401k Plan data: OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN plan

OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	002

OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits. Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

OBERG INDUSTRIES, LLC has sponsored the creation of one or more 401k plans.

Company Name: OBERG INDUSTRIES, LLC

Employer identification number (EIN): 832134609

NAIC Classification: 332700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01

Plan Statistics for OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 13,952,568
Acturial value of plan assets 2022-12-31 14,239,338
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 4,014,977
Number of terminated vested participants 2022-12-31 85
Fundng target for terminated vested participants 2022-12-31 2,522,740
Active participant vested funding target 2022-12-31 5,528,602
Number of active participants 2022-12-31 142
Total funding liabilities for active participants 2022-12-31 5,682,612
Total participant count 2022-12-31 259
Total funding target for all participants 2022-12-31 12,220,329
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 0
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total participants, beginning-of-year 2022-01-01 259
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 132
Number of retired or separated participants receiving benefits 2022-01-01 31
Number of other retired or separated participants entitled to future benefits 2022-01-01 86
Total of all active and inactive participants 2022-01-01 249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 17,689,994
Acturial value of plan assets 2021-12-31 17,804,066
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 4,306,010
Number of terminated vested participants 2021-12-31 85
Fundng target for terminated vested participants 2021-12-31 2,554,910
Active participant vested funding target 2021-12-31 7,679,363
Number of active participants 2021-12-31 175
Total funding liabilities for active participants 2021-12-31 7,858,448
Total participant count 2021-12-31 292
Total funding target for all participants 2021-12-31 14,719,368
Balance at beginning of prior year after applicable adjustments 2021-12-31 12,282
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 12,282
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 0
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 0
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 292
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 142
Number of retired or separated participants receiving benefits 2021-01-01 31
Number of other retired or separated participants entitled to future benefits 2021-01-01 85
Total of all active and inactive participants 2021-01-01 258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 19,300,556
Acturial value of plan assets 2020-12-31 19,392,259
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 4,069,944
Number of terminated vested participants 2020-12-31 84
Fundng target for terminated vested participants 2020-12-31 3,654,709
Active participant vested funding target 2020-12-31 11,906,836
Number of active participants 2020-12-31 190
Total funding liabilities for active participants 2020-12-31 12,038,834
Total participant count 2020-12-31 305
Total funding target for all participants 2020-12-31 19,763,487
Balance at beginning of prior year after applicable adjustments 2020-12-31 10,968
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 10,968
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 90,885
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 95,666
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 12,282
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 25,982
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 23,724
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 0
Net shortfall amortization installment of oustanding balance 2020-12-31 383,510
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 36,006
Carryover balance elected to use to offset funding requirement 2020-12-31 12,282
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 23,724
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 23,724
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 305
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 175
Number of retired or separated participants receiving benefits 2020-01-01 32
Number of other retired or separated participants entitled to future benefits 2020-01-01 84
Total of all active and inactive participants 2020-01-01 291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 22,843,328
Acturial value of plan assets 2019-12-31 24,244,949
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 3,946,195
Number of terminated vested participants 2019-12-31 240
Fundng target for terminated vested participants 2019-12-31 8,070,995
Active participant vested funding target 2019-12-31 10,718,222
Number of active participants 2019-12-31 194
Total funding liabilities for active participants 2019-12-31 10,856,752
Total participant count 2019-12-31 462
Total funding target for all participants 2019-12-31 22,873,942
Balance at beginning of prior year after applicable adjustments 2019-12-31 11,548
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 11,548
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 94,582
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 99,699
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 10,968
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 94,623
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 90,885
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 99,000
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 90,885
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 466
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 190
Number of retired or separated participants receiving benefits 2019-01-01 31
Number of other retired or separated participants entitled to future benefits 2019-01-01 84
Total of all active and inactive participants 2019-01-01 305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 26,072,866
Acturial value of plan assets 2018-12-31 24,897,140
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 3,171,191
Number of terminated vested participants 2018-12-31 246
Fundng target for terminated vested participants 2018-12-31 8,581,541
Active participant vested funding target 2018-12-31 12,771,331
Number of active participants 2018-12-31 204
Total funding liabilities for active participants 2018-12-31 12,940,006
Total participant count 2018-12-31 474
Total funding target for all participants 2018-12-31 24,692,738
Balance at beginning of prior year after applicable adjustments 2018-12-31 10,242
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 10,242
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 97,852
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 103,361
Balance of carryovers at beginning of current year 2018-12-31 11,548
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 98,384
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 94,582
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 103,000
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 94,582
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 474
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 195
Number of retired or separated participants receiving benefits 2018-01-01 28
Number of other retired or separated participants entitled to future benefits 2018-01-01 243
Total of all active and inactive participants 2018-01-01 466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	13,952,568
Acturial value of plan assets	2022-12-31	14,239,338
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	4,014,977
Number of terminated vested participants	2022-12-31	85
Fundng target for terminated vested participants	2022-12-31	2,522,740
Active participant vested funding target	2022-12-31	5,528,602
Number of active participants	2022-12-31	142
Total funding liabilities for active participants	2022-12-31	5,682,612
Total participant count	2022-12-31	259
Total funding target for all participants	2022-12-31	12,220,329
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	0
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total participants, beginning-of-year	2022-01-01	259
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	132
Number of retired or separated participants receiving benefits	2022-01-01	31
Number of other retired or separated participants entitled to future benefits	2022-01-01	86
Total of all active and inactive participants	2022-01-01	249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	17,689,994
Acturial value of plan assets	2021-12-31	17,804,066
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	4,306,010
Number of terminated vested participants	2021-12-31	85
Fundng target for terminated vested participants	2021-12-31	2,554,910
Active participant vested funding target	2021-12-31	7,679,363
Number of active participants	2021-12-31	175
Total funding liabilities for active participants	2021-12-31	7,858,448
Total participant count	2021-12-31	292
Total funding target for all participants	2021-12-31	14,719,368
Balance at beginning of prior year after applicable adjustments	2021-12-31	12,282
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	12,282
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	0
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	292
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	142
Number of retired or separated participants receiving benefits	2021-01-01	31
Number of other retired or separated participants entitled to future benefits	2021-01-01	85
Total of all active and inactive participants	2021-01-01	258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	19,300,556
Acturial value of plan assets	2020-12-31	19,392,259
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	4,069,944
Number of terminated vested participants	2020-12-31	84
Fundng target for terminated vested participants	2020-12-31	3,654,709
Active participant vested funding target	2020-12-31	11,906,836
Number of active participants	2020-12-31	190
Total funding liabilities for active participants	2020-12-31	12,038,834
Total participant count	2020-12-31	305
Total funding target for all participants	2020-12-31	19,763,487
Balance at beginning of prior year after applicable adjustments	2020-12-31	10,968
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	10,968
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	90,885
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	95,666
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	12,282
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	25,982
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	23,724
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	0
Net shortfall amortization installment of oustanding balance	2020-12-31	383,510
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	36,006
Carryover balance elected to use to offset funding requirement	2020-12-31	12,282
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	23,724
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	23,724
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	305
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	175
Number of retired or separated participants receiving benefits	2020-01-01	32
Number of other retired or separated participants entitled to future benefits	2020-01-01	84
Total of all active and inactive participants	2020-01-01	291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	22,843,328
Acturial value of plan assets	2019-12-31	24,244,949
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	3,946,195
Number of terminated vested participants	2019-12-31	240
Fundng target for terminated vested participants	2019-12-31	8,070,995
Active participant vested funding target	2019-12-31	10,718,222
Number of active participants	2019-12-31	194
Total funding liabilities for active participants	2019-12-31	10,856,752
Total participant count	2019-12-31	462
Total funding target for all participants	2019-12-31	22,873,942
Balance at beginning of prior year after applicable adjustments	2019-12-31	11,548
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	11,548
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	94,582
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	99,699
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	10,968
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	94,623
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	90,885
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	99,000
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	90,885
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	466
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	190
Number of retired or separated participants receiving benefits	2019-01-01	31
Number of other retired or separated participants entitled to future benefits	2019-01-01	84
Total of all active and inactive participants	2019-01-01	305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	26,072,866
Acturial value of plan assets	2018-12-31	24,897,140
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	3,171,191
Number of terminated vested participants	2018-12-31	246
Fundng target for terminated vested participants	2018-12-31	8,581,541
Active participant vested funding target	2018-12-31	12,771,331
Number of active participants	2018-12-31	204
Total funding liabilities for active participants	2018-12-31	12,940,006
Total participant count	2018-12-31	474
Total funding target for all participants	2018-12-31	24,692,738
Balance at beginning of prior year after applicable adjustments	2018-12-31	10,242
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	10,242
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	97,852
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	103,361
Balance of carryovers at beginning of current year	2018-12-31	11,548
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	98,384
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	94,582
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	103,000
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	94,582
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	474
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	195
Number of retired or separated participants receiving benefits	2018-01-01	28
Number of other retired or separated participants entitled to future benefits	2018-01-01	243
Total of all active and inactive participants	2018-01-01	466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2022 : OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-1,666,513
Total of all expenses incurred	2022-12-31	$1,369,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,365,319
Value of total assets at end of year	2022-12-31	$10,916,075
Value of total assets at beginning of year	2022-12-31	$13,952,568
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$4,661
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$336,685
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	$336,685
Administrative expenses professional fees incurred	2022-12-31	$4,661
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$11,137
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$16,493
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	$-3,036,493
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$10,916,075
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$13,952,568
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	$10,904,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$13,936,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,003,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,365,319
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	SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN	2022-12-31	251408703
2021 : OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$913,823
Total of all expenses incurred	2021-12-31	$4,652,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,645,489
Value of total assets at end of year	2021-12-31	$13,952,568
Value of total assets at beginning of year	2021-12-31	$17,690,958
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$6,724
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$356,271
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	$356,271
Administrative expenses professional fees incurred	2021-12-31	$6,724
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$16,493
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$7,587
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	$-3,738,390
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$13,952,568
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$17,690,958
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	$13,936,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$17,657,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$557,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$25,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,645,489
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	SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN	2021-12-31	251408703
2020 : OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$317,460
Total of all expenses incurred	2020-12-31	$1,927,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,919,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$25,988
Value of total assets at end of year	2020-12-31	$17,690,958
Value of total assets at beginning of year	2020-12-31	$19,300,556
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$8,031
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$154,453
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	$154,453
Administrative expenses professional fees incurred	2020-12-31	$8,031
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$7,587
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$28,132
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	$-1,609,598
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$17,690,958
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$19,300,556
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	$17,657,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$19,272,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$137,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
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	$25,988
Employer contributions (assets) at end of year	2020-12-31	$25,988
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,919,027
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	SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN	2020-12-31	251408703
2019 : OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$2,775,125
Total of all expenses incurred	2019-12-31	$6,317,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$6,165,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$94,623
Value of total assets at end of year	2019-12-31	$19,300,556
Value of total assets at beginning of year	2019-12-31	$22,843,328
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$152,867
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$473,126
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	$473,126
Administrative expenses professional fees incurred	2019-12-31	$12,050
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$28,132
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$38,942
Administrative expenses (other) incurred	2019-12-31	$94,623
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	$-3,542,772
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$19,300,556
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$22,843,328
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
Investment advisory and management fees	2019-12-31	$46,194
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$19,272,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$22,804,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,207,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
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	$94,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$6,165,030
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	SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN	2019-12-31	251408703
2018 : OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$-1,063,972
Total of all expenses incurred	2018-12-31	$2,165,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,966,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$98,884
Value of total assets at end of year	2018-12-31	$22,843,328
Value of total assets at beginning of year	2018-12-31	$26,072,866
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$198,603
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$764,377
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	$764,377
Administrative expenses professional fees incurred	2018-12-31	$12,612
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$38,942
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$60,264
Administrative expenses (other) incurred	2018-12-31	$98,384
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	$-3,229,538
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$22,843,328
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$26,072,866
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
Investment advisory and management fees	2018-12-31	$87,607
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$22,804,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$26,012,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,927,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
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	$98,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,966,963
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	SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN	2018-12-31	251408703

Form 5500 Responses for OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN

2022: OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2022-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2021: OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2021-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2020: OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2020-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2019: OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2019-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2018: OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2018-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

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Company Name:	OBERG INDUSTRIES, LLC
Employer identification number (EIN):	832134609
NAIC Classification:	332700