Trans-West, Inc. 401(K) Savings Plan — Form 5500 plan (Trans-West, 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, Trans-West, Inc. 401(K) Savings Plan is a benefit plan reported by Trans-West, Inc. under EIN 84-1088753 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,750 participants and $78,357,347 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trans-West, Inc.
EIN
84-1088753
Plan number
001
Plan type
2
Location
Brighton, CO
Latest filing year
2023
Participants
1,750
End-of-year plan assets
$78,357,347

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,750H, C20241015151026NAL0014925955001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$78,357,347
Total liabilities (EOY)
$0
Net assets (EOY)
$78,357,347
Net assets (BOY)
$64,493,199

Income & contributions

Employer contributions
$2,682,070
Participant contributions
$7,890,746
Total contributions
$11,204,808
Total income / additions
$22,056,009

Expenses & distributions

Benefits paid
$7,888,050
Administrative expenses
$242,975
Total expenses
$8,191,861
Net increase / (decrease)
$13,864,148

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$123,368$02023
Ascensus Holdings Inc Dba FutureplaCONTRACT ADMIN$102,408not reported in the loaded dataset2023

Related Form 5500 pages