2023 Form 5500 filing — The Tranzonic Companies Salary Savings And Profit Sharing 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 20241031160517NAL0002050113001) for The Tranzonic Companies Salary Savings And Profit Sharing Plan, reported by The Tranzonic Companies under EIN 34-0664235 and plan number 006. It reports 819 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241031160517NAL0002050113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Tranzonic Companies
- EIN
- 34-0664235
- Plan number
- 006
- Location
- Richmond Heights, OH
- Participants
- 819
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,684,928
- Net assets (EOY)
- $45,684,928
- Employer contributions
- $963,519
- Participant contributions
- $3,406,897
- Total income / additions
- $13,537,939
- Benefits paid
- $4,296,356
- Administrative expenses
- $158,379
- Total expenses
- $4,465,409
- Net increase / (decrease)
- $9,072,530
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $89,330 | $0 |
| Cbiz Investment Advisory Services | ADVISOR | $69,049 | not reported in the loaded dataset |