Transcendia, Inc. 401(K) And Profit Sharing Plan — Form 5500 plan (Transcendia, 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, Transcendia, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Transcendia, Inc. under EIN 36-2534974 and plan number 002. The latest loaded filing year is 2023. The filing reports 862 participants and $44,511,889 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Transcendia, Inc.
EIN
36-2534974
Plan number
002
Plan type
2
Location
Franklin Park, IL
Latest filing year
2023
Participants
862
End-of-year plan assets
$44,511,889

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023862H, C20240916144108NAL0002253296001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,511,889
Total liabilities (EOY)
$0
Net assets (EOY)
$44,511,889
Net assets (BOY)
$36,069,812

Income & contributions

Employer contributions
$1,366,356
Participant contributions
$3,801,740
Total contributions
$5,365,684
Total income / additions
$12,415,013

Expenses & distributions

Benefits paid
$3,957,174
Administrative expenses
$15,762
Total expenses
$3,972,936
Net increase / (decrease)
$8,442,077

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$15,762$02023

Related Form 5500 pages