Ata Pension Plan — Form 5500 plan (American Trucking Associations, Inc.)
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, Ata Pension Plan is a benefit plan reported by American Trucking Associations, Inc. under EIN 53-0026970 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $12,580,154 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Trucking Associations, Inc.
- EIN
- 53-0026970
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $12,580,154
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20241011164735NAL0011195971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,580,154
- Total liabilities (EOY)
- $24,223
- Net assets (EOY)
- $12,555,931
- Net assets (BOY)
- $12,299,578
Income & contributions
- Employer contributions
- $424,000
- Total contributions
- $424,000
- Total income / additions
- $1,901,885
Expenses & distributions
- Benefits paid
- $1,426,485
- Administrative expenses
- $219,047
- Total expenses
- $1,645,532
- Net increase / (decrease)
- $256,353
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Retirement Plan Services | NONE | $43,200 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $35,690 | $0 | 2023 |
| Jones, Maresca & Mcquade, P.A. | NONE | $12,740 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Trucking Associations, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Cbiz Retirement Plan Services — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Jones, Maresca & Mcquade, P.A. — Schedule C compensation