Unical Aviation, Inc. Profit Sharing And 401(K) Plan — Form 5500 plan (Unical Aviation, 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, Unical Aviation, Inc. Profit Sharing And 401(K) Plan is a benefit plan reported by Unical Aviation, Inc. under EIN 95-4260177 and plan number 001. The latest loaded filing year is 2023. The filing reports 501 participants and $21,991,150 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unical Aviation, Inc.
EIN
95-4260177
Plan number
001
Plan type
2
Location
Glendale, AZ
Latest filing year
2023
Participants
501
End-of-year plan assets
$21,991,150

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023501H, C20250203181101NAL0007028145001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,991,150
Total liabilities (EOY)
$0
Net assets (EOY)
$21,991,150
Net assets (BOY)
$20,628,677

Income & contributions

Employer contributions
$413,176
Participant contributions
$1,647,667
Total contributions
$2,541,289
Total income / additions
$6,053,953

Expenses & distributions

Benefits paid
$4,599,746
Administrative expenses
$71,018
Total expenses
$4,691,480
Net increase / (decrease)
$1,362,473

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$43,811$02023
Creative Planning LLCADVISOR$17,832not reported in the loaded dataset2023
Nfp Retirement IncADVISOR$9,375not reported in the loaded dataset2023

Related Form 5500 pages