401k Plan data: TRANSITION PROJECTS 401K EMPLOYEE SAVING PLAN plan

TRANSITION PROJECTS 401K EMPLOYEE SAVING PLAN 401k Plan overview

Plan Name	TRANSITION PROJECTS 401K EMPLOYEE SAVING PLAN
Plan identification number	001

TRANSITION PROJECTS 401K EMPLOYEE SAVING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.

401k Sponsoring company profile

TRANSITION PROJECTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: TRANSITION PROJECTS, INC.

Employer identification number (EIN): 930591582

NAIC Classification: 624200

Additional information about TRANSITION PROJECTS, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 1971-05-17

Company Identification Number: 9311713

Legal Registered Office Address: 665 NW HOYT ST

PORTLAND
United States of America (USA)
97209

More information about TRANSITION PROJECTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRANSITION PROJECTS 401K EMPLOYEE SAVING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01 GEORGE DEVENDORF 2020-04-10
001 2017-07-01 GEORGE DEVENDORF 2019-04-11
001 2016-07-01
001 2015-07-01
001 2014-07-01
001 2013-07-01 DORIAN YEE 2014-12-08
001 2012-07-01 DORIAN YEE 2014-04-10
001 2011-07-01 LYN WILLIAMS 2013-04-15
001 2010-07-01 LYN WILLIAMS 2012-04-11

Plan Statistics for TRANSITION PROJECTS 401K EMPLOYEE SAVING PLAN

401k plan membership statisitcs for TRANSITION PROJECTS 401K EMPLOYEE SAVING PLAN

Measure Date Value
2021: TRANSITION PROJECTS 401K EMPLOYEE SAVING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 209
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 194
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 57
Total of all active and inactive participants 2021-07-01 251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 251
Number of participants with account balances 2021-07-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 7
2020: TRANSITION PROJECTS 401K EMPLOYEE SAVING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 193
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 165
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 44
Total of all active and inactive participants 2020-07-01 209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 209
Number of participants with account balances 2020-07-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 3
2019: TRANSITION PROJECTS 401K EMPLOYEE SAVING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 260
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 163
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 28
Total of all active and inactive participants 2019-07-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 191
Number of participants with account balances 2019-07-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: TRANSITION PROJECTS 401K EMPLOYEE SAVING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 199
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 226
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 25
Total of all active and inactive participants 2018-07-01 251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 251
Number of participants with account balances 2018-07-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 4
2017: TRANSITION PROJECTS 401K EMPLOYEE SAVING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 158
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 170
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 29
Total of all active and inactive participants 2017-07-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 199
Number of participants with account balances 2017-07-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0

Measure	Date	Value
2021: TRANSITION PROJECTS 401K EMPLOYEE SAVING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	209
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	194
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	57
Total of all active and inactive participants	2021-07-01	251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	251
Number of participants with account balances	2021-07-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	7
2020: TRANSITION PROJECTS 401K EMPLOYEE SAVING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	193
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	165
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	44
Total of all active and inactive participants	2020-07-01	209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	209
Number of participants with account balances	2020-07-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	3
2019: TRANSITION PROJECTS 401K EMPLOYEE SAVING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	260
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	163
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	28
Total of all active and inactive participants	2019-07-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	191
Number of participants with account balances	2019-07-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: TRANSITION PROJECTS 401K EMPLOYEE SAVING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	199
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	226
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	25
Total of all active and inactive participants	2018-07-01	251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	251
Number of participants with account balances	2018-07-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	4
2017: TRANSITION PROJECTS 401K EMPLOYEE SAVING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	158
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	170
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	29
Total of all active and inactive participants	2017-07-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	199
Number of participants with account balances	2017-07-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0

Financial Data on TRANSITION PROJECTS 401K EMPLOYEE SAVING PLAN

Measure	Date	Value
2022 : TRANSITION PROJECTS 401K EMPLOYEE SAVING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$23,340
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$186,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$171,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$420,081
Value of total assets at end of year	2022-06-30	$2,378,075
Value of total assets at beginning of year	2022-06-30	$2,541,285
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$15,262
Total interest from all sources	2022-06-30	$608
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$51,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$51,309
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$200,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$253,496
Participant contributions at end of year	2022-06-30	$12,427
Participant contributions at beginning of year	2022-06-30	$11,218
Participant contributions at end of year	2022-06-30	$10,013
Participant contributions at beginning of year	2022-06-30	$10,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-163,210
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$2,378,075
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$2,541,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$13,183
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$2,303,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$2,469,745
Interest on participant loans	2022-06-30	$518
Income. Interest from loans (other than to participants)	2022-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$44,575
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$42,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$42,114
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$90
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-448,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$166,585
Employer contributions (assets) at end of year	2022-06-30	$7,586
Employer contributions (assets) at beginning of year	2022-06-30	$7,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$171,288
Contract administrator fees	2022-06-30	$2,079
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Disclaimer
Accountancy firm name	2022-06-30	KERN THOMPSON
Accountancy firm EIN	2022-06-30	931157146
2021 : TRANSITION PROJECTS 401K EMPLOYEE SAVING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$920,525
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$116,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$97,214
Value of total corrective distributions	2021-06-30	$6,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$381,092
Value of total assets at end of year	2021-06-30	$2,541,285
Value of total assets at beginning of year	2021-06-30	$1,736,839
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$12,157
Total interest from all sources	2021-06-30	$884
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$33,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$33,425
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$200,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$225,001
Participant contributions at end of year	2021-06-30	$11,218
Participant contributions at beginning of year	2021-06-30	$15,493
Participant contributions at end of year	2021-06-30	$10,590
Participant contributions at beginning of year	2021-06-30	$36,690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$804,446
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$2,541,285
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$1,736,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$9,966
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$2,469,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$1,641,538
Interest on participant loans	2021-06-30	$872
Income. Interest from loans (other than to participants)	2021-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$42,114
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$16,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$16,397
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$505,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$156,091
Employer contributions (assets) at end of year	2021-06-30	$7,618
Employer contributions (assets) at beginning of year	2021-06-30	$26,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$97,214
Contract administrator fees	2021-06-30	$2,191
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	KERN THOMPSON
Accountancy firm EIN	2021-06-30	931157146
2020 : TRANSITION PROJECTS 401K EMPLOYEE SAVING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$6,319
Total income from all sources (including contributions)	2020-06-30	$396,100
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$321,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$320,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$236,914
Value of total assets at end of year	2020-06-30	$1,736,839
Value of total assets at beginning of year	2020-06-30	$1,668,315
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$783
Total interest from all sources	2020-06-30	$949
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$79,695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$79,695
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$200,000
If this is an individual account plan, was there a blackout period	2020-06-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$124,896
Participant contributions at end of year	2020-06-30	$15,493
Participant contributions at beginning of year	2020-06-30	$18,337
Participant contributions at end of year	2020-06-30	$36,690
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$13,101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-06-30	$6,319
Administrative expenses (other) incurred	2020-06-30	$410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$74,843
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$1,736,839
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$1,661,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$223
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$1,641,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$1,649,978
Interest on participant loans	2020-06-30	$934
Income. Interest from loans (other than to participants)	2020-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$16,397
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$15
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$78,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$98,917
Employer contributions (assets) at end of year	2020-06-30	$26,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$320,474
Contract administrator fees	2020-06-30	$150
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	2020-06-30	Yes
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	KERN THOMPSON
Accountancy firm EIN	2020-06-30	931157146
2019 : TRANSITION PROJECTS 401K EMPLOYEE SAVING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$6,319
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$962
Total income from all sources (including contributions)	2019-06-30	$275,119
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$247,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$241,310
Value of total corrective distributions	2019-06-30	$5,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$199,174
Value of total assets at end of year	2019-06-30	$1,668,315
Value of total assets at beginning of year	2019-06-30	$1,635,135
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$670
Total interest from all sources	2019-06-30	$912
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$150,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$108,213
Participant contributions at end of year	2019-06-30	$18,337
Participant contributions at beginning of year	2019-06-30	$19,056
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$2,591
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-06-30	$6,319
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-06-30	$962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$27,823
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$1,661,996
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$1,634,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$670
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$1,649,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$1,616,079
Interest on participant loans	2019-06-30	$912
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$75,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$88,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$241,310
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	2019-06-30	No
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	KERN THOMPSON
Accountancy firm EIN	2019-06-30	931157146
2018 : TRANSITION PROJECTS 401K EMPLOYEE SAVING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$962
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$327,923
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$37,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$35,077
Expenses. Certain deemed distributions of participant loans	2018-06-30	$1,110
Value of total corrective distributions	2018-06-30	$962
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$154,191
Value of total assets at end of year	2018-06-30	$1,635,135
Value of total assets at beginning of year	2018-06-30	$1,343,859
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$460
Total interest from all sources	2018-06-30	$1,033
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$150,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$86,281
Participant contributions at end of year	2018-06-30	$19,056
Participant contributions at beginning of year	2018-06-30	$23,839
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-06-30	$962
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$290,314
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$1,634,173
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$1,343,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$460
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$1,616,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$1,320,020
Interest on participant loans	2018-06-30	$1,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$172,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$67,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$35,077
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	2018-06-30	No
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	KERN THOMPSON
Accountancy firm EIN	2018-06-30	931157146

Form 5500 Responses for TRANSITION PROJECTS 401K EMPLOYEE SAVING PLAN

2021: TRANSITION PROJECTS 401K EMPLOYEE SAVING PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: TRANSITION PROJECTS 401K EMPLOYEE SAVING PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: TRANSITION PROJECTS 401K EMPLOYEE SAVING PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: TRANSITION PROJECTS 401K EMPLOYEE SAVING PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: TRANSITION PROJECTS 401K EMPLOYEE SAVING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TRANSITION PROJECTS, INC.
Employer identification number (EIN):	930591582
NAIC Classification:	624200

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	1971-05-17
Company Identification Number:	9311713
Legal Registered Office Address:	665 NW HOYT ST PORTLAND United States of America (USA) 97209