2023 Form 5500 filing — Transgroup 401(K) Profit Sharing Plan And Trust
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 20241015115206NAL0029471185001) for Transgroup 401(K) Profit Sharing Plan And Trust, reported by Transgroup Express, LLC under EIN 91-1477974 and plan number 001. It reports 590 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115206NAL0029471185001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Transgroup Express, LLC
- EIN
- 91-1477974
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 590
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,240,691
- Net assets (EOY)
- $18,240,691
- Employer contributions
- $702,353
- Participant contributions
- $2,384,239
- Total income / additions
- $6,501,518
- Benefits paid
- $3,952,748
- Administrative expenses
- $96,168
- Total expenses
- $4,048,916
- Net increase / (decrease)
- $2,452,602
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brighton Jones LLC | ADVISOR | $54,083 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $23,485 | not reported in the loaded dataset |