2023 Form 5500 filing — Transfix 401(K) 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 20240918143119NAL0004472705001) for Transfix 401(K) Plan, reported by Transfix under EIN 27-2634755 and plan number 001. It reports 567 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.8MReported net assets$11,843,120
Participants567
Provider compensation$62.2K1 Schedule C row(s)$62,239
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240918143119NAL0004472705001
Plan sponsor
Transfix
EIN
27-2634755
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$11.8M total assets
Net assets$11.8MLiabilities$0
Money in vs. money out
Total income / additions$4.3M
Total expenses$1M
Benefits paid / distributions$982.5K
Contributions
Employer$0
Participant$2.5M
Full reported line items
Total assets (EOY)
$11,843,120
Total liabilities (EOY)
$0
Net assets (EOY)
$11,843,120
Employer contributions
$0
Participant contributions
$2,520,561
Total income / additions
$4,316,232
Benefits paid
$982,453
Administrative expenses
$62,239
Total expenses
$1,044,692
Net increase / (decrease)
$3,271,540

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Betterment For BusinessRECORDKEEPER$62,239not reported in the loaded dataset

Related Form 5500 pages