Travis Industries, Inc. 401k Plan — Form 5500 plan (Travis Industries 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, Travis Industries, Inc. 401k Plan is a benefit plan reported by Travis Industries Inc under EIN 91-1403129 and plan number 001. The latest loaded filing year is 2023. The filing reports 620 participants and $37,567,082 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Travis Industries Inc
EIN
91-1403129
Plan number
001
Plan type
2
Location
Mukilteo, WA
Latest filing year
2023
Participants
620
End-of-year plan assets
$37,567,082

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023620H, C20241014182847NAL0015419299001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,567,082
Total liabilities (EOY)
$0
Net assets (EOY)
$37,567,082
Net assets (BOY)
$33,918,130

Income & contributions

Employer contributions
$803,854
Participant contributions
$1,092,950
Total contributions
$1,896,910
Total income / additions
$7,069,843

Expenses & distributions

Benefits paid
$3,268,953
Administrative expenses
$151,938
Total expenses
$3,420,891
Net increase / (decrease)
$3,648,952

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial LLCRIA$52,417$02023
John Hancock Life Ins Co UsaRECORDKEEPER$1,722$02023

Related Form 5500 pages