Transportation Specialist 401(K) & Profit Sharing Plan — Form 5500 plan (Transportation Management Consultants, 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, Transportation Specialist 401(K) & Profit Sharing Plan is a benefit plan reported by Transportation Management Consultants, Inc. under EIN 36-3926639 and plan number 001. The latest loaded filing year is 2023. The filing reports 619 participants and $6,054,291 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Transportation Management Consultants, Inc.
- EIN
- 36-3926639
- Plan number
- 001
- Plan type
- 2
- Location
- Kankakee, IL
- Latest filing year
- 2023
- Participants
- 619
- End-of-year plan assets
- $6,054,291
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 619 | H, C | 20250715145309NAL0003178592001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,054,291
- Net assets (EOY)
- $6,054,291
- Net assets (BOY)
- $5,093,189
Income & contributions
- Participant contributions
- $392,352
- Total contributions
- $392,352
- Total income / additions
- $1,618,273
Expenses & distributions
- Benefits paid
- $574,792
- Administrative expenses
- $82,379
- Total expenses
- $657,171
- Net increase / (decrease)
- $961,102
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $50,258 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISORY-PLAN | $23,559 | not reported in the loaded dataset | 2023 |
| Raymond Cpa Group LLC | AUDITOR | $8,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Transportation Management Consultants, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Kankakee, IL
- Transamerica Retirement Solutions — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Raymond Cpa Group LLC — Schedule C compensation