401k Plan data: RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN plan

RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 401k Plan overview

Plan Name	RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN
Plan identification number	001

RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
Life insurance

401k Sponsoring company profile

RAULLI & SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name: RAULLI & SONS, INC.

Employer identification number (EIN): 150616714

NAIC Classification: 332300

Additional information about RAULLI & SONS, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1960-05-06

Company Identification Number: 128643

Legal Registered Office Address: 213 TEALL AVE
Onondaga
SYRACUSE
United States of America (USA)
13210

More information about RAULLI & SONS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 THOMAS RAULLI THOMAS RAULLI 2018-09-14
001 2016-01-01 RICHIE RAULLI RICHIE RAULLI 2017-08-31
001 2015-01-01 RICHIE RAULLI RICHIE RAULLI 2016-10-11
001 2014-01-01 RICHIE RAULLI RICHIE RAULLI 2015-10-14
001 2013-01-01 RICHIE RAULLI 2014-06-17 RICHIE RAULLI 2014-06-17
001 2012-01-01 RICHIE RAULLI 2013-06-19 RICHIE RAULLI 2013-06-19
001 2011-01-01 RICHIE RAULLI 2012-07-23 RICHIE RAULLI 2012-07-23
001 2010-01-01 RICHIE RAULLI 2011-07-08 RICHIE RAULLI 2011-07-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	THOMAS RAULLI		THOMAS RAULLI	2018-09-14
001	2016-01-01	RICHIE RAULLI		RICHIE RAULLI	2017-08-31
001	2015-01-01	RICHIE RAULLI		RICHIE RAULLI	2016-10-11
001	2014-01-01	RICHIE RAULLI		RICHIE RAULLI	2015-10-14
001	2013-01-01	RICHIE RAULLI	2014-06-17	RICHIE RAULLI	2014-06-17
001	2012-01-01	RICHIE RAULLI	2013-06-19	RICHIE RAULLI	2013-06-19
001	2011-01-01	RICHIE RAULLI	2012-07-23	RICHIE RAULLI	2012-07-23
001	2010-01-01	RICHIE RAULLI	2011-07-08	RICHIE RAULLI	2011-07-08

Plan Statistics for RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN

401k plan membership statisitcs for RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN

Measure Date Value
2022: RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 90
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 18
Total of all active and inactive participants 2022-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 108
Number of participants with account balances 2022-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 98
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 11
Total of all active and inactive participants 2021-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 109
Number of participants with account balances 2021-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 101
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 12
Total of all active and inactive participants 2020-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 113
Number of participants with account balances 2020-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 105
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 12
Total of all active and inactive participants 2019-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 117
Number of participants with account balances 2019-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 108
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 9
Total of all active and inactive participants 2018-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 117
Number of participants with account balances 2018-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 119
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 12
Total of all active and inactive participants 2017-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 131
Number of participants with account balances 2017-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 111
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 8
Total of all active and inactive participants 2016-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 119
Number of participants with account balances 2016-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 109
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 9
Total of all active and inactive participants 2015-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 118
Number of participants with account balances 2015-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 107
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 11
Total of all active and inactive participants 2014-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 118
Number of participants with account balances 2014-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2

Measure	Date	Value
2022: RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	90
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	18
Total of all active and inactive participants	2022-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	108
Number of participants with account balances	2022-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	98
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	11
Total of all active and inactive participants	2021-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	109
Number of participants with account balances	2021-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	101
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	12
Total of all active and inactive participants	2020-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	113
Number of participants with account balances	2020-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	105
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	12
Total of all active and inactive participants	2019-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	117
Number of participants with account balances	2019-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	108
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	9
Total of all active and inactive participants	2018-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	117
Number of participants with account balances	2018-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	119
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	12
Total of all active and inactive participants	2017-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	131
Number of participants with account balances	2017-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	111
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	8
Total of all active and inactive participants	2016-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	119
Number of participants with account balances	2016-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	109
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	9
Total of all active and inactive participants	2015-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	118
Number of participants with account balances	2015-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	107
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	11
Total of all active and inactive participants	2014-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	118
Number of participants with account balances	2014-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2

Financial Data on RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN

Measure	Date	Value
2022 : RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-4,970,294
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,864,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,835,508
Value of total corrective distributions	2022-12-31	$11,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$882,026
Value of total assets at end of year	2022-12-31	$22,386,581
Value of total assets at beginning of year	2022-12-31	$31,220,881
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$17,003
Total interest from all sources	2022-12-31	$26,143
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
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	$619,312
Participant contributions at end of year	2022-12-31	$76,316
Participant contributions at beginning of year	2022-12-31	$98,366
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$17,003
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	$-8,834,300
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$22,386,581
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$31,220,881
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	$21,368,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$29,700,835
Interest on participant loans	2022-12-31	$4,540
Interest earned on other investments	2022-12-31	$21,603
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$941,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,421,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,878,463
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	No
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	$262,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,835,508
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	FIRLEY MORAN FREER & EASSA, CPA, PC
Accountancy firm EIN	2022-12-31	161148763
2021 : RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$5,583,441
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$5,455,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,440,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$995,209
Value of total assets at end of year	2021-12-31	$31,220,881
Value of total assets at beginning of year	2021-12-31	$31,093,125
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$15,477
Total interest from all sources	2021-12-31	$52,119
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
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	$608,099
Participant contributions at end of year	2021-12-31	$98,366
Participant contributions at beginning of year	2021-12-31	$112,416
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$2,935
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$15,477
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	$127,756
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$31,220,881
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$31,093,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$29,700,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$29,169,579
Interest on participant loans	2021-12-31	$7,702
Interest earned on other investments	2021-12-31	$44,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,421,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,808,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,536,113
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	$387,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,440,208
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	FIRLEY MORAN FREER & EASSA, CPA, PC
Accountancy firm EIN	2021-12-31	161148763
2020 : RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$5,762,434
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$6,700,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$6,693,148
Value of total corrective distributions	2020-12-31	$5,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,219,277
Value of total assets at end of year	2020-12-31	$31,093,125
Value of total assets at beginning of year	2020-12-31	$32,031,384
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,817
Total interest from all sources	2020-12-31	$42,060
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	$643,078
Participant contributions at end of year	2020-12-31	$112,416
Participant contributions at beginning of year	2020-12-31	$118,944
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$2,935
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$2,842
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$51,507
Administrative expenses (other) incurred	2020-12-31	$1,817
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	$-938,259
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$31,093,125
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$32,031,384
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	$29,169,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$29,241,587
Interest on participant loans	2020-12-31	$7,636
Interest earned on other investments	2020-12-31	$34,424
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,808,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,668,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,501,097
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	$524,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$6,693,148
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	FIRLEY MORAN FREER & EASSA, CPA, PC
Accountancy firm EIN	2020-12-31	161148763
2019 : RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$7,012,083
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$477,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$471,980
Value of total corrective distributions	2019-12-31	$3,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,036,408
Value of total assets at end of year	2019-12-31	$32,031,384
Value of total assets at beginning of year	2019-12-31	$25,496,394
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,657
Total interest from all sources	2019-12-31	$32,271
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
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	$691,396
Participant contributions at end of year	2019-12-31	$118,944
Participant contributions at beginning of year	2019-12-31	$125,763
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$2,842
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$2,747
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$403
Administrative expenses (other) incurred	2019-12-31	$1,657
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	$6,534,990
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$32,031,384
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$25,496,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$29,241,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$23,500,216
Interest on participant loans	2019-12-31	$7,573
Interest earned on other investments	2019-12-31	$24,698
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,668,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,867,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,943,001
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	$345,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$471,980
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	FIRLEY MORAN FREER & EASSA, CPA, PC
Accountancy firm EIN	2019-12-31	161148763
2018 : RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$89,469
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,133,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,126,452
Value of total corrective distributions	2018-12-31	$5,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,240,337
Value of total assets at end of year	2018-12-31	$25,496,394
Value of total assets at beginning of year	2018-12-31	$26,540,375
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,447
Total interest from all sources	2018-12-31	$25,956
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	$645,958
Participant contributions at end of year	2018-12-31	$125,763
Participant contributions at beginning of year	2018-12-31	$156,084
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$2,747
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$2,653
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$30,290
Other income not declared elsewhere	2018-12-31	$94
Administrative expenses (other) incurred	2018-12-31	$1,447
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	$-1,043,981
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$25,496,394
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$26,540,375
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	$23,500,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$24,659,403
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$7,724
Interest earned on other investments	2018-12-31	$18,226
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,930
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,867,668
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,720,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,176,918
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	$564,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,126,452
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	FIRLEY MORAN FREER & EASSA, CPA, PC
Accountancy firm EIN	2018-12-31	161148763
2017 : RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$5,096,988
Total of all expenses incurred	2017-12-31	$675,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$674,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$986,194
Value of total assets at end of year	2017-12-31	$26,540,375
Value of total assets at beginning of year	2017-12-31	$22,118,816
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,247
Total interest from all sources	2017-12-31	$24,805
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	$615,251
Participant contributions at end of year	2017-12-31	$156,084
Participant contributions at beginning of year	2017-12-31	$147,708
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$2,653
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$2,561
Other income not declared elsewhere	2017-12-31	$92
Administrative expenses (other) incurred	2017-12-31	$1,247
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	$4,421,559
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$26,540,375
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$22,118,816
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	$24,659,403
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$20,297,208
Interest on participant loans	2017-12-31	$8,638
Interest earned on other investments	2017-12-31	$16,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,930
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,720,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,671,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$4,085,897
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	$370,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$674,182
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	FIRLEY MORAN FREER & EASSA, CPA, PC
Accountancy firm EIN	2017-12-31	161148763
2016 : RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$2,545,225
Total of all expenses incurred	2016-12-31	$117,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$116,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$795,264
Value of total assets at end of year	2016-12-31	$22,118,816
Value of total assets at beginning of year	2016-12-31	$19,690,898
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,036
Total interest from all sources	2016-12-31	$22,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$557,495
Participant contributions at end of year	2016-12-31	$147,708
Participant contributions at beginning of year	2016-12-31	$95,922
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$2,561
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$2,470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,427,918
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$22,118,816
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$19,690,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$1,036
Value of interest in pooled separate accounts at end of year	2016-12-31	$20,297,208
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$18,190,579
Interest on participant loans	2016-12-31	$6,115
Interest earned on other investments	2016-12-31	$16,039
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,671,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,401,927
Net investment gain/loss from pooled separate accounts	2016-12-31	$1,727,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$237,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$116,271
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	FIRLEY MORAN FREER & EASSA, CPA, PC
Accountancy firm EIN	2016-12-31	161148763
2015 : RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$1,303
Total income from all sources (including contributions)	2015-12-31	$1,002,314
Total of all expenses incurred	2015-12-31	$1,145,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,141,732
Value of total corrective distributions	2015-12-31	$2,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$770,691
Value of total assets at end of year	2015-12-31	$19,690,898
Value of total assets at beginning of year	2015-12-31	$19,835,694
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,300
Total interest from all sources	2015-12-31	$18,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$520,413
Participant contributions at end of year	2015-12-31	$95,922
Participant contributions at beginning of year	2015-12-31	$84,745
Participant contributions at beginning of year	2015-12-31	$39
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$2,470
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$2,384
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$1,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-143,493
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$19,690,898
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$19,834,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$1,300
Value of interest in pooled separate accounts at end of year	2015-12-31	$18,190,579
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$18,434,824
Interest on participant loans	2015-12-31	$4,596
Interest earned on other investments	2015-12-31	$13,727
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,401,927
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,313,702
Net investment gain/loss from pooled separate accounts	2015-12-31	$213,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$250,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,141,732
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	FIRLEY MORAN FREER & EASSA, CPA, PC
Accountancy firm EIN	2015-12-31	161148763
2014 : RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$1,303
Total income from all sources (including contributions)	2014-12-31	$2,254,573
Total of all expenses incurred	2014-12-31	$339,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$330,166
Value of total corrective distributions	2014-12-31	$8,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$660,373
Value of total assets at end of year	2014-12-31	$19,835,694
Value of total assets at beginning of year	2014-12-31	$17,919,714
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,200
Total interest from all sources	2014-12-31	$16,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$493,718
Participant contributions at end of year	2014-12-31	$84,745
Participant contributions at beginning of year	2014-12-31	$50,918
Participant contributions at end of year	2014-12-31	$39
Participant contributions at beginning of year	2014-12-31	$13,759
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$2,384
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$2,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$1,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,914,677
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$19,834,391
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$17,919,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$1,200
Value of interest in pooled separate accounts at end of year	2014-12-31	$18,434,824
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$16,519,650
Interest on participant loans	2014-12-31	$3,088
Interest earned on other investments	2014-12-31	$12,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,313,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,331,590
Net investment gain/loss from pooled separate accounts	2014-12-31	$1,578,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$166,655
Employer contributions (assets) at beginning of year	2014-12-31	$1,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$330,166
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	FIRLEY MORAN FREER & EASSA, CPA, PC
Accountancy firm EIN	2014-12-31	161148763

Form 5500 Responses for RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN

2022: RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT 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 – 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: RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT 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 – 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: RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT 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 – 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: RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT 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 – 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: RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – 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: RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – 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
2016: RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

810858

Policy instance

Insurance contract or identification number	810858
Number of Individuals Covered	103
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

1379-13-18

Policy instance

Insurance contract or identification number	1379-13-18
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

810858

Policy instance

Insurance contract or identification number	810858
Number of Individuals Covered	103
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

1379-13-18

Policy instance

Insurance contract or identification number	1379-13-18
Number of Individuals Covered	1
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

810858

Policy instance

Insurance contract or identification number	810858
Number of Individuals Covered	109
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $11,142
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	11142
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

1379-13-18

Policy instance

Insurance contract or identification number	1379-13-18
Number of Individuals Covered	1
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

810858

Policy instance

Insurance contract or identification number	810858
Number of Individuals Covered	114
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $14,092
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	14092
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

1379-13-18

Policy instance

Insurance contract or identification number	1379-13-18
Number of Individuals Covered	1
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

810858

Policy instance

Insurance contract or identification number	810858
Number of Individuals Covered	107
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $5,492
Total amount of fees paid to insurance company	USD $11,602
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $5,492
Insurance broker organization code?	3
Amount paid for insurance broker fees	11602
Insurance broker name	ACTUARIAL PENSION ANALYSTS, INC.

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

1379-13-18

Policy instance

Insurance contract or identification number	1379-13-18
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

810858

Policy instance

Insurance contract or identification number	810858
Number of Individuals Covered	110
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $56,171
Total amount of fees paid to insurance company	USD $9,895
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $56,171
Insurance broker organization code?	3
Amount paid for insurance broker fees	9895
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	ACTUARIAL PENSION ANALYSTS, INC.

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

1379-13-18

Policy instance

Insurance contract or identification number	1379-13-18
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

810858

Policy instance

Insurance contract or identification number	810858
Number of Individuals Covered	110
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $126,023
Total amount of fees paid to insurance company	USD $35,031
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $126,023
Insurance broker organization code?	3
Amount paid for insurance broker fees	35031
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	ACTUARIAL PENSION ANALYSTS, INC.

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Company Name:	RAULLI & SONS, INC.
Employer identification number (EIN):	150616714
NAIC Classification:	332300

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1960-05-06
Company Identification Number:	128643
Legal Registered Office Address:	213 TEALL AVE Onondaga SYRACUSE United States of America (USA) 13210