401k Plan data: THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST plan

THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST
Plan identification number	001

THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

TSG RESOURCES, INC. has sponsored the creation of one or more 401k plans.

Company Name: TSG RESOURCES, INC.

Employer identification number (EIN): 010916887

NAIC Classification: 551112
NAIC Description: Offices of Other Holding Companies

Additional information about TSG RESOURCES, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2008-07-21

Company Identification Number: 1793799

Legal Registered Office Address: 25109 DETROIT ROAD, SUITE 310
-
WESTLAKE
United States of America (USA)
44145

More information about TSG RESOURCES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST

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 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DIANE GEIS

Plan Statistics for THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3,782
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3,542
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 419
Total of all active and inactive participants 2022-01-01 3,961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 3,961
Number of participants with account balances 2022-01-01 1,345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 195
2021: THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3,872
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3,061
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 421
Total of all active and inactive participants 2021-01-01 3,482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3,482
Number of participants with account balances 2021-01-01 1,351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 140
2020: THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4,163
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3,295
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 456
Total of all active and inactive participants 2020-01-01 3,751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3,751
Number of participants with account balances 2020-01-01 1,452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 225
2019: THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4,199
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3,696
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 322
Total of all active and inactive participants 2019-01-01 4,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4,018
Number of participants with account balances 2019-01-01 1,391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 142
2018: THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3,486
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3,785
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 260
Total of all active and inactive participants 2018-01-01 4,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4,045
Number of participants with account balances 2018-01-01 1,319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 121
2017: THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3,529
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3,042
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 292
Total of all active and inactive participants 2017-01-01 3,334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 3,334
Number of participants with account balances 2017-01-01 1,271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 213

Measure	Date	Value
2022: THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3,782
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3,542
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	419
Total of all active and inactive participants	2022-01-01	3,961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	3,961
Number of participants with account balances	2022-01-01	1,345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	195
2021: THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3,872
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3,061
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	421
Total of all active and inactive participants	2021-01-01	3,482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3,482
Number of participants with account balances	2021-01-01	1,351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	140
2020: THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4,163
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3,295
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	456
Total of all active and inactive participants	2020-01-01	3,751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3,751
Number of participants with account balances	2020-01-01	1,452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	225
2019: THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4,199
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3,696
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	322
Total of all active and inactive participants	2019-01-01	4,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4,018
Number of participants with account balances	2019-01-01	1,391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	142
2018: THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3,486
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3,785
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	260
Total of all active and inactive participants	2018-01-01	4,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4,045
Number of participants with account balances	2018-01-01	1,319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	121
2017: THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3,529
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3,042
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	292
Total of all active and inactive participants	2017-01-01	3,334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	3,334
Number of participants with account balances	2017-01-01	1,271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	213

Financial Data on THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2022 : THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST 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	$110,487
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$53,667
Total income from all sources (including contributions)	2022-12-31	$-5,358,021
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$5,582,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$5,147,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$5,174,962
Value of total assets at end of year	2022-12-31	$50,446,096
Value of total assets at beginning of year	2022-12-31	$61,329,616
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$435,150
Total interest from all sources	2022-12-31	$45,548
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$435,150
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$3,607,090
Participant contributions at end of year	2022-12-31	$947,089
Participant contributions at beginning of year	2022-12-31	$1,000,865
Participant contributions at end of year	2022-12-31	$99,044
Participant contributions at beginning of year	2022-12-31	$99,473
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$938,826
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$1,477
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$1,456
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$110,487
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$53,667
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	$-10,940,340
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$50,335,609
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$61,275,949
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	$46,701,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$57,107,823
Interest on participant loans	2022-12-31	$45,548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,666,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$3,066,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-10,578,531
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	$629,046
Employer contributions (assets) at end of year	2022-12-31	$30,808
Employer contributions (assets) at beginning of year	2022-12-31	$53,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$5,147,169
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	HW & CO.
Accountancy firm EIN	2022-12-31	341663157
2021 : THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST 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	$53,667
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$96,033
Total income from all sources (including contributions)	2021-12-31	$11,396,736
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$5,837,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,523,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,105,435
Value of total assets at end of year	2021-12-31	$61,329,616
Value of total assets at beginning of year	2021-12-31	$55,812,769
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$313,972
Total interest from all sources	2021-12-31	$48,494
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$313,972
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
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
Contributions received from participants	2021-12-31	$3,432,302
Participant contributions at end of year	2021-12-31	$1,000,865
Participant contributions at beginning of year	2021-12-31	$969,196
Participant contributions at end of year	2021-12-31	$99,473
Participant contributions at beginning of year	2021-12-31	$100,258
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$145,612
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$1,456
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$910
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$53,667
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$96,033
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	$5,559,213
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$61,275,949
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$55,716,736
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	$57,107,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$51,325,585
Interest on participant loans	2021-12-31	$48,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$3,066,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$3,380,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$7,242,807
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	$527,521
Employer contributions (assets) at end of year	2021-12-31	$53,486
Employer contributions (assets) at beginning of year	2021-12-31	$36,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,523,551
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	HW & CO.
Accountancy firm EIN	2021-12-31	341663157
2020 : THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$96,033
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$86,284
Total income from all sources (including contributions)	2020-12-31	$11,366,843
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,953,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,691,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,076,064
Value of total assets at end of year	2020-12-31	$55,812,769
Value of total assets at beginning of year	2020-12-31	$48,389,304
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$261,926
Total interest from all sources	2020-12-31	$55,100
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
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
Contributions received from participants	2020-12-31	$3,376,295
Participant contributions at end of year	2020-12-31	$969,196
Participant contributions at beginning of year	2020-12-31	$995,833
Participant contributions at end of year	2020-12-31	$100,258
Participant contributions at beginning of year	2020-12-31	$27,855
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$93,652
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$910
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$1,102
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$96,033
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$86,284
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	$7,413,716
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$55,716,736
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$48,303,020
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	$51,325,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$44,606,716
Interest on participant loans	2020-12-31	$55,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$3,380,202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,740,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$7,235,679
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	$606,117
Employer contributions (assets) at end of year	2020-12-31	$36,618
Employer contributions (assets) at beginning of year	2020-12-31	$17,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,691,201
Contract administrator fees	2020-12-31	$261,926
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	HW & CO.
Accountancy firm EIN	2020-12-31	341663157
2019 : THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
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	$86,284
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$86,284
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$43,343
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$43,343
Total income from all sources (including contributions)	2019-12-31	$12,579,166
Total income from all sources (including contributions)	2019-12-31	$12,579,166
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,617,720
Total of all expenses incurred	2019-12-31	$3,617,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,376,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,376,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,916,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,916,419
Value of total assets at end of year	2019-12-31	$48,389,304
Value of total assets at end of year	2019-12-31	$48,389,304
Value of total assets at beginning of year	2019-12-31	$39,384,917
Value of total assets at beginning of year	2019-12-31	$39,384,917
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$240,817
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$240,817
Total interest from all sources	2019-12-31	$67,289
Total interest from all sources	2019-12-31	$67,289
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$3,187,995
Contributions received from participants	2019-12-31	$3,187,995
Participant contributions at end of year	2019-12-31	$995,833
Participant contributions at end of year	2019-12-31	$995,833
Participant contributions at beginning of year	2019-12-31	$1,060,182
Participant contributions at beginning of year	2019-12-31	$1,060,182
Participant contributions at end of year	2019-12-31	$27,855
Participant contributions at end of year	2019-12-31	$27,855
Participant contributions at beginning of year	2019-12-31	$31,833
Participant contributions at beginning of year	2019-12-31	$31,833
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$207,463
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$207,463
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$1,102
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$1,102
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$366
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$366
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$86,284
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$86,284
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$43,343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$43,343
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
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	$8,961,446
Value of net income/loss	2019-12-31	$8,961,446
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$48,303,020
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$48,303,020
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$39,341,574
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$39,341,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
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	$44,606,716
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$44,606,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$35,888,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$35,888,681
Interest on participant loans	2019-12-31	$67,289
Interest on participant loans	2019-12-31	$67,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,740,465
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,740,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,386,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,386,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$8,595,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$8,595,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
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	$520,961
Contributions received in cash from employer	2019-12-31	$520,961
Employer contributions (assets) at end of year	2019-12-31	$17,333
Employer contributions (assets) at end of year	2019-12-31	$17,333
Employer contributions (assets) at beginning of year	2019-12-31	$17,234
Employer contributions (assets) at beginning of year	2019-12-31	$17,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,376,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,376,903
Contract administrator fees	2019-12-31	$240,817
Contract administrator fees	2019-12-31	$240,817
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HW & CO.
Accountancy firm name	2019-12-31	HW & CO.
Accountancy firm EIN	2019-12-31	341663157
Accountancy firm EIN	2019-12-31	341663157
2018 : THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST 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	$43,343
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$66,531
Total income from all sources (including contributions)	2018-12-31	$1,965,237
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$3,609,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,378,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$4,095,398
Value of total assets at end of year	2018-12-31	$39,384,917
Value of total assets at beginning of year	2018-12-31	$41,052,111
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$230,526
Total interest from all sources	2018-12-31	$61,685
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
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
Contributions received from participants	2018-12-31	$3,034,843
Participant contributions at end of year	2018-12-31	$1,060,182
Participant contributions at beginning of year	2018-12-31	$1,210,992
Participant contributions at end of year	2018-12-31	$31,833
Participant contributions at beginning of year	2018-12-31	$29,701
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$541,927
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$366
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$596
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$43,343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$66,531
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	$-1,644,006
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$39,341,574
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$40,985,580
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	$35,888,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$37,814,453
Interest on participant loans	2018-12-31	$61,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,386,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,979,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,191,846
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	$518,628
Employer contributions (assets) at end of year	2018-12-31	$17,234
Employer contributions (assets) at beginning of year	2018-12-31	$17,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,378,717
Contract administrator fees	2018-12-31	$230,526
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	HW & CO.
Accountancy firm EIN	2018-12-31	341663157
2017 : THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST 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	$66,531
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$86,623
Total income from all sources (including contributions)	2017-12-31	$9,514,762
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$4,127,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,973,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,448,980
Value of total assets at end of year	2017-12-31	$41,052,111
Value of total assets at beginning of year	2017-12-31	$35,685,428
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$154,333
Total interest from all sources	2017-12-31	$65,249
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,800,349
Participant contributions at end of year	2017-12-31	$1,210,992
Participant contributions at beginning of year	2017-12-31	$1,183,937
Participant contributions at end of year	2017-12-31	$29,701
Participant contributions at beginning of year	2017-12-31	$105,706
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$220,802
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$596
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$2,531
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$66,531
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$86,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$5,386,775
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$40,985,580
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$35,598,805
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	$37,814,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$32,352,719
Interest on participant loans	2017-12-31	$65,249
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,979,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$2,005,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$6,000,533
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	$427,829
Employer contributions (assets) at end of year	2017-12-31	$17,140
Employer contributions (assets) at beginning of year	2017-12-31	$35,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,973,654
Contract administrator fees	2017-12-31	$154,333
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	HW & CO.
Accountancy firm EIN	2017-12-31	341663157

Form 5500 Responses for THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST

2022: THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE SCHROER GROUP EMPLOYEES 401K PROFIT SHARING PLAN & TRUST 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

335-80413

Policy instance

Insurance contract or identification number	335-80413
Number of Individuals Covered	82
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

335-80413

Policy instance

Insurance contract or identification number	335-80413
Number of Individuals Covered	87
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

335-80413

Policy instance

Insurance contract or identification number	335-80413
Number of Individuals Covered	87
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

335-80413

Policy instance

Insurance contract or identification number	335-80413
Number of Individuals Covered	78
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

335-80413

Policy instance

Insurance contract or identification number	335-80413
Number of Individuals Covered	73
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

335-80413

Policy instance

Insurance contract or identification number	335-80413
Number of Individuals Covered	71
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	TSG RESOURCES, INC.
Employer identification number (EIN):	010916887
NAIC Classification:	551112
NAIC Description:	Offices of Other Holding Companies

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2008-07-21
Company Identification Number:	1793799
Legal Registered Office Address:	25109 DETROIT ROAD, SUITE 310 - WESTLAKE United States of America (USA) 44145