Experimental Aircraft Association, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Experimental Aircraft Association, Inc. (EIN 39-0917537) is a plan sponsor located in Oshkosh, WI with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
39-0917537
Location
Oshkosh, WI
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Experimental Aircraft Association, Inc.

  • 4 loaded plans hold $32.7M in reported assets.
  • The largest, Eaa Qualified Pension Plan, holds 56% of this company's reported plan assets.
  • Plans cover 836 reported participants.
  • 2 of 4 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$32.7MSummed across loaded plans$32,733,830
Total reported assets$32.7M$32,733,830
Total reported participants836
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$32.7M total assets
Net assets$32.7MLiabilities$0
Contributions & income
Employer contributions$713.6K
Participant contributions$774.1K
Total income / additions$7.1M
Expenses & distributions
Benefits paid / distributions$2.5M
Total expenses$2.5M
Net increase / (decrease)$4.7M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation0 / 4 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets56%Eaa Qualified Pension Plan
Participants per plan209Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 290 participants · 2023
  2. 2
    Plan #002 · 270 participants · 2023
  3. 3
    Plan #503 · 158 participants · 2023
  4. 4
    Plan #504 · 118 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Experimental Aircraft Association, Inc.. Open one for its full reported snapshot.

  1. 2023
    Experimental Aircraft Association Employee Health & Welfare Plan118 participants · 2No schedules
    View filing →
  2. 2023
    Experimental Aircraft Association, Inc. 403(B) Tda Plan270 participants · 2Sch H
    View filing →
  3. 2023
    Eaa Qualified Pension Plan290 participants · 2Sch H
    View filing →
  4. 2023
    Experimental Aircraft Association Flexible Benefit Plan158 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Experimental Aircraft Association, Inc. report on Form 5500?
Experimental Aircraft Association, Inc. (EIN 39-0917537) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Experimental Aircraft Association, Inc.?
The Employer Identification Number (EIN) reported for Experimental Aircraft Association, Inc. is 39-0917537.
What is the latest Form 5500 filing year for Experimental Aircraft Association, Inc.?
The latest loaded Form 5500 filing year for Experimental Aircraft Association, Inc. is 2023.

Related Form 5500 pages