2023 Form 5500 filing — Transform 401(K) Savings 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 20241015160941NAL0015049379001) for Transform 401(K) Savings Plan, reported by Transform Midco LLC under EIN 83-3374195 and plan number 002. It reports 7,299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241015160941NAL0015049379001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Transform Midco LLC
- EIN
- 83-3374195
- Plan number
- 002
- Location
- Hoffman Estates, IL
- Participants
- 7,299
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $200,355,465
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $200,355,465
- Employer contributions
- $752,143
- Participant contributions
- $9,473,908
- Total income / additions
- $38,133,295
- Benefits paid
- $26,297,254
- Administrative expenses
- $0
- Total expenses
- $26,298,299
- Net increase / (decrease)
- $11,834,996
- Schedule source
- Schedule H