2023 Form 5500 filing — The Transit Group, Inc. 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 20241015141723NAL0014814691001) for The Transit Group, Inc. Retirement Plan, reported by The Transit Group, Inc. under EIN 61-1747043 and plan number 001. It reports 63 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.8MReported net assets$3,784,965
Participants63
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015141723NAL0014814691001
Plan sponsor
The Transit Group, Inc.
EIN
61-1747043
Plan number
001
Location
Jensen Beach, FL
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

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

Reported balance (end of year)$3.8M total assets
Net assets$3.8MLiabilities
Money in vs. money out
Total income / additions-$2.2M
Total expenses$155.7K
Benefits paid / distributions$155.3K
Contributions
Employer$77.8K
Participant$145.4K
Full reported line items
Total assets (EOY)
$3,784,965
Net assets (EOY)
$3,784,965
Employer contributions
$77,768
Participant contributions
$145,406
Total income / additions
-$2,199,845
Benefits paid
$155,296
Administrative expenses
$438
Total expenses
$155,734
Net increase / (decrease)
-$2,355,579

Related Form 5500 pages