2023 Form 5500 filing — Transervice 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 20241011150720NAL0023036449001) for Transervice Retirement Plan, reported by Transervice Logistics, Inc. under EIN 11-3283281 and plan number 019. It reports 659 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011150720NAL0023036449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Transervice Logistics, Inc.
- EIN
- 11-3283281
- Plan number
- 019
- Location
- Lake Sucess, NY
- Participants
- 659
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,574,723
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,574,723
- Employer contributions
- $298,989
- Participant contributions
- $1,031,437
- Total income / additions
- $3,106,360
- Benefits paid
- $1,144,749
- Administrative expenses
- $25,331
- Total expenses
- $1,170,080
- Net increase / (decrease)
- $1,936,280
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Withumsmithbrown,Pc | ACCOUNTANT/AUDITOR | $16,640 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$19,684 | $0 |