Transource, Inc. 401(K) Investment Plan — Form 5500 plan (Transource, 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, Transource, Inc. 401(K) Investment Plan is a benefit plan reported by Transource, Inc. under EIN 56-1325586 and plan number 001. The latest loaded filing year is 2023. The filing reports 321 participants and $12,161,751 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Transource, Inc.
EIN
56-1325586
Plan number
001
Plan type
2
Location
Colfax, NC
Latest filing year
2023
Participants
321
End-of-year plan assets
$12,161,751

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023321H, C20241011141814NAL0022021297001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,161,751
Total liabilities (EOY)
$0
Net assets (EOY)
$12,161,751
Net assets (BOY)
$9,362,500

Income & contributions

Employer contributions
$200,934
Participant contributions
$840,398
Total contributions
$1,077,943
Total income / additions
$3,229,273

Expenses & distributions

Benefits paid
$369,995
Administrative expenses
$125
Total expenses
$430,022
Net increase / (decrease)
$2,799,251

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Clearing Services LLCADVISOR$0$23,4042023
Fidelity Investments InstitutionalRECORDKEEPER$125$02023

Related Form 5500 pages