TRANSFORM MIDCO LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TRANSFORM PUERTO RICO SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2025 : TRANSFORM PUERTO RICO SAVINGS PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-10 | 97217 |
| Net assets as of the end of the plan year | 2025-10-10 | 2837038 |
| Total assets as of the beginning of the plan year | 2025-10-10 | 2590398 |
| Value of plan covered by a fidelity bond | 2025-10-10 | 10000000 |
| Participant contributions to plan in this plan year | 2025-10-10 | 58384 |
| Value of participant loans at end of plan year | 2025-10-10 | 656 |
| Other income to plan in this plan year | 2025-10-10 | 276903 |
| Plan net income in this plan year | 2025-10-10 | 246640 |
| Net assets as of the end of the plan year | 2025-10-10 | 2837038 |
| Net assets as of the beginning of the plan year | 2025-10-10 | 2590398 |
| Employer contributions to plan in this plan year | 2025-10-10 | 8570 |
| 2024 : TRANSFORM PUERTO RICO SAVINGS PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-15 | 231135 |
| Net assets as of the end of the plan year | 2024-10-15 | 2590398 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 2456010 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 10000000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 54082 |
| Value of participant loans at end of plan year | 2024-10-15 | 571 |
| Other income to plan in this plan year | 2024-10-15 | 305410 |
| Plan net income in this plan year | 2024-10-15 | 134388 |
| Net assets as of the end of the plan year | 2024-10-15 | 2590398 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 2456010 |
| Employer contributions to plan in this plan year | 2024-10-15 | 6031 |
| 2022 : TRANSFORM PUERTO RICO SAVINGS PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total transfer of assets to this plan | 2022-12-31 | $0 |
| Total transfer of assets from this plan | 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 | $-309,735 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $771,932 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $771,932 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $92,905 |
| Value of total assets at end of year | 2022-12-31 | $2,456,010 |
| Value of total assets at beginning of year | 2022-12-31 | $3,537,677 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
| Total interest from all sources | 2022-12-31 | $1,039 |
| 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 | $10,000,000 |
| 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 | $92,905 |
| Participant contributions at end of year | 2022-12-31 | $18,691 |
| Participant contributions at beginning of year | 2022-12-31 | $66,300 |
| 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 | $-1,081,667 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,456,010 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,537,677 |
| 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 |
| Interest on participant loans | 2022-12-31 | $1,039 |
| Value of interest in master investment trust accounts at end of year | 2022-12-31 | $2,437,319 |
| Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $3,471,377 |
| 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 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $771,932 |
| 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 | SIKICH LLP |
| Accountancy firm EIN | 2022-12-31 | 363168081 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total transfer of assets to this plan | 2022-01-01 | $0 |
| Total transfer of assets from this plan | 2022-01-01 | $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 | $-309,735 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $771,932 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $771,932 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $92,905 |
| Value of total assets at end of year | 2022-01-01 | $2,456,010 |
| Value of total assets at beginning of year | 2022-01-01 | $3,537,677 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $0 |
| Total interest from all sources | 2022-01-01 | $1,039 |
| 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 year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $92,905 |
| Participant contributions at end of year | 2022-01-01 | $18,691 |
| Participant contributions at beginning of year | 2022-01-01 | $66,300 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-1,081,667 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $2,456,010 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $3,537,677 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Interest on participant loans | 2022-01-01 | $1,039 |
| Value of interest in master investment trust accounts at end of year | 2022-01-01 | $2,437,319 |
| Value of interest in master investment trust accounts at beginning of year | 2022-01-01 | $3,471,377 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $771,932 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | SIKICH LLP |
| Accountancy firm EIN | 2022-01-01 | 363168081 |
| 2021 : TRANSFORM PUERTO RICO SAVINGS PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets to this plan | 2021-12-31 | $0 |
| Total transfer of assets from this plan | 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 | $587,995 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $605,648 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $577,246 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $28,402 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $224,709 |
| Value of total assets at end of year | 2021-12-31 | $3,537,677 |
| Value of total assets at beginning of year | 2021-12-31 | $3,555,330 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
| Total interest from all sources | 2021-12-31 | $1,629 |
| 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 | $10,000,000 |
| 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 | $224,709 |
| Participant contributions at end of year | 2021-12-31 | $66,300 |
| Participant contributions at beginning of year | 2021-12-31 | $86,492 |
| 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 | $-17,653 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,537,677 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,555,330 |
| 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 |
| Interest on participant loans | 2021-12-31 | $1,629 |
| Value of interest in master investment trust accounts at end of year | 2021-12-31 | $3,471,377 |
| Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $3,468,838 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $577,246 |
| 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 | SIKICH LLP |
| Accountancy firm EIN | 2021-12-31 | 363168081 |
| 2020 : TRANSFORM PUERTO RICO SAVINGS 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 | $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 | $841,123 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $721,709 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $708,357 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $13,352 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $685,441 |
| Value of total assets at end of year | 2020-12-31 | $3,555,330 |
| Value of total assets at beginning of year | 2020-12-31 | $3,435,916 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
| Total interest from all sources | 2020-12-31 | $2,671 |
| 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 | $10,000,000 |
| 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 | $360,062 |
| Participant contributions at end of year | 2020-12-31 | $86,492 |
| Participant contributions at beginning of year | 2020-12-31 | $114,708 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $325,379 |
| 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 | $119,414 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,555,330 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,435,916 |
| 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 |
| Interest on participant loans | 2020-12-31 | $2,671 |
| Value of interest in master investment trust accounts at end of year | 2020-12-31 | $3,468,838 |
| Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $3,321,208 |
| 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 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $708,357 |
| 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 | Unqualified |
| Accountancy firm name | 2020-12-31 | SIKICH LLP |
| Accountancy firm EIN | 2020-12-31 | 363168081 |
| 2019 : TRANSFORM PUERTO RICO SAVINGS PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total transfer of assets to this plan | 2019-12-31 | $125,130 |
| 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 | $3,368,888 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $58,102 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $58,102 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,239,945 |
| Value of total assets at end of year | 2019-12-31 | $3,435,916 |
| Value of total assets at beginning of year | 2019-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
| Total interest from all sources | 2019-12-31 | $2,255 |
| 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 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $20,000,000 |
| 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 |
| Contributions received from participants | 2019-12-31 | $268,275 |
| Participant contributions at end of year | 2019-12-31 | $114,708 |
| Participant contributions at beginning of year | 2019-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $2,971,670 |
| 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 | $3,310,786 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,435,916 |
| 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) | 2019-12-31 | 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 |
| Interest on participant loans | 2019-12-31 | $2,255 |
| Value of interest in master investment trust accounts at end of year | 2019-12-31 | $3,321,208 |
| Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $0 |
| 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 |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $58,102 |
| 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 |
| 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 |
