2023 Form 5500 filing — T A Group 401(K) Retirement 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 20241010145224NAL0011630531001) for T A Group 401(K) Retirement Plan, reported by Trans Ash, Inc. under EIN 31-0643128 and plan number 001. It reports 642 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)$30.2KReported net assets$30,178
Participants642
Provider compensation$20.1K2 Schedule C row(s)$20,053
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010145224NAL0011630531001
- Plan sponsor
- Trans Ash, Inc.
- EIN
- 31-0643128
- Plan number
- 001
- Location
- Cincinnati, OH
- 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)$30.2K total assets
Net assets$30.2KLiabilities$0
Full reported line items
- Total assets (EOY)
- $30,178
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,178
- Employer contributions
- $51,671
- Participant contributions
- $144,810
- Total income / additions
- $1,213,414
- Benefits paid
- $16,104,415
- Administrative expenses
- $1,950
- Total expenses
- $16,106,365
- Net increase / (decrease)
- -$14,892,951
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Investment | ADVISOR | $0 | $18,103 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,950 | $0 |