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

ELFORD, INC. 401(K) PLAN 401k Plan overview

Plan Name	ELFORD, INC. 401(K) PLAN
Plan identification number	002

ELFORD, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

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

Company Name: ELFORD, INC.

Employer identification number (EIN): 314371060

NAIC Classification: 236200

Additional information about ELFORD, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1949-06-14

Company Identification Number: 213469

Legal Registered Office Address: 1220 DUBLIN RD
-
COLUMBUS
United States of America (USA)
43215

More information about ELFORD, INC.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 ED KENDALL 2023-09-19
002 2021-01-01 ED KENDALL 2022-09-20
002 2020-01-01 ED STRAUB 2021-09-30
002 2019-01-01 ED STRAUB 2020-10-08
002 2018-01-01 ED STRAUB 2019-09-30
002 2017-01-01
002 2016-01-01 ED STRAUB 2017-07-28
002 2016-01-01 ED STRAUB 2017-05-16
002 2015-01-01 ED STRAUB 2016-07-08
002 2015-01-01 ED STRAUB 2017-07-28
002 2014-01-01 ED STRAUB 2015-10-14
002 2013-01-01 CHRISTOPHER FISHER 2014-08-27
002 2012-01-01 LAURIE PATTERSON 2013-05-31
002 2011-01-01 LAURIE PATTERSON 2012-05-08
002 2010-01-01 CHRISTOPHER FISHER 2011-07-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	ED KENDALL	2023-09-19
002	2021-01-01	ED KENDALL	2022-09-20
002	2020-01-01	ED STRAUB	2021-09-30
002	2019-01-01	ED STRAUB	2020-10-08
002	2018-01-01	ED STRAUB	2019-09-30
002	2017-01-01
002	2016-01-01	ED STRAUB	2017-07-28
002	2016-01-01	ED STRAUB	2017-05-16
002	2015-01-01	ED STRAUB	2016-07-08
002	2015-01-01	ED STRAUB	2017-07-28
002	2014-01-01	ED STRAUB	2015-10-14
002	2013-01-01	CHRISTOPHER FISHER	2014-08-27
002	2012-01-01	LAURIE PATTERSON	2013-05-31
002	2011-01-01	LAURIE PATTERSON	2012-05-08
002	2010-01-01	CHRISTOPHER FISHER	2011-07-11

Plan Statistics for ELFORD, INC. 401(K) PLAN

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

Measure Date Value
2022: ELFORD, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 223
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 204
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 67
Total of all active and inactive participants 2022-01-01 274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 274
Number of participants with account balances 2022-01-01 274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 20
2021: ELFORD, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 211
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 172
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 49
Total of all active and inactive participants 2021-01-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 221
Number of participants with account balances 2021-01-01 213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 16
2020: ELFORD, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 164
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 45
Total of all active and inactive participants 2020-01-01 209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 209
Number of participants with account balances 2020-01-01 200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: ELFORD, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 147
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 40
Total of all active and inactive participants 2019-01-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 187
Number of participants with account balances 2019-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 12
2018: ELFORD, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 131
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 37
Total of all active and inactive participants 2018-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 168
Number of participants with account balances 2018-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7
2017: ELFORD, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 110
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 23
Total of all active and inactive participants 2017-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 133
Number of participants with account balances 2017-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 9

Measure	Date	Value
2022: ELFORD, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	223
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	204
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	67
Total of all active and inactive participants	2022-01-01	274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	274
Number of participants with account balances	2022-01-01	274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	20
2021: ELFORD, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	211
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	172
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	49
Total of all active and inactive participants	2021-01-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	221
Number of participants with account balances	2021-01-01	213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	16
2020: ELFORD, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	164
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	45
Total of all active and inactive participants	2020-01-01	209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	209
Number of participants with account balances	2020-01-01	200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: ELFORD, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	147
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	40
Total of all active and inactive participants	2019-01-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	187
Number of participants with account balances	2019-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	12
2018: ELFORD, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	131
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	37
Total of all active and inactive participants	2018-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	168
Number of participants with account balances	2018-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7
2017: ELFORD, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	110
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	23
Total of all active and inactive participants	2017-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	133
Number of participants with account balances	2017-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	9

Financial Data on ELFORD, INC. 401(K) PLAN

Measure	Date	Value
2022 : ELFORD, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$214,330
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,027,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,012,542
Value of total corrective distributions	2022-12-31	$7,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,997,422
Value of total assets at end of year	2022-12-31	$15,428,623
Value of total assets at beginning of year	2022-12-31	$17,241,668
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$7,550
Total interest from all sources	2022-12-31	$3,127
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,480,226
Participant contributions at end of year	2022-12-31	$81,523
Participant contributions at beginning of year	2022-12-31	$59,666
Participant contributions at end of year	2022-12-31	$154
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$581,867
Other income not declared elsewhere	2022-12-31	$-2,786,219
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	$-1,813,045
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$15,428,623
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$17,241,668
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	$14,411,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$16,547,521
Interest on participant loans	2022-12-31	$3,127
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	$935,329
Employer contributions (assets) at end of year	2022-12-31	$935,329
Employer contributions (assets) at beginning of year	2022-12-31	$634,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,012,542
Contract administrator fees	2022-12-31	$7,550
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	GBQ PARTNERS LLC
Accountancy firm EIN	2022-12-31	202122306
2021 : ELFORD, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,046,200
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,587,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,582,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,163,182
Value of total assets at end of year	2021-12-31	$17,241,668
Value of total assets at beginning of year	2021-12-31	$14,782,554
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$4,775
Total interest from all sources	2021-12-31	$3,104
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,239,858
Participant contributions at end of year	2021-12-31	$59,666
Participant contributions at beginning of year	2021-12-31	$70,418
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$288,843
Other income not declared elsewhere	2021-12-31	$1,879,914
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	$2,459,114
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$17,241,668
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$14,782,554
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	$16,547,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$13,966,157
Interest on participant loans	2021-12-31	$3,104
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	$634,481
Employer contributions (assets) at end of year	2021-12-31	$634,481
Employer contributions (assets) at beginning of year	2021-12-31	$745,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,582,311
Contract administrator fees	2021-12-31	$4,775
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	GBQ PARTNERS LLC
Accountancy firm EIN	2021-12-31	202122306
2020 : ELFORD, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,203,922
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$207,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$204,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,213,718
Value of total assets at end of year	2020-12-31	$14,782,554
Value of total assets at beginning of year	2020-12-31	$10,785,715
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,825
Total interest from all sources	2020-12-31	$3,740
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,026,343
Participant contributions at end of year	2020-12-31	$70,418
Participant contributions at beginning of year	2020-12-31	$72,997
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$407,838
Other income not declared elsewhere	2020-12-31	$1,986,464
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	$3,996,839
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$14,782,554
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$10,785,715
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	$13,966,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$10,069,740
Interest on participant loans	2020-12-31	$3,740
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	$779,537
Employer contributions (assets) at end of year	2020-12-31	$745,979
Employer contributions (assets) at beginning of year	2020-12-31	$642,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$204,258
Contract administrator fees	2020-12-31	$2,825
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	GBQ, PARTNERS LLC
Accountancy firm EIN	2020-12-31	202122306
2019 : ELFORD, INC. 401(K) 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	$3,409,119
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$238,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$213,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,882,965
Value of total assets at end of year	2019-12-31	$10,785,715
Value of total assets at beginning of year	2019-12-31	$7,614,796
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$24,724
Total interest from all sources	2019-12-31	$3,730
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$846,137
Participant contributions at end of year	2019-12-31	$72,997
Participant contributions at beginning of year	2019-12-31	$95,280
Participant contributions at beginning of year	2019-12-31	$12,691
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$393,850
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	$3,170,919
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,785,715
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,614,796
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	$10,069,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,958,707
Interest on participant loans	2019-12-31	$3,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,522,424
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	$642,978
Employer contributions (assets) at end of year	2019-12-31	$642,978
Employer contributions (assets) at beginning of year	2019-12-31	$548,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$213,476
Contract administrator fees	2019-12-31	$24,724
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	GBQ PARTNERS LLC
Accountancy firm EIN	2019-12-31	202122306
2018 : ELFORD, INC. 401(K) 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	$885,948
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$271,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$239,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,391,855
Value of total assets at end of year	2018-12-31	$7,614,796
Value of total assets at beginning of year	2018-12-31	$7,000,815
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$32,378
Total interest from all sources	2018-12-31	$4,119
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$706,493
Participant contributions at end of year	2018-12-31	$95,280
Participant contributions at beginning of year	2018-12-31	$96,919
Participant contributions at end of year	2018-12-31	$12,691
Participant contributions at beginning of year	2018-12-31	$178
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$96,576
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	$613,981
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,614,796
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,000,815
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	$6,958,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,436,834
Interest on participant loans	2018-12-31	$4,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-510,026
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	$588,786
Employer contributions (assets) at end of year	2018-12-31	$548,118
Employer contributions (assets) at beginning of year	2018-12-31	$466,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$239,589
Contract administrator fees	2018-12-31	$32,378
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	GBQ PARTNERS LLC
Accountancy firm EIN	2018-12-31	202122306
2017 : ELFORD, INC. 401(K) 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	$1,858,733
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$312,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$281,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,012,506
Value of total assets at end of year	2017-12-31	$7,000,815
Value of total assets at beginning of year	2017-12-31	$5,454,705
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$30,885
Total interest from all sources	2017-12-31	$5,363
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$527,523
Participant contributions at end of year	2017-12-31	$96,919
Participant contributions at beginning of year	2017-12-31	$125,725
Participant contributions at end of year	2017-12-31	$178
Participant contributions at beginning of year	2017-12-31	$8,175
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$17,060
Other income not declared elsewhere	2017-12-31	$100
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	$1,546,110
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,000,815
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,454,705
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	$6,436,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,908,115
Interest on participant loans	2017-12-31	$5,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$840,764
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	Yes
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	$467,923
Employer contributions (assets) at end of year	2017-12-31	$466,884
Employer contributions (assets) at beginning of year	2017-12-31	$412,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$281,738
Contract administrator fees	2017-12-31	$30,885
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	GBQ PARTNERS LLC
Accountancy firm EIN	2017-12-31	202122306

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

2022: ELFORD, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ELFORD, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ELFORD, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ELFORD, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ELFORD, INC. 401(K) 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ELFORD, INC. 401(K) 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

81A760

Policy instance

Insurance contract or identification number	81A760
Number of Individuals Covered	243
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

81A760

Policy instance

Insurance contract or identification number	81A760
Number of Individuals Covered	210
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ELFORD, INC.
Employer identification number (EIN):	314371060
NAIC Classification:	236200

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1949-06-14
Company Identification Number:	213469
Legal Registered Office Address:	1220 DUBLIN RD - COLUMBUS United States of America (USA) 43215