Retirement plan

AIRWOLF AEROSPACE 401(K) PROFIT SHARING PLAN

Name: AIRWOLF AEROSPACE - AIRWOLF AEROSPACE 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: AIRWOLF AEROSPACE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AIRWOLF AEROSPACE 401(K) PROFIT SHARING PLAN, AIRWOLF AEROSPACE

AIRWOLF AEROSPACEEIN 26-1388130Plan #001PY 2024

15369 MADISON ROAD - MIDDLEFIELD, OH 44062440-632-1687airwolfaerospace.comLinkedIn1-10 employeesairlines/aviation

Other plans on this EIN

1 filing

#002Retirement-$1.3M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$329K

+52.6% from 2023

Total participants

+25.0% from 2023

Average account balance

$32,936

+22.1% from 2023

Annual return

5.49%

+3.09 pp from 2023

Benchmarks

See 23,915 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,915 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$329K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$33K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$102K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+5.49%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,936

$166,089-80.2%

$164,928-80.0%

$145,978-77.4%

Participation rate

100.0%

82.0%+18.0pp

78.6%+21.4pp

80.3%+19.7pp

Annual return

5.49%

100.26%-94.8pp

70.08%-64.6pp

550.52%-545.0pp

Employer contribution / active EE

$3,738

$5,276-29.2%

$4,343-13.9%

$4,662-19.8%

Participant deferral / active EE

$6,430

$6,961-7.6%

$6,034+6.6%

$6,690-3.9%

Admin fee / account holder

$16,641-100.0%

$12,684-100.0%

$13,400-100.0%

AIRWOLF AEROSPACE 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

AIRWOLF AEROSPACE 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion