2023 Form 5500 filing — Ata Pension 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 20241011164735NAL0011195971001) for Ata Pension Plan, reported by American Trucking Associations, Inc. under EIN 53-0026970 and plan number 001. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011164735NAL0011195971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Trucking Associations, Inc.
- EIN
- 53-0026970
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,580,154
- Total liabilities (EOY)
- $24,223
- Net assets (EOY)
- $12,555,931
- Employer contributions
- $424,000
- Total income / additions
- $1,901,885
- Benefits paid
- $1,426,485
- Administrative expenses
- $219,047
- Total expenses
- $1,645,532
- Net increase / (decrease)
- $256,353
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Retirement Plan Services | NONE | $43,200 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $35,690 | $0 |
| Jones, Maresca & Mcquade, P.A. | NONE | $12,740 | not reported in the loaded dataset |