Transform 401(K) Savings Plan — Form 5500 plan (Transform Midco LLC)
Plain-English plan 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, Transform 401(K) Savings Plan is a benefit plan reported by Transform Midco LLC under EIN 83-3374195 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,299 participants and $200,355,465 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Transform Midco LLC
- EIN
- 83-3374195
- Plan number
- 002
- Plan type
- 2
- Location
- Hoffman Estates, IL
- Latest filing year
- 2023
- Participants
- 7,299
- End-of-year plan assets
- $200,355,465
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,299 | H | 20241015160941NAL0015049379001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $200,355,465
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $200,355,465
- Net assets (BOY)
- $188,520,469
Income & contributions
- Employer contributions
- $752,143
- Participant contributions
- $9,473,908
- Total contributions
- $10,550,499
- Total income / additions
- $38,133,295
Expenses & distributions
- Benefits paid
- $26,297,254
- Administrative expenses
- $0
- Total expenses
- $26,298,299
- Net increase / (decrease)
- $11,834,996
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.