403(B) Thrift Plan For Employees Of Transitional Services, Inc. — Form 5500 plan (Transitional Services, 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, 403(B) Thrift Plan For Employees Of Transitional Services, Inc. is a benefit plan reported by Transitional Services, Inc. under EIN 16-0990574 and plan number 003. The latest loaded filing year is 2023. The filing reports 359 participants and $12,808,400 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$12.8MPlan net assets, end of year$12,808,400
Participants359Covered participants reported
Assets / participant$35.7KComputed: assets ÷ participants$35,678 (computed)
Provider compensation$2.7K1 Schedule C provider row(s)$2,673
- Plan sponsor
- Transitional Services, Inc.
- EIN
- 16-0990574
- Plan number
- 003
- Plan type
- 2
- Location
- Buffalo, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 359 | H, C | 20241015110959NAL0028158369001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$12.8M total assets
Net assets$12.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $12,808,400
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,808,400
- Net assets (BOY)
- $10,148,953
Income & contributions
- Employer contributions
- $1,371,591
- Participant contributions
- $313,248
- Total contributions
- $1,684,839
- Total income / additions
- $3,238,318
Expenses & distributions
- Benefits paid
- $576,169
- Administrative expenses
- $2,702
- Total expenses
- $578,871
- Net increase / (decrease)
- $2,659,447
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
81%19%
Employer 81%Participant 19%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $2,673 | $0 | 2023 |