2023 Form 5500 filing — Trans National Group Services LLC 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240812130351NAL0005469187001) for Trans National Group Services LLC 401(K) Profit Sharing Plan, reported by Trans National Group Services LLC under EIN 04-3399612 and plan number 001. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812130351NAL0005469187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trans National Group Services LLC
- EIN
- 04-3399612
- Plan number
- 001
- Location
- Natick, MA
- Participants
- 193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,954,374
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,954,374
- Employer contributions
- $235,796
- Participant contributions
- $898,169
- Total income / additions
- $5,392,699
- Benefits paid
- $828,777
- Administrative expenses
- -$22,504
- Total expenses
- $806,273
- Net increase / (decrease)
- $4,586,426
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mml Investor Services LLC | ADVISOR | $0 | $23,757 |
| Fidelity Investments Institutional | RECORDKEEPER | -$22,454 | $0 |