401k Plan data: CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN plan

CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan Name	CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN
Plan identification number	001

CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

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

Company Name: CLEARY DEVELOPMENTS, INC

Employer identification number (EIN): 381745063

NAIC Classification: 423990
NAIC Description: Other Miscellaneous Durable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 LAWRENCE IANITELLI
001 2016-01-01 L. J. IANITELLI
001 2015-01-01 LAWRENCE J. IANITELLI
001 2014-01-01 LAWRENCE IANITELLI 2016-10-13
001 2014-01-01 LAWRENCE IANITELLI 2015-06-30
001 2013-01-01 L. J. IANITELLI 2014-06-25
001 2012-01-01 LAWRENCE IANITELLI 2013-07-24
001 2011-01-01 LAWRENCE IANITELLI 2012-07-11
001 2010-01-01 LAWRENCE J. IANITELLI 2011-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	LAWRENCE IANITELLI
001	2016-01-01	L. J. IANITELLI
001	2015-01-01	LAWRENCE J. IANITELLI
001	2014-01-01	LAWRENCE IANITELLI	2016-10-13
001	2014-01-01	LAWRENCE IANITELLI	2015-06-30
001	2013-01-01	L. J. IANITELLI	2014-06-25
001	2012-01-01	LAWRENCE IANITELLI	2013-07-24
001	2011-01-01	LAWRENCE IANITELLI	2012-07-11
001	2010-01-01	LAWRENCE J. IANITELLI	2011-07-26

Plan Statistics for CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022: CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 92
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 19
Total of all active and inactive participants 2022-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 112
Number of participants with account balances 2022-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 101
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 15
Total of all active and inactive participants 2021-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 116
Number of participants with account balances 2021-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 106
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 16
Total of all active and inactive participants 2020-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 122
Number of participants with account balances 2020-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 110
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 12
Total of all active and inactive participants 2019-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 122
Number of participants with account balances 2019-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 102
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 13
Total of all active and inactive participants 2018-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 115
Number of participants with account balances 2018-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 105
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 13
Total of all active and inactive participants 2017-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 118
Number of participants with account balances 2017-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 99
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 14
Total of all active and inactive participants 2016-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 114
Number of participants with account balances 2016-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 110
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 7
Total of all active and inactive participants 2015-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 117
Number of participants with account balances 2015-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2022: CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	92
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	19
Total of all active and inactive participants	2022-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	112
Number of participants with account balances	2022-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	101
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	15
Total of all active and inactive participants	2021-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	116
Number of participants with account balances	2021-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	106
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	16
Total of all active and inactive participants	2020-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	122
Number of participants with account balances	2020-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	110
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	12
Total of all active and inactive participants	2019-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	122
Number of participants with account balances	2019-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	102
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	13
Total of all active and inactive participants	2018-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	115
Number of participants with account balances	2018-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	105
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	13
Total of all active and inactive participants	2017-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	118
Number of participants with account balances	2017-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	99
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	14
Total of all active and inactive participants	2016-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	114
Number of participants with account balances	2016-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	110
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	7
Total of all active and inactive participants	2015-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	117
Number of participants with account balances	2015-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN

Measure	Date	Value
2022 : CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$409
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$2,414
Total income from all sources (including contributions)	2022-12-31	$-1,192,637
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,176,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,122,902
Expenses. Certain deemed distributions of participant loans	2022-12-31	$27,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$612,020
Value of total assets at end of year	2022-12-31	$9,651,795
Value of total assets at beginning of year	2022-12-31	$12,023,077
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$26,021
Total interest from all sources	2022-12-31	$2,474
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$252,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$252,628
Administrative expenses professional fees incurred	2022-12-31	$14,190
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	$575,142
Participant contributions at end of year	2022-12-31	$24,440
Participant contributions at beginning of year	2022-12-31	$72,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$409
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$2,414
Other income not declared elsewhere	2022-12-31	$18,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,369,277
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,651,386
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,020,663
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	$8,956,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$11,264,693
Interest on participant loans	2022-12-31	$2,474
Income. Interest from loans (other than to participants)	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$633,006
Value of interest in common/collective trusts at beginning of year	2022-12-31	$648,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$50
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,086,675
Net investment gain or loss from common/collective trusts	2022-12-31	$8,437
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	$36,878
Employer contributions (assets) at end of year	2022-12-31	$37,335
Employer contributions (assets) at beginning of year	2022-12-31	$37,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,122,902
Contract administrator fees	2022-12-31	$11,831
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	UHY, LLP
Accountancy firm EIN	2022-12-31	200694403
2021 : CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$2,414
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	$1,835,361
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$171,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$141,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$604,532
Value of total assets at end of year	2021-12-31	$12,023,077
Value of total assets at beginning of year	2021-12-31	$10,357,005
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$29,870
Total interest from all sources	2021-12-31	$3,781
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$285,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$285,166
Administrative expenses professional fees incurred	2021-12-31	$17,500
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	$567,103
Participant contributions at end of year	2021-12-31	$72,547
Participant contributions at beginning of year	2021-12-31	$38,525
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$2,414
Other income not declared elsewhere	2021-12-31	$28,993
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,663,658
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,020,663
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$10,357,005
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	$11,264,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,598,218
Interest on participant loans	2021-12-31	$3,781
Income. Interest from loans (other than to participants)	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$648,408
Value of interest in common/collective trusts at beginning of year	2021-12-31	$697,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$905,492
Net investment gain or loss from common/collective trusts	2021-12-31	$7,397
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	$37,429
Employer contributions (assets) at end of year	2021-12-31	$37,429
Employer contributions (assets) at beginning of year	2021-12-31	$23,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$141,833
Contract administrator fees	2021-12-31	$12,370
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	UHY, LLP
Accountancy firm EIN	2021-12-31	200694403
2020 : CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,910,620
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$368,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$351,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$607,903
Value of total assets at end of year	2020-12-31	$10,357,005
Value of total assets at beginning of year	2020-12-31	$8,814,523
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$17,115
Total interest from all sources	2020-12-31	$3,698
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$164,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$164,337
Administrative expenses professional fees incurred	2020-12-31	$5,990
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$584,866
Participant contributions at end of year	2020-12-31	$38,525
Participant contributions at beginning of year	2020-12-31	$86,986
Other income not declared elsewhere	2020-12-31	$28,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,542,482
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$10,357,005
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,814,523
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	$9,598,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,861,079
Interest on participant loans	2020-12-31	$3,698
Income. Interest from loans (other than to participants)	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$697,226
Value of interest in common/collective trusts at beginning of year	2020-12-31	$837,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,093,222
Net investment gain or loss from common/collective trusts	2020-12-31	$12,615
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	$23,037
Employer contributions (assets) at end of year	2020-12-31	$23,036
Employer contributions (assets) at beginning of year	2020-12-31	$29,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$351,023
Contract administrator fees	2020-12-31	$11,125
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	Unqualified
Accountancy firm name	2020-12-31	UHY, LLP
Accountancy firm EIN	2020-12-31	200694403
2019 : CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,918,161
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$382,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$363,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$651,789
Value of total assets at end of year	2019-12-31	$8,814,523
Value of total assets at beginning of year	2019-12-31	$7,278,754
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$18,833
Total interest from all sources	2019-12-31	$32,658
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$173,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$173,026
Administrative expenses professional fees incurred	2019-12-31	$8,600
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$596,630
Participant contributions at end of year	2019-12-31	$86,986
Participant contributions at beginning of year	2019-12-31	$107,719
Participant contributions at beginning of year	2019-12-31	$1,242
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$26,136
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$13,153
Total non interest bearing cash at beginning of year	2019-12-31	$70
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	$1,535,769
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,814,523
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,278,754
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	$7,861,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,308,309
Interest on participant loans	2019-12-31	$6,038
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$26,620
Value of interest in common/collective trusts at end of year	2019-12-31	$837,435
Value of interest in common/collective trusts at beginning of year	2019-12-31	$821,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,043,515
Net investment gain or loss from common/collective trusts	2019-12-31	$17,173
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	$29,023
Employer contributions (assets) at end of year	2019-12-31	$29,023
Employer contributions (assets) at beginning of year	2019-12-31	$26,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$363,559
Contract administrator fees	2019-12-31	$10,233
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	UHY, LLP
Accountancy firm EIN	2019-12-31	200694403
2018 : CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$314,657
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$709,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$698,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$603,002
Value of total assets at end of year	2018-12-31	$7,278,754
Value of total assets at beginning of year	2018-12-31	$7,673,101
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$10,702
Total interest from all sources	2018-12-31	$6,717
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$142,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$142,629
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$563,126
Participant contributions at end of year	2018-12-31	$107,719
Participant contributions at beginning of year	2018-12-31	$78,419
Participant contributions at end of year	2018-12-31	$1,242
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$13,153
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$13,153
Other income not declared elsewhere	2018-12-31	$7,894
Total non interest bearing cash at end of year	2018-12-31	$70
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	$-394,347
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,278,754
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,673,101
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	$6,308,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,613,988
Interest on participant loans	2018-12-31	$6,717
Income. Interest from loans (other than to participants)	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$821,609
Value of interest in common/collective trusts at beginning of year	2018-12-31	$944,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-461,996
Net investment gain or loss from common/collective trusts	2018-12-31	$16,411
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	$26,723
Employer contributions (assets) at end of year	2018-12-31	$26,652
Employer contributions (assets) at beginning of year	2018-12-31	$36,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$698,302
Contract administrator fees	2018-12-31	$10,702
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	UHY, LLP
Accountancy firm EIN	2018-12-31	200694403
2017 : CLEARY-UNION JOINT SAVINGS AND RETIREMENT 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	$2,325
Total income from all sources (including contributions)	2017-12-31	$1,389,531
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$252,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$242,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$539,815
Value of total assets at end of year	2017-12-31	$7,673,101
Value of total assets at beginning of year	2017-12-31	$6,538,826
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$10,665
Total interest from all sources	2017-12-31	$3,824
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$118,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$118,122
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$503,223
Participant contributions at end of year	2017-12-31	$78,419
Participant contributions at beginning of year	2017-12-31	$63,729
Other income not declared elsewhere	2017-12-31	$13,723
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	$1,136,600
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,673,101
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,536,501
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	$6,613,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,508,421
Interest on participant loans	2017-12-31	$3,824
Income. Interest from loans (other than to participants)	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$944,102
Value of interest in common/collective trusts at beginning of year	2017-12-31	$942,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$700,479
Net investment gain or loss from common/collective trusts	2017-12-31	$13,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$36,592
Employer contributions (assets) at end of year	2017-12-31	$36,592
Employer contributions (assets) at beginning of year	2017-12-31	$24,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$242,266
Contract administrator fees	2017-12-31	$10,665
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$2,325
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	UHY, LLP
Accountancy firm EIN	2017-12-31	200694403
2016 : CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$2,325
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$896,513
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$47,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$37,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$524,450
Value of total assets at end of year	2016-12-31	$6,538,826
Value of total assets at beginning of year	2016-12-31	$5,687,508
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$9,950
Total interest from all sources	2016-12-31	$4,552
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$115,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$115,474
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$492,524
Participant contributions at end of year	2016-12-31	$63,729
Participant contributions at beginning of year	2016-12-31	$38,221
Other income not declared elsewhere	2016-12-31	$12,729
Liabilities. Value of operating payables at end of year	2016-12-31	$2,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$848,993
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,536,501
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,687,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,508,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,720,763
Interest on participant loans	2016-12-31	$4,552
Income. Interest from loans (other than to participants)	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$942,512
Value of interest in common/collective trusts at beginning of year	2016-12-31	$903,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$227,761
Net investment gain or loss from common/collective trusts	2016-12-31	$11,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$31,926
Employer contributions (assets) at end of year	2016-12-31	$24,164
Employer contributions (assets) at beginning of year	2016-12-31	$24,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$37,570
Contract administrator fees	2016-12-31	$9,950
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	UHY, LLP
Accountancy firm EIN	2016-12-31	200694403
2015 : CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$538,840
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,229,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,227,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$499,540
Value of total assets at end of year	2015-12-31	$5,687,508
Value of total assets at beginning of year	2015-12-31	$6,378,108
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,619
Total interest from all sources	2015-12-31	$3,819
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$88,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$88,069
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$476,398
Participant contributions at end of year	2015-12-31	$38,221
Participant contributions at beginning of year	2015-12-31	$46,307
Participant contributions at beginning of year	2015-12-31	$3,717
Administrative expenses (other) incurred	2015-12-31	$281
Total non interest bearing cash at beginning of year	2015-12-31	$38
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-690,600
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,687,508
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,378,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,720,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,153,419
Interest on participant loans	2015-12-31	$3,819
Value of interest in common/collective trusts at end of year	2015-12-31	$903,622
Value of interest in common/collective trusts at beginning of year	2015-12-31	$1,140,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-64,443
Net investment gain or loss from common/collective trusts	2015-12-31	$11,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$23,142
Employer contributions (assets) at end of year	2015-12-31	$24,902
Employer contributions (assets) at beginning of year	2015-12-31	$33,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,227,821
Contract administrator fees	2015-12-31	$1,338
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	UHY, LLP
Accountancy firm EIN	2015-12-31	200694403

Form 5500 Responses for CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN

2022: CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CLEARY-UNION JOINT SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CLEARY DEVELOPMENTS, INC
Employer identification number (EIN):	381745063
NAIC Classification:	423990
NAIC Description:	Other Miscellaneous Durable Goods Merchant Wholesalers