Sky Bird Travel & Tours, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Sky Bird Travel & Tours, 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, Sky Bird Travel & Tours, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Sky Bird Travel & Tours, Inc. under EIN 38-2113644 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $18,383,467 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sky Bird Travel & Tours, Inc.
- EIN
- 38-2113644
- Plan number
- 001
- Plan type
- 2
- Location
- Southfield, MI
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $18,383,467
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20241014072125NAL0012964563001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,383,467
- Net assets (EOY)
- $18,383,467
- Net assets (BOY)
- $15,887,931
Income & contributions
- Employer contributions
- $61,055
- Participant contributions
- $497,367
- Total contributions
- $599,033
- Total income / additions
- $3,098,491
Expenses & distributions
- Benefits paid
- $511,910
- Administrative expenses
- $91,045
- Total expenses
- $602,955
- Net increase / (decrease)
- $2,495,536
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch - Eps Inc. | RIA | $22,006 | $0 | 2023 |
| Merrill Lynch - Fas | RIA | $22,006 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPING | $4,334 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sky Bird Travel & Tours, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Southfield, MI
- Merrill Lynch - Eps Inc. — Schedule C compensation
- Merrill Lynch - Fas — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation