Transitowne Dodge 401(K) Plan — Form 5500 plan (Transitowne Dodge Associates Lp)
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, Transitowne Dodge 401(K) Plan is a benefit plan reported by Transitowne Dodge Associates Lp under EIN 16-1397551 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $8,945,879 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Transitowne Dodge Associates Lp
- EIN
- 16-1397551
- Plan number
- 001
- Plan type
- 3
- Location
- Williamsville, NY
- Latest filing year
- 2023
- Participants
- 190
- End-of-year plan assets
- $8,945,879
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 190 | H, C | 20241015114150NAL0055815442001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,945,879
- Total liabilities (EOY)
- $22,817
- Net assets (EOY)
- $8,923,062
- Net assets (BOY)
- $8,425,749
Income & contributions
- Employer contributions
- $32,042
- Participant contributions
- $470,938
- Total contributions
- $502,980
- Total income / additions
- $1,543,145
Expenses & distributions
- Benefits paid
- $998,017
- Administrative expenses
- $47,815
- Total expenses
- $1,045,832
- Net increase / (decrease)
- $497,313
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sandhill Investment Management | INVESTMENT ADVISORY-PLAN | $14,815 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $8,528 | $0 | 2023 |
| Pps Pension & Financial Services | RECORDKEEPER | $1,195 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Transitowne Dodge Associates Lp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Williamsville, NY
- Sandhill Investment Management — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Pps Pension & Financial Services — Schedule C compensation