2023 Form 5500 filing — Ata 401(K) Retirement Savings 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 20241015120821NAL0047784816001) for Ata 401(K) Retirement Savings Plan, reported by American Trucking Associations, Inc. under EIN 53-0026970 and plan number 002. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$34.1MReported net assets$34,149,265
Participants226
Provider compensation$81.4K3 Schedule C row(s)$81,388
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015120821NAL0047784816001
Plan sponsor
American Trucking Associations, Inc.
EIN
53-0026970
Plan number
002
Location
Washington, DC
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$34.1M total assets
Net assets$34.1MLiabilities$0
Money in vs. money out
Total income / additions$7.5M
Total expenses$3.8M
Benefits paid / distributions$3.7M
Contributions
Employer$503.5K
Participant$1.6M
Full reported line items
Total assets (EOY)
$34,149,265
Total liabilities (EOY)
$0
Net assets (EOY)
$34,149,265
Employer contributions
$503,535
Participant contributions
$1,644,707
Total income / additions
$7,469,918
Benefits paid
$3,699,538
Administrative expenses
$81,380
Total expenses
$3,780,918
Net increase / (decrease)
$3,689,000
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $46.8K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $20K · Indirect $8
  3. 3
    ACCOUNTANT · Direct $14.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015120821NAL0047784816001 cover?
It is the 2023 Form 5500 filing for Ata 401(K) Retirement Savings Plan, reported by American Trucking Associations, Inc. (EIN 53-0026970).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages