2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of Transitional Services, Inc.
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 20241015110959NAL0028158369001) for 403(B) Thrift Plan For Employees Of Transitional Services, Inc., reported by Transitional Services, Inc. under EIN 16-0990574 and plan number 003. It reports 359 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)$12.8MReported net assets$12,808,400
Participants359
Provider compensation$2.7K1 Schedule C row(s)$2,673
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015110959NAL0028158369001
- Plan sponsor
- Transitional Services, Inc.
- EIN
- 16-0990574
- Plan number
- 003
- Location
- Buffalo, NY
- 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)$12.8M total assets
Net assets$12.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,808,400
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,808,400
- Employer contributions
- $1,371,591
- Participant contributions
- $313,248
- Total income / additions
- $3,238,318
- Benefits paid
- $576,169
- Administrative expenses
- $2,702
- Total expenses
- $578,871
- Net increase / (decrease)
- $2,659,447
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $2,673 | $0 |