401k Plan data: BITZER SCROLL, INC. 401(K) PLAN plan

BITZER SCROLL, INC. 401(K) PLAN 401k Plan overview

Plan Name	BITZER SCROLL, INC. 401(K) PLAN
Plan identification number	001

BITZER SCROLL, 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BITZER SCROLL, INC. has sponsored the creation of one or more 401k plans.

Company Name: BITZER SCROLL, INC.

Employer identification number (EIN): 208255529

NAIC Classification: 333410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BITZER SCROLL, 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 JESSICA NIELSEN 2019-07-19 JESSICA NIELSEN 2019-07-19
001 2017-01-01 JESSICA NIELSEN 2018-07-25 JESSICA NIELSEN 2018-07-25
001 2016-01-01 JESSICA NIELSEN 2017-07-25 JESSICA NIELSEN 2017-07-25
001 2015-01-01 CHRISTINE DILLINGHAM 2016-07-25 CHRISTINE DILLINGHAM 2016-07-25
001 2014-01-01 CHRISTINE DILLINGHAM 2015-07-28 CHRISTINE DILLINGHAM 2015-07-28
001 2013-01-01 CHRISTINE DILLINGHAM 2014-07-22 CHRISTINE DILLINGHAM 2014-07-22
001 2012-01-01 CHRISTINE DILLINGHAM 2013-07-30 CHRISTINE DILLINGHAM 2013-07-30
001 2011-01-01 CHRISTINE DILLINGHAM 2012-10-05 CHRISTINE DILLINGHAM 2012-10-05

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	JESSICA NIELSEN	2019-07-19	JESSICA NIELSEN	2019-07-19
001	2017-01-01	JESSICA NIELSEN	2018-07-25	JESSICA NIELSEN	2018-07-25
001	2016-01-01	JESSICA NIELSEN	2017-07-25	JESSICA NIELSEN	2017-07-25
001	2015-01-01	CHRISTINE DILLINGHAM	2016-07-25	CHRISTINE DILLINGHAM	2016-07-25
001	2014-01-01	CHRISTINE DILLINGHAM	2015-07-28	CHRISTINE DILLINGHAM	2015-07-28
001	2013-01-01	CHRISTINE DILLINGHAM	2014-07-22	CHRISTINE DILLINGHAM	2014-07-22
001	2012-01-01	CHRISTINE DILLINGHAM	2013-07-30	CHRISTINE DILLINGHAM	2013-07-30
001	2011-01-01	CHRISTINE DILLINGHAM	2012-10-05	CHRISTINE DILLINGHAM	2012-10-05

Plan Statistics for BITZER SCROLL, INC. 401(K) PLAN

401k plan membership statisitcs for BITZER SCROLL, INC. 401(K) PLAN

Measure Date Value
2022: BITZER SCROLL, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 124
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 47
Total of all active and inactive participants 2022-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 171
Number of participants with account balances 2022-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BITZER SCROLL, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 119
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 22
Total of all active and inactive participants 2021-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 141
Number of participants with account balances 2021-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BITZER SCROLL, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 131
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 36
Total of all active and inactive participants 2020-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 167
Number of participants with account balances 2020-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BITZER SCROLL, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 115
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 25
Total of all active and inactive participants 2019-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 140
Number of participants with account balances 2019-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: BITZER SCROLL, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	124
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	47
Total of all active and inactive participants	2022-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	171
Number of participants with account balances	2022-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BITZER SCROLL, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	119
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	22
Total of all active and inactive participants	2021-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	141
Number of participants with account balances	2021-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BITZER SCROLL, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	131
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	36
Total of all active and inactive participants	2020-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	167
Number of participants with account balances	2020-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BITZER SCROLL, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	115
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	25
Total of all active and inactive participants	2019-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	140
Number of participants with account balances	2019-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on BITZER SCROLL, INC. 401(K) PLAN

Measure	Date	Value
2022 : BITZER SCROLL, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,115,457
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$897,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$850,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$697,775
Value of total assets at end of year	2022-12-31	$8,757,132
Value of total assets at beginning of year	2022-12-31	$10,770,035
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$46,537
Total interest from all sources	2022-12-31	$1,814
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$330,610
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	$330,610
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	$428,693
Participant contributions at end of year	2022-12-31	$40,558
Participant contributions at beginning of year	2022-12-31	$33,214
Participant contributions at end of year	2022-12-31	$6,843
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$251,644
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$25,150
Administrative expenses (other) incurred	2022-12-31	$46,537
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	$-2,012,903
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,757,132
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,770,035
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	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$0
Value of interest in pooled separate accounts at end of year	2022-12-31	$7,217,612
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$9,572,763
Interest on participant loans	2022-12-31	$1,814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,235,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,164,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,145,656
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	$243,932
Employer contributions (assets) at end of year	2022-12-31	$4,881
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$850,909
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	FUSTCHARLES LLP
Accountancy firm EIN	2022-12-31	161226221
2021 : BITZER SCROLL, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,068,179
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$562,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$556,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$696,630
Value of total assets at end of year	2021-12-31	$10,770,035
Value of total assets at beginning of year	2021-12-31	$9,264,194
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$5,389
Total interest from all sources	2021-12-31	$1,293
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	$469,977
Participant contributions at end of year	2021-12-31	$33,214
Participant contributions at beginning of year	2021-12-31	$25,128
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$12,881
Administrative expenses (other) incurred	2021-12-31	$5,389
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	$1,505,841
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,770,035
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,264,194
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 pooled separate accounts at end of year	2021-12-31	$9,572,763
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$8,117,794
Interest on participant loans	2021-12-31	$1,293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,164,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,100,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,370,256
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	$226,653
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$8,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$556,949
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	Disclaimer
Accountancy firm name	2021-12-31	FUST CHARLES CHAMBERS LLP
Accountancy firm EIN	2021-12-31	161226221
2020 : BITZER SCROLL, INC. 401(K) 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	$2,128,730
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$733,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$729,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,047,153
Value of total assets at end of year	2020-12-31	$9,264,194
Value of total assets at beginning of year	2020-12-31	$7,868,958
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,738
Total interest from all sources	2020-12-31	$1,742
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	$454,855
Participant contributions at end of year	2020-12-31	$25,128
Participant contributions at beginning of year	2020-12-31	$61,389
Participant contributions at end of year	2020-12-31	$12,881
Participant contributions at beginning of year	2020-12-31	$34
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$356,287
Other income not declared elsewhere	2020-12-31	$11,104
Administrative expenses (other) incurred	2020-12-31	$3,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,395,236
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,264,194
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,868,958
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 pooled separate accounts at end of year	2020-12-31	$8,117,794
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$6,693,557
Interest on participant loans	2020-12-31	$1,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,100,086
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,113,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,068,731
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	$236,011
Employer contributions (assets) at end of year	2020-12-31	$8,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$729,756
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	FUST CHARLES CHAMBERS LLP
Accountancy firm EIN	2020-12-31	161226221
2019 : BITZER SCROLL, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$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 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	$2,118,865
Total income from all sources (including contributions)	2019-12-31	$2,118,865
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,570,492
Total of all expenses incurred	2019-12-31	$1,570,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,564,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,564,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$670,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$670,934
Value of total assets at end of year	2019-12-31	$7,868,958
Value of total assets at end of year	2019-12-31	$7,868,958
Value of total assets at beginning of year	2019-12-31	$7,320,585
Value of total assets at beginning of year	2019-12-31	$7,320,585
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$5,497
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$5,497
Total interest from all sources	2019-12-31	$4,751
Total interest from all sources	2019-12-31	$4,751
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$435,552
Contributions received from participants	2019-12-31	$435,552
Participant contributions at end of year	2019-12-31	$61,389
Participant contributions at end of year	2019-12-31	$61,389
Participant contributions at beginning of year	2019-12-31	$102,350
Participant contributions at beginning of year	2019-12-31	$102,350
Participant contributions at end of year	2019-12-31	$34
Participant contributions at end of year	2019-12-31	$34
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$12,901
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$12,901
Other income not declared elsewhere	2019-12-31	$11,194
Other income not declared elsewhere	2019-12-31	$11,194
Administrative expenses (other) incurred	2019-12-31	$5,497
Administrative expenses (other) incurred	2019-12-31	$5,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$548,373
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,868,958
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,868,958
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,320,585
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,320,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$6,693,557
Value of interest in pooled separate accounts at end of year	2019-12-31	$6,693,557
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$6,318,809
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$6,318,809
Interest on participant loans	2019-12-31	$4,751
Interest on participant loans	2019-12-31	$4,751
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,113,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,113,978
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$899,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$899,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,431,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,431,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$222,481
Contributions received in cash from employer	2019-12-31	$222,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,564,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,564,995
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	FUST CHARLES CHAMBERS LLP
Accountancy firm name	2019-12-31	FUST CHARLES CHAMBERS LLP
Accountancy firm EIN	2019-12-31	161226221
Accountancy firm EIN	2019-12-31	161226221

Form 5500 Responses for BITZER SCROLL, INC. 401(K) PLAN

2022: BITZER SCROLL, 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	Yes
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: BITZER SCROLL, 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 – 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: BITZER SCROLL, 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 – 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: BITZER SCROLL, 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 – 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

Insurance Providers Used on plan

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

380241-01

Policy instance

Insurance contract or identification number	380241-01
Number of Individuals Covered	35
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GROUP ANNUITY CONTRACT

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

380241-01

Policy instance

Insurance contract or identification number	380241-01
Number of Individuals Covered	26
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $1,358
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GROUP ANNUITY CONTRACT
Commission paid to Insurance Broker	USD $679
Insurance broker organization code?	3

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

380241-01

Policy instance

Insurance contract or identification number	380241-01
Number of Individuals Covered	167
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $30,605
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Other information about contract	GROUP ANNUITY CONTRACT
Commission paid to Insurance Broker	USD $15,302
Insurance broker organization code?	3

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

380241-01

Policy instance

Insurance contract or identification number	380241-01
Number of Individuals Covered	139
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $39,368
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Other information about contract	GROUP ANNUITY CONTRACT
Commission paid to Insurance Broker	USD $19,684
Insurance broker organization code?	3

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Company Name:	BITZER SCROLL, INC.
Employer identification number (EIN):	208255529
NAIC Classification:	333410