Transforce, Inc. 401(K) Plan — Form 5500 plan (Transforce, 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, Transforce, Inc. 401(K) Plan is a benefit plan reported by Transforce, Inc. under EIN 54-1922539 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,900 participants and $18,699,062 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Transforce, Inc.
- EIN
- 54-1922539
- Plan number
- 001
- Plan type
- 2
- Location
- Alexandria, VA
- Latest filing year
- 2023
- Participants
- 2,900
- End-of-year plan assets
- $18,699,062
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,900 | H, C | 20241011090910NAL0036489936001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,699,062
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,699,062
- Net assets (BOY)
- $15,013,917
Income & contributions
- Employer contributions
- $1,255,817
- Participant contributions
- $2,201,243
- Total contributions
- $3,789,778
- Total income / additions
- $6,391,466
Expenses & distributions
- Benefits paid
- $2,533,736
- Administrative expenses
- $109,115
- Total expenses
- $2,706,321
- Net increase / (decrease)
- $3,685,145
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $70,792 | $0 | 2023 |
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $34,955 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $3,368 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Transforce, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Alexandria, VA
- Empower Annuity Insurance Company O — Schedule C compensation
- Commonwealth Equity Services LLC Db — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation