Transystems Retirement Plan — Form 5500 plan (Transport Leasing Company Dba Transystems Services)
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, Transystems Retirement Plan is a benefit plan reported by Transport Leasing Company Dba Transystems Services under EIN 81-0359563 and plan number 001. The latest loaded filing year is 2023. The filing reports 663 participants and $6,838,088 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Transport Leasing Company Dba Transystems Services
- EIN
- 81-0359563
- Plan number
- 001
- Plan type
- 2
- Location
- Great Falls, MT
- Latest filing year
- 2023
- Participants
- 663
- End-of-year plan assets
- $6,838,088
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 663 | H, C | 20241015130628NAL0016451363001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,838,088
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,838,088
- Net assets (BOY)
- $5,912,356
Income & contributions
- Employer contributions
- $304,160
- Participant contributions
- $598,553
- Total contributions
- $902,713
- Total income / additions
- $1,817,897
Expenses & distributions
- Benefits paid
- $886,746
- Administrative expenses
- $5,419
- Total expenses
- $892,165
- Net increase / (decrease)
- $925,732
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Company | INVESTMENT ADVISORY - PL | $15,951 | not reported in the loaded dataset | 2023 |