2023 Form 5500 filing — Tax Airfreight, Inc. 401k Profit Sharing 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 20250714140319NAL0002754146001) for Tax Airfreight, Inc. 401k Profit Sharing Plan, reported by Tax Airfreight, Inc. under EIN 39-1289185 and plan number 001. It reports 328 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)$11.9MReported net assets$11,946,854
Participants328
Provider compensation$121K2 Schedule C row(s)$121,047
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250714140319NAL0002754146001
Plan sponsor
Tax Airfreight, Inc.
EIN
39-1289185
Plan number
001
Location
Milwaukee, WI
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)$11.9M total assets
Net assets$11.9MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$145.2K
Participant$692.6K
Full reported line items
Total assets (EOY)
$11,946,854
Total liabilities (EOY)
$0
Net assets (EOY)
$11,946,854
Employer contributions
$145,156
Participant contributions
$692,574
Total income / additions
$2,807,718
Benefits paid
$1,198,095
Administrative expenses
$98,074
Total expenses
$1,296,169
Net increase / (decrease)
$1,511,549
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $98.1K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $23K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250714140319NAL0002754146001 cover?
It is the 2023 Form 5500 filing for Tax Airfreight, Inc. 401k Profit Sharing Plan, reported by Tax Airfreight, Inc. (EIN 39-1289185).
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).

Related Form 5500 pages