Transcendent Management, Inc. 401(K) Plan — Form 5500 plan (Transcendent Management, 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, Transcendent Management, Inc. 401(K) Plan is a benefit plan reported by Transcendent Management, Inc. under EIN 81-4885118 and plan number 001. The latest loaded filing year is 2023. The filing reports 52 participants and $510,411 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Transcendent Management, Inc.
- EIN
- 81-4885118
- Plan number
- 001
- Plan type
- 2
- Location
- Cameron Park, CA
- Latest filing year
- 2023
- Participants
- 52
- End-of-year plan assets
- $510,411
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 52 | I | 20240925102305NAL0019581648001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $510,411
- Net assets (EOY)
- $510,411
- Net assets (BOY)
- $436,925
Income & contributions
- Employer contributions
- $17,569
- Participant contributions
- $39,399
- Total income / additions
- $83,574
Expenses & distributions
- Benefits paid
- $8,273
- Administrative expenses
- $1,815
- Total expenses
- $10,088
- Net increase / (decrease)
- $73,486
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.