World Travel Holdings, Inc. 401(K) Savings Plan — Form 5500 plan (World Travel Holdings, Inc.)

Plain-English plan 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, World Travel Holdings, Inc. 401(K) Savings Plan is a benefit plan reported by World Travel Holdings, Inc. under EIN 04-3259479 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,306 participants and $68,227,273 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
World Travel Holdings, Inc.
EIN
04-3259479
Plan number
001
Plan type
2
Location
Wakefield, MA
Latest filing year
2023
Participants
1,306
End-of-year plan assets
$68,227,273

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,306H, C20240713122827NAL0012112803001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$68,227,273
Total liabilities (EOY)
$0
Net assets (EOY)
$68,227,273
Net assets (BOY)
$56,368,523

Income & contributions

Employer contributions
$1,327,703
Participant contributions
$4,276,540
Total contributions
$5,730,482
Total income / additions
$15,511,234

Expenses & distributions

Benefits paid
$3,580,182
Administrative expenses
$67,258
Total expenses
$3,652,484
Net increase / (decrease)
$11,858,750

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$37,258$02023
Stone Hill Fiduciary Management LlINVESTMENT ADVISOR$30,000not reported in the loaded dataset2023

Related Form 5500 pages