T A Group 401(K) Retirement Plan — Form 5500 plan (Trans Ash, 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, T A Group 401(K) Retirement Plan is a benefit plan reported by Trans Ash, Inc. under EIN 31-0643128 and plan number 001. The latest loaded filing year is 2023. The filing reports 642 participants and $30,178 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trans Ash, Inc.
- EIN
- 31-0643128
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 642
- End-of-year plan assets
- $30,178
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 642 | H, C | 20241010145224NAL0011630531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,178
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,178
- Net assets (BOY)
- $14,923,129
Income & contributions
- Employer contributions
- $51,671
- Participant contributions
- $144,810
- Total contributions
- $475,710
- Total income / additions
- $1,213,414
Expenses & distributions
- Benefits paid
- $16,104,415
- Administrative expenses
- $1,950
- Total expenses
- $16,106,365
- Net increase / (decrease)
- -$14,892,951
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Investment | ADVISOR | $0 | $18,103 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,950 | $0 | 2023 |