S & L Travel Partners Retirement Plan — Form 5500 plan (S & L Travel Partners, 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, S & L Travel Partners Retirement Plan is a benefit plan reported by S & L Travel Partners, Inc. under EIN 84-0951680 and plan number 001. The latest loaded filing year is 2023. The filing reports 65 participants and $5,472,498 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.5MPlan net assets, end of year$5,472,498
Participants65Covered participants reported
Assets / participant$84.2KComputed: assets ÷ participants$84,192 (computed)
Provider compensationNone reported
Plan sponsor
S & L Travel Partners, Inc.
EIN
84-0951680
Plan number
001
Plan type
2
Location
Glenwood Springs, CO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202365I20250605115831NAL0008465347001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.5M total assets
Net assets$5.5MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$91.2K
Benefits paid / distributions$85.3K
Contributions
Employer$68K
Participant$319.1K
Full reported line items

Net assets

Total assets (EOY)
$5,472,498
Total liabilities (EOY)
$0
Net assets (EOY)
$5,472,498
Net assets (BOY)
$4,147,589

Income & contributions

Employer contributions
$67,950
Participant contributions
$319,122
Total income / additions
$1,416,071

Expenses & distributions

Benefits paid
$85,328
Administrative expenses
$5,834
Total expenses
$91,162
Net increase / (decrease)
$1,324,909
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 18%Participant 82%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income6%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages