401k Plan data: BALLUFF, INC. 401(K) PROFIT SHARING PLAN plan

BALLUFF, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	BALLUFF, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

BALLUFF, INC. 401(K) PROFIT SHARING 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.
Plan covering Self-Employed individuals.
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) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

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

Company Name: BALLUFF, INC.

Employer identification number (EIN): 222326111

NAIC Classification: 334500

Additional information about BALLUFF, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1995-05-08

Company Identification Number: 0010478406

Legal Registered Office Address: 8125 HOLTON DR

FLORENCE
United States of America (USA)
41042

More information about BALLUFF, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BALLUFF, INC. 401(K) PROFIT SHARING 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 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JENNY ARBINO
001 2016-01-01 JENNY ARBINO JENNY ARBINO 2017-10-12
001 2015-01-01 JENNY ARBINO JENNY ARBINO 2016-09-27
001 2014-01-01 JENNY ARBINO
001 2013-01-01 JENNY ARBINO
001 2012-01-01 JENNY ARBINO JENNY ARBINO 2013-10-11
001 2011-01-01 JENNY ARBINO
001 2010-01-01 JENNY ARBINO JENNY ARBINO 2011-10-11
001 2009-01-01 JENNY ARBINO
001 2009-01-01 JENNY ARBINO

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JENNY ARBINO
001	2016-01-01	JENNY ARBINO	JENNY ARBINO	2017-10-12
001	2015-01-01	JENNY ARBINO	JENNY ARBINO	2016-09-27
001	2014-01-01	JENNY ARBINO
001	2013-01-01	JENNY ARBINO
001	2012-01-01	JENNY ARBINO	JENNY ARBINO	2013-10-11
001	2011-01-01	JENNY ARBINO
001	2010-01-01	JENNY ARBINO	JENNY ARBINO	2011-10-11
001	2009-01-01	JENNY ARBINO
001	2009-01-01	JENNY ARBINO

Plan Statistics for BALLUFF, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BALLUFF, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 225
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 158
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 73
Total of all active and inactive participants 2022-01-01 231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 231
Number of participants with account balances 2022-01-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 216
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 147
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 69
Total of all active and inactive participants 2021-01-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 218
Number of participants with account balances 2021-01-01 217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 153
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 58
Total of all active and inactive participants 2020-01-01 214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 214
Number of participants with account balances 2020-01-01 214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 243
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 168
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 60
Total of all active and inactive participants 2019-01-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 230
Number of participants with account balances 2019-01-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 246
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 183
Number of retired or separated participants receiving benefits 2018-01-01 6
Number of other retired or separated participants entitled to future benefits 2018-01-01 51
Total of all active and inactive participants 2018-01-01 240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 240
Number of participants with account balances 2018-01-01 239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 237
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 181
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 65
Total of all active and inactive participants 2017-01-01 246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 246
Number of participants with account balances 2017-01-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 245
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 184
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 53
Total of all active and inactive participants 2016-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 238
Number of participants with account balances 2016-01-01 232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 215
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 186
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 59
Total of all active and inactive participants 2015-01-01 245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 245
Number of participants with account balances 2015-01-01 238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 173
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 41
Total of all active and inactive participants 2014-01-01 214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 215
Number of participants with account balances 2014-01-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 166
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 32
Total of all active and inactive participants 2013-01-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 198
Number of participants with account balances 2013-01-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 153
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 30
Total of all active and inactive participants 2012-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 185
Number of participants with account balances 2012-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 138
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 22
Total of all active and inactive participants 2011-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 160
Number of participants with account balances 2011-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 125
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 25
Total of all active and inactive participants 2010-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 150
Number of participants with account balances 2010-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 128
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 33
Total of all active and inactive participants 2009-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 161
Number of participants with account balances 2009-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	225
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	158
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	73
Total of all active and inactive participants	2022-01-01	231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	231
Number of participants with account balances	2022-01-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	216
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	147
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	69
Total of all active and inactive participants	2021-01-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	218
Number of participants with account balances	2021-01-01	217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	153
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	58
Total of all active and inactive participants	2020-01-01	214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	214
Number of participants with account balances	2020-01-01	214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	243
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	168
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	60
Total of all active and inactive participants	2019-01-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	230
Number of participants with account balances	2019-01-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	246
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	183
Number of retired or separated participants receiving benefits	2018-01-01	6
Number of other retired or separated participants entitled to future benefits	2018-01-01	51
Total of all active and inactive participants	2018-01-01	240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	240
Number of participants with account balances	2018-01-01	239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	237
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	181
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	65
Total of all active and inactive participants	2017-01-01	246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	246
Number of participants with account balances	2017-01-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	245
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	184
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	53
Total of all active and inactive participants	2016-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	238
Number of participants with account balances	2016-01-01	232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	215
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	186
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	59
Total of all active and inactive participants	2015-01-01	245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	245
Number of participants with account balances	2015-01-01	238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	173
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	41
Total of all active and inactive participants	2014-01-01	214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	215
Number of participants with account balances	2014-01-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	166
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	32
Total of all active and inactive participants	2013-01-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	198
Number of participants with account balances	2013-01-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	153
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	30
Total of all active and inactive participants	2012-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	185
Number of participants with account balances	2012-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	138
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	22
Total of all active and inactive participants	2011-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	160
Number of participants with account balances	2011-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	125
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	25
Total of all active and inactive participants	2010-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	150
Number of participants with account balances	2010-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	128
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	33
Total of all active and inactive participants	2009-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	161
Number of participants with account balances	2009-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BALLUFF, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : BALLUFF, INC. 401(K) PROFIT SHARING 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	$-3,636,143
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,624,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,496,001
Expenses. Certain deemed distributions of participant loans	2022-12-31	$5,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,372,341
Value of total assets at end of year	2022-12-31	$29,642,755
Value of total assets at beginning of year	2022-12-31	$35,902,976
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$122,358
Total interest from all sources	2022-12-31	$31,480
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$745,759
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	$745,759
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,523,577
Participant contributions at end of year	2022-12-31	$235,447
Participant contributions at beginning of year	2022-12-31	$179,274
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$1,314,800
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$1,725,012
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$203,300
Other income not declared elsewhere	2022-12-31	$-544,187
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	$-6,260,221
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$29,642,755
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$35,902,976
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	$25,448,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$31,726,209
Interest on participant loans	2022-12-31	$10,713
Interest earned on other investments	2022-12-31	$20,767
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,625,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,264,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,241,536
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	$645,464
Employer contributions (assets) at end of year	2022-12-31	$17,866
Employer contributions (assets) at beginning of year	2022-12-31	$8,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,496,001
Contract administrator fees	2022-12-31	$122,358
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	RODI LANGFORD DE KOCH-VL,LLC
Accountancy firm EIN	2022-12-31	873000554
2021 : BALLUFF, INC. 401(K) PROFIT SHARING 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	$6,550,861
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,776,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,638,364
Expenses. Certain deemed distributions of participant loans	2021-12-31	$5,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,024,955
Value of total assets at end of year	2021-12-31	$35,902,975
Value of total assets at beginning of year	2021-12-31	$33,129,014
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$133,435
Total interest from all sources	2021-12-31	$29,692
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,977,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,977,049
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,429,890
Participant contributions at end of year	2021-12-31	$179,273
Participant contributions at beginning of year	2021-12-31	$185,352
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$1,725,012
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$1,390,234
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$6,279
Other income not declared elsewhere	2021-12-31	$200,403
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	$2,773,961
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$35,902,975
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$33,129,014
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	$31,726,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$29,487,692
Interest on participant loans	2021-12-31	$10,300
Interest earned on other investments	2021-12-31	$19,392
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,264,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,065,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,318,762
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	$588,786
Employer contributions (assets) at end of year	2021-12-31	$8,451
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,638,364
Contract administrator fees	2021-12-31	$133,435
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	RODL LANGFORD DE KOCH-VL, LLC
Accountancy firm EIN	2021-12-31	873000554
2020 : BALLUFF, INC. 401(K) PROFIT SHARING 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	$6,997,764
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,136,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,989,970
Expenses. Certain deemed distributions of participant loans	2020-12-31	$34,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,255,066
Value of total assets at end of year	2020-12-31	$33,129,014
Value of total assets at beginning of year	2020-12-31	$28,267,624
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$112,097
Total interest from all sources	2020-12-31	$27,596
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$907,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$907,444
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,237,542
Participant contributions at end of year	2020-12-31	$185,352
Participant contributions at beginning of year	2020-12-31	$283,392
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$1,390,234
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$882,095
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$503,780
Other income not declared elsewhere	2020-12-31	$307,682
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	$4,861,390
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$33,129,014
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$28,267,624
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	$29,487,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$26,156,237
Interest on participant loans	2020-12-31	$14,242
Interest earned on other investments	2020-12-31	$13,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,065,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$945,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,499,976
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	$513,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,989,970
Contract administrator fees	2020-12-31	$112,097
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	VONLEHMAN AND COMPANY
Accountancy firm EIN	2020-12-31	310905417
2019 : BALLUFF, INC. 401(K) PROFIT SHARING 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	$8,256,111
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,888,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,772,932
Expenses. Certain deemed distributions of participant loans	2019-12-31	$10,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,243,291
Value of total assets at end of year	2019-12-31	$28,267,624
Value of total assets at beginning of year	2019-12-31	$21,899,838
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$104,429
Total interest from all sources	2019-12-31	$24,747
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$743,168
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$743,168
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,307,443
Participant contributions at end of year	2019-12-31	$283,392
Participant contributions at beginning of year	2019-12-31	$235,499
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$882,095
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$627,562
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,344,349
Other income not declared elsewhere	2019-12-31	$164,592
Administrative expenses (other) incurred	2019-12-31	$143
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	$6,367,786
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$28,267,624
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$21,899,838
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	$26,156,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$20,097,285
Interest on participant loans	2019-12-31	$12,875
Interest earned on other investments	2019-12-31	$11,742
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$945,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$939,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,080,313
Net investment gain or loss from common/collective trusts	2019-12-31	$0
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	$591,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,772,932
Contract administrator fees	2019-12-31	$104,286
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	VONLEHMAN AND COMPANY
Accountancy firm EIN	2019-12-31	310905417
2018 : BALLUFF, INC. 401(K) PROFIT SHARING 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	$1,142,397
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$830,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$738,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,251,555
Value of total assets at end of year	2018-12-31	$21,899,838
Value of total assets at beginning of year	2018-12-31	$21,588,021
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$92,047
Total interest from all sources	2018-12-31	$22,209
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,006,165
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,006,165
Administrative expenses professional fees incurred	2018-12-31	$92,047
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,325,835
Participant contributions at end of year	2018-12-31	$235,499
Participant contributions at beginning of year	2018-12-31	$304,603
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$627,562
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$684,345
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$348,921
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	$311,817
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$21,899,838
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$21,588,021
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	$20,097,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$19,914,037
Interest on participant loans	2018-12-31	$13,829
Income. Interest from US Government securities	2018-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$8,380
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$939,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$685,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,148,584
Net investment gain or loss from common/collective trusts	2018-12-31	$11,052
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	$576,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$738,533
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
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	VONLEHMAN AND COMPANY
Accountancy firm EIN	2018-12-31	310905417
2017 : BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$5,378,058
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$4,596,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$4,564,892
Expenses. Certain deemed distributions of participant loans	2017-12-31	$3,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,658,618
Value of total assets at end of year	2017-12-31	$21,588,021
Value of total assets at beginning of year	2017-12-31	$20,806,894
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$28,305
Total interest from all sources	2017-12-31	$16,283
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$574,639
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$564,087
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
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	$1,145,701
Participant contributions at end of year	2017-12-31	$304,603
Participant contributions at beginning of year	2017-12-31	$413,540
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$684,345
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$760,749
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$12,959
Other income not declared elsewhere	2017-12-31	$158,801
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	$781,127
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$21,588,021
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$20,806,894
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	$19,914,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$18,154,096
Interest on participant loans	2017-12-31	$15,719
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$685,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,478,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,912,211
Net investment gain or loss from common/collective trusts	2017-12-31	$57,506
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	$499,958
Income. Dividends from preferred stock	2017-12-31	$10,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$4,564,892
Contract administrator fees	2017-12-31	$28,305
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
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	VONLEHMAN AND COMPANY
Accountancy firm EIN	2017-12-31	310905417
2016 : BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$3,508,013
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,910,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,901,960
Value of total corrective distributions	2016-12-31	$1,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,342,796
Value of total assets at end of year	2016-12-31	$20,806,894
Value of total assets at beginning of year	2016-12-31	$19,209,126
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$6,977
Total interest from all sources	2016-12-31	$27,426
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
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	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,126,368
Participant contributions at end of year	2016-12-31	$413,540
Participant contributions at beginning of year	2016-12-31	$364,518
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$760,749
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$658,066
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$736,245
Other income not declared elsewhere	2016-12-31	$102,750
Administrative expenses (other) incurred	2016-12-31	$6,977
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	$1,597,768
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$20,806,894
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$19,209,126
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$18,154,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$17,605,920
Interest on participant loans	2016-12-31	$17,188
Interest earned on other investments	2016-12-31	$10,238
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,478,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$580,622
Net investment gain/loss from pooled separate accounts	2016-12-31	$1,035,041
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	$480,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,901,960
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	VONLEHMAN AND COMPANY
Accountancy firm EIN	2016-12-31	310905417
2015 : BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,763,607
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$912,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$906,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,717,435
Value of total assets at end of year	2015-12-31	$19,209,126
Value of total assets at beginning of year	2015-12-31	$18,358,055
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$6,414
Total interest from all sources	2015-12-31	$19,463
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
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	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,071,638
Participant contributions at end of year	2015-12-31	$364,518
Participant contributions at beginning of year	2015-12-31	$269,381
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$658,066
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$377,351
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$184,801
Other income not declared elsewhere	2015-12-31	$-39,254
Administrative expenses (other) incurred	2015-12-31	$6,414
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	$851,071
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$19,209,126
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$18,358,055
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$17,605,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$17,012,798
Interest on participant loans	2015-12-31	$13,143
Interest earned on other investments	2015-12-31	$6,320
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$580,622
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$698,525
Net investment gain/loss from pooled separate accounts	2015-12-31	$65,963
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	$460,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$906,122
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	VONLEHMAN AND COMPANY
Accountancy firm EIN	2015-12-31	310905417
2014 : BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,590,195
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$807,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$793,279
Value of total corrective distributions	2014-12-31	$9,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,447,721
Value of total assets at end of year	2014-12-31	$18,358,055
Value of total assets at beginning of year	2014-12-31	$16,575,811
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$4,772
Total interest from all sources	2014-12-31	$18,959
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
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	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$914,926
Participant contributions at end of year	2014-12-31	$269,381
Participant contributions at beginning of year	2014-12-31	$311,398
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$377,351
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$161,570
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$114,017
Other income not declared elsewhere	2014-12-31	$28,107
Administrative expenses (other) incurred	2014-12-31	$4,772
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	$1,782,244
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$18,358,055
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$16,575,811
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$17,012,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$15,415,915
Interest on participant loans	2014-12-31	$11,789
Interest earned on other investments	2014-12-31	$7,170
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$698,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$686,928
Net investment gain/loss from pooled separate accounts	2014-12-31	$1,095,408
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	$418,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$793,279
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	VONLEHMAN AND COMPANY
Accountancy firm EIN	2014-12-31	310905417
2013 : BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$4,349,880
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$552,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$530,885
Expenses. Certain deemed distributions of participant loans	2013-12-31	$19,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,697,114
Value of total assets at end of year	2013-12-31	$16,575,811
Value of total assets at beginning of year	2013-12-31	$12,778,832
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,283
Total interest from all sources	2013-12-31	$21,564
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$872,875
Participant contributions at end of year	2013-12-31	$311,398
Participant contributions at beginning of year	2013-12-31	$273,739
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$161,570
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$102,855
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$410,415
Other income not declared elsewhere	2013-12-31	$19,210
Administrative expenses (other) incurred	2013-12-31	$2,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,796,979
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$16,575,811
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$12,778,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$15,415,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$11,693,247
Interest on participant loans	2013-12-31	$13,553
Interest earned on other investments	2013-12-31	$8,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$686,928
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$708,991
Net investment gain/loss from pooled separate accounts	2013-12-31	$2,611,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$413,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$530,885
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	VONLEHMAN AND COMPANY
Accountancy firm EIN	2013-12-31	310905417
2012 : BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,573,064
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$433,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$431,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,175,690
Value of total assets at end of year	2012-12-31	$12,778,832
Value of total assets at beginning of year	2012-12-31	$10,639,306
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,900
Total interest from all sources	2012-12-31	$22,168
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$789,889
Participant contributions at end of year	2012-12-31	$273,739
Participant contributions at beginning of year	2012-12-31	$278,031
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$102,855
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$29,047
Other income not declared elsewhere	2012-12-31	$2,855
Administrative expenses (other) incurred	2012-12-31	$1,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,139,526
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$12,778,832
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$10,639,306
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$11,693,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$9,613,462
Interest on participant loans	2012-12-31	$12,513
Interest earned on other investments	2012-12-31	$9,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$708,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$747,813
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,372,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$356,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$431,638
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	VONLEHMAN AND COMPANY
Accountancy firm EIN	2012-12-31	310905417
2011 : BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$757,278
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$361,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$350,989
Value of total corrective distributions	2011-12-31	$8,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,167,306
Value of total assets at end of year	2011-12-31	$10,639,306
Value of total assets at beginning of year	2011-12-31	$10,243,178
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,450
Total interest from all sources	2011-12-31	$23,437
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$796,956
Participant contributions at end of year	2011-12-31	$278,031
Participant contributions at beginning of year	2011-12-31	$286,180
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$57,961
Administrative expenses (other) incurred	2011-12-31	$1,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$396,128
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$10,639,306
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$10,243,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$9,613,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$9,230,013
Interest on participant loans	2011-12-31	$14,467
Interest earned on other investments	2011-12-31	$8,970
Value of interest in common/collective trusts at end of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$646,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$747,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$80,929
Net investment gain/loss from pooled separate accounts	2011-12-31	$-436,745
Net investment gain or loss from common/collective trusts	2011-12-31	$3,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$312,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$350,989
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	VONLEHMAN AND COMPANY
Accountancy firm EIN	2011-12-31	310905417
2010 : BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,682,475
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,871,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,868,361
Value of total corrective distributions	2010-12-31	$111
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$628,439
Value of total assets at end of year	2010-12-31	$10,243,178
Value of total assets at beginning of year	2010-12-31	$10,432,203
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$3,028
Total interest from all sources	2010-12-31	$15,224
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$38,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$38,291
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$555,508
Participant contributions at end of year	2010-12-31	$286,180
Participant contributions at beginning of year	2010-12-31	$253,112
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$1,580
Other income not declared elsewhere	2010-12-31	$20,573
Administrative expenses (other) incurred	2010-12-31	$3,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$-189,025
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$10,243,178
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$10,432,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$9,230,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$9,107,187
Interest on participant loans	2010-12-31	$13,622
Interest earned on other investments	2010-12-31	$1,602
Value of interest in common/collective trusts at end of year	2010-12-31	$646,056
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,070,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$80,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$-12,166
Net investment gain/loss from pooled separate accounts	2010-12-31	$980,838
Net investment gain or loss from common/collective trusts	2010-12-31	$11,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$71,351
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$1,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,868,361
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	VONLEHMAN AND COMPANY
Accountancy firm EIN	2010-12-31	310905417
2009 : BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BALLUFF, INC. 401(K) PROFIT SHARING PLAN

2022: BALLUFF, INC. 401(K) PROFIT SHARING 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: BALLUFF, INC. 401(K) PROFIT SHARING 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: BALLUFF, INC. 401(K) PROFIT SHARING 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: BALLUFF, INC. 401(K) PROFIT SHARING 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: BALLUFF, INC. 401(K) PROFIT SHARING 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: BALLUFF, INC. 401(K) PROFIT SHARING 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: BALLUFF, INC. 401(K) PROFIT SHARING 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: BALLUFF, INC. 401(K) PROFIT SHARING 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: BALLUFF, INC. 401(K) PROFIT SHARING 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
2013: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BALLUFF, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502063-01

Policy instance

Insurance contract or identification number	502063-01
Number of Individuals Covered	40
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502063-01

Policy instance

Insurance contract or identification number	502063-01
Number of Individuals Covered	39
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502063-01

Policy instance

Insurance contract or identification number	502063-01
Number of Individuals Covered	38
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502063-01

Policy instance

Insurance contract or identification number	502063-01
Number of Individuals Covered	32
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502063-01

Policy instance

Insurance contract or identification number	502063-01
Number of Individuals Covered	36
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502063-01

Policy instance

Insurance contract or identification number	502063-01
Number of Individuals Covered	40
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	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

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

Policy contract number

ZH9455

Policy instance

Insurance contract or identification number	ZH9455
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	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

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Company Name:	BALLUFF, INC.
Employer identification number (EIN):	222326111
NAIC Classification:	334500

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1995-05-08
Company Identification Number:	0010478406
Legal Registered Office Address:	8125 HOLTON DR FLORENCE United States of America (USA) 41042