2023 Form 5500 filing — Transformational Returns, Inc 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240914135422NAL0013043649001) for Transformational Returns, Inc 401(K) Plan, reported by Transformational Returns, Inc under EIN 47-3782023 and plan number 001. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$71.9KReported net assets$71,852
Participants9
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240914135422NAL0013043649001
- Plan sponsor
- Transformational Returns, Inc
- EIN
- 47-3782023
- Plan number
- 001
- Location
- Fort Collins, CO
- Received date
- not reported in the loaded dataset
How to read this filing
- This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
- Schedule chips (Sch H / I / C) show which schedules this filing includes.
- Net assets = total assets minus total liabilities (Schedule H/I).
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- For the plan's full history, open the plan profile.
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$71.9K total assets
Net assets$71.9KLiabilities—
Full reported line items
- Total assets (EOY)
- $71,852
- Net assets (EOY)
- $71,852
- Total income / additions
- $36,728
- Total expenses
- $0
- Net increase / (decrease)
- $36,728
Frequently asked questions
- What does EFAST2 acknowledgement 20240914135422NAL0013043649001 cover?
- It is the 2023 Form 5500 filing for Transformational Returns, Inc 401(K) Plan, reported by Transformational Returns, Inc (EIN 47-3782023).
- Which Form 5500 schedules are attached to this 2023 filing?
- Attached schedules in the loaded dataset include Schedule I (small plan financials).