Transgroup 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Transgroup Express, LLC)

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, Transgroup 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Transgroup Express, LLC under EIN 91-1477974 and plan number 001. The latest loaded filing year is 2023. The filing reports 590 participants and $18,240,691 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Transgroup Express, LLC
EIN
91-1477974
Plan number
001
Plan type
3
Location
Seattle, WA
Latest filing year
2023
Participants
590
End-of-year plan assets
$18,240,691

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023590H, C20241015115206NAL0029471185001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,240,691
Net assets (EOY)
$18,240,691
Net assets (BOY)
$15,151,856

Income & contributions

Employer contributions
$702,353
Participant contributions
$2,384,239
Total contributions
$3,966,675
Total income / additions
$6,501,518

Expenses & distributions

Benefits paid
$3,952,748
Administrative expenses
$96,168
Total expenses
$4,048,916
Net increase / (decrease)
$2,452,602

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Brighton Jones LLCADVISOR$54,083not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$23,485not reported in the loaded dataset2023

Related Form 5500 pages