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TRANSFORM 401(K) SAVINGS PLAN 401k Plan overview

Plan NameTRANSFORM 401(K) SAVINGS PLAN
Plan identification number 002

TRANSFORM 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TRANSFORM MIDCO LLC has sponsored the creation of one or more 401k plans.

Company Name:TRANSFORM MIDCO LLC
Employer identification number (EIN):833374195

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRANSFORM 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ERIN GERAGHTY2024-10-14
0022022-01-01ERIN GERAGHTY2023-10-06
0022021-01-01ERIN GERAGHTY2022-10-03
0022020-01-01NARENDRA SINHA2021-10-12
0022019-06-03NAREN SINHA2020-10-08

Plan Statistics for TRANSFORM 401(K) SAVINGS PLAN

401k plan membership statisitcs for TRANSFORM 401(K) SAVINGS PLAN

Measure Date Value
2023: TRANSFORM 401(K) SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-017,299
Total number of active participants reported on line 7a of the Form 55002023-01-015,375
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01988
Total of all active and inactive participants2023-01-016,363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0130
Total participants2023-01-016,393
Number of participants with account balances2023-01-012,665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0125
2022: TRANSFORM 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-018,720
Total number of active participants reported on line 7a of the Form 55002022-01-015,831
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,114
Total of all active and inactive participants2022-01-016,945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0127
Total participants2022-01-016,972
Number of participants with account balances2022-01-012,882
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TRANSFORM 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0112,569
Total number of active participants reported on line 7a of the Form 55002021-01-017,358
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01975
Total of all active and inactive participants2021-01-018,333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0124
Total participants2021-01-018,357
Number of participants with account balances2021-01-013,251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TRANSFORM 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0129,656
Total number of active participants reported on line 7a of the Form 55002020-01-0111,083
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01841
Total of all active and inactive participants2020-01-0111,924
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0112
Total participants2020-01-0111,936
Number of participants with account balances2020-01-013,742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TRANSFORM 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-0335,732
Total number of active participants reported on line 7a of the Form 55002019-06-0326,854
Number of retired or separated participants receiving benefits2019-06-030
Number of other retired or separated participants entitled to future benefits2019-06-03497
Total of all active and inactive participants2019-06-0327,351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-031
Total participants2019-06-0327,352
Number of participants with account balances2019-06-035,159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-06-030

Financial Data on TRANSFORM 401(K) SAVINGS PLAN

Measure Date Value
2023 : TRANSFORM 401(K) SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$38,133,295
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$26,298,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$26,297,254
Expenses. Certain deemed distributions of participant loans2023-12-31$1,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$10,550,499
Value of total assets at end of year2023-12-31$200,355,465
Value of total assets at beginning of year2023-12-31$188,520,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$0
Total interest from all sources2023-12-31$67,998
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$9,473,908
Participant contributions at end of year2023-12-31$1,310,534
Participant contributions at beginning of year2023-12-31$1,433,001
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$324,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$11,834,996
Value of net assets at end of year (total assets less liabilities)2023-12-31$200,355,465
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$188,520,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Interest on participant loans2023-12-31$67,998
Value of interest in master investment trust accounts at end of year2023-12-31$199,044,931
Value of interest in master investment trust accounts at beginning of year2023-12-31$187,087,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$752,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$26,297,254
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31SIKICH CPA LLC
Accountancy firm EIN2023-12-31541172176
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$38,133,295
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$26,298,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$26,297,254
Expenses. Certain deemed distributions of participant loans2023-01-01$1,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$10,550,499
Value of total assets at end of year2023-01-01$200,355,465
Value of total assets at beginning of year2023-01-01$188,520,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$0
Total interest from all sources2023-01-01$67,998
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$10,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$9,473,908
Participant contributions at end of year2023-01-01$1,310,534
Participant contributions at beginning of year2023-01-01$1,433,001
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$324,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$11,834,996
Value of net assets at end of year (total assets less liabilities)2023-01-01$200,355,465
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$188,520,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Interest on participant loans2023-01-01$67,998
Value of interest in master investment trust accounts at end of year2023-01-01$199,044,931
Value of interest in master investment trust accounts at beginning of year2023-01-01$187,087,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$752,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$26,297,254
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01SIKICH CPA LLC
Accountancy firm EIN2023-01-01541172176
2022 : TRANSFORM 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-21,728,271
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$31,265,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$31,242,242
Expenses. Certain deemed distributions of participant loans2022-12-31$22,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,053,253
Value of total assets at end of year2022-12-31$188,520,469
Value of total assets at beginning of year2022-12-31$241,513,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$68,971
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 year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$10,762,472
Participant contributions at end of year2022-12-31$1,433,001
Participant contributions at beginning of year2022-12-31$1,837,117
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$290,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-52,993,369
Value of net assets at end of year (total assets less liabilities)2022-12-31$188,520,469
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$241,513,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Interest on participant loans2022-12-31$68,971
Value of interest in master investment trust accounts at end of year2022-12-31$187,087,468
Value of interest in master investment trust accounts at beginning of year2022-12-31$239,676,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$31,242,242
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SIKICH LLP
Accountancy firm EIN2022-12-31363168081
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets to this plan2022-01-01$0
Total transfer of assets from this plan2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-21,728,271
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$31,265,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$31,242,242
Expenses. Certain deemed distributions of participant loans2022-01-01$22,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$11,053,253
Value of total assets at end of year2022-01-01$188,520,469
Value of total assets at beginning of year2022-01-01$241,513,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$0
Total interest from all sources2022-01-01$68,971
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$10,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$10,762,472
Participant contributions at end of year2022-01-01$1,433,001
Participant contributions at beginning of year2022-01-01$1,837,117
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$290,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-52,993,369
Value of net assets at end of year (total assets less liabilities)2022-01-01$188,520,469
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$241,513,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Interest on participant loans2022-01-01$68,971
Value of interest in master investment trust accounts at end of year2022-01-01$187,087,468
Value of interest in master investment trust accounts at beginning of year2022-01-01$239,676,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$31,242,242
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01SIKICH LLP
Accountancy firm EIN2022-01-01363168081
2021 : TRANSFORM 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$45,189,436
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$35,759,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$35,661,304
Expenses. Certain deemed distributions of participant loans2021-12-31$97,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$13,832,401
Value of total assets at end of year2021-12-31$241,513,838
Value of total assets at beginning of year2021-12-31$232,083,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$94,182
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 year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$13,070,019
Participant contributions at end of year2021-12-31$1,837,117
Participant contributions at beginning of year2021-12-31$2,592,608
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$762,010
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,430,321
Value of net assets at end of year (total assets less liabilities)2021-12-31$241,513,838
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$232,083,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Interest on participant loans2021-12-31$94,182
Value of interest in master investment trust accounts at end of year2021-12-31$239,676,721
Value of interest in master investment trust accounts at beginning of year2021-12-31$229,490,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$35,661,304
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SIKICH LLP
Accountancy firm EIN2021-12-31363168081
2020 : TRANSFORM 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
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$88,753,826
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$57,614,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$57,582,161
Expenses. Certain deemed distributions of participant loans2020-12-31$32,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$59,098,072
Value of total assets at end of year2020-12-31$232,083,517
Value of total assets at beginning of year2020-12-31$200,944,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$162,845
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 year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$14,121,023
Participant contributions at end of year2020-12-31$2,592,608
Participant contributions at beginning of year2020-12-31$4,758,974
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$44,976,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$31,139,441
Value of net assets at end of year (total assets less liabilities)2020-12-31$232,083,517
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$200,944,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Interest on participant loans2020-12-31$162,845
Value of interest in master investment trust accounts at end of year2020-12-31$229,490,909
Value of interest in master investment trust accounts at beginning of year2020-12-31$196,185,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$57,582,161
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SIKICH LLP
Accountancy firm EIN2020-12-31363168081
2019 : TRANSFORM 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$4,641,219
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 income from all sources (including contributions)2019-12-31$206,409,739
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$10,106,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,106,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$195,838,182
Value of total assets at end of year2019-12-31$200,944,076
Value of total assets at beginning of year2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$128,844
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 year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$8,706,355
Participant contributions at end of year2019-12-31$4,758,974
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$187,131,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$196,302,857
Value of net assets at end of year (total assets less liabilities)2019-12-31$200,944,076
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest on participant loans2019-12-31$128,844
Value of interest in master investment trust accounts at end of year2019-12-31$196,185,102
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,106,882
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No

Form 5500 Responses for TRANSFORM 401(K) SAVINGS PLAN

2023: TRANSFORM 401(K) SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TRANSFORM 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TRANSFORM 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TRANSFORM 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TRANSFORM 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-06-03Type of plan entitySingle employer plan
2019-06-03First time form 5500 has been submittedYes
2019-06-03Submission has been amendedNo
2019-06-03This submission is the final filingNo
2019-06-03This return/report is a short plan year return/report (less than 12 months)Yes
2019-06-03Plan is a collectively bargained planNo
2019-06-03Plan funding arrangement – TrustYes
2019-06-03Plan benefit arrangement - TrustYes

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