2023 Form 5500 filing — Direct 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 20250915120205NAL0001732112001) for Direct Travel 401(K) Plan, reported by Direct Travel, Inc. under EIN 45-3123475 and plan number 001. It reports 1,551 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250915120205NAL0001732112001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Direct Travel, Inc.
- EIN
- 45-3123475
- Plan number
- 001
- Location
- Centennial, CO
- Participants
- 1,551
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $121,392,633
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $121,392,633
- Employer contributions
- $1,851,443
- Participant contributions
- $7,230,991
- Total income / additions
- $31,419,027
- Benefits paid
- $5,976,290
- Administrative expenses
- $275,638
- Total expenses
- $6,288,893
- Net increase / (decrease)
- $25,130,134
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo | N/A | $149,344 | $0 |
| Morgan Stanley Smith Barney | INVESTMENT/FINANCIAL ADVI | $101,836 | $0 |
| Adp, Inc. | RECORD KEEPER | $24,457 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |