Transportation Charter Services, Inc. 401(K) Plan — Form 5500 plan (Transportation Charter Services, 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, Transportation Charter Services, Inc. 401(K) Plan is a benefit plan reported by Transportation Charter Services, Inc. under EIN 36-0326013 and plan number 001. The latest loaded filing year is 2023. The filing reports 232 participants and $5,127,683 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Transportation Charter Services, Inc.
- EIN
- 36-0326013
- Plan number
- 001
- Plan type
- 2
- Location
- Orange, CA
- Latest filing year
- 2023
- Participants
- 232
- End-of-year plan assets
- $5,127,683
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 232 | H, C | 20241011171419NAL0037818368001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,127,683
- Total liabilities (EOY)
- $8,545
- Net assets (EOY)
- $5,119,138
- Net assets (BOY)
- $4,038,829
Income & contributions
- Employer contributions
- $155,407
- Participant contributions
- $422,596
- Total contributions
- $770,382
- Total income / additions
- $1,437,592
Expenses & distributions
- Benefits paid
- $239,323
- Administrative expenses
- $15,064
- Total expenses
- $357,283
- Net increase / (decrease)
- $1,080,309
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Soltis Investment Advisors | INVESTMENT ADVISOR | $14,837 | not reported in the loaded dataset | 2023 |
| Rocky Mountain Employee Benefits | TPA | $2,422 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $2,198 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | INSURANCE | $0 | not reported in the loaded dataset | 2023 |
| Berkowitz Pollack Brant Advisors | AUDITOR | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Transportation Charter Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Orange, CA
- Soltis Investment Advisors — Schedule C compensation
- Rocky Mountain Employee Benefits — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation
- Berkowitz Pollack Brant Advisors — Schedule C compensation