Plan5500

My Airline 401(K) Retirement Plan — Form 5500 plan (Trans States Holdings, 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, My Airline 401(K) Retirement Plan is a benefit plan reported by Trans States Holdings, Inc. under EIN 43-1812952 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,567 participants and $53,194,527 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trans States Holdings, Inc.
EIN
43-1812952
Plan number
001
Plan type
2
Location
Bridgeton, MO
Latest filing year
2023
Participants
2,567
End-of-year plan assets
$53,194,527

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,567H, C20240823085833NAL0006166049001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$53,194,527
Total liabilities (EOY)
$0
Net assets (EOY)
$53,194,527
Net assets (BOY)
$50,044,430

Income & contributions

Employer contributions
$1,381,990
Participant contributions
$4,133,986
Total contributions
$5,721,860
Total income / additions
$14,376,516

Expenses & distributions

Benefits paid
$10,986,653
Administrative expenses
$205,649
Total expenses
$11,226,419
Net increase / (decrease)
$3,150,097

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$102,182$02023
Creative Planning LLCINVESTMENT ADVISOR$62,345not reported in the loaded dataset2023
Empower Advisor Group LLCINVESTMENT MANAGEMENT$41,122not reported in the loaded dataset2023

Related Form 5500 pages