2023 Form 5500 filing — Patson Dba Transchicago Truck Group 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 20241015092539NAL0029128161001) for Patson Dba Transchicago Truck Group 401(K) Plan, reported by Patson, Inc. Dba Transchicago Tr under EIN 36-3198663 and plan number 001. It reports 425 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)$14.9MReported net assets$14,921,196
Participants425
Provider compensation$93.9K3 Schedule C row(s)$93,854
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015092539NAL0029128161001
Plan sponsor
Patson, Inc. Dba Transchicago Tr
EIN
36-3198663
Plan number
001
Location
Elmhurst, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$14.9M total assets
Net assets$14.9MLiabilities$0
Money in vs. money out
Total income / additions$4.6M
Total expenses$1.8M
Benefits paid / distributions$1.7M
Contributions
Employer$738.1K
Participant$1.7M
Full reported line items
Total assets (EOY)
$14,921,196
Total liabilities (EOY)
$0
Net assets (EOY)
$14,921,196
Employer contributions
$738,112
Participant contributions
$1,734,301
Total income / additions
$4,592,025
Benefits paid
$1,654,387
Administrative expenses
$93,038
Total expenses
$1,789,938
Net increase / (decrease)
$2,802,087
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Adp, Inc.$55.4K
    RECORD KEEPER · Direct $55.4K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $37.6K · Indirect $817
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015092539NAL0029128161001 cover?
It is the 2023 Form 5500 filing for Patson Dba Transchicago Truck Group 401(K) Plan, reported by Patson, Inc. Dba Transchicago Tr (EIN 36-3198663).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages