Adelman Travel Systems, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Adelman Travel Systems, 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, Adelman Travel Systems, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Adelman Travel Systems, Inc. under EIN 59-2247604 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $12,704,434 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Adelman Travel Systems, Inc.
EIN
59-2247604
Plan number
001
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
220
End-of-year plan assets
$12,704,434

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023220H, C20240807085000NAL0005845872001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,704,434
Total liabilities (EOY)
$0
Net assets (EOY)
$12,704,434
Net assets (BOY)
$11,290,760

Income & contributions

Employer contributions
$264,328
Participant contributions
$842,411
Total contributions
$1,122,401
Total income / additions
$3,037,982

Expenses & distributions

Benefits paid
$1,594,983
Administrative expenses
$29,325
Total expenses
$1,624,308
Net increase / (decrease)
$1,413,674

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ppg Retirement Plan ServicesTHIRD PARTY ADMIN$0$5,7772023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$1,904$02023

Related Form 5500 pages