Transervice Retirement Plan — Form 5500 plan (Transervice Logistics, Inc.)

Plain-English plan 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, Transervice Retirement Plan is a benefit plan reported by Transervice Logistics, Inc. under EIN 11-3283281 and plan number 019. The latest loaded filing year is 2023. The filing reports 659 participants and $9,574,723 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Transervice Logistics, Inc.
EIN
11-3283281
Plan number
019
Plan type
2
Location
Lake Sucess, NY
Latest filing year
2023
Participants
659
End-of-year plan assets
$9,574,723

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023659H, C20241011150720NAL0023036449001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,574,723
Total liabilities (EOY)
$0
Net assets (EOY)
$9,574,723
Net assets (BOY)
$33,741,690

Income & contributions

Employer contributions
$298,989
Participant contributions
$1,031,437
Total contributions
$1,539,075
Total income / additions
$3,106,360

Expenses & distributions

Benefits paid
$1,144,749
Administrative expenses
$25,331
Total expenses
$1,170,080
Net increase / (decrease)
$1,936,280

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Withumsmithbrown,PcACCOUNTANT/AUDITOR$16,640not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$19,684$02023

Related Form 5500 pages