Pleasant Travel Service Salary Savings Plan — Form 5500 plan (Pleasant Travel Service)
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, Pleasant Travel Service Salary Savings Plan is a benefit plan reported by Pleasant Travel Service under EIN 95-2222689 and plan number 002. The latest loaded filing year is 2023. The filing reports 184 participants and $16,974,148 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$17MPlan net assets, end of year$16,974,148
Participants184Covered participants reported
Assets / participant$92.3KComputed: assets ÷ participants$92,251 (computed)
Provider compensation$7.5K1 Schedule C provider row(s)$7,541
- Plan sponsor
- Pleasant Travel Service
- EIN
- 95-2222689
- Plan number
- 002
- Plan type
- 2
- Location
- Newbury Park, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20241010162030NAL0034737296001 |
Schedule H · 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)$17M total assets
Net assets$17MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $16,974,148
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,974,148
- Net assets (BOY)
- $15,580,683
Income & contributions
- Employer contributions
- $229,635
- Participant contributions
- $455,042
- Total contributions
- $695,004
- Total income / additions
- $2,418,479
Expenses & distributions
- Benefits paid
- $1,015,149
- Administrative expenses
- $7,161
- Total expenses
- $1,025,014
- Net increase / (decrease)
- $1,393,465
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.
34%66%
Employer 34%Participant 66%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income42%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $7,541 | $0 | 2023 |