2023 Form 5500 filing — Sky Bird Travel & Tours, Inc. 401(K) Profit Sharing 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 20241014072125NAL0012964563001) for Sky Bird Travel & Tours, Inc. 401(K) Profit Sharing Plan, reported by Sky Bird Travel & Tours, Inc. under EIN 38-2113644 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014072125NAL0012964563001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sky Bird Travel & Tours, Inc.
- EIN
- 38-2113644
- Plan number
- 001
- Location
- Southfield, MI
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,383,467
- Net assets (EOY)
- $18,383,467
- Employer contributions
- $61,055
- Participant contributions
- $497,367
- Total income / additions
- $3,098,491
- Benefits paid
- $511,910
- Administrative expenses
- $91,045
- Total expenses
- $602,955
- Net increase / (decrease)
- $2,495,536
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch - Eps Inc. | RIA | $22,006 | $0 |
| Merrill Lynch - Fas | RIA | $22,006 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPING | $4,334 | $0 |