2023 Form 5500 filing — Transitowne Dodge 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 20241015114150NAL0055815442001) for Transitowne Dodge 401(K) Plan, reported by Transitowne Dodge Associates Lp under EIN 16-1397551 and plan number 001. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114150NAL0055815442001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Transitowne Dodge Associates Lp
- EIN
- 16-1397551
- Plan number
- 001
- Location
- Williamsville, NY
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,945,879
- Total liabilities (EOY)
- $22,817
- Net assets (EOY)
- $8,923,062
- Employer contributions
- $32,042
- Participant contributions
- $470,938
- Total income / additions
- $1,543,145
- Benefits paid
- $998,017
- Administrative expenses
- $47,815
- Total expenses
- $1,045,832
- Net increase / (decrease)
- $497,313
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sandhill Investment Management | INVESTMENT ADVISORY-PLAN | $14,815 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $8,528 | $0 |
| Pps Pension & Financial Services | RECORDKEEPER | $1,195 | $0 |