401k Plan data: SEELEY MEDICAL 401(K) PROFIT SHARING PLAN plan

SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SEELEY MEDICAL 401(K) PROFIT SHARING PLAN
Plan identification number	002

SEELEY MEDICAL 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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SEELEY ENTERPRISES COMPANY has sponsored the creation of one or more 401k plans.

Company Name: SEELEY ENTERPRISES COMPANY

Employer identification number (EIN): 341246160

NAIC Classification: 621510
NAIC Description: Medical and Diagnostic Laboratories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEELEY MEDICAL 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-02-01 DAVID POLIS 2024-09-19
002 2022-02-01 DAVID POLIS 2023-11-15
002 2021-02-01
002 2021-02-01 DAVID POLIS
002 2020-02-01
002 2019-02-01
002 2018-02-01
002 2017-02-01 DAVID POLIS
002 2016-02-01 DAVID POLIS
002 2015-02-01 DAVID POLIS 2016-07-26
002 2014-02-01 ANTHONY LACUTE 2015-06-26 ANTHONY LACUTE 2015-06-26
002 2013-02-01 ANTHONY LACUTE 2014-06-13 ANTHONY LACUTE 2014-06-13
002 2012-02-01 RON ADAMOV 2013-07-12 RON ADAMOV 2013-07-12
002 2011-02-01 RON ADAMOV 2012-09-07 RON ADAMOV 2012-09-07
002 2010-02-01 RON ADAMOV 2011-09-21 RON ADAMOV 2011-09-21
002 2009-02-01 RON ADAMOV RON ADAMOV 2010-11-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-02-01	DAVID POLIS	2024-09-19
002	2022-02-01	DAVID POLIS	2023-11-15
002	2021-02-01
002	2021-02-01	DAVID POLIS
002	2020-02-01
002	2019-02-01
002	2018-02-01
002	2017-02-01	DAVID POLIS
002	2016-02-01	DAVID POLIS
002	2015-02-01	DAVID POLIS	2016-07-26
002	2014-02-01	ANTHONY LACUTE	2015-06-26	ANTHONY LACUTE	2015-06-26
002	2013-02-01	ANTHONY LACUTE	2014-06-13	ANTHONY LACUTE	2014-06-13
002	2012-02-01	RON ADAMOV	2013-07-12	RON ADAMOV	2013-07-12
002	2011-02-01	RON ADAMOV	2012-09-07	RON ADAMOV	2012-09-07
002	2010-02-01	RON ADAMOV	2011-09-21	RON ADAMOV	2011-09-21
002	2009-02-01	RON ADAMOV		RON ADAMOV	2010-11-11

Plan Statistics for SEELEY MEDICAL 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SEELEY MEDICAL 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-10-07 91
Total number of particpants at end of year 2025-10-07 87
Number of Participants With Account Balances 2025-10-07 82
2024: SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-09-19 90
Total number of particpants at end of year 2024-09-19 92
Number of Participants With Account Balances 2024-09-19 86
2021: SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-02-01 105
Total number of active participants reported on line 7a of the Form 5500 2021-02-01 76
Number of retired or separated participants receiving benefits 2021-02-01 0
Number of other retired or separated participants entitled to future benefits 2021-02-01 21
Total of all active and inactive participants 2021-02-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-02-01 0
Total participants 2021-02-01 97
Number of participants with account balances 2021-02-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-02-01 3
2020: SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-02-01 108
Total number of active participants reported on line 7a of the Form 5500 2020-02-01 86
Number of retired or separated participants receiving benefits 2020-02-01 0
Number of other retired or separated participants entitled to future benefits 2020-02-01 20
Total of all active and inactive participants 2020-02-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-02-01 0
Total participants 2020-02-01 106
Number of participants with account balances 2020-02-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-02-01 1
2019: SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-02-01 106
Total number of active participants reported on line 7a of the Form 5500 2019-02-01 95
Number of retired or separated participants receiving benefits 2019-02-01 0
Number of other retired or separated participants entitled to future benefits 2019-02-01 14
Total of all active and inactive participants 2019-02-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-02-01 0
Total participants 2019-02-01 109
Number of participants with account balances 2019-02-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-02-01 2
2018: SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-02-01 109
Total number of active participants reported on line 7a of the Form 5500 2018-02-01 95
Number of retired or separated participants receiving benefits 2018-02-01 0
Number of other retired or separated participants entitled to future benefits 2018-02-01 11
Total of all active and inactive participants 2018-02-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-02-01 0
Total participants 2018-02-01 106
Number of participants with account balances 2018-02-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-02-01 1
2017: SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-02-01 107
Total number of active participants reported on line 7a of the Form 5500 2017-02-01 96
Number of retired or separated participants receiving benefits 2017-02-01 0
Number of other retired or separated participants entitled to future benefits 2017-02-01 12
Total of all active and inactive participants 2017-02-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-02-01 0
Total participants 2017-02-01 108
Number of participants with account balances 2017-02-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-02-01 0
2016: SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-02-01 126
Total number of active participants reported on line 7a of the Form 5500 2016-02-01 97
Number of retired or separated participants receiving benefits 2016-02-01 0
Number of other retired or separated participants entitled to future benefits 2016-02-01 12
Total of all active and inactive participants 2016-02-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-02-01 0
Total participants 2016-02-01 109
Number of participants with account balances 2016-02-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-02-01 7
2009: SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-02-01 112
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 78
Number of retired or separated participants receiving benefits 2009-02-01 0
Number of other retired or separated participants entitled to future benefits 2009-02-01 18
Total of all active and inactive participants 2009-02-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-02-01 1
Total participants 2009-02-01 97
Number of participants with account balances 2009-02-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-02-01 0

Measure	Date	Value
2025: SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-07	91
Total number of particpants at end of year	2025-10-07	87
Number of Participants With Account Balances	2025-10-07	82
2024: SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-09-19	90
Total number of particpants at end of year	2024-09-19	92
Number of Participants With Account Balances	2024-09-19	86
2021: SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-02-01	105
Total number of active participants reported on line 7a of the Form 5500	2021-02-01	76
Number of retired or separated participants receiving benefits	2021-02-01	0
Number of other retired or separated participants entitled to future benefits	2021-02-01	21
Total of all active and inactive participants	2021-02-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-02-01	0
Total participants	2021-02-01	97
Number of participants with account balances	2021-02-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-02-01	3
2020: SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-02-01	108
Total number of active participants reported on line 7a of the Form 5500	2020-02-01	86
Number of retired or separated participants receiving benefits	2020-02-01	0
Number of other retired or separated participants entitled to future benefits	2020-02-01	20
Total of all active and inactive participants	2020-02-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-02-01	0
Total participants	2020-02-01	106
Number of participants with account balances	2020-02-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-02-01	1
2019: SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-02-01	106
Total number of active participants reported on line 7a of the Form 5500	2019-02-01	95
Number of retired or separated participants receiving benefits	2019-02-01	0
Number of other retired or separated participants entitled to future benefits	2019-02-01	14
Total of all active and inactive participants	2019-02-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-02-01	0
Total participants	2019-02-01	109
Number of participants with account balances	2019-02-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-02-01	2
2018: SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-02-01	109
Total number of active participants reported on line 7a of the Form 5500	2018-02-01	95
Number of retired or separated participants receiving benefits	2018-02-01	0
Number of other retired or separated participants entitled to future benefits	2018-02-01	11
Total of all active and inactive participants	2018-02-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-02-01	0
Total participants	2018-02-01	106
Number of participants with account balances	2018-02-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-02-01	1
2017: SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-02-01	107
Total number of active participants reported on line 7a of the Form 5500	2017-02-01	96
Number of retired or separated participants receiving benefits	2017-02-01	0
Number of other retired or separated participants entitled to future benefits	2017-02-01	12
Total of all active and inactive participants	2017-02-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-02-01	0
Total participants	2017-02-01	108
Number of participants with account balances	2017-02-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-02-01	0
2016: SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-02-01	126
Total number of active participants reported on line 7a of the Form 5500	2016-02-01	97
Number of retired or separated participants receiving benefits	2016-02-01	0
Number of other retired or separated participants entitled to future benefits	2016-02-01	12
Total of all active and inactive participants	2016-02-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-02-01	0
Total participants	2016-02-01	109
Number of participants with account balances	2016-02-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-02-01	7
2009: SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-02-01	112
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	78
Number of retired or separated participants receiving benefits	2009-02-01	0
Number of other retired or separated participants entitled to future benefits	2009-02-01	18
Total of all active and inactive participants	2009-02-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-02-01	1
Total participants	2009-02-01	97
Number of participants with account balances	2009-02-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-02-01	0

Financial Data on SEELEY MEDICAL 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-10-07	1252949
Net assets as of the end of the plan year	2025-10-07	4056783
Total assets as of the beginning of the plan year	2025-10-07	4455701
Value of plan covered by a fidelity bond	2025-10-07	446000
Participant contributions to plan in this plan year	2025-10-07	282240
Value of participant loans at end of plan year	2025-10-07	32632
Other contributions to plan in this plan year	2025-10-07	29791
Other income to plan in this plan year	2025-10-07	483975
Plan net income in this plan year	2025-10-07	-398918
Net assets as of the end of the plan year	2025-10-07	4056783
Net assets as of the beginning of the plan year	2025-10-07	4455701
Employer contributions to plan in this plan year	2025-10-07	58025
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-07	26864
2024 : SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-09-19	788652
Net assets as of the end of the plan year	2024-09-19	4455701
Total assets as of the beginning of the plan year	2024-09-19	4596220
Value of plan covered by a fidelity bond	2024-09-19	460000
Participant contributions to plan in this plan year	2024-09-19	270652
Value of participant loans at end of plan year	2024-09-19	27385
Other income to plan in this plan year	2024-09-19	317342
Plan net income in this plan year	2024-09-19	-140519
Net assets as of the end of the plan year	2024-09-19	4455701
Net assets as of the beginning of the plan year	2024-09-19	4596220
Employer contributions to plan in this plan year	2024-09-19	60139
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-19	37571
2022 : SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-01-31	$0
Total transfer of assets to this plan	2022-01-31	$0
Total transfer of assets from this plan	2022-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-31	$0
Total income from all sources (including contributions)	2022-01-31	$957,292
Total loss/gain on sale of assets	2022-01-31	$0
Total of all expenses incurred	2022-01-31	$3,155,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-31	$3,108,936
Expenses. Certain deemed distributions of participant loans	2022-01-31	$112
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-31	$375,023
Value of total assets at end of year	2022-01-31	$4,906,104
Value of total assets at beginning of year	2022-01-31	$7,104,048
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-31	$46,188
Total interest from all sources	2022-01-31	$1,341
Total dividends received (eg from common stock, registered investment company shares)	2022-01-31	$509,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-31	$509,706
Was this plan covered by a fidelity bond	2022-01-31	Yes
Value of fidelity bond cover	2022-01-31	$500,000
If this is an individual account plan, was there a blackout period	2022-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2022-01-31	No
Contributions received from participants	2022-01-31	$306,226
Participant contributions at end of year	2022-01-31	$41,127
Participant contributions at beginning of year	2022-01-31	$25,374
Other income not declared elsewhere	2022-01-31	$31
Administrative expenses (other) incurred	2022-01-31	$46,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-31	No
Value of net income/loss	2022-01-31	$-2,197,944
Value of net assets at end of year (total assets less liabilities)	2022-01-31	$4,906,104
Value of net assets at beginning of year (total assets less liabilities)	2022-01-31	$7,104,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-31	No
Were any leases to which the plan was party in default or uncollectible	2022-01-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-31	$4,836,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-31	$6,833,532
Interest on participant loans	2022-01-31	$1,341
Value of interest in common/collective trusts at end of year	2022-01-31	$28,411
Value of interest in common/collective trusts at beginning of year	2022-01-31	$245,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-31	$68,269
Net investment gain or loss from common/collective trusts	2022-01-31	$2,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-31	No
Was there a failure to transmit to the plan any participant contributions	2022-01-31	No
Has the plan failed to provide any benefit when due under the plan	2022-01-31	No
Contributions received in cash from employer	2022-01-31	$68,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-31	$3,108,936
Did the plan have assets held for investment	2022-01-31	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	2022-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-31	No
Opinion of an independent qualified public accountant for this plan	2022-01-31	Unqualified
Accountancy firm name	2022-01-31	BLUE & CO LLC
Accountancy firm EIN	2022-01-31	351178661
2021 : SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-01-31	$0
Total transfer of assets to this plan	2021-01-31	$0
Total transfer of assets from this plan	2021-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-01-31	$0
Total income from all sources (including contributions)	2021-01-31	$1,197,655
Total loss/gain on sale of assets	2021-01-31	$0
Total of all expenses incurred	2021-01-31	$188,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-01-31	$145,584
Expenses. Certain deemed distributions of participant loans	2021-01-31	$106
Value of total corrective distributions	2021-01-31	$67
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-01-31	$334,491
Value of total assets at end of year	2021-01-31	$7,104,048
Value of total assets at beginning of year	2021-01-31	$6,094,946
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-01-31	$42,796
Total interest from all sources	2021-01-31	$1,564
Total dividends received (eg from common stock, registered investment company shares)	2021-01-31	$430,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-01-31	$430,019
Was this plan covered by a fidelity bond	2021-01-31	Yes
Value of fidelity bond cover	2021-01-31	$500,000
If this is an individual account plan, was there a blackout period	2021-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-01-31	No
Contributions received from participants	2021-01-31	$273,540
Participant contributions at end of year	2021-01-31	$25,374
Participant contributions at beginning of year	2021-01-31	$32,192
Administrative expenses (other) incurred	2021-01-31	$42,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-01-31	No
Value of net income/loss	2021-01-31	$1,009,102
Value of net assets at end of year (total assets less liabilities)	2021-01-31	$7,104,048
Value of net assets at beginning of year (total assets less liabilities)	2021-01-31	$6,094,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-01-31	No
Were any leases to which the plan was party in default or uncollectible	2021-01-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-01-31	$6,833,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-01-31	$5,853,697
Interest on participant loans	2021-01-31	$1,564
Value of interest in common/collective trusts at end of year	2021-01-31	$245,142
Value of interest in common/collective trusts at beginning of year	2021-01-31	$209,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-01-31	$427,114
Net investment gain or loss from common/collective trusts	2021-01-31	$4,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-01-31	No
Was there a failure to transmit to the plan any participant contributions	2021-01-31	No
Has the plan failed to provide any benefit when due under the plan	2021-01-31	No
Contributions received in cash from employer	2021-01-31	$60,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-01-31	$145,584
Did the plan have assets held for investment	2021-01-31	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	2021-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-01-31	No
Opinion of an independent qualified public accountant for this plan	2021-01-31	Unqualified
Accountancy firm name	2021-01-31	BLUE & CO LLC
Accountancy firm EIN	2021-01-31	351178661
2020 : SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-01-31	$0
Total unrealized appreciation/depreciation of assets	2020-01-31	$0
Total transfer of assets to this plan	2020-01-31	$0
Total transfer of assets to this plan	2020-01-31	$0
Total transfer of assets from this plan	2020-01-31	$0
Total transfer of assets from this plan	2020-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-01-31	$0
Total income from all sources (including contributions)	2020-01-31	$1,169,746
Total income from all sources (including contributions)	2020-01-31	$1,169,746
Total loss/gain on sale of assets	2020-01-31	$0
Total loss/gain on sale of assets	2020-01-31	$0
Total of all expenses incurred	2020-01-31	$222,762
Total of all expenses incurred	2020-01-31	$222,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-01-31	$163,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-01-31	$163,773
Expenses. Certain deemed distributions of participant loans	2020-01-31	$101
Expenses. Certain deemed distributions of participant loans	2020-01-31	$101
Value of total corrective distributions	2020-01-31	$16,163
Value of total corrective distributions	2020-01-31	$16,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-01-31	$447,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-01-31	$447,985
Value of total assets at end of year	2020-01-31	$6,094,946
Value of total assets at end of year	2020-01-31	$6,094,946
Value of total assets at beginning of year	2020-01-31	$5,147,962
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-01-31	$42,725
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-01-31	$42,725
Total interest from all sources	2020-01-31	$2,083
Total interest from all sources	2020-01-31	$2,083
Total dividends received (eg from common stock, registered investment company shares)	2020-01-31	$449,619
Total dividends received (eg from common stock, registered investment company shares)	2020-01-31	$449,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-01-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-01-31	$449,619
Total dividends received from registered investment company shares (eg mutual funds)	2020-01-31	$449,619
Was this plan covered by a fidelity bond	2020-01-31	Yes
Was this plan covered by a fidelity bond	2020-01-31	Yes
Value of fidelity bond cover	2020-01-31	$500,000
Value of fidelity bond cover	2020-01-31	$500,000
If this is an individual account plan, was there a blackout period	2020-01-31	No
If this is an individual account plan, was there a blackout period	2020-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-01-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-01-31	No
Contributions received from participants	2020-01-31	$260,339
Contributions received from participants	2020-01-31	$260,339
Participant contributions at end of year	2020-01-31	$32,192
Participant contributions at end of year	2020-01-31	$32,192
Participant contributions at beginning of year	2020-01-31	$38,820
Participant contributions at beginning of year	2020-01-31	$38,820
Income. Received or receivable in cash from other sources (including rollovers)	2020-01-31	$125,849
Income. Received or receivable in cash from other sources (including rollovers)	2020-01-31	$125,849
Administrative expenses (other) incurred	2020-01-31	$42,725
Administrative expenses (other) incurred	2020-01-31	$42,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-01-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-01-31	No
Value of net income/loss	2020-01-31	$946,984
Value of net income/loss	2020-01-31	$946,984
Value of net assets at end of year (total assets less liabilities)	2020-01-31	$6,094,946
Value of net assets at end of year (total assets less liabilities)	2020-01-31	$6,094,946
Value of net assets at beginning of year (total assets less liabilities)	2020-01-31	$5,147,962
Value of net assets at beginning of year (total assets less liabilities)	2020-01-31	$5,147,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-01-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-01-31	No
Were any leases to which the plan was party in default or uncollectible	2020-01-31	No
Were any leases to which the plan was party in default or uncollectible	2020-01-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-01-31	$5,853,697
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-01-31	$5,853,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-01-31	$4,938,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-01-31	$4,938,771
Interest on participant loans	2020-01-31	$2,083
Interest on participant loans	2020-01-31	$2,083
Value of interest in common/collective trusts at end of year	2020-01-31	$209,057
Value of interest in common/collective trusts at end of year	2020-01-31	$209,057
Value of interest in common/collective trusts at beginning of year	2020-01-31	$170,371
Value of interest in common/collective trusts at beginning of year	2020-01-31	$170,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-01-31	$265,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-01-31	$265,528
Net investment gain or loss from common/collective trusts	2020-01-31	$4,531
Net investment gain or loss from common/collective trusts	2020-01-31	$4,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-01-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-01-31	No
Was there a failure to transmit to the plan any participant contributions	2020-01-31	No
Was there a failure to transmit to the plan any participant contributions	2020-01-31	No
Has the plan failed to provide any benefit when due under the plan	2020-01-31	No
Has the plan failed to provide any benefit when due under the plan	2020-01-31	No
Contributions received in cash from employer	2020-01-31	$61,797
Contributions received in cash from employer	2020-01-31	$61,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-01-31	$163,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-01-31	$163,773
Did the plan have assets held for investment	2020-01-31	Yes
Did the plan have assets held for investment	2020-01-31	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	2020-01-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-01-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-01-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2020-01-31	Disclaimer
Accountancy firm name	2020-01-31	CLARUS PARTNERS
Accountancy firm name	2020-01-31	CLARUS PARTNERS
Accountancy firm EIN	2020-01-31	261347383
Accountancy firm EIN	2020-01-31	261347383
2019 : SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-01-31	$0
2018 : SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-01-31	$0
Total transfer of assets to this plan	2018-01-31	$0
Total transfer of assets from this plan	2018-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-01-31	$34,008
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-01-31	$16,605
Total income from all sources (including contributions)	2018-01-31	$1,106,797
Total loss/gain on sale of assets	2018-01-31	$0
Total of all expenses incurred	2018-01-31	$70,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-01-31	$32,935
Expenses. Certain deemed distributions of participant loans	2018-01-31	$91
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-01-31	$392,206
Value of total assets at end of year	2018-01-31	$5,372,075
Value of total assets at beginning of year	2018-01-31	$4,318,274
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-01-31	$37,373
Total interest from all sources	2018-01-31	$2,824
Total dividends received (eg from common stock, registered investment company shares)	2018-01-31	$169,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-01-31	$169,273
Was this plan covered by a fidelity bond	2018-01-31	Yes
Value of fidelity bond cover	2018-01-31	$431,000
If this is an individual account plan, was there a blackout period	2018-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-01-31	No
Contributions received from participants	2018-01-31	$264,311
Participant contributions at end of year	2018-01-31	$46,801
Participant contributions at beginning of year	2018-01-31	$73,177
Income. Received or receivable in cash from other sources (including rollovers)	2018-01-31	$65,009
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-01-31	$34,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-01-31	$16,605
Administrative expenses (other) incurred	2018-01-31	$37,373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-01-31	No
Value of net income/loss	2018-01-31	$1,036,398
Value of net assets at end of year (total assets less liabilities)	2018-01-31	$5,338,067
Value of net assets at beginning of year (total assets less liabilities)	2018-01-31	$4,301,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-01-31	No
Were any leases to which the plan was party in default or uncollectible	2018-01-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-01-31	$5,147,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-01-31	$4,096,346
Interest on participant loans	2018-01-31	$2,824
Value of interest in common/collective trusts at end of year	2018-01-31	$177,680
Value of interest in common/collective trusts at beginning of year	2018-01-31	$148,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-01-31	$539,613
Net investment gain or loss from common/collective trusts	2018-01-31	$2,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-01-31	No
Was there a failure to transmit to the plan any participant contributions	2018-01-31	No
Has the plan failed to provide any benefit when due under the plan	2018-01-31	No
Contributions received in cash from employer	2018-01-31	$62,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-01-31	$32,935
Did the plan have assets held for investment	2018-01-31	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	2018-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-01-31	Disclaimer
Accountancy firm name	2018-01-31	CLARUS PARTNERS
Accountancy firm EIN	2018-01-31	261347383
2017 : SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-01-31	$0
Total transfer of assets to this plan	2017-01-31	$0
Total transfer of assets from this plan	2017-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-01-31	$16,605
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-01-31	$0
Total income from all sources (including contributions)	2017-01-31	$794,722
Total loss/gain on sale of assets	2017-01-31	$0
Total of all expenses incurred	2017-01-31	$505,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-01-31	$449,909
Expenses. Certain deemed distributions of participant loans	2017-01-31	$1,735
Value of total corrective distributions	2017-01-31	$4,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-01-31	$300,423
Value of total assets at end of year	2017-01-31	$4,318,274
Value of total assets at beginning of year	2017-01-31	$4,011,954
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-01-31	$48,798
Total interest from all sources	2017-01-31	$4,105
Total dividends received (eg from common stock, registered investment company shares)	2017-01-31	$123,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-01-31	$123,859
Was this plan covered by a fidelity bond	2017-01-31	Yes
Value of fidelity bond cover	2017-01-31	$402,000
If this is an individual account plan, was there a blackout period	2017-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-01-31	No
Contributions received from participants	2017-01-31	$238,564
Participant contributions at end of year	2017-01-31	$73,177
Participant contributions at beginning of year	2017-01-31	$86,497
Income. Received or receivable in cash from other sources (including rollovers)	2017-01-31	$5,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-01-31	$16,605
Other income not declared elsewhere	2017-01-31	$12,580
Administrative expenses (other) incurred	2017-01-31	$48,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-01-31	No
Value of net income/loss	2017-01-31	$289,715
Value of net assets at end of year (total assets less liabilities)	2017-01-31	$4,301,669
Value of net assets at beginning of year (total assets less liabilities)	2017-01-31	$4,011,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-01-31	No
Were any leases to which the plan was party in default or uncollectible	2017-01-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-01-31	$4,096,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-01-31	$3,797,036
Interest on participant loans	2017-01-31	$4,105
Value of interest in common/collective trusts at end of year	2017-01-31	$148,751
Value of interest in common/collective trusts at beginning of year	2017-01-31	$128,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-01-31	$352,193
Net investment gain or loss from common/collective trusts	2017-01-31	$1,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-01-31	No
Was there a failure to transmit to the plan any participant contributions	2017-01-31	No
Has the plan failed to provide any benefit when due under the plan	2017-01-31	No
Contributions received in cash from employer	2017-01-31	$56,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-01-31	$449,909
Did the plan have assets held for investment	2017-01-31	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	2017-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-01-31	Disclaimer
Accountancy firm name	2017-01-31	CLARUS PARTNERS
Accountancy firm EIN	2017-01-31	261347383

Form 5500 Responses for SEELEY MEDICAL 401(K) PROFIT SHARING PLAN

2021: SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-02-01	Type of plan entity	Single employer plan
2021-02-01	Submission has been amended	No
2021-02-01	This submission is the final filing	No
2021-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-02-01	Plan is a collectively bargained plan	No
2021-02-01	Plan funding arrangement – Trust	Yes
2021-02-01	Plan benefit arrangement - Trust	Yes
2020: SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-02-01	Type of plan entity	Single employer plan
2020-02-01	Submission has been amended	Yes
2020-02-01	This submission is the final filing	No
2020-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-02-01	Plan is a collectively bargained plan	No
2020-02-01	Plan funding arrangement – Trust	Yes
2020-02-01	Plan benefit arrangement - Trust	Yes
2019: SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-02-01	Type of plan entity	Single employer plan
2019-02-01	Submission has been amended	No
2019-02-01	This submission is the final filing	No
2019-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-02-01	Plan is a collectively bargained plan	No
2019-02-01	Plan funding arrangement – Trust	Yes
2019-02-01	Plan benefit arrangement - Trust	Yes
2018: SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-02-01	Type of plan entity	Single employer plan
2018-02-01	Submission has been amended	No
2018-02-01	This submission is the final filing	No
2018-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-02-01	Plan is a collectively bargained plan	No
2018-02-01	Plan funding arrangement – Trust	Yes
2018-02-01	Plan benefit arrangement - Trust	Yes
2017: SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-02-01	Type of plan entity	Single employer plan
2017-02-01	Submission has been amended	No
2017-02-01	This submission is the final filing	No
2017-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-02-01	Plan is a collectively bargained plan	No
2017-02-01	Plan funding arrangement – Trust	Yes
2017-02-01	Plan benefit arrangement - Trust	Yes
2016: SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-02-01	Type of plan entity	Single employer plan
2016-02-01	Submission has been amended	No
2016-02-01	This submission is the final filing	No
2016-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-02-01	Plan is a collectively bargained plan	No
2016-02-01	Plan funding arrangement – Trust	Yes
2016-02-01	Plan benefit arrangement - Trust	Yes
2009: SEELEY MEDICAL 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Submission has been amended	No
2009-02-01	This submission is the final filing	No
2009-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-02-01	Plan is a collectively bargained plan	No
2009-02-01	Plan funding arrangement – Insurance	Yes
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement – Insurance	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SEELEY ENTERPRISES COMPANY
Employer identification number (EIN):	341246160
NAIC Classification:	621510
NAIC Description:	Medical and Diagnostic Laboratories