2023 Form 5500 filing — Pleasant Travel Service Salary Savings 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 20241010162030NAL0034737296001) for Pleasant Travel Service Salary Savings Plan, reported by Pleasant Travel Service under EIN 95-2222689 and plan number 002. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$17MReported net assets$16,974,148
Participants184
Provider compensation$7.5K1 Schedule C row(s)$7,541
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010162030NAL0034737296001
- Plan sponsor
- Pleasant Travel Service
- EIN
- 95-2222689
- Plan number
- 002
- Location
- Newbury Park, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$17M total assets
Net assets$17MLiabilities$0
Full reported line items
- Total assets (EOY)
- $16,974,148
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,974,148
- Employer contributions
- $229,635
- Participant contributions
- $455,042
- Total income / additions
- $2,418,479
- Benefits paid
- $1,015,149
- Administrative expenses
- $7,161
- Total expenses
- $1,025,014
- Net increase / (decrease)
- $1,393,465
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $7,541 | $0 |