Transportation Impact, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Transportation Impact 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, Transportation Impact, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Transportation Impact LLC under EIN 26-2683818 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $11,766,834 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Transportation Impact LLC
- EIN
- 26-2683818
- Plan number
- 001
- Plan type
- 2
- Location
- Emerald Isle, NC
- Latest filing year
- 2023
- Participants
- 250
- End-of-year plan assets
- $11,766,834
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20240930160314NAL0002748499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,766,834
- Net assets (EOY)
- $11,766,834
- Net assets (BOY)
- $7,926,048
Income & contributions
- Employer contributions
- $900,507
- Participant contributions
- $1,349,844
- Total contributions
- $2,854,326
- Total income / additions
- $4,549,373
Expenses & distributions
- Benefits paid
- $629,165
- Administrative expenses
- $79,422
- Total expenses
- $708,587
- Net increase / (decrease)
- $3,840,786
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $75,489 | not reported in the loaded dataset | 2023 |
| Mwa Financial Services Inc | OTHER SERVICES | $0 | $41,305 | 2023 |
| Definiti LLC | CONTRACT ADMINISTRATOR | $1,307 | $4,130 | 2023 |
| Morningstar Investment Management | INV ADV. PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Transportation Impact LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Emerald Isle, NC
- Principal Life Insurance Company — Schedule C compensation
- Mwa Financial Services Inc — Schedule C compensation
- Definiti LLC — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation