Retirement plan

M&N AVIATION RETIREMENT PLAN

Name: M&N AVIATION INC - M&N AVIATION RETIREMENT PLAN (2025) Form 5500
Creator: M&N AVIATION INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, M&N AVIATION RETIREMENT PLAN, M&N AVIATION INC

M&N AVIATION INCEIN 66-0490058Plan #001PY 2025

PO BOX 38098 - SAN JUAN, PR 00937787-791-7090

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.1M

+52.7% from 2024

Total participants

0.0% from 2024

Average account balance

$42,093

+52.7% from 2024

Annual return

27.87%

+12.60 pp from 2024

Benchmarks

See 20,558 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort20,558 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.09M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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

$179K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+27.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$37

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 codes2E2F2G2J3C

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$955

$37 / participant

Other / not subdivided$955100.0%

% of EOY assets

0.087%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$42,093

$106,749-60.6%

$145,433-71.1%

$82,448-48.9%

Participation rate

100.0%

75.6%+24.4pp

82.1%+17.9pp

68.1%+31.9pp

Annual return

27.87%

27.59%+0.3pp

66.58%-38.7pp

41.64%-13.8pp

Employer contribution / active EE

$769

$3,444-77.7%

$4,554-83.1%

$2,551-69.8%

Participant deferral / active EE

$6,113

$6,519-6.2%

$7,897-22.6%

$4,139+47.7%

Admin fee / account holder

$37

$8,390-99.6%

$13,129-99.7%

$7,234-99.5%

M&N AVIATION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

M&N AVIATION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion