Target Surveying, LLC 401(K) Plan — Form 5500 plan (Target Surveying, 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, Target Surveying, LLC 401(K) Plan is a benefit plan reported by Target Surveying, LLC under EIN 27-2695337 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $2,905,254 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Target Surveying, LLC
EIN
27-2695337
Plan number
001
Plan type
2
Location
West Palm Beach, FL
Latest filing year
2023
Participants
187
End-of-year plan assets
$2,905,254

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023187H, C20251010081959NAL0007798433001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,905,254
Total liabilities (EOY)
$0
Net assets (EOY)
$2,905,254
Net assets (BOY)
$2,980,907

Income & contributions

Employer contributions
$247,929
Participant contributions
$196,992
Total contributions
$444,921
Total income / additions
$913,697

Expenses & distributions

Benefits paid
$966,989
Administrative expenses
$22,361
Total expenses
$989,350
Net increase / (decrease)
-$75,653

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services LLCNONE$16,692not reported in the loaded dataset2023
M Holdings Securities, Inc.NONE$5,669not reported in the loaded dataset2023
Matrix Trust Company NaNONE$0$02023

Related Form 5500 pages