Transact Technologies Incorporated Retirement Savings Plan — Form 5500 plan (Transact Technologies Inc.)
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, Transact Technologies Incorporated Retirement Savings Plan is a benefit plan reported by Transact Technologies Inc. under EIN 06-1456680 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $20,565,795 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Transact Technologies Inc.
- EIN
- 06-1456680
- Plan number
- 001
- Plan type
- 2
- Location
- Hamden, CT
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $20,565,795
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20240826125618NAL0005469043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,565,795
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,565,795
- Net assets (BOY)
- $17,837,045
Income & contributions
- Employer contributions
- $229,847
- Participant contributions
- $1,191,613
- Total contributions
- $1,803,566
- Total income / additions
- $6,224,165
Expenses & distributions
- Benefits paid
- $3,451,486
- Administrative expenses
- $43,484
- Total expenses
- $3,495,415
- Net increase / (decrease)
- $2,728,750
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services LLC | ADVISOR | $42,265 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,219 | $0 | 2023 |