2023 Form 5500 filing — Tazmanian Freight Forwarding 401k 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 20241014154919NAL0013571363001) for Tazmanian Freight Forwarding 401k Plan, reported by Tazmanian Freight Systems, Inc. under EIN 34-1596477 and plan number 001. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$10.8MReported net assets$10,822,569
Participants192
Provider compensation$28.3K2 Schedule C row(s)$28,253
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014154919NAL0013571363001
- Plan sponsor
- Tazmanian Freight Systems, Inc.
- EIN
- 34-1596477
- Plan number
- 001
- Location
- Middleburg Hts, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$10.8M total assets
Net assets$10.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,822,569
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,822,569
- Employer contributions
- $476,131
- Participant contributions
- $869,117
- Total income / additions
- $3,153,304
- Benefits paid
- $146,493
- Administrative expenses
- $58,288
- Total expenses
- $204,781
- Net increase / (decrease)
- $2,948,523
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory | REGISTERED INVESTMENT AD | $27,901 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $352 | $0 |