Allied Pilots Association 401(K) Retirement Savings Plan — Form 5500 plan (Allied Pilots Association)

Plain-English plan 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, Allied Pilots Association 401(K) Retirement Savings Plan is a benefit plan reported by Allied Pilots Association under EIN 13-1982245 and plan number 001. The latest loaded filing year is 2023. The filing reports 97 participants and $23,541,788 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$23.5MPlan net assets, end of year$23,541,788
Participants97Covered participants reported
Assets / participant$242.7KComputed: assets ÷ participants$242,699 (computed)
Provider compensationNone reported
Plan sponsor
Allied Pilots Association
EIN
13-1982245
Plan number
001
Plan type
2
Location
Fort Worth, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202397I20241122111803NAL0001630913001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$23.5M total assets
Net assets$23.5MLiabilities$0
Money in vs. money out
Total income / additions$6.1M
Total expenses$3.4M
Benefits paid / distributions$3.4M
Contributions
Employer$1.7M
Participant$1M
Full reported line items

Net assets

Total assets (EOY)
$23,541,788
Total liabilities (EOY)
$0
Net assets (EOY)
$23,541,788
Net assets (BOY)
$20,858,650

Income & contributions

Employer contributions
$1,726,128
Participant contributions
$1,042,278
Total income / additions
$6,059,356

Expenses & distributions

Benefits paid
$3,363,215
Administrative expenses
$13,003
Total expenses
$3,376,218
Net increase / (decrease)
$2,683,138
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 62%Participant 38%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income56%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages