2023 Form 5500 filing — Transportation Impact, LLC 401(K) Profit Sharing 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 20240930160314NAL0002748499001) for Transportation Impact, LLC 401(K) Profit Sharing Plan, reported by Transportation Impact LLC under EIN 26-2683818 and plan number 001. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930160314NAL0002748499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Transportation Impact LLC
- EIN
- 26-2683818
- Plan number
- 001
- Location
- Emerald Isle, NC
- Participants
- 250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,766,834
- Net assets (EOY)
- $11,766,834
- Employer contributions
- $900,507
- Participant contributions
- $1,349,844
- Total income / additions
- $4,549,373
- Benefits paid
- $629,165
- Administrative expenses
- $79,422
- Total expenses
- $708,587
- Net increase / (decrease)
- $3,840,786
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $75,489 | not reported in the loaded dataset |
| Mwa Financial Services Inc | OTHER SERVICES | $0 | $41,305 |
| Definiti LLC | CONTRACT ADMINISTRATOR | $1,307 | $4,130 |
| Morningstar Investment Management | INV ADV. PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |