2023 Form 5500 filing — Fox World Travel, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726091211NAL0032515586001) for Fox World Travel, Inc. 401(K) Plan, reported by Fox World Travel, Inc. under EIN 39-1034696 and plan number 001. It reports 305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726091211NAL0032515586001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fox World Travel, Inc.
- EIN
- 39-1034696
- Plan number
- 001
- Location
- Oshkosh, WI
- Participants
- 305
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,823,487
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,823,487
- Employer contributions
- $266,988
- Participant contributions
- $1,294,287
- Total income / additions
- $4,712,762
- Benefits paid
- $1,530,204
- Administrative expenses
- $114,995
- Total expenses
- $1,645,199
- Net increase / (decrease)
- $3,067,563
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $69,524 | $0 |
| Morgan Stanley | INVESTMENT ADVISOR | $37,279 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,192 | not reported in the loaded dataset |