95-2653612 and plan number 006. The latest loaded filing year is 2023. The filing reports 815 participants and $60,767,669 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clay Lacy Aviation
- EIN
- 95-2653612
- Plan number
- 006
- Plan type
- 2
- Location
- Van Nuys, CA
- Latest filing year
- 2023
- Participants
- 815
- End-of-year plan assets
- $60,767,669
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 815 | H, C | 20241004111531NAL0006637075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,767,669
- Total liabilities (EOY)
- $4
- Net assets (EOY)
- $60,767,665
- Net assets (BOY)
- $44,585,627
Income & contributions
- Employer contributions
- $3,490,384
- Participant contributions
- $6,896,518
- Total contributions
- $11,345,508
- Total income / additions
- $19,907,539
Expenses & distributions
- Benefits paid
- $3,562,606
- Administrative expenses
- $119,166
- Total expenses
- $3,725,501
- Net increase / (decrease)
- $16,182,038
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $76,323 | $0 | 2023 |
| Usi Advisors Inc | ADVISOR | $22,500 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $20,343 | not reported in the loaded dataset | 2023 |