401k Plan data: ATC DRIVETRAIN, LLC RETIREMENT PLAN plan

ATC DRIVETRAIN, LLC RETIREMENT PLAN 401k Plan overview

Plan Name	ATC DRIVETRAIN, LLC RETIREMENT PLAN
Plan identification number	001

ATC DRIVETRAIN, LLC RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ATC DRIVETRAIN LLC has sponsored the creation of one or more 401k plans.

Company Name: ATC DRIVETRAIN LLC

Employer identification number (EIN): 900857545

NAIC Classification: 333610

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ATC DRIVETRAIN, LLC RETIREMENT 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 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JESSICA RAMIREZ

Plan Statistics for ATC DRIVETRAIN, LLC RETIREMENT PLAN

401k plan membership statisitcs for ATC DRIVETRAIN, LLC RETIREMENT PLAN

Measure Date Value
2022: ATC DRIVETRAIN, LLC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 851
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 818
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 160
Total of all active and inactive participants 2022-01-01 979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 981
Number of participants with account balances 2022-01-01 632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ATC DRIVETRAIN, LLC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 672
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 678
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 114
Total of all active and inactive participants 2021-01-01 793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 794
Number of participants with account balances 2021-01-01 533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ATC DRIVETRAIN, LLC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 711
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 555
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 108
Total of all active and inactive participants 2020-01-01 663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 663
Number of participants with account balances 2020-01-01 492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ATC DRIVETRAIN, LLC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 679
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 574
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 105
Total of all active and inactive participants 2019-01-01 679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 679
Number of participants with account balances 2019-01-01 513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ATC DRIVETRAIN, LLC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 722
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 587
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 84
Total of all active and inactive participants 2018-01-01 671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 671
Number of participants with account balances 2018-01-01 466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ATC DRIVETRAIN, LLC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 764
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 643
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 71
Total of all active and inactive participants 2017-01-01 714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 714
Number of participants with account balances 2017-01-01 456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: ATC DRIVETRAIN, LLC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	851
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	818
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	160
Total of all active and inactive participants	2022-01-01	979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	981
Number of participants with account balances	2022-01-01	632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ATC DRIVETRAIN, LLC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	672
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	678
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	114
Total of all active and inactive participants	2021-01-01	793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	794
Number of participants with account balances	2021-01-01	533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ATC DRIVETRAIN, LLC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	711
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	555
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	108
Total of all active and inactive participants	2020-01-01	663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	663
Number of participants with account balances	2020-01-01	492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ATC DRIVETRAIN, LLC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	679
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	574
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	105
Total of all active and inactive participants	2019-01-01	679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	679
Number of participants with account balances	2019-01-01	513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ATC DRIVETRAIN, LLC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	722
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	587
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	84
Total of all active and inactive participants	2018-01-01	671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	671
Number of participants with account balances	2018-01-01	466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ATC DRIVETRAIN, LLC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	764
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	643
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	71
Total of all active and inactive participants	2017-01-01	714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	714
Number of participants with account balances	2017-01-01	456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on ATC DRIVETRAIN, LLC RETIREMENT PLAN

Measure	Date	Value
2022 : ATC DRIVETRAIN, LLC RETIREMENT 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	$-2,704,411
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,754,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,594,730
Expenses. Certain deemed distributions of participant loans	2022-12-31	$15,554
Value of total corrective distributions	2022-12-31	$79
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,426,609
Value of total assets at end of year	2022-12-31	$28,990,520
Value of total assets at beginning of year	2022-12-31	$35,449,022
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$143,728
Total interest from all sources	2022-12-31	$39,388
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$350,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$350,598
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	$2,103,879
Participant contributions at end of year	2022-12-31	$899,766
Participant contributions at beginning of year	2022-12-31	$805,265
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$324,204
Other income not declared elsewhere	2022-12-31	$1
Administrative expenses (other) incurred	2022-12-31	$143,728
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	$-6,458,502
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$28,990,520
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$35,449,022
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	$13,563,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$20,015,019
Interest on participant loans	2022-12-31	$39,388
Value of interest in common/collective trusts at end of year	2022-12-31	$14,526,844
Value of interest in common/collective trusts at beginning of year	2022-12-31	$14,628,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,912,872
Net investment gain or loss from common/collective trusts	2022-12-31	$-1,608,135
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	$998,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,594,730
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	BAKER TILLY US LLP
Accountancy firm EIN	2022-12-31	390859910
2021 : ATC DRIVETRAIN, LLC RETIREMENT 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	$7,028,975
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$5,284,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,114,014
Expenses. Certain deemed distributions of participant loans	2021-12-31	$48,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,646,999
Value of total assets at end of year	2021-12-31	$35,449,022
Value of total assets at beginning of year	2021-12-31	$33,704,569
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$121,801
Total interest from all sources	2021-12-31	$50,404
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$766,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$766,133
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	$1,781,439
Participant contributions at end of year	2021-12-31	$805,265
Participant contributions at beginning of year	2021-12-31	$1,034,840
Other income not declared elsewhere	2021-12-31	$37,560
Administrative expenses (other) incurred	2021-12-31	$121,801
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	$1,744,453
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$35,449,022
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$33,704,569
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	$20,015,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$19,407,832
Interest on participant loans	2021-12-31	$50,404
Value of interest in common/collective trusts at end of year	2021-12-31	$14,628,738
Value of interest in common/collective trusts at beginning of year	2021-12-31	$13,261,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,538,733
Net investment gain or loss from common/collective trusts	2021-12-31	$989,146
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
Contributions received in cash from employer	2021-12-31	$865,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,114,014
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	BAKER TILLY US LLP
Accountancy firm EIN	2021-12-31	390859910
2020 : ATC DRIVETRAIN, LLC RETIREMENT 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	$36,755
Total transfer of assets from 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	$6,517,486
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,422,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,292,466
Expenses. Certain deemed distributions of participant loans	2020-12-31	$52,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,293,209
Value of total assets at end of year	2020-12-31	$33,704,569
Value of total assets at beginning of year	2020-12-31	$29,573,038
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$77,294
Total interest from all sources	2020-12-31	$50,015
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$244,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$244,616
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	$1,513,015
Participant contributions at end of year	2020-12-31	$1,034,840
Participant contributions at beginning of year	2020-12-31	$945,237
Other income not declared elsewhere	2020-12-31	$53,828
Administrative expenses (other) incurred	2020-12-31	$77,294
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	$4,094,776
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$33,704,569
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$29,573,038
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	$19,407,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$24,953,677
Interest on participant loans	2020-12-31	$50,015
Value of interest in common/collective trusts at end of year	2020-12-31	$13,261,897
Value of interest in common/collective trusts at beginning of year	2020-12-31	$3,674,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,557,817
Net investment gain or loss from common/collective trusts	2020-12-31	$1,318,001
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	$780,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,292,466
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	BAKER TILLY US, LLP
Accountancy firm EIN	2020-12-31	390859910
2019 : ATC DRIVETRAIN, LLC RETIREMENT 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	$0
Total transfer of assets from this plan	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 income from all sources (including contributions)	2019-12-31	$7,342,323
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,258,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,163,988
Expenses. Certain deemed distributions of participant loans	2019-12-31	$22,298
Value of total corrective distributions	2019-12-31	$138
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,222,010
Value of total assets at end of year	2019-12-31	$29,573,038
Value of total assets at beginning of year	2019-12-31	$25,489,227
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$72,088
Total interest from all sources	2019-12-31	$51,695
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,105,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,105,605
Was this plan covered by a fidelity bond	2019-12-31	Yes
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
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	$1,379,120
Participant contributions at end of year	2019-12-31	$945,237
Participant contributions at beginning of year	2019-12-31	$1,051,896
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$107,042
Other income not declared elsewhere	2019-12-31	$66,563
Administrative expenses (other) incurred	2019-12-31	$72,088
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	$4,083,811
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$29,573,038
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$25,489,227
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$24,953,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$20,748,113
Interest on participant loans	2019-12-31	$51,695
Value of interest in common/collective trusts at end of year	2019-12-31	$3,674,124
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,689,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,830,043
Net investment gain or loss from common/collective trusts	2019-12-31	$66,407
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
Contributions received in cash from employer	2019-12-31	$735,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,163,988
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
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
Accountancy firm name	2019-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2019-12-31	390859910
2018 : ATC DRIVETRAIN, LLC RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$705,203
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,749,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,619,262
Expenses. Certain deemed distributions of participant loans	2018-12-31	$53,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,170,600
Value of total assets at end of year	2018-12-31	$25,489,227
Value of total assets at beginning of year	2018-12-31	$27,533,639
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$77,008
Total interest from all sources	2018-12-31	$50,460
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,566,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,566,474
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,268,731
Participant contributions at end of year	2018-12-31	$1,051,896
Participant contributions at beginning of year	2018-12-31	$1,147,307
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$237,369
Other income not declared elsewhere	2018-12-31	$66,547
Administrative expenses (other) incurred	2018-12-31	$77,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,044,412
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$25,489,227
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$27,533,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$20,748,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$22,762,395
Interest on participant loans	2018-12-31	$50,460
Value of interest in common/collective trusts at end of year	2018-12-31	$3,689,218
Value of interest in common/collective trusts at beginning of year	2018-12-31	$3,623,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,196,889
Net investment gain or loss from common/collective trusts	2018-12-31	$48,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$664,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,619,262
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2018-12-31	390859910
2017 : ATC DRIVETRAIN, LLC RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$5,305,375
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,055,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,968,458
Expenses. Certain deemed distributions of participant loans	2017-12-31	$63,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,819,104
Value of total assets at end of year	2017-12-31	$27,533,639
Value of total assets at beginning of year	2017-12-31	$24,283,388
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$22,913
Total interest from all sources	2017-12-31	$40,489
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,020,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,020,104
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,079,702
Participant contributions at end of year	2017-12-31	$1,147,307
Participant contributions at beginning of year	2017-12-31	$1,246,318
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$138,490
Other income not declared elsewhere	2017-12-31	$5,340
Administrative expenses (other) incurred	2017-12-31	$22,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,250,251
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$27,533,639
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$24,283,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$22,762,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$7,578,652
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$11,619,463
Interest on participant loans	2017-12-31	$40,489
Value of interest in common/collective trusts at end of year	2017-12-31	$3,623,937
Value of interest in common/collective trusts at beginning of year	2017-12-31	$3,838,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,381,241
Net investment gain or loss from common/collective trusts	2017-12-31	$39,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$600,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,968,458
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CALVETTI FERGUSON
Accountancy firm EIN	2017-12-31	134255527

Form 5500 Responses for ATC DRIVETRAIN, LLC RETIREMENT PLAN

2022: ATC DRIVETRAIN, LLC RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ATC DRIVETRAIN, LLC RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ATC DRIVETRAIN, LLC RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ATC DRIVETRAIN, LLC RETIREMENT 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ATC DRIVETRAIN, LLC RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ATC DRIVETRAIN, LLC RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

713039

Policy instance

Insurance contract or identification number	713039
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-09-15
Total amount of commissions paid to insurance broker	USD $18,209
Total amount of fees paid to insurance company	USD $0
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
Commission paid to Insurance Broker	USD $18,209
Insurance broker organization code?	3
Insurance broker name	MARSH INS & INVESTMENTS CORP

Potentially related plans

ATC DRIVETRAIN, LLC RETIREMENT PLAN [EIN = 455131327]

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Company Name:	ATC DRIVETRAIN LLC
Employer identification number (EIN):	900857545
NAIC Classification:	333610