2023 Form 5500 filing — Transportation Charter Services, Inc. 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 20241011171419NAL0037818368001) for Transportation Charter Services, Inc. 401(K) Plan, reported by Transportation Charter Services, Inc. under EIN 36-0326013 and plan number 001. It reports 232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011171419NAL0037818368001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Transportation Charter Services, Inc.
- EIN
- 36-0326013
- Plan number
- 001
- Location
- Orange, CA
- Participants
- 232
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,127,683
- Total liabilities (EOY)
- $8,545
- Net assets (EOY)
- $5,119,138
- Employer contributions
- $155,407
- Participant contributions
- $422,596
- Total income / additions
- $1,437,592
- Benefits paid
- $239,323
- Administrative expenses
- $15,064
- Total expenses
- $357,283
- Net increase / (decrease)
- $1,080,309
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Soltis Investment Advisors | INVESTMENT ADVISOR | $14,837 | not reported in the loaded dataset |
| Rocky Mountain Employee Benefits | TPA | $2,422 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $2,198 | not reported in the loaded dataset |
| Gwfs Equities Inc | INSURANCE | $0 | not reported in the loaded dataset |
| Berkowitz Pollack Brant Advisors | AUDITOR | $0 | not reported in the loaded dataset |