2023 Form 5500 filing — Adelman Travel Systems, Inc. Profit Sharing 401(K) 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 20240807085000NAL0005845872001) for Adelman Travel Systems, Inc. Profit Sharing 401(K) Plan, reported by Adelman Travel Systems, Inc. under EIN 59-2247604 and plan number 001. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807085000NAL0005845872001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Adelman Travel Systems, Inc.
- EIN
- 59-2247604
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,704,434
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,704,434
- Employer contributions
- $264,328
- Participant contributions
- $842,411
- Total income / additions
- $3,037,982
- Benefits paid
- $1,594,983
- Administrative expenses
- $29,325
- Total expenses
- $1,624,308
- Net increase / (decrease)
- $1,413,674
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ppg Retirement Plan Services | THIRD PARTY ADMIN | $0 | $5,777 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $1,904 | $0 |