401k Plan data: TM RTA HOLDINGS 401(K) PLAN plan

TM RTA HOLDINGS 401(K) PLAN 401k Plan overview

Plan Name	TM RTA HOLDINGS 401(K) PLAN
Plan identification number	001

TM RTA HOLDINGS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TM RTA MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: TM RTA MANAGEMENT, INC.

Employer identification number (EIN): 814122983

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TM RTA HOLDINGS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 CHRISTINA OWEN 2019-07-23
001 2018-01-01 CHRISTINA OWEN 2020-11-09

Plan Statistics for TM RTA HOLDINGS 401(K) PLAN

401k plan membership statisitcs for TM RTA HOLDINGS 401(K) PLAN

Measure Date Value
2022: TM RTA HOLDINGS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 628
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 369
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 186
Total of all active and inactive participants 2022-01-01 555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 555
Number of participants with account balances 2022-01-01 521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 25
2021: TM RTA HOLDINGS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 540
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 430
Number of retired or separated participants receiving benefits 2021-01-01 20
Number of other retired or separated participants entitled to future benefits 2021-01-01 104
Total of all active and inactive participants 2021-01-01 554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 554
Number of participants with account balances 2021-01-01 499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 39
2020: TM RTA HOLDINGS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 537
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 448
Number of retired or separated participants receiving benefits 2020-01-01 14
Number of other retired or separated participants entitled to future benefits 2020-01-01 51
Total of all active and inactive participants 2020-01-01 513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 513
Number of participants with account balances 2020-01-01 460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 64
2019: TM RTA HOLDINGS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 316
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 379
Number of retired or separated participants receiving benefits 2019-01-01 33
Number of other retired or separated participants entitled to future benefits 2019-01-01 72
Total of all active and inactive participants 2019-01-01 484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 484
Number of participants with account balances 2019-01-01 436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 110

Measure	Date	Value
2022: TM RTA HOLDINGS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	628
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	369
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	186
Total of all active and inactive participants	2022-01-01	555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	555
Number of participants with account balances	2022-01-01	521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	25
2021: TM RTA HOLDINGS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	540
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	430
Number of retired or separated participants receiving benefits	2021-01-01	20
Number of other retired or separated participants entitled to future benefits	2021-01-01	104
Total of all active and inactive participants	2021-01-01	554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	554
Number of participants with account balances	2021-01-01	499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	39
2020: TM RTA HOLDINGS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	537
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	448
Number of retired or separated participants receiving benefits	2020-01-01	14
Number of other retired or separated participants entitled to future benefits	2020-01-01	51
Total of all active and inactive participants	2020-01-01	513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	513
Number of participants with account balances	2020-01-01	460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	64
2019: TM RTA HOLDINGS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	316
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	379
Number of retired or separated participants receiving benefits	2019-01-01	33
Number of other retired or separated participants entitled to future benefits	2019-01-01	72
Total of all active and inactive participants	2019-01-01	484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	484
Number of participants with account balances	2019-01-01	436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	110

Financial Data on TM RTA HOLDINGS 401(K) PLAN

Measure	Date	Value
2022 : TM RTA HOLDINGS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$82,153
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,603,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,562,810
Expenses. Certain deemed distributions of participant loans	2022-12-31	$23,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$958,308
Value of total assets at end of year	2022-12-31	$5,387,468
Value of total assets at beginning of year	2022-12-31	$6,908,673
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$17,016
Total interest from all sources	2022-12-31	$1,322
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$826,803
Participant contributions at end of year	2022-12-31	$70,224
Participant contributions at beginning of year	2022-12-31	$62,354
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$26,751
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$69,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,521,205
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,387,468
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,908,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,275,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,791,368
Interest on participant loans	2022-12-31	$1,322
Value of interest in common/collective trusts at end of year	2022-12-31	$1,041,657
Value of interest in common/collective trusts at beginning of year	2022-12-31	$28,200
Net investment gain/loss from pooled separate accounts	2022-12-31	$-884,977
Net investment gain or loss from common/collective trusts	2022-12-31	$7,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$62,153
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,562,810
Contract administrator fees	2022-12-31	$17,016
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	LBMC, PC
Accountancy firm EIN	2022-12-31	621199757
2021 : TM RTA HOLDINGS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,914,849
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$649,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$636,806
Expenses. Certain deemed distributions of participant loans	2021-12-31	$2,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,004,145
Value of total assets at end of year	2021-12-31	$6,908,673
Value of total assets at beginning of year	2021-12-31	$5,643,222
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$10,095
Total interest from all sources	2021-12-31	$6,161
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$931,410
Participant contributions at end of year	2021-12-31	$62,354
Participant contributions at beginning of year	2021-12-31	$48,589
Participant contributions at end of year	2021-12-31	$26,751
Participant contributions at beginning of year	2021-12-31	$20,747
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$72,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,265,451
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,908,673
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,643,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$6,791,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,509,330
Interest on participant loans	2021-12-31	$6,161
Value of interest in common/collective trusts at end of year	2021-12-31	$28,200
Value of interest in common/collective trusts at beginning of year	2021-12-31	$64,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$904,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$636,806
Contract administrator fees	2021-12-31	$10,095
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	LBMC, PC
Accountancy firm EIN	2021-12-31	621199757
2020 : TM RTA HOLDINGS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$607,537
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,723,854
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$566,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$507,845
Expenses. Certain deemed distributions of participant loans	2020-12-31	$17,910
Value of total corrective distributions	2020-12-31	$29,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,045,006
Value of total assets at end of year	2020-12-31	$5,643,222
Value of total assets at beginning of year	2020-12-31	$3,878,311
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$11,675
Total interest from all sources	2020-12-31	$-1,287
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$814,730
Participant contributions at end of year	2020-12-31	$48,589
Participant contributions at beginning of year	2020-12-31	$56,701
Participant contributions at end of year	2020-12-31	$20,747
Participant contributions at beginning of year	2020-12-31	$8,190
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$145,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,157,374
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,643,222
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,878,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,509,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,800,911
Interest on participant loans	2020-12-31	$-1,287
Value of interest in common/collective trusts at end of year	2020-12-31	$64,556
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$680,135
Net investment gain or loss from common/collective trusts	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$84,866
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$12,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$507,845
Contract administrator fees	2020-12-31	$11,675
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	LBMC, PC
Accountancy firm EIN	2020-12-31	621199757
2019 : TM RTA HOLDINGS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,025,659
Total income from all sources (including contributions)	2019-12-31	$2,025,659
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$195,163
Total of all expenses incurred	2019-12-31	$195,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$187,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,548,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,548,324
Value of total assets at end of year	2019-12-31	$3,878,311
Value of total assets at beginning of year	2019-12-31	$2,047,815
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$7,563
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$7,563
Total interest from all sources	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$751,136
Contributions received from participants	2019-12-31	$751,136
Participant contributions at end of year	2019-12-31	$56,701
Participant contributions at end of year	2019-12-31	$56,701
Participant contributions at beginning of year	2019-12-31	$46,467
Participant contributions at beginning of year	2019-12-31	$46,467
Participant contributions at end of year	2019-12-31	$8,190
Participant contributions at end of year	2019-12-31	$8,190
Participant contributions at beginning of year	2019-12-31	$12,987
Participant contributions at beginning of year	2019-12-31	$12,987
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$556,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,830,496
Value of net income/loss	2019-12-31	$1,830,496
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,878,311
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,878,311
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,047,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,800,911
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,800,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,980,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,980,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$477,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$477,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$240,880
Contributions received in cash from employer	2019-12-31	$240,880
Employer contributions (assets) at end of year	2019-12-31	$12,509
Employer contributions (assets) at end of year	2019-12-31	$12,509
Employer contributions (assets) at beginning of year	2019-12-31	$8,090
Employer contributions (assets) at beginning of year	2019-12-31	$8,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$187,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$187,600
Contract administrator fees	2019-12-31	$7,563
Contract administrator fees	2019-12-31	$7,563
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LBMC, PC
Accountancy firm name	2019-12-31	LBMC, PC
Accountancy firm EIN	2019-12-31	621199757
Accountancy firm EIN	2019-12-31	621199757

Form 5500 Responses for TM RTA HOLDINGS 401(K) PLAN

2022: TM RTA HOLDINGS 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TM RTA HOLDINGS 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TM RTA HOLDINGS 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TM RTA HOLDINGS 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

517407-000

Policy instance

Insurance contract or identification number	517407-000
Number of Individuals Covered	521
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

517407-000

Policy instance

Insurance contract or identification number	517407-000
Number of Individuals Covered	499
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

517407-000

Policy instance

Insurance contract or identification number	517407-000
Number of Individuals Covered	460
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

517407-000

Policy instance

Insurance contract or identification number	517407-000
Number of Individuals Covered	436
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $311
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	311
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

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Company Name:	TM RTA MANAGEMENT, INC.
Employer identification number (EIN):	814122983
NAIC Classification:	611000