Travis Companies Retirement Plan — Form 5500 plan (Pacific Air Switch Corporation)

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, Travis Companies Retirement Plan is a benefit plan reported by Pacific Air Switch Corporation under EIN 93-1000983 and plan number 001. The latest loaded filing year is 2023. The filing reports 440 participants and $17,802,899 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$17.8MPlan net assets, end of year$17,802,899
Participants440Covered participants reported
Assets / participant$40.5KComputed: assets ÷ participants$40,461 (computed)
Provider compensation$24.9K2 Schedule C provider row(s)$24,866
Plan sponsor
Pacific Air Switch Corporation
EIN
93-1000983
Plan number
001
Plan type
2
Location
Forest Grove, OR
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023440H, C20241015151544NAL0030131249001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$17.8M total assets
Net assets$17.8MLiabilities$0
Money in vs. money out
Total income / additions$4.8M
Total expenses$1.8M
Benefits paid / distributions$1.7M
Contributions
Employer$775.6K
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$17,802,899
Total liabilities (EOY)
$0
Net assets (EOY)
$17,802,899
Net assets (BOY)
$14,811,850

Income & contributions

Employer contributions
$775,606
Participant contributions
$1,231,169
Total contributions
$2,146,233
Total income / additions
$4,764,335

Expenses & distributions

Benefits paid
$1,702,724
Administrative expenses
$70,562
Total expenses
$1,773,286
Net increase / (decrease)
$2,991,049
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 39%Participant 61%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income36%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial LLC - RpcpRIA$24,012$02023
John Hancock UsaRECORDKEEPER$854$02023

Related Form 5500 pages