Original filing (PDF)20250501111956NAL0004707920001

AERO-K, INC.

Name: AERO-K, INC. — AERO-K, INC. HYBRID CASH BALANCE PLAN, Form 5500 (2023)
Creator: AERO-K, INC.

Form 5500-SF

FILING_RECEIVED

AERO-K, INC. HYBRID CASH BALANCE PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 5.5 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AERO-K, INC..

Plan sponsor

Name

AERO-K, INC.

EIN

95-4283162

Address

10764 LOWER AZUSA ROAD · EL MONTE, CA · 91731

Phone

(626) 350-5125

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-05-01

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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