2023 Form 5500 filing — Transportation Specialist 401(K) & 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 20250715145309NAL0003178592001) for Transportation Specialist 401(K) & Profit Sharing Plan, reported by Transportation Management Consultants, Inc. under EIN 36-3926639 and plan number 001. It reports 619 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715145309NAL0003178592001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Transportation Management Consultants, Inc.
- EIN
- 36-3926639
- Plan number
- 001
- Location
- Kankakee, IL
- Participants
- 619
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,054,291
- Net assets (EOY)
- $6,054,291
- Participant contributions
- $392,352
- Total income / additions
- $1,618,273
- Benefits paid
- $574,792
- Administrative expenses
- $82,379
- Total expenses
- $657,171
- Net increase / (decrease)
- $961,102
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $50,258 | $0 |
| Morgan Stanley | INVESTMENT ADVISORY-PLAN | $23,559 | not reported in the loaded dataset |
| Raymond Cpa Group LLC | AUDITOR | $8,500 | not reported in the loaded dataset |