2023 Form 5500 filing — Independent Pilots Association Staff Retirement 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 20241003112541NAL0016961520001) for Independent Pilots Association Staff Retirement Plan, reported by Independent Pilots Association under EIN 61-1171169 and plan number 002. It reports 41 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$21.2MReported net assets$21,201,027
Participants41
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241003112541NAL0016961520001
Plan sponsor
Independent Pilots Association
EIN
61-1171169
Plan number
002
Location
Louisville, KY
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)$21.2M total assets
Net assets$21.2MLiabilities$67
Money in vs. money out
Total income / additions$4.9M
Total expenses$2.3M
Benefits paid / distributions$2.3M
Contributions
Employer$665.9K
Participant$349.9K
Full reported line items
Total assets (EOY)
$21,201,094
Total liabilities (EOY)
$67
Net assets (EOY)
$21,201,027
Employer contributions
$665,891
Participant contributions
$349,901
Total income / additions
$4,935,494
Benefits paid
$2,298,763
Administrative expenses
$14,515
Total expenses
$2,316,614
Net increase / (decrease)
$2,618,880

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003112541NAL0016961520001 cover?
It is the 2023 Form 5500 filing for Independent Pilots Association Staff Retirement Plan, reported by Independent Pilots Association (EIN 61-1171169).
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