Direct Travel 401(K) Plan — Form 5500 plan (Direct 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, Direct Travel 401(K) Plan is a benefit plan reported by Direct Travel, Inc. under EIN 45-3123475 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,551 participants and $121,392,633 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Direct Travel, Inc.
- EIN
- 45-3123475
- Plan number
- 001
- Plan type
- 2
- Location
- Centennial, CO
- Latest filing year
- 2023
- Participants
- 1,551
- End-of-year plan assets
- $121,392,633
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,551 | H, C | 20250915120205NAL0001732112001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $121,392,633
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $121,392,633
- Net assets (BOY)
- $93,392,136
Income & contributions
- Employer contributions
- $1,851,443
- Participant contributions
- $7,230,991
- Total contributions
- $11,194,563
- Total income / additions
- $31,419,027
Expenses & distributions
- Benefits paid
- $5,976,290
- Administrative expenses
- $275,638
- Total expenses
- $6,288,893
- Net increase / (decrease)
- $25,130,134
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo | N/A | $149,344 | $0 | 2023 |
| Morgan Stanley Smith Barney | INVESTMENT/FINANCIAL ADVI | $101,836 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $24,457 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Direct Travel, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Centennial, CO
- Wells Fargo — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation