Transurban (Usa) 401(K) Profit Sharing Plan — Form 5500 plan (Transurban (Usa), 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, Transurban (Usa) 401(K) Profit Sharing Plan is a benefit plan reported by Transurban (Usa), Inc. under EIN 84-1688048 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $25,817,769 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Transurban (Usa), Inc.
EIN
84-1688048
Plan number
001
Plan type
2
Location
Tysons, VA
Latest filing year
2023
Participants
219
End-of-year plan assets
$25,817,769

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023219H, C20241004103528NAL0011312913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,817,769
Total liabilities (EOY)
$0
Net assets (EOY)
$25,817,769
Net assets (BOY)
$20,290,013

Income & contributions

Employer contributions
$973,863
Participant contributions
$2,435,603
Total contributions
$4,050,748
Total income / additions
$8,145,264

Expenses & distributions

Benefits paid
$2,543,097
Administrative expenses
$74,411
Total expenses
$2,617,508
Net increase / (decrease)
$5,527,756

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Securities America Advisor IncADVISOR$43,757not reported in the loaded dataset2023
Cohnreznick LlpACCOUNTANT/AUDITOR$20,154not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$10,500not reported in the loaded dataset2023

Related Form 5500 pages