Transylvania Vocational Services, Inc. 401(K) Plan — Form 5500 plan (Transylvania Vocational Services, 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, Transylvania Vocational Services, Inc. 401(K) Plan is a benefit plan reported by Transylvania Vocational Services, Inc. under EIN 56-1261616 and plan number 001. The latest loaded filing year is 2023. The filing reports 241 participants and $2,534,096 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Transylvania Vocational Services, Inc.
- EIN
- 56-1261616
- Plan number
- 001
- Plan type
- 2
- Location
- Brevard, NC
- Latest filing year
- 2023
- Participants
- 241
- End-of-year plan assets
- $2,534,096
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 241 | H, C | 20250501150225NAL0002105203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,534,096
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,534,096
- Net assets (BOY)
- $2,214,828
Income & contributions
- Employer contributions
- $87,699
- Participant contributions
- $139,639
- Total contributions
- $227,338
- Total income / additions
- $374,051
Expenses & distributions
- Benefits paid
- $54,027
- Administrative expenses
- $756
- Total expenses
- $54,783
- Net increase / (decrease)
- $319,268
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | not reported in the loaded dataset | $0 | 2023 |
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Transylvania Vocational Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Brevard, NC
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Edward D Jones & Co Lp — Schedule C compensation