Omega World Travel 401(K) Savings Plan — Form 5500 plan (Omega 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, Omega World Travel 401(K) Savings Plan is a benefit plan reported by Omega World Travel, Inc. under EIN 54-0920000 and plan number 001. The latest loaded filing year is 2023. The filing reports 334 participants and $15,613,484 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Omega World Travel, Inc.
- EIN
- 54-0920000
- Plan number
- 001
- Plan type
- 2
- Location
- Fairfax, VA
- Latest filing year
- 2023
- Participants
- 334
- End-of-year plan assets
- $15,613,484
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 334 | H, C | 20241012145754NAL0041821344001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,613,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,613,484
- Net assets (BOY)
- $14,715,758
Income & contributions
- Employer contributions
- $268,644
- Participant contributions
- $1,003,998
- Total contributions
- $1,443,968
- Total income / additions
- $2,941,275
Expenses & distributions
- Benefits paid
- $1,963,912
- Administrative expenses
- $79,637
- Total expenses
- $2,043,549
- Net increase / (decrease)
- $897,726
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $79,636 | $0 | 2023 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $0 | $42,455 | 2023 |
| Nfp Corporate Services Pa Inc | OTHER SERVICES | $0 | $4,351 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVICE, PARTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Omega World Travel, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Fairfax, VA
- Principal Life Insurance Company — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation
- Nfp Corporate Services Pa Inc — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation