2023 Form 5500 filing — Tpd 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 20241015161500NAL0015058179001) for Tpd 401(K) Plan, reported by Traffic Planning And Design Inc. under EIN 23-2557966 and plan number 001. It reports 236 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161500NAL0015058179001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Traffic Planning And Design Inc.
- EIN
- 23-2557966
- Plan number
- 001
- Location
- Pottstown, PA
- Participants
- 236
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,974,682
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,974,682
- Employer contributions
- $822,610
- Participant contributions
- $2,196,546
- Total income / additions
- $8,128,850
- Benefits paid
- $383,808
- Administrative expenses
- $95,174
- Total expenses
- $478,982
- Net increase / (decrease)
- $7,649,868
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $77,648 | $0 |
| The Paragon Alliance Group LLC | CONTRACT ADMIN | $2,882 | $13,739 |
| Mmlis | BROKER/ADVISOR | $0 | $12,973 |
| Acec Retirement Trust | OTHER | $7,147 | not reported in the loaded dataset |