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, H.T.A. Cast Retirement Plan is a benefit plan reported by Historic Tours Of America, Inc under EIN 59-2512154 and plan number 001. The latest loaded filing year is 2023. The filing reports 926 participants and $16,413,452 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,413,452
- Total liabilities (EOY)
- $355,542
- Net assets (EOY)
- $16,057,910
- Net assets (BOY)
- $13,734,935
Income & contributions
- Employer contributions
- $82,113
- Participant contributions
- $1,076,457
- Total contributions
- $1,159,083
- Total income / additions
- $3,795,236
Expenses & distributions
- Benefits paid
- $1,408,570
- Administrative expenses
- $61,389
- Total expenses
- $1,472,261
- Net increase / (decrease)
- $2,322,975