Trans-Phos, Inc. Retirement Savings Plan — Form 5500 plan (Trans-Phos, 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, Trans-Phos, Inc. Retirement Savings Plan is a benefit plan reported by Trans-Phos, Inc. under EIN 59-3042773 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $3,291,895 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trans-Phos, Inc.
EIN
59-3042773
Plan number
001
Plan type
2
Location
Bartow, FL
Latest filing year
2023
Participants
140
End-of-year plan assets
$3,291,895

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023140H, C20251118154136NAL0001496275001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,291,895
Total liabilities (EOY)
$0
Net assets (EOY)
$3,291,895
Net assets (BOY)
$2,948,578

Income & contributions

Employer contributions
$81,851
Participant contributions
$241,558
Total contributions
$323,409
Total income / additions
$759,967

Expenses & distributions

Benefits paid
$415,263
Administrative expenses
$1,387
Total expenses
$416,650
Net increase / (decrease)
$343,317

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Minnesota Life Insurance CompanyNONE$138$02023

Related Form 5500 pages