Transcendent Management, 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, Transcendent Management, Inc. (EIN 81-4885118) is a plan sponsor located in Cameron Park, CA with 1 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
81-4885118
Location
Cameron Park, CA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$510,411
Total reported net assets (EOY)
$510,411

Contributions & income

Employer contributions
$17,569
Participant contributions
$39,399
Total income / additions
$83,574

Expenses & distributions

Benefits paid / distributions
$8,273
Total expenses
$10,088
Net increase / (decrease)
$73,486

Coverage

Total reported participants
52
Plans with financial statements
1
Plans with provider compensation
0

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.

Largest loaded plans by reported assets

Transcendent Management, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Transcendent Management, Inc. 401(K) Plan00152$510,4112023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Transcendent Management, Inc.
YearPlanParticipantsSchedulesFiling
2023Transcendent Management, Inc. 401(K) Plan52I20240925102305NAL0019581648001

Related Form 5500 pages