The Tranzonic Companies Salary Savings And Profit Sharing Plan — Form 5500 plan (The Tranzonic Companies)
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, The Tranzonic Companies Salary Savings And Profit Sharing Plan is a benefit plan reported by The Tranzonic Companies under EIN 34-0664235 and plan number 006. The latest loaded filing year is 2023. The filing reports 819 participants and $45,684,928 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Tranzonic Companies
- EIN
- 34-0664235
- Plan number
- 006
- Plan type
- 2
- Location
- Richmond Heights, OH
- Latest filing year
- 2023
- Participants
- 819
- End-of-year plan assets
- $45,684,928
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 819 | H, C | 20241031160517NAL0002050113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,684,928
- Net assets (EOY)
- $45,684,928
- Net assets (BOY)
- $36,612,398
Income & contributions
- Employer contributions
- $963,519
- Participant contributions
- $3,406,897
- Total contributions
- $7,523,453
- Total income / additions
- $13,537,939
Expenses & distributions
- Benefits paid
- $4,296,356
- Administrative expenses
- $158,379
- Total expenses
- $4,465,409
- Net increase / (decrease)
- $9,072,530
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $89,330 | $0 | 2023 |
| Cbiz Investment Advisory Services | ADVISOR | $69,049 | not reported in the loaded dataset | 2023 |