401k Plan data: LIFT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST plan

LIFT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	LIFT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

LIFT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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

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

Company Name: LIFT SOLUTIONS, INC.

Employer identification number (EIN): 470591797

NAIC Classification: 441228
NAIC Description: Motorcycle, ATV, and All Other Motor Vehicle Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 BRIAN DRELICHARZ 2023-10-02
001 2021-01-01 BRIAN DRELICHARZ 2022-09-20
001 2020-01-01 BRIAN DRELICHARZ 2021-10-03
001 2019-01-01 BRIAN DRELICHARZ 2020-10-12
001 2018-01-01
001 2017-01-01
001 2016-01-01 BRIAN DRELICHARZ 2017-08-14
001 2015-01-01 RUSSELL EUSTERWIEMANN 2016-08-01
001 2015-01-01 RUSSELL EUSTERWIEMANN 2016-08-02
001 2014-01-01 RUSSELL EUSTERWIEMANN 2015-07-30
001 2013-01-01 ROBERT SVOBODA 2014-07-23
001 2012-01-01 LIFT SOLUTIONS INC 2013-06-25
001 2011-01-01 STEVEN BUEHLER 2012-05-10
001 2010-01-01 HAROLD SARGUS 2011-05-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	BRIAN DRELICHARZ	2023-10-02
001	2021-01-01	BRIAN DRELICHARZ	2022-09-20
001	2020-01-01	BRIAN DRELICHARZ	2021-10-03
001	2019-01-01	BRIAN DRELICHARZ	2020-10-12
001	2018-01-01
001	2017-01-01
001	2016-01-01	BRIAN DRELICHARZ	2017-08-14
001	2015-01-01	RUSSELL EUSTERWIEMANN	2016-08-01
001	2015-01-01	RUSSELL EUSTERWIEMANN	2016-08-02
001	2014-01-01	RUSSELL EUSTERWIEMANN	2015-07-30
001	2013-01-01	ROBERT SVOBODA	2014-07-23
001	2012-01-01	LIFT SOLUTIONS INC	2013-06-25
001	2011-01-01	STEVEN BUEHLER	2012-05-10
001	2010-01-01	HAROLD SARGUS	2011-05-02

Plan Statistics for LIFT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for LIFT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: LIFT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 143
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 22
Total of all active and inactive participants 2022-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 167
Number of participants with account balances 2022-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 22
2021: LIFT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 131
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 20
Total of all active and inactive participants 2021-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 154
Number of participants with account balances 2021-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 15
2020: LIFT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 124
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 14
Total of all active and inactive participants 2020-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 140
Number of participants with account balances 2020-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 12
2019: LIFT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 111
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 12
Total of all active and inactive participants 2019-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 126
Number of participants with account balances 2019-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 15

Measure	Date	Value
2022: LIFT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	143
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	22
Total of all active and inactive participants	2022-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	167
Number of participants with account balances	2022-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	22
2021: LIFT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	131
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	20
Total of all active and inactive participants	2021-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	154
Number of participants with account balances	2021-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	15
2020: LIFT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	124
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	14
Total of all active and inactive participants	2020-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	140
Number of participants with account balances	2020-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	12
2019: LIFT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	111
Number of retired or separated participants receiving benefits	2019-01-01	3
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	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	126
Number of participants with account balances	2019-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	15

Financial Data on LIFT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2022 : LIFT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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	$20,501
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$29,109
Total income from all sources (including contributions)	2022-12-31	$-154,074
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$881,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$764,283
Expenses. Certain deemed distributions of participant loans	2022-12-31	$10,108
Value of total corrective distributions	2022-12-31	$29,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,353,582
Value of total assets at end of year	2022-12-31	$6,821,842
Value of total assets at beginning of year	2022-12-31	$7,866,365
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$78,341
Total interest from all sources	2022-12-31	$4,864
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$736,197
Participant contributions at end of year	2022-12-31	$123,811
Participant contributions at beginning of year	2022-12-31	$98,083
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$338,073
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$20,501
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$29,109
Administrative expenses (other) incurred	2022-12-31	$5,145
Total non interest bearing cash at end of year	2022-12-31	$8,049
Total non interest bearing cash at beginning of year	2022-12-31	$4,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,035,915
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,801,341
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,837,256
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 pooled separate accounts at end of year	2022-12-31	$6,689,549
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$7,763,067
Interest on participant loans	2022-12-31	$4,864
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,512,520
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	$279,312
Employer contributions (assets) at end of year	2022-12-31	$433
Employer contributions (assets) at beginning of year	2022-12-31	$732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$764,283
Contract administrator fees	2022-12-31	$73,196
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	DEBOER & ASSOCIATES, PC
Accountancy firm EIN	2022-12-31	470836395
2021 : LIFT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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	$29,109
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$54,444
Total income from all sources (including contributions)	2021-12-31	$1,930,978
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$598,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$456,145
Expenses. Certain deemed distributions of participant loans	2021-12-31	$6,580
Value of total corrective distributions	2021-12-31	$54,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$926,348
Value of total assets at end of year	2021-12-31	$7,866,365
Value of total assets at beginning of year	2021-12-31	$6,559,638
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$81,747
Total interest from all sources	2021-12-31	$3,725
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$625,079
Participant contributions at end of year	2021-12-31	$98,083
Participant contributions at beginning of year	2021-12-31	$84,964
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$96,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$29,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$54,444
Administrative expenses (other) incurred	2021-12-31	$77,847
Total non interest bearing cash at end of year	2021-12-31	$4,483
Total non interest bearing cash at beginning of year	2021-12-31	$1,212
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	$1,332,062
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,837,256
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,505,194
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 pooled separate accounts at end of year	2021-12-31	$7,763,067
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$6,470,055
Interest on participant loans	2021-12-31	$3,725
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,000,905
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	$205,252
Employer contributions (assets) at end of year	2021-12-31	$732
Employer contributions (assets) at beginning of year	2021-12-31	$3,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$456,145
Contract administrator fees	2021-12-31	$3,900
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	DEBOER & ASSOCIATES, PC
Accountancy firm EIN	2021-12-31	470836395
2020 : LIFT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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	$54,444
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$31,564
Total income from all sources (including contributions)	2020-12-31	$1,734,583
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$354,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$242,701
Expenses. Certain deemed distributions of participant loans	2020-12-31	$19,301
Value of total corrective distributions	2020-12-31	$31,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$628,193
Value of total assets at end of year	2020-12-31	$6,559,638
Value of total assets at beginning of year	2020-12-31	$5,156,797
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$61,056
Total interest from all sources	2020-12-31	$5,972
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$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	$462,484
Participant contributions at end of year	2020-12-31	$84,964
Participant contributions at beginning of year	2020-12-31	$136,423
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$54,444
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$31,564
Administrative expenses (other) incurred	2020-12-31	$58,296
Total non interest bearing cash at end of year	2020-12-31	$1,212
Total non interest bearing cash at beginning of year	2020-12-31	$1,805
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	$1,379,961
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,505,194
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,125,233
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 pooled separate accounts at end of year	2020-12-31	$6,470,055
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$5,018,006
Interest on participant loans	2020-12-31	$5,972
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,100,418
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	$165,709
Employer contributions (assets) at end of year	2020-12-31	$3,407
Employer contributions (assets) at beginning of year	2020-12-31	$563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$242,701
Contract administrator fees	2020-12-31	$2,760
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	DEBOER & ASSOCIATES, PC
Accountancy firm EIN	2020-12-31	470836395
2019 : LIFT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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	$31,564
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	$1,595,878
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$405,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$297,995
Expenses. Certain deemed distributions of participant loans	2019-12-31	$48,143
Value of total corrective distributions	2019-12-31	$24,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$646,217
Value of total assets at end of year	2019-12-31	$5,156,797
Value of total assets at beginning of year	2019-12-31	$3,934,429
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$34,852
Total interest from all sources	2019-12-31	$10,226
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$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	$439,660
Participant contributions at end of year	2019-12-31	$136,423
Participant contributions at beginning of year	2019-12-31	$219,463
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$39,311
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$31,564
Administrative expenses (other) incurred	2019-12-31	$32,347
Total non interest bearing cash at end of year	2019-12-31	$1,805
Total non interest bearing cash at beginning of year	2019-12-31	$3,432
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	$1,190,804
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,125,233
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,934,429
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 pooled separate accounts at end of year	2019-12-31	$5,018,006
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$3,711,534
Interest on participant loans	2019-12-31	$10,226
Net investment gain/loss from pooled separate accounts	2019-12-31	$939,435
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	Yes
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	$167,246
Employer contributions (assets) at end of year	2019-12-31	$563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$297,995
Contract administrator fees	2019-12-31	$2,505
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	DEBOER & ASSOCIATES, PC
Accountancy firm EIN	2019-12-31	470836395

Form 5500 Responses for LIFT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

2022: LIFT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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 - Trust	Yes
2021: LIFT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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 - Trust	Yes
2020: LIFT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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 - Trust	Yes
2019: LIFT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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 - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

91708

Policy instance

Insurance contract or identification number	91708
Number of Individuals Covered	139
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $33,946
Total amount of fees paid to insurance company	USD $8,598
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $33,946
Insurance broker organization code?	4
Amount paid for insurance broker fees	8598
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

91708

Policy instance

Insurance contract or identification number	91708
Number of Individuals Covered	139
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $35,513
Total amount of fees paid to insurance company	USD $7,000
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $35,513
Insurance broker organization code?	4
Amount paid for insurance broker fees	7000
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

91708

Policy instance

Insurance contract or identification number	91708
Number of Individuals Covered	124
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $25,947
Total amount of fees paid to insurance company	USD $5,416
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $25,947
Insurance broker organization code?	4
Amount paid for insurance broker fees	5416
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

91708

Policy instance

Insurance contract or identification number	91708
Number of Individuals Covered	106
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $22,716
Total amount of fees paid to insurance company	USD $4,817
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $22,716
Insurance broker organization code?	4
Amount paid for insurance broker fees	4817
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION

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Company Name:	LIFT SOLUTIONS, INC.
Employer identification number (EIN):	470591797
NAIC Classification:	441228
NAIC Description:	Motorcycle, ATV, and All Other Motor Vehicle Dealers