Original filing (PDF)20250414090031NAL0001578081001

NEWCASTLE AVIATION PARTNERS, LLC

Name: NEWCASTLE AVIATION PARTNERS, LLC — NEWCASTLE AVIATION 401(K) PLAN, Form 5500 (2024)
Creator: NEWCASTLE AVIATION PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

NEWCASTLE AVIATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEWCASTLE AVIATION PARTNERS, LLC.

Plan sponsor

Name

NEWCASTLE AVIATION PARTNERS, LLC

EIN

20-4438664

Address

16381 DOMESTIC AVENUE, SUITE 100 · FORT MYERS, FL · 33912

Phone

(952) 223-0317

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

APPROVED AERONAUTICS LLC

APPROVED AERONAUTICS, LLC 401(K) PROFIT SHARING PLAN

$1.1M · 21 participants

CHET E WELKER DDS LLC

CHET E WELKER DDS LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.0M · 15 participants

ASTRO PAK CARIBE, INC.

ASTRO PAK CARIBE, INC. 1165(E) PLAN

$1.0M · 10 participants

EXTRAORD-N-AIR INC

EXTRAORD-N-AIR INC 401(K) PROFIT SHARING PLAN & TRUST

$1.1M · 24 participants

J AND M AIRCRAFT, INC.

J & M AIRCRAFT, INC. DEFINED BENEFIT PENSION PLAN