Tazmanian Freight Forwarding 401k Plan — Form 5500 plan (Tazmanian Freight Systems, 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, Tazmanian Freight Forwarding 401k Plan is a benefit plan reported by Tazmanian Freight Systems, Inc. under EIN 34-1596477 and plan number 001. The latest loaded filing year is 2023. The filing reports 192 participants and $10,822,569 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tazmanian Freight Systems, Inc.
EIN
34-1596477
Plan number
001
Plan type
2
Location
Middleburg Hts, OH
Latest filing year
2023
Participants
192
End-of-year plan assets
$10,822,569

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023192H, C20241014154919NAL0013571363001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,822,569
Total liabilities (EOY)
$0
Net assets (EOY)
$10,822,569
Net assets (BOY)
$7,874,046

Income & contributions

Employer contributions
$476,131
Participant contributions
$869,117
Total contributions
$1,609,555
Total income / additions
$3,153,304

Expenses & distributions

Benefits paid
$146,493
Administrative expenses
$58,288
Total expenses
$204,781
Net increase / (decrease)
$2,948,523

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Investment AdvisoryREGISTERED INVESTMENT AD$27,901not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$352$02023

Related Form 5500 pages