Kalitta Companies 401(K) Savings Plan — Form 5500 plan (Kalitta Air, LLC)

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, Kalitta Companies 401(K) Savings Plan is a benefit plan reported by Kalitta Air, LLC under EIN 38-3512795 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,576 participants and $265,070,418 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kalitta Air, LLC
EIN
38-3512795
Plan number
003
Plan type
2
Location
Ypsilanti, MI
Latest filing year
2023
Participants
3,576
End-of-year plan assets
$265,070,418

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,576H, C20241011071430NAL0012245971001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$265,070,418
Total liabilities (EOY)
$0
Net assets (EOY)
$265,070,418
Net assets (BOY)
$197,259,584

Income & contributions

Employer contributions
$18,792,500
Participant contributions
$27,021,469
Total contributions
$48,066,149
Total income / additions
$90,301,950

Expenses & distributions

Benefits paid
$22,382,597
Administrative expenses
$50,816
Total expenses
$22,491,116
Net increase / (decrease)
$67,810,834

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER-$149,056$02023

Related Form 5500 pages