Jensen Companies 401(K) Plan — Form 5500 plan (Transportation Consultants, 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, Jensen Companies 401(K) Plan is a benefit plan reported by Transportation Consultants, Inc. under EIN 72-0995376 and plan number 001. The latest loaded filing year is 2023. The filing reports 615 participants and $10,078,471 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Transportation Consultants, Inc.
EIN
72-0995376
Plan number
001
Plan type
2
Location
New Orleans, LA
Latest filing year
2023
Participants
615
End-of-year plan assets
$10,078,471

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023615H, C20241011110842NAL0043435362001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,078,471
Total liabilities (EOY)
$0
Net assets (EOY)
$10,078,471
Net assets (BOY)
$6,675,488

Income & contributions

Employer contributions
$319,980
Participant contributions
$2,023,356
Total contributions
$2,538,804
Total income / additions
$3,998,601

Expenses & distributions

Benefits paid
$514,341
Administrative expenses
$81,277
Total expenses
$595,618
Net increase / (decrease)
$3,402,983

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$47,388$02023
Stokes Family Office LLCADVISOR$33,889not reported in the loaded dataset2023

Related Form 5500 pages