World Travel, Inc. 401(K) Plan — Form 5500 plan (World Travel, 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, World Travel, Inc. 401(K) Plan is a benefit plan reported by World Travel, Inc. under EIN 23-2228965 and plan number 002. The latest loaded filing year is 2023. The filing reports 597 participants and $39,932,474 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
World Travel, Inc.
EIN
23-2228965
Plan number
002
Plan type
2
Location
Douglassville, PA
Latest filing year
2023
Participants
597
End-of-year plan assets
$39,932,474

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023597H, C20240919052805NAL0005495857001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,932,474
Total liabilities (EOY)
$0
Net assets (EOY)
$39,932,474
Net assets (BOY)
$36,222,290

Income & contributions

Employer contributions
$478,542
Participant contributions
$2,520,923
Total contributions
$3,500,421
Total income / additions
$8,948,261

Expenses & distributions

Benefits paid
$5,128,548
Administrative expenses
$94,849
Total expenses
$5,238,077
Net increase / (decrease)
$3,710,184

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$58,673$02023
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$36,175$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages