2023 Form 5500 filing — Transfix 401(K) Plan
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 20240918143119NAL0004472705001) for Transfix 401(K) Plan, reported by Transfix under EIN 27-2634755 and plan number 001. It reports 567 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918143119NAL0004472705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Transfix
- EIN
- 27-2634755
- Plan number
- 001
- Location
- New York, NY
- Participants
- 567
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,843,120
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,843,120
- Employer contributions
- $0
- Participant contributions
- $2,520,561
- Total income / additions
- $4,316,232
- Benefits paid
- $982,453
- Administrative expenses
- $62,239
- Total expenses
- $1,044,692
- Net increase / (decrease)
- $3,271,540
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Betterment For Business | RECORDKEEPER | $62,239 | not reported in the loaded dataset |