Transaxle LLC 401(K) Profit Sharing Plan — Form 5500 plan (Transaxle LLC)
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, Transaxle LLC 401(K) Profit Sharing Plan is a benefit plan reported by Transaxle LLC under EIN 20-5357782 and plan number 001. The latest loaded filing year is 2023. The filing reports 520 participants and $9,259,619 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Transaxle LLC
- EIN
- 20-5357782
- Plan number
- 001
- Plan type
- 2
- Location
- Cinnaminson, NJ
- Latest filing year
- 2023
- Participants
- 520
- End-of-year plan assets
- $9,259,619
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 520 | H, C | 20241008140753NAL0034013122001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,259,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,259,619
- Net assets (BOY)
- $9,454,057
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $334,497
- Total contributions
- $348,248
- Total income / additions
- $1,628,837
Expenses & distributions
- Benefits paid
- $1,820,742
- Administrative expenses
- $3,356
- Total expenses
- $1,823,275
- Net increase / (decrease)
- -$194,438
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $2,262 | $0 | 2023 |
| Ima Wealth Inc | INVESTMENT ADVISOR | $1,094 | not reported in the loaded dataset | 2023 |