The Transit Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Transit Group, Inc. (EIN 61-1747043) is a plan sponsor located in Jensen Beach, FL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
61-1747043
Location
Jensen Beach, FL
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.8MSummed across loaded plans$3,784,965
Total reported assets$3.8M$3,784,965
Total reported participants130
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3.8M total assets
Net assets$3.8MLiabilities
Contributions & income
Employer contributions$77.8K
Participant contributions$145.4K
Total income / additions-$2.2M
Expenses & distributions
Benefits paid / distributions$155.3K
Total expenses$155.7K
Net increase / (decrease)-$2.4M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%The Transit Group, Inc. Retirement Plan
Participants per plan65Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 63 participants · 2023
  2. 2
    Plan #002 · 67 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Transit Group, Inc.
YearPlanParticipantsSchedulesFiling
2023The Transit Group, Inc. Employee Stock Ownership Plan67I20240410093906NAL0013561219001
2023The Transit Group, Inc. Retirement Plan63I20241015141723NAL0014814691001

Related Form 5500 pages