Trans National Group Services LLC 401(K) Profit Sharing Plan — Form 5500 plan (Trans National Group Services LLC)
Plain-English plan 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, Trans National Group Services LLC 401(K) Profit Sharing Plan is a benefit plan reported by Trans National Group Services LLC under EIN 04-3399612 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $26,954,374 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trans National Group Services LLC
- EIN
- 04-3399612
- Plan number
- 001
- Plan type
- 2
- Location
- Natick, MA
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $26,954,374
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20240812130351NAL0005469187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,954,374
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,954,374
- Net assets (BOY)
- $22,367,948
Income & contributions
- Employer contributions
- $235,796
- Participant contributions
- $898,169
- Total contributions
- $1,150,945
- Total income / additions
- $5,392,699
Expenses & distributions
- Benefits paid
- $828,777
- Administrative expenses
- -$22,504
- Total expenses
- $806,273
- Net increase / (decrease)
- $4,586,426
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mml Investor Services LLC | ADVISOR | $0 | $23,757 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$22,454 | $0 | 2023 |