Bursch Travel Agency, Inc. 401(K) Plan — Form 5500 plan (Bursch Travel Agency, 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, Bursch Travel Agency, Inc. 401(K) Plan is a benefit plan reported by Bursch Travel Agency, Inc. under EIN 41-1313225 and plan number 001. The latest loaded filing year is 2023. The filing reports 65 participants and $4,634,231 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bursch Travel Agency, Inc.
- EIN
- 41-1313225
- Plan number
- 001
- Plan type
- 2
- Location
- Alexandria, MN
- Latest filing year
- 2023
- Participants
- 65
- End-of-year plan assets
- $4,634,231
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 65 | I | 20240515104850NAL0039893441001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,634,231
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,634,231
- Net assets (BOY)
- $3,559,748
Income & contributions
- Employer contributions
- $108,078
- Participant contributions
- $332,790
- Total income / additions
- $1,268,497
Expenses & distributions
- Benefits paid
- $164,500
- Administrative expenses
- $16,106
- Total expenses
- $194,014
- Net increase / (decrease)
- $1,074,483
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.