Pleasant Travel Service Salary Savings Plan — Form 5500 plan (Pleasant Travel Service)
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, Pleasant Travel Service Salary Savings Plan is a benefit plan reported by Pleasant Travel Service under EIN 95-2222689 and plan number 002. The latest loaded filing year is 2023. The filing reports 184 participants and $16,974,148 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pleasant Travel Service
- EIN
- 95-2222689
- Plan number
- 002
- Plan type
- 2
- Location
- Newbury Park, CA
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $16,974,148
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20241010162030NAL0034737296001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,974,148
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,974,148
- Net assets (BOY)
- $15,580,683
Income & contributions
- Employer contributions
- $229,635
- Participant contributions
- $455,042
- Total contributions
- $695,004
- Total income / additions
- $2,418,479
Expenses & distributions
- Benefits paid
- $1,015,149
- Administrative expenses
- $7,161
- Total expenses
- $1,025,014
- Net increase / (decrease)
- $1,393,465
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $7,541 | $0 | 2023 |