2023 Form 5500 filing — Soar 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240909123324NAL0005464001001) for Soar 401(K) Plan, reported by Soar Transportation Group under EIN 68-0496954 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.4MReported net assets$1,443,640
Participants151
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240909123324NAL0005464001001
Plan sponsor
Soar Transportation Group
EIN
68-0496954
Plan number
001
Location
South Salt Lake, UT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.4M total assets
Net assets$1.4MLiabilities$0
Money in vs. money out
Total income / additions$361.1K
Total expenses$264.5K
Benefits paid / distributions$263K
Contributions
Employer$6.8K
Participant$162.7K
Full reported line items
Total assets (EOY)
$1,443,640
Total liabilities (EOY)
$0
Net assets (EOY)
$1,443,640
Employer contributions
$6,846
Participant contributions
$162,713
Total income / additions
$361,076
Benefits paid
$262,967
Administrative expenses
$1,492
Total expenses
$264,459
Net increase / (decrease)
$96,617

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240909123324NAL0005464001001 cover?
It is the 2023 Form 5500 filing for Soar 401(K) Plan, reported by Soar Transportation Group (EIN 68-0496954).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages