Plan5500

Hrd Aero Systems, Inc. 401(K) Plan — Form 5500 plan (Hrd Aero Systems, 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, Hrd Aero Systems, Inc. 401(K) Plan is a benefit plan reported by Hrd Aero Systems, Inc. under EIN 95-4041900 and plan number 002. The latest loaded filing year is 2023. The filing reports 270 participants and $13,601,605 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hrd Aero Systems, Inc.
EIN
95-4041900
Plan number
002
Plan type
2
Location
Valencia, CA
Latest filing year
2023
Participants
270
End-of-year plan assets
$13,601,605

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023270H, C20240813164844NAL0010786529001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,601,605
Total liabilities (EOY)
$0
Net assets (EOY)
$13,601,605
Net assets (BOY)
$10,408,592

Income & contributions

Employer contributions
$301,563
Participant contributions
$1,062,932
Total contributions
$1,599,859
Total income / additions
$3,705,520

Expenses & distributions

Benefits paid
$442,400
Administrative expenses
$55,243
Total expenses
$512,507
Net increase / (decrease)
$3,193,013

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$34,693$02023
Ep Wealth AdvisorsINVESTMENT ADVISOR$15,348not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$5,202not reported in the loaded dataset2023

Related Form 5500 pages