2023 Form 5500 filing — World Travel, Inc. 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 20240919052805NAL0005495857001) for World Travel, Inc. 401(K) Plan, reported by World Travel, Inc. under EIN 23-2228965 and plan number 002. It reports 597 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919052805NAL0005495857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- World Travel, Inc.
- EIN
- 23-2228965
- Plan number
- 002
- Location
- Douglassville, PA
- Participants
- 597
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,932,474
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,932,474
- Employer contributions
- $478,542
- Participant contributions
- $2,520,923
- Total income / additions
- $8,948,261
- Benefits paid
- $5,128,548
- Administrative expenses
- $94,849
- Total expenses
- $5,238,077
- Net increase / (decrease)
- $3,710,184
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $58,673 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $36,175 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |