2023 Form 5500 filing — Transact Campus 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 20241013101649NAL0012387795001) for Transact Campus 401(K) Plan, reported by Transact Campus under EIN 81-3824965 and plan number 002. It reports 573 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)$45MReported net assets$44,996,083

Participants573

Provider compensation$128.9K4 Schedule C row(s)$128,906

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241013101649NAL0012387795001
Plan sponsor: Transact Campus
EIN: 81-3824965
Plan number: 002
Location: Scottsdale, AZ
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$45M total assets

Net assets$45MLiabilities$0

Money in vs. money out

Total income / additions$13M

Total expenses$2M

Benefits paid / distributions$1.9M

Contributions

Employer$929.1K

Participant$4.1M

Full reported line items

Total assets (EOY): $44,996,083
Total liabilities (EOY): $0
Net assets (EOY): $44,996,083
Employer contributions: $929,115
Participant contributions: $4,078,964
Total income / additions: $13,013,275
Benefits paid: $1,890,109
Administrative expenses: $128,907
Total expenses: $2,019,346
Net increase / (decrease): $10,993,929

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Adp, Inc.$67.7K
RECORD KEEPER · Direct $67.7K · Indirect $0
2
Morgan Stanley Smith Barney$61.2K
INVESTMENT/FINANCIAL ADVI · Direct $61.2K · Indirect $0
3
Adp Broker-Dealer$0
RECORD KEEPER · Direct $0 · Indirect $0
4
Td Ameritrade, Inc.$0
SECURITES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241013101649NAL0012387795001 cover?: It is the 2023 Form 5500 filing for Transact Campus 401(K) Plan, reported by Transact Campus (EIN 81-3824965).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).