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, Shorts Travel Management, Inc. 401(K) Retirement Plan is a benefit plan reported by Shorts Travel Management, Inc under EIN 42-0810650 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $8,844,838 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,844,838
- Total liabilities (EOY)
- $14,198
- Net assets (EOY)
- $8,830,640
- Net assets (BOY)
- $7,763,227
Income & contributions
- Employer contributions
- $192,699
- Participant contributions
- $546,411
- Total contributions
- $755,336
- Total income / additions
- $1,964,620
Expenses & distributions
- Benefits paid
- $857,472
- Administrative expenses
- $39,735
- Total expenses
- $897,207
- Net increase / (decrease)
- $1,067,413