2023 Form 5500 filing — Indagare Travel 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 20241015143009NAL0016628595001) for Indagare Travel 401(K) Plan, reported by Indagare Travel, Inc. under EIN 20-4921822 and plan number 001. It reports 93 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143009NAL0016628595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Indagare Travel, Inc.
- EIN
- 20-4921822
- Plan number
- 001
- Location
- New York, NY
- Participants
- 93
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,668,163
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,668,163
- Total income / additions
- $15,277
- Benefits paid
- $0
- Administrative expenses
- $385
- Total expenses
- $385
- Net increase / (decrease)
- $14,892
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Securities, Inc. | BROKER | $0 | $16,507 |
| Transamerica Retirement Solutions, | RECORDKEEPER | $358 | $0 |
| Usi Consulting Group | RECORDKEEPER | $0 | $175 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY-PLAN | $27 | not reported in the loaded dataset |