2023 Form 5500 filing — 401(K) Plan For Employees Of Trans-Matic Mfg. Co., Inc.
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240904150444NAL0019867425001) for 401(K) Plan For Employees Of Trans-Matic Mfg. Co., Inc., reported by Trans-Matic Mfg. Co., Inc. under EIN 38-1870157 and plan number 001. It reports 319 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904150444NAL0019867425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trans-Matic Mfg. Co., Inc.
- EIN
- 38-1870157
- Plan number
- 001
- Location
- Holland, MI
- Participants
- 319
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,222,893
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,222,893
- Employer contributions
- $774,470
- Participant contributions
- $1,595,239
- Total income / additions
- $7,787,956
- Benefits paid
- $1,392,709
- Administrative expenses
- $96,423
- Total expenses
- $1,498,286
- Net increase / (decrease)
- $6,289,670
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $43,718 | $0 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $35,000 | not reported in the loaded dataset |
| Plante Moran Pllc | OTHER | $15,500 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,205 | not reported in the loaded dataset |