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

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

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

AIROLDI BROTHERS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

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

Company Name: AIROLDI BROTHERS, INC.

Employer identification number (EIN): 390834611

NAIC Classification: 484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AIROLDI BROTHERS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 CHERYL AIROLDI 2023-10-12
001 2021-01-01 CHERYL AIROLDI 2022-10-05
001 2020-01-01 CHERYL AIROLDI 2021-10-12
001 2019-01-01 JAMES AIROLDI 2020-10-14
001 2019-01-01 CHERI AIROLDI 2020-12-27
001 2018-01-01
001 2017-01-01 CHERYL AIROLDI 2018-07-31
001 2016-01-01 CHERYL AIROLDI 2017-10-13
001 2015-01-01 CHERYL AIROLDI 2016-08-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	CHERYL AIROLDI	2023-10-12
001	2021-01-01	CHERYL AIROLDI	2022-10-05
001	2020-01-01	CHERYL AIROLDI	2021-10-12
001	2019-01-01	JAMES AIROLDI	2020-10-14
001	2019-01-01	CHERI AIROLDI	2020-12-27
001	2018-01-01
001	2017-01-01	CHERYL AIROLDI	2018-07-31
001	2016-01-01	CHERYL AIROLDI	2017-10-13
001	2015-01-01	CHERYL AIROLDI	2016-08-11

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

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

Measure Date Value
2022: AIROLDI BROTHERS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 282
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 239
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 30
Total of all active and inactive participants 2022-01-01 270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 270
Number of participants with account balances 2022-01-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: AIROLDI BROTHERS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 273
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 224
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 35
Total of all active and inactive participants 2021-01-01 259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 260
Number of participants with account balances 2021-01-01 213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: AIROLDI BROTHERS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 182
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 48
Total of all active and inactive participants 2020-01-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 231
Number of participants with account balances 2020-01-01 182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: AIROLDI BROTHERS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 159
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 45
Total of all active and inactive participants 2019-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 205
Number of participants with account balances 2019-01-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: AIROLDI BROTHERS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 130
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 18
Total of all active and inactive participants 2018-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 148
Number of participants with account balances 2018-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: AIROLDI BROTHERS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	282
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	239
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	30
Total of all active and inactive participants	2022-01-01	270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	270
Number of participants with account balances	2022-01-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: AIROLDI BROTHERS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	273
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	224
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	35
Total of all active and inactive participants	2021-01-01	259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	260
Number of participants with account balances	2021-01-01	213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: AIROLDI BROTHERS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	182
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	48
Total of all active and inactive participants	2020-01-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	231
Number of participants with account balances	2020-01-01	182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: AIROLDI BROTHERS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	159
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	45
Total of all active and inactive participants	2019-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	205
Number of participants with account balances	2019-01-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: AIROLDI BROTHERS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	130
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	18
Total of all active and inactive participants	2018-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	148
Number of participants with account balances	2018-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

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

Measure	Date	Value
2022 : AIROLDI BROTHERS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$574,733
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$265,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$224,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,312,288
Value of total assets at end of year	2022-12-31	$5,534,685
Value of total assets at beginning of year	2022-12-31	$5,225,219
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$40,646
Total interest from all sources	2022-12-31	$17,522
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$154,327
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	$154,327
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	$891,942
Participant contributions at end of year	2022-12-31	$258,881
Participant contributions at beginning of year	2022-12-31	$156,361
Participant contributions at end of year	2022-12-31	$8,502
Total non interest bearing cash at beginning of year	2022-12-31	$4,831
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	$309,466
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,534,685
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,225,219
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	$4,446,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$4,298,257
Interest on participant loans	2022-12-31	$7,642
Interest earned on other investments	2022-12-31	$9,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$817,827
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$765,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-909,404
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	$420,346
Employer contributions (assets) at end of year	2022-12-31	$3,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$224,621
Contract administrator fees	2022-12-31	$40,646
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	SIKICH LLP
Accountancy firm EIN	2022-12-31	363168081
2021 : AIROLDI BROTHERS, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$7,612
Total income from all sources (including contributions)	2021-12-31	$1,619,278
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$311,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$277,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,096,684
Value of total assets at end of year	2021-12-31	$5,225,219
Value of total assets at beginning of year	2021-12-31	$3,925,462
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$34,600
Total interest from all sources	2021-12-31	$12,859
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$162,288
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	$162,288
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	$693,249
Participant contributions at end of year	2021-12-31	$156,361
Participant contributions at beginning of year	2021-12-31	$88,697
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$29,917
Total non interest bearing cash at end of year	2021-12-31	$4,831
Total non interest bearing cash at beginning of year	2021-12-31	$3,832
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	$1,307,369
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,225,219
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,917,850
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	$4,298,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,227,774
Interest on participant loans	2021-12-31	$4,215
Interest earned on other investments	2021-12-31	$8,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$765,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$605,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$347,447
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	$373,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$277,309
Contract administrator fees	2021-12-31	$34,600
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
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$7,612
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SIKICH LLP
Accountancy firm EIN	2021-12-31	363168081
2020 : AIROLDI BROTHERS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$7,612
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	$1,262,556
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$408,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$385,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$758,370
Value of total assets at end of year	2020-12-31	$3,925,462
Value of total assets at beginning of year	2020-12-31	$3,063,911
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$23,464
Total interest from all sources	2020-12-31	$7,367
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$84,926
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	$84,926
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	Yes
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	$463,023
Participant contributions at end of year	2020-12-31	$88,697
Participant contributions at beginning of year	2020-12-31	$82,081
Participant contributions at beginning of year	2020-12-31	$11,936
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$7,379
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$152
Total non interest bearing cash at end of year	2020-12-31	$3,832
Total non interest bearing cash at beginning of year	2020-12-31	$265,821
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	$853,939
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,917,850
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,063,911
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	$3,227,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,399,996
Interest on participant loans	2020-12-31	$3,873
Interest earned on other investments	2020-12-31	$3,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$605,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$296,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$411,893
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	$287,968
Employer contributions (assets) at beginning of year	2020-12-31	$7,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$385,153
Contract administrator fees	2020-12-31	$23,464
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
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
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$7,612
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	SIKICH LLP
Accountancy firm EIN	2020-12-31	363168081
2019 : AIROLDI BROTHERS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,798,585
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$494,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$480,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,325,722
Value of total assets at end of year	2019-12-31	$3,063,911
Value of total assets at beginning of year	2019-12-31	$1,759,856
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$13,777
Total interest from all sources	2019-12-31	$2,314
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$38,246
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	$38,246
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$462,421
Participant contributions at end of year	2019-12-31	$82,081
Participant contributions at beginning of year	2019-12-31	$41,465
Participant contributions at end of year	2019-12-31	$11,936
Participant contributions at beginning of year	2019-12-31	$11,816
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$578,259
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$152
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$456
Assets. Loans (other than to participants) at end of year	2019-12-31	$67,778
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$41,465
Total non interest bearing cash at end of year	2019-12-31	$265,821
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	$1,304,055
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,063,911
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,759,856
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	$2,399,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,698,325
Interest on participant loans	2019-12-31	$2,314
Interest earned on other investments	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$296,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$432,303
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	$285,042
Employer contributions (assets) at end of year	2019-12-31	$7,617
Employer contributions (assets) at beginning of year	2019-12-31	$7,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$480,753
Contract administrator fees	2019-12-31	$13,777
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
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	SIKICH LLP
Accountancy firm EIN	2019-12-31	363168081
2018 : AIROLDI BROTHERS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$388,882
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$93,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$81,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$486,001
Value of total assets at end of year	2018-12-31	$1,759,856
Value of total assets at beginning of year	2018-12-31	$1,464,346
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$12,070
Total interest from all sources	2018-12-31	$1,300
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$83,851
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	$83,851
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
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$293,750
Participant contributions at end of year	2018-12-31	$41,465
Participant contributions at beginning of year	2018-12-31	$23,936
Participant contributions at end of year	2018-12-31	$11,816
Participant contributions at beginning of year	2018-12-31	$9,601
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$456
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$295,510
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,759,856
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,464,346
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
Investment advisory and management fees	2018-12-31	$12,070
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,698,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,424,066
Interest on participant loans	2018-12-31	$1,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-182,270
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	$192,251
Employer contributions (assets) at end of year	2018-12-31	$7,794
Employer contributions (assets) at beginning of year	2018-12-31	$6,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$81,302
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
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	FREYBERG HINKLE ASHLAND POWERS
Accountancy firm EIN	2018-12-31	391531945

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

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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

813710

Policy instance

Insurance contract or identification number	813710
Number of Individuals Covered	270
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

813710

Policy instance

Insurance contract or identification number	813710
Number of Individuals Covered	260
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

813710

Policy instance

Insurance contract or identification number	813710
Number of Individuals Covered	231
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

813710

Policy instance

Insurance contract or identification number	813710
Number of Individuals Covered	205
Insurance policy start date	2019-12-20
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	AIROLDI BROTHERS, INC.
Employer identification number (EIN):	390834611
NAIC Classification:	484120
NAIC Description:	General Freight Trucking, Long-Distance