2023 Form 5500 filing — Travis Companies Retirement 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 20241015151544NAL0030131249001) for Travis Companies Retirement Plan, reported by Pacific Air Switch Corporation under EIN 93-1000983 and plan number 001. It reports 440 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)$17.8MReported net assets$17,802,899
Participants440
Provider compensation$24.9K2 Schedule C row(s)$24,866
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015151544NAL0030131249001
Plan sponsor
Pacific Air Switch Corporation
EIN
93-1000983
Plan number
001
Location
Forest Grove, OR
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)$17.8M total assets
Net assets$17.8MLiabilities$0
Money in vs. money out
Total income / additions$4.8M
Total expenses$1.8M
Benefits paid / distributions$1.7M
Contributions
Employer$775.6K
Participant$1.2M
Full reported line items
Total assets (EOY)
$17,802,899
Total liabilities (EOY)
$0
Net assets (EOY)
$17,802,899
Employer contributions
$775,606
Participant contributions
$1,231,169
Total income / additions
$4,764,335
Benefits paid
$1,702,724
Administrative expenses
$70,562
Total expenses
$1,773,286
Net increase / (decrease)
$2,991,049
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RIA · Direct $24K · Indirect $0
  2. 2
    RECORDKEEPER · Direct $854 · Indirect $0

Related Form 5500 pages