Travcorp Usa 401(K) Savings & Retirement Plan — Form 5500 plan (Travcorp Usa, 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, Travcorp Usa 401(K) Savings & Retirement Plan is a benefit plan reported by Travcorp Usa, Inc. under EIN 20-2343185 and plan number 001. The latest loaded filing year is 2023. The filing reports 610 participants and $28,504,440 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Travcorp Usa, Inc.
EIN
20-2343185
Plan number
001
Plan type
2
Location
Cypress, CA
Latest filing year
2023
Participants
610
End-of-year plan assets
$28,504,440

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023610H, C20241004163410NAL0011648081001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,504,440
Total liabilities (EOY)
$0
Net assets (EOY)
$28,504,440
Net assets (BOY)
$24,309,515

Income & contributions

Employer contributions
$438,391
Participant contributions
$2,041,269
Total contributions
$2,485,202
Total income / additions
$7,018,525

Expenses & distributions

Benefits paid
$2,789,162
Administrative expenses
$34,438
Total expenses
$2,823,600
Net increase / (decrease)
$4,194,925

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$26,572$02023
Strategic Advisors, Inc.ADVISOR$7,866not reported in the loaded dataset2023

Related Form 5500 pages