2023 Form 5500 filing — Travis Industries, Inc. 401k 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 20241014182847NAL0015419299001) for Travis Industries, Inc. 401k Plan, reported by Travis Industries Inc under EIN 91-1403129 and plan number 001. It reports 620 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014182847NAL0015419299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Travis Industries Inc
- EIN
- 91-1403129
- Plan number
- 001
- Location
- Mukilteo, WA
- Participants
- 620
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,567,082
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,567,082
- Employer contributions
- $803,854
- Participant contributions
- $1,092,950
- Total income / additions
- $7,069,843
- Benefits paid
- $3,268,953
- Administrative expenses
- $151,938
- Total expenses
- $3,420,891
- Net increase / (decrease)
- $3,648,952
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC | RIA | $52,417 | $0 |
| John Hancock Life Ins Co Usa | RECORDKEEPER | $1,722 | $0 |