401k Plan data: EVI INDUSTRIES, INC. 401(K) PLAN plan

EVI INDUSTRIES, INC. 401(K) PLAN 401k Plan overview

Plan Name	EVI INDUSTRIES, INC. 401(K) PLAN
Plan identification number	001

EVI INDUSTRIES, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EVI INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name: EVI INDUSTRIES, INC.

Employer identification number (EIN): 112014231

NAIC Classification: 423400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EVI INDUSTRIES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01

Plan Statistics for EVI INDUSTRIES, INC. 401(K) PLAN

401k plan membership statisitcs for EVI INDUSTRIES, INC. 401(K) PLAN

Measure Date Value
2022: EVI INDUSTRIES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 519
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 512
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 42
Total of all active and inactive participants 2022-01-01 554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 554
Number of participants with account balances 2022-01-01 356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: EVI INDUSTRIES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 444
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 423
Number of retired or separated participants receiving benefits 2021-01-01 13
Number of other retired or separated participants entitled to future benefits 2021-01-01 42
Total of all active and inactive participants 2021-01-01 478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 478
Number of participants with account balances 2021-01-01 320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 14
2020: EVI INDUSTRIES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 442
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 366
Number of retired or separated participants receiving benefits 2020-01-01 7
Number of other retired or separated participants entitled to future benefits 2020-01-01 25
Total of all active and inactive participants 2020-01-01 398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 398
Number of participants with account balances 2020-01-01 266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 8
2019: EVI INDUSTRIES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 446
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 351
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 31
Total of all active and inactive participants 2019-01-01 382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 382
Number of participants with account balances 2019-01-01 256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: EVI INDUSTRIES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 274
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 8
Total of all active and inactive participants 2018-01-01 282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 282
Number of participants with account balances 2018-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3

Measure	Date	Value
2022: EVI INDUSTRIES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	519
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	512
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	42
Total of all active and inactive participants	2022-01-01	554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	554
Number of participants with account balances	2022-01-01	356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: EVI INDUSTRIES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	444
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	423
Number of retired or separated participants receiving benefits	2021-01-01	13
Number of other retired or separated participants entitled to future benefits	2021-01-01	42
Total of all active and inactive participants	2021-01-01	478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	478
Number of participants with account balances	2021-01-01	320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	14
2020: EVI INDUSTRIES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	442
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	366
Number of retired or separated participants receiving benefits	2020-01-01	7
Number of other retired or separated participants entitled to future benefits	2020-01-01	25
Total of all active and inactive participants	2020-01-01	398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	398
Number of participants with account balances	2020-01-01	266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	8
2019: EVI INDUSTRIES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	446
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	351
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	31
Total of all active and inactive participants	2019-01-01	382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	382
Number of participants with account balances	2019-01-01	256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: EVI INDUSTRIES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	274
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	8
Total of all active and inactive participants	2018-01-01	282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	282
Number of participants with account balances	2018-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3

Financial Data on EVI INDUSTRIES, INC. 401(K) PLAN

Measure	Date	Value
2022 : EVI INDUSTRIES, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$1,276,365
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$93,199
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$23,415
Total income from all sources (including contributions)	2022-12-31	$-1,949,192
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,094,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,980,175
Value of total corrective distributions	2022-12-31	$36,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,551,094
Value of total assets at end of year	2022-12-31	$26,987,015
Value of total assets at beginning of year	2022-12-31	$29,684,352
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$77,180
Total interest from all sources	2022-12-31	$66,888
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$579,781
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	$579,781
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	$1,899,992
Participant contributions at end of year	2022-12-31	$545,256
Participant contributions at beginning of year	2022-12-31	$682,912
Participant contributions at end of year	2022-12-31	$40,591
Participant contributions at beginning of year	2022-12-31	$35,545
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$782
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$5,387
Total non interest bearing cash at end of year	2022-12-31	$71,293
Total non interest bearing cash at beginning of year	2022-12-31	$0
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	$-4,043,486
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$26,893,816
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$29,660,937
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
Investment advisory and management fees	2022-12-31	$16,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$22,699,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$26,423,002
Interest on participant loans	2022-12-31	$28,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$2,985,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$2,050,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$2,050,283
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$38,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,146,955
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	$651,102
Employer contributions (assets) at end of year	2022-12-31	$644,140
Employer contributions (assets) at beginning of year	2022-12-31	$492,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,980,175
Contract administrator fees	2022-12-31	$55,793
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$93,199
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$23,415
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	LERROSARBEY, PLLC
Accountancy firm EIN	2022-12-31	270855205
2021 : EVI INDUSTRIES, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$4,654,259
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$23,415
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$40,920
Total income from all sources (including contributions)	2021-12-31	$5,494,559
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,824,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,724,568
Value of total corrective distributions	2021-12-31	$23,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,117,013
Value of total assets at end of year	2021-12-31	$29,684,352
Value of total assets at beginning of year	2021-12-31	$24,377,706
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$76,684
Total interest from all sources	2021-12-31	$30,244
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,848,492
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	$1,848,492
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	$1,578,657
Participant contributions at end of year	2021-12-31	$682,912
Participant contributions at beginning of year	2021-12-31	$518,970
Participant contributions at end of year	2021-12-31	$35,545
Participant contributions at beginning of year	2021-12-31	$36,056
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$45,746
Other income not declared elsewhere	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
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	$669,892
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$29,660,937
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$24,336,786
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
Investment advisory and management fees	2021-12-31	$12,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$26,423,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$21,285,855
Interest on participant loans	2021-12-31	$30,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$2,050,283
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$2,365,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$2,365,681
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$209
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,498,810
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	No
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	$492,610
Employer contributions (assets) at end of year	2021-12-31	$492,610
Employer contributions (assets) at beginning of year	2021-12-31	$171,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,724,568
Contract administrator fees	2021-12-31	$64,684
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$23,415
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$40,920
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	SARBEY LEXOW KAUFMAN LLC
Accountancy firm EIN	2021-12-31	651014182
2020 : EVI INDUSTRIES, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$51,038
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$40,920
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,865,838
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,573,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,466,626
Value of total corrective distributions	2020-12-31	$40,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,799,668
Value of total assets at end of year	2020-12-31	$24,377,706
Value of total assets at beginning of year	2020-12-31	$21,992,966
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$65,510
Total interest from all sources	2020-12-31	$27,780
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$534,567
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	$1,430,670
Participant contributions at end of year	2020-12-31	$518,970
Participant contributions at beginning of year	2020-12-31	$439,832
Participant contributions at end of year	2020-12-31	$36,056
Participant contributions at beginning of year	2020-12-31	$4,941
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$197,854
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
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	$2,292,782
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$24,336,786
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$21,992,966
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
Investment advisory and management fees	2020-12-31	$25,941
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$21,285,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$20,999,551
Interest on participant loans	2020-12-31	$27,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$2,365,681
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$58,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$58,073
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$269
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,503,823
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	$171,144
Employer contributions (assets) at end of year	2020-12-31	$171,144
Employer contributions (assets) at beginning of year	2020-12-31	$490,569
Income. Dividends from common stock	2020-12-31	$534,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,466,626
Contract administrator fees	2020-12-31	$39,569
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$40,920
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
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	Disclaimer
Accountancy firm name	2020-12-31	SARBEY LEXOW KAUFMAN LLC
Accountancy firm EIN	2020-12-31	651014182
2019 : EVI INDUSTRIES, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$4,721,505
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$6,162,077
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,190,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,146,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,905,440
Value of total assets at end of year	2019-12-31	$21,992,966
Value of total assets at beginning of year	2019-12-31	$12,299,558
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$43,451
Total interest from all sources	2019-12-31	$22,091
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$537,065
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	$537,065
Was this plan covered by a fidelity bond	2019-12-31	Yes
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
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
Contributions received from participants	2019-12-31	$1,453,651
Participant contributions at end of year	2019-12-31	$439,832
Participant contributions at beginning of year	2019-12-31	$309,954
Participant contributions at end of year	2019-12-31	$4,941
Participant contributions at beginning of year	2019-12-31	$200
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$961,220
Administrative expenses (other) incurred	2019-12-31	$33,202
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
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	$4,971,903
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$21,992,966
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,299,558
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	$10,249
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$20,999,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$11,630,763
Interest on participant loans	2019-12-31	$20,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$58,073
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$20,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$20,611
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$1,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,697,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$490,569
Employer contributions (assets) at end of year	2019-12-31	$490,569
Employer contributions (assets) at beginning of year	2019-12-31	$338,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,146,723
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	SARBEY, KELLY, & KAUFMAN, LLC
Accountancy firm EIN	2019-12-31	651014182
2018 : EVI INDUSTRIES, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$12,400,282
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$558,547
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$659,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$634,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,368,738
Value of total assets at end of year	2018-12-31	$12,299,558
Value of total assets at beginning of year	2018-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$25,220
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$10,402
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$303,822
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	$303,822
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	$1,030,708
Participant contributions at end of year	2018-12-31	$309,954
Participant contributions at beginning of year	2018-12-31	$0
Participant contributions at end of year	2018-12-31	$200
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
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
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-100,724
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$12,299,558
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$0
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	$16,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$11,630,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$10,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$20,611
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$368
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,124,415
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	$338,030
Employer contributions (assets) at end of year	2018-12-31	$338,030
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$634,051
Contract administrator fees	2018-12-31	$9,220
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
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	SARBEY, KELLY, & KAUFMAN, LLC
Accountancy firm EIN	2018-12-31	651014182

Form 5500 Responses for EVI INDUSTRIES, INC. 401(K) PLAN

2022: EVI INDUSTRIES, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: EVI INDUSTRIES, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: EVI INDUSTRIES, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: EVI INDUSTRIES, INC. 401(K) PLAN 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: EVI INDUSTRIES, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	First time form 5500 has been submitted	Yes
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EVI INDUSTRIES, INC.
Employer identification number (EIN):	112014231
NAIC Classification:	423400