401k Plan data: SOCIETAL CDMO 401(K) PLAN plan

SOCIETAL CDMO 401(K) PLAN 401k Plan overview

Plan Name	SOCIETAL CDMO 401(K) PLAN
Plan identification number	001

SOCIETAL CDMO 401(K) 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

SOCIETAL CDMO, INC. has sponsored the creation of one or more 401k plans.

Company Name: SOCIETAL CDMO, INC.

Employer identification number (EIN): 261523233

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOCIETAL CDMO 401(K) 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 2019-01-01
001 2018-01-01
001 2017-01-01 SUE SHARR
001 2016-01-01 SUE SHARR
001 2015-01-01 SUE SHARR 2016-10-06
001 2014-01-01 DONNA NICHOLS 2015-07-08

Plan Statistics for SOCIETAL CDMO 401(K) PLAN

401k plan membership statisitcs for SOCIETAL CDMO 401(K) PLAN

Measure Date Value
2022: SOCIETAL CDMO 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 325
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 273
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 89
Total of all active and inactive participants 2022-01-01 363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 363
Number of participants with account balances 2022-01-01 360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 18
2021: SOCIETAL CDMO 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 259
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 65
Total of all active and inactive participants 2021-01-01 325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 325
Number of participants with account balances 2021-01-01 324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: SOCIETAL CDMO 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 303
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 181
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 53
Total of all active and inactive participants 2020-01-01 234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 234
Number of participants with account balances 2020-01-01 233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: SOCIETAL CDMO 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 296
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 232
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 69
Total of all active and inactive participants 2019-01-01 303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 303
Number of participants with account balances 2019-01-01 303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: SOCIETAL CDMO 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 260
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 253
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 43
Total of all active and inactive participants 2018-01-01 296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 296
Number of participants with account balances 2018-01-01 291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 22
2017: SOCIETAL CDMO 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 243
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 17
Total of all active and inactive participants 2017-01-01 260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 260
Number of participants with account balances 2017-01-01 254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: SOCIETAL CDMO 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 192
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 11
Total of all active and inactive participants 2016-01-01 203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 203
Number of participants with account balances 2016-01-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1

Measure	Date	Value
2022: SOCIETAL CDMO 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	325
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	273
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	89
Total of all active and inactive participants	2022-01-01	363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	363
Number of participants with account balances	2022-01-01	360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	18
2021: SOCIETAL CDMO 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	259
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	65
Total of all active and inactive participants	2021-01-01	325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	325
Number of participants with account balances	2021-01-01	324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: SOCIETAL CDMO 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	303
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	181
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	53
Total of all active and inactive participants	2020-01-01	234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	234
Number of participants with account balances	2020-01-01	233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: SOCIETAL CDMO 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	296
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	232
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	69
Total of all active and inactive participants	2019-01-01	303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	303
Number of participants with account balances	2019-01-01	303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: SOCIETAL CDMO 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	260
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	253
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	43
Total of all active and inactive participants	2018-01-01	296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	296
Number of participants with account balances	2018-01-01	291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	22
2017: SOCIETAL CDMO 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	243
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	17
Total of all active and inactive participants	2017-01-01	260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	260
Number of participants with account balances	2017-01-01	254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: SOCIETAL CDMO 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	192
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	11
Total of all active and inactive participants	2016-01-01	203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	203
Number of participants with account balances	2016-01-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1

Financial Data on SOCIETAL CDMO 401(K) PLAN

Measure	Date	Value
2022 : SOCIETAL CDMO 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	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	$-854,312
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,189,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,122,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,291,117
Value of total assets at end of year	2022-12-31	$27,413,699
Value of total assets at beginning of year	2022-12-31	$30,457,394
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$66,880
Total interest from all sources	2022-12-31	$28,237
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$981,806
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	$981,806
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$2,350,632
Participant contributions at end of year	2022-12-31	$561,841
Participant contributions at beginning of year	2022-12-31	$610,103
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$536,544
Administrative expenses (other) incurred	2022-12-31	$66,880
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	$-3,043,695
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$27,413,699
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$30,457,394
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	$26,795,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$29,810,391
Interest on participant loans	2022-12-31	$28,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,155,472
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	$1,403,941
Employer contributions (assets) at end of year	2022-12-31	$55,988
Employer contributions (assets) at beginning of year	2022-12-31	$36,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,122,503
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	TORRILLO AND ASSOCIATES, LLC
Accountancy firm EIN	2022-12-31	830414789
2021 : SOCIETAL CDMO 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	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	$6,839,280
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,843,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,760,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,557,848
Value of total assets at end of year	2021-12-31	$30,457,394
Value of total assets at beginning of year	2021-12-31	$26,461,892
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$83,759
Total interest from all sources	2021-12-31	$31,763
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$902,705
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	$902,705
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,769,865
Participant contributions at end of year	2021-12-31	$610,103
Participant contributions at beginning of year	2021-12-31	$777,984
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$792,359
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$83,759
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	$3,995,502
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$30,457,394
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$26,461,892
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	$29,810,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$25,650,195
Interest on participant loans	2021-12-31	$31,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,346,964
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	Yes
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	$995,624
Employer contributions (assets) at end of year	2021-12-31	$36,900
Employer contributions (assets) at beginning of year	2021-12-31	$33,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,760,019
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	TORRILLO AND ASSOCIATES, LLC
Accountancy firm EIN	2021-12-31	830414789
2020 : SOCIETAL CDMO 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$6,820,675
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	$6,930,353
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,884,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,804,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,348,375
Value of total assets at end of year	2020-12-31	$26,461,892
Value of total assets at beginning of year	2020-12-31	$30,236,469
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$79,439
Total interest from all sources	2020-12-31	$40,126
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$589,128
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	$589,128
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,928,677
Participant contributions at end of year	2020-12-31	$777,984
Participant contributions at beginning of year	2020-12-31	$825,056
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$410,702
Administrative expenses (other) incurred	2020-12-31	$79,439
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	$3,046,098
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$26,461,892
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$30,236,469
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	$25,650,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$29,326,307
Interest on participant loans	2020-12-31	$40,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,952,724
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	No
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	$1,008,996
Employer contributions (assets) at end of year	2020-12-31	$33,713
Employer contributions (assets) at beginning of year	2020-12-31	$85,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,804,816
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	TORRILLO AND ASSOCIATES, LLC
Accountancy firm EIN	2020-12-31	830414789
2019 : SOCIETAL CDMO 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	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	$9,301,789
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,471,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,383,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,107,708
Value of total assets at end of year	2019-12-31	$30,236,469
Value of total assets at beginning of year	2019-12-31	$22,406,675
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$88,570
Total interest from all sources	2019-12-31	$41,117
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$795,706
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	$795,706
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,225,684
Participant contributions at end of year	2019-12-31	$825,056
Participant contributions at beginning of year	2019-12-31	$687,076
Participant contributions at beginning of year	2019-12-31	$30,400
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$610,788
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$88,570
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	$7,829,794
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$30,236,469
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$22,406,675
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	$29,326,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$21,591,304
Interest on participant loans	2019-12-31	$41,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,357,258
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	$1,271,236
Employer contributions (assets) at end of year	2019-12-31	$85,106
Employer contributions (assets) at beginning of year	2019-12-31	$97,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,383,425
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	TORRILLO AND ASSOCIATES, LLC
Accountancy firm EIN	2019-12-31	830414789
2018 : SOCIETAL CDMO 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	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	$3,646,529
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,118,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,106,200
Value of total corrective distributions	2018-12-31	$1,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$5,042,286
Value of total assets at end of year	2018-12-31	$22,406,675
Value of total assets at beginning of year	2018-12-31	$19,878,396
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$10,328
Total interest from all sources	2018-12-31	$35,575
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$857,624
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	$857,624
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,405,617
Participant contributions at end of year	2018-12-31	$687,076
Participant contributions at beginning of year	2018-12-31	$640,539
Participant contributions at end of year	2018-12-31	$30,400
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,223,469
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$10,849
Administrative expenses (other) incurred	2018-12-31	$10,328
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	$2,528,279
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$22,406,675
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$19,878,396
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	$21,591,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$19,214,167
Interest on participant loans	2018-12-31	$35,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,288,956
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	No
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	$1,413,200
Employer contributions (assets) at end of year	2018-12-31	$97,895
Employer contributions (assets) at beginning of year	2018-12-31	$23,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,095,351
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	TORILLO AND ASSOCIATES, LLC
Accountancy firm EIN	2018-12-31	830414789
2017 : SOCIETAL CDMO 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	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	$6,397,327
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$545,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$539,726
Value of total corrective distributions	2017-12-31	$3,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,682,951
Value of total assets at end of year	2017-12-31	$19,878,396
Value of total assets at beginning of year	2017-12-31	$14,026,506
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,539
Total interest from all sources	2017-12-31	$20,085
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$549,212
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	$549,212
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,854,026
Participant contributions at end of year	2017-12-31	$640,539
Participant contributions at beginning of year	2017-12-31	$359,116
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$8,411
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$771,870
Other income not declared elsewhere	2017-12-31	$10,914
Administrative expenses (other) incurred	2017-12-31	$2,539
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	$5,851,890
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$19,878,396
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$14,026,506
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	$19,214,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$13,649,176
Interest on participant loans	2017-12-31	$20,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,134,165
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	No
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	$1,057,055
Employer contributions (assets) at end of year	2017-12-31	$23,690
Employer contributions (assets) at beginning of year	2017-12-31	$9,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$539,726
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	MARCUM LLP
Accountancy firm EIN	2017-12-31	111986323
2016 : SOCIETAL CDMO 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$3,736,221
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$212,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$211,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,749,989
Value of total assets at end of year	2016-12-31	$14,026,506
Value of total assets at beginning of year	2016-12-31	$10,503,094
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,525
Total interest from all sources	2016-12-31	$14,542
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$388,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$388,515
Was this plan covered by a fidelity bond	2016-12-31	No
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,379,783
Participant contributions at end of year	2016-12-31	$359,116
Participant contributions at beginning of year	2016-12-31	$269,545
Participant contributions at end of year	2016-12-31	$8,411
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$628,286
Administrative expenses (other) incurred	2016-12-31	$1,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$3,523,412
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$14,026,506
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,503,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$13,649,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$10,233,549
Interest on participant loans	2016-12-31	$14,542
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$583,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$741,920
Employer contributions (assets) at end of year	2016-12-31	$9,803
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$211,284
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MARCUM LLP
Accountancy firm EIN	2016-12-31	111986323

Form 5500 Responses for SOCIETAL CDMO 401(K) PLAN

2022: SOCIETAL CDMO 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
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: SOCIETAL CDMO 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
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: SOCIETAL CDMO 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
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: SOCIETAL CDMO 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple 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: SOCIETAL CDMO 401(K) 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: SOCIETAL CDMO 401(K) 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SOCIETAL CDMO 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SOCIETAL CDMO, INC.
Employer identification number (EIN):	261523233
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services