Plan5500

Air Tractor, Inc. 401(K) Retirement Plan — Form 5500 plan (Air Tractor, 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, Air Tractor, Inc. 401(K) Retirement Plan is a benefit plan reported by Air Tractor, Inc. under EIN 75-1337101 and plan number 001. The latest loaded filing year is 2023. The filing reports 415 participants and $26,813,300 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Air Tractor, Inc.
EIN
75-1337101
Plan number
001
Plan type
2
Location
Olney, TX
Latest filing year
2023
Participants
415
End-of-year plan assets
$26,813,300

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023415H, C20240918082409NAL0007301936001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,813,300
Total liabilities (EOY)
$0
Net assets (EOY)
$26,813,300
Net assets (BOY)
$19,945,128

Income & contributions

Employer contributions
$1,142,621
Participant contributions
$2,747,835
Total contributions
$4,911,886
Total income / additions
$9,360,234

Expenses & distributions

Benefits paid
$2,486,399
Administrative expenses
$5,663
Total expenses
$2,492,062
Net increase / (decrease)
$6,868,172

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$5,662$02023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages