2023 Form 5500 filing — Jensen Companies 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 20241011110842NAL0043435362001) for Jensen Companies 401(K) Plan, reported by Transportation Consultants, Inc. under EIN 72-0995376 and plan number 001. It reports 615 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011110842NAL0043435362001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Transportation Consultants, Inc.
- EIN
- 72-0995376
- Plan number
- 001
- Location
- New Orleans, LA
- Participants
- 615
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,078,471
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,078,471
- Employer contributions
- $319,980
- Participant contributions
- $2,023,356
- Total income / additions
- $3,998,601
- Benefits paid
- $514,341
- Administrative expenses
- $81,277
- Total expenses
- $595,618
- Net increase / (decrease)
- $3,402,983
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $47,388 | $0 |
| Stokes Family Office LLC | ADVISOR | $33,889 | not reported in the loaded dataset |