Plan5500

Transwood Employees' Retirement Plan — Form 5500 plan (Transwood, 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, Transwood Employees' Retirement Plan is a benefit plan reported by Transwood, Inc. under EIN 47-0776463 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,132 participants and $30,086,459 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Transwood, Inc.
EIN
47-0776463
Plan number
003
Plan type
2
Location
Omaha, NE
Latest filing year
2023
Participants
1,132
End-of-year plan assets
$30,086,459

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,132H, C20241015100135NAL0016104291001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,086,459
Total liabilities (EOY)
$0
Net assets (EOY)
$30,086,459
Net assets (BOY)
$23,373,010

Income & contributions

Employer contributions
$777,978
Participant contributions
$3,534,851
Total contributions
$4,612,635
Total income / additions
$8,820,981

Expenses & distributions

Benefits paid
$1,987,471
Administrative expenses
$120,061
Total expenses
$2,107,532
Net increase / (decrease)
$6,713,449

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$81,809$02023
Securian Financial Servs.NONE$28,312not reported in the loaded dataset2023
Cetera Investment AdvisorsNONE$9,940not reported in the loaded dataset2023

Related Form 5500 pages