Plan5500

Incora Savings And Investment Plan — Form 5500 plan (Wesco Aircraft Hardware Corp.)

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, Incora Savings And Investment Plan is a benefit plan reported by Wesco Aircraft Hardware Corp. under EIN 95-2704662 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,960 participants and $86,121,989 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wesco Aircraft Hardware Corp.
EIN
95-2704662
Plan number
003
Plan type
2
Location
Fort Worth, TX
Latest filing year
2023
Participants
1,960
End-of-year plan assets
$86,121,989

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,960H, C20241011151446NAL0011097443001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$86,121,989
Total liabilities (EOY)
$0
Net assets (EOY)
$86,121,989
Net assets (BOY)
$72,972,801

Income & contributions

Employer contributions
$2,890,322
Participant contributions
$6,331,293
Total contributions
$9,880,100
Total income / additions
$22,873,342

Expenses & distributions

Benefits paid
$9,444,041
Administrative expenses
$243,601
Total expenses
$9,724,154
Net increase / (decrease)
$13,149,188

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$157,988$02023
Retirement Wellness GroupBROKER$50,000not reported in the loaded dataset2023
Pension Asssurance LlpOTHER SERVICES$17,500not reported in the loaded dataset2023

Related Form 5500 pages