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

REDDI INDUSTRIES, INC. 401(K) PLAN 401k Plan overview

Plan Name	REDDI INDUSTRIES, INC. 401(K) PLAN
Plan identification number	001

REDDI INDUSTRIES, INC. 401(K) 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: REDDI INDUSTRIES, INC.

Employer identification number (EIN): 481185484

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DANIEL CARRASCO 2023-10-13
001 2021-01-01 DANIEL CARRASCO 2022-10-14
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 THOMAS STEVEN 2018-10-15 THOMAS STEVEN 2018-10-15
001 2016-01-01 THOMAS STEVEN II 2017-10-06 THOMAS STEVEN II 2017-10-06
001 2015-01-01 THOMAS STEVEN 2016-08-31 THOMAS STEVEN 2016-08-31
001 2014-01-01 THOMAS STEVEN 2015-10-12 THOMAS STEVEN 2015-10-12
001 2013-01-01 THOMAS STEVEN II 2014-09-11 THOMAS STEVEN II 2014-09-11
001 2012-01-01 THOMAS STEVEN II 2013-10-14 THOMAS STEVEN II 2013-10-14
001 2011-01-01 THOMAS J STEVEN ,II 2012-10-09 THOMAS J STEVEN ,II 2012-10-09
001 2010-01-01 THOMAS J STEVEN II 2011-07-29 THOMAS J STEVEN II 2011-07-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	DANIEL CARRASCO	2023-10-13
001	2021-01-01	DANIEL CARRASCO	2022-10-14
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	THOMAS STEVEN	2018-10-15	THOMAS STEVEN	2018-10-15
001	2016-01-01	THOMAS STEVEN II	2017-10-06	THOMAS STEVEN II	2017-10-06
001	2015-01-01	THOMAS STEVEN	2016-08-31	THOMAS STEVEN	2016-08-31
001	2014-01-01	THOMAS STEVEN	2015-10-12	THOMAS STEVEN	2015-10-12
001	2013-01-01	THOMAS STEVEN II	2014-09-11	THOMAS STEVEN II	2014-09-11
001	2012-01-01	THOMAS STEVEN II	2013-10-14	THOMAS STEVEN II	2013-10-14
001	2011-01-01	THOMAS J STEVEN ,II	2012-10-09	THOMAS J STEVEN ,II	2012-10-09
001	2010-01-01	THOMAS J STEVEN II	2011-07-29	THOMAS J STEVEN II	2011-07-29

Plan Statistics for REDDI INDUSTRIES, INC. 401(K) PLAN

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

Measure Date Value
2022: REDDI INDUSTRIES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 156
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 20
Total of all active and inactive participants 2022-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 178
Number of participants with account balances 2022-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 5
2021: REDDI INDUSTRIES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 136
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 8
Total of all active and inactive participants 2021-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 144
Number of participants with account balances 2021-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 5
2020: REDDI INDUSTRIES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 122
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 22
Total of all active and inactive participants 2020-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 144
Number of participants with account balances 2020-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: REDDI INDUSTRIES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 115
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 17
Total of all active and inactive participants 2019-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 132
Number of participants with account balances 2019-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 8
2018: REDDI INDUSTRIES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 97
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 15
Total of all active and inactive participants 2018-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 112
Number of participants with account balances 2018-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 13

Measure	Date	Value
2022: REDDI INDUSTRIES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	156
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	20
Total of all active and inactive participants	2022-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	178
Number of participants with account balances	2022-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	5
2021: REDDI INDUSTRIES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	136
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	8
Total of all active and inactive participants	2021-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	144
Number of participants with account balances	2021-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	5
2020: REDDI INDUSTRIES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	122
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	22
Total of all active and inactive participants	2020-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	144
Number of participants with account balances	2020-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: REDDI INDUSTRIES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	115
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	17
Total of all active and inactive participants	2019-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	132
Number of participants with account balances	2019-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	8
2018: REDDI INDUSTRIES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	97
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	15
Total of all active and inactive participants	2018-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	112
Number of participants with account balances	2018-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	13

Financial Data on REDDI INDUSTRIES, INC. 401(K) PLAN

Measure	Date	Value
2022 : REDDI INDUSTRIES, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-304,254
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$678,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$674,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$552,253
Value of total assets at end of year	2022-12-31	$5,152,944
Value of total assets at beginning of year	2022-12-31	$6,135,754
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$3,624
Total interest from all sources	2022-12-31	$4,221
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
Administrative expenses professional fees incurred	2022-12-31	$3,624
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$450,000
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	$366,309
Participant contributions at end of year	2022-12-31	$109,642
Participant contributions at beginning of year	2022-12-31	$104,481
Participant contributions at end of year	2022-12-31	$6,208
Participant contributions at beginning of year	2022-12-31	$6,408
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	$-982,810
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,152,944
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,135,754
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	$4,444,894
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$5,253,384
Interest on participant loans	2022-12-31	$4,221
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$576,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$764,950
Net investment gain/loss from pooled separate accounts	2022-12-31	$-860,728
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	Yes
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	$185,944
Employer contributions (assets) at end of year	2022-12-31	$15,470
Employer contributions (assets) at beginning of year	2022-12-31	$6,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$674,932
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	REGIER CARR & MONROE, LLP
Accountancy firm EIN	2022-12-31	480573184
2021 : REDDI INDUSTRIES, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$9,625
Total income from all sources (including contributions)	2021-12-31	$1,214,116
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$373,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$352,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$519,009
Value of total assets at end of year	2021-12-31	$6,135,754
Value of total assets at beginning of year	2021-12-31	$5,304,785
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$21,346
Total interest from all sources	2021-12-31	$2,895
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
Administrative expenses professional fees incurred	2021-12-31	$21,346
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$450,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
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	$348,676
Participant contributions at end of year	2021-12-31	$104,481
Participant contributions at beginning of year	2021-12-31	$68,335
Participant contributions at end of year	2021-12-31	$6,408
Participant contributions at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$9,625
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	$840,594
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,135,754
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,295,160
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	$5,253,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,338,352
Interest on participant loans	2021-12-31	$2,895
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$764,950
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$897,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$692,212
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	$170,333
Employer contributions (assets) at end of year	2021-12-31	$6,531
Employer contributions (assets) at beginning of year	2021-12-31	$284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$352,176
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	2021-12-31	Yes
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	REGIER CARR & MONROE, LLP
Accountancy firm EIN	2021-12-31	480573184
2020 : REDDI INDUSTRIES, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$9,625
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$18,237
Total income from all sources (including contributions)	2020-12-31	$1,086,294
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$192,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$178,983
Expenses. Certain deemed distributions of participant loans	2020-12-31	$4,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$511,303
Value of total assets at end of year	2020-12-31	$5,304,785
Value of total assets at beginning of year	2020-12-31	$4,419,772
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$9,217
Total interest from all sources	2020-12-31	$4,072
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
Administrative expenses professional fees incurred	2020-12-31	$9,217
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$450,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$352,352
Participant contributions at end of year	2020-12-31	$68,335
Participant contributions at beginning of year	2020-12-31	$89,042
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,806
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$9,625
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$18,237
Administrative expenses (other) incurred	2020-12-31	$0
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	$893,625
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,295,160
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,401,535
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	$4,338,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,510,940
Interest on participant loans	2020-12-31	$4,072
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$897,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$819,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$570,919
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	$157,145
Employer contributions (assets) at end of year	2020-12-31	$284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$178,983
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	REGIER, CARR & MONROE, LLP
Accountancy firm EIN	2020-12-31	480573184
2019 : REDDI INDUSTRIES, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
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	$18,237
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$18,237
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$20,950
Total income from all sources (including contributions)	2019-12-31	$1,127,867
Total income from all sources (including contributions)	2019-12-31	$1,127,867
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$254,596
Total of all expenses incurred	2019-12-31	$254,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$242,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$242,214
Expenses. Certain deemed distributions of participant loans	2019-12-31	$2,707
Expenses. Certain deemed distributions of participant loans	2019-12-31	$2,707
Value of total corrective distributions	2019-12-31	$842
Value of total corrective distributions	2019-12-31	$842
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$502,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$502,430
Value of total assets at end of year	2019-12-31	$4,419,772
Value of total assets at end of year	2019-12-31	$4,419,772
Value of total assets at beginning of year	2019-12-31	$3,549,214
Value of total assets at beginning of year	2019-12-31	$3,549,214
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,833
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,833
Total interest from all sources	2019-12-31	$3,864
Total interest from all sources	2019-12-31	$3,864
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
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
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$8,833
Administrative expenses professional fees incurred	2019-12-31	$8,833
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$450,000
Value of fidelity bond cover	2019-12-31	$450,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$344,495
Contributions received from participants	2019-12-31	$344,495
Participant contributions at end of year	2019-12-31	$89,042
Participant contributions at end of year	2019-12-31	$89,042
Participant contributions at beginning of year	2019-12-31	$75,061
Participant contributions at beginning of year	2019-12-31	$75,061
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$3,190
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$3,190
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$18,237
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$18,237
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$20,950
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$20,950
Administrative expenses (other) incurred	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$0
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
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	$873,271
Value of net income/loss	2019-12-31	$873,271
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,401,535
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,401,535
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,528,264
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,528,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
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	$3,510,940
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,510,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,959,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,959,751
Income. Interest from loans (other than to participants)	2019-12-31	$3,864
Income. Interest from loans (other than to participants)	2019-12-31	$3,864
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$819,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$819,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$514,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$514,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$621,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$621,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
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	$154,745
Contributions received in cash from employer	2019-12-31	$154,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$242,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$242,214
Contract administrator fees	2019-12-31	$0
Contract administrator fees	2019-12-31	$0
Did the plan have assets held for investment	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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	REGIER, CARR & MONROE, LLP
Accountancy firm name	2019-12-31	REGIER, CARR & MONROE, LLP
Accountancy firm EIN	2019-12-31	480573184
Accountancy firm EIN	2019-12-31	480573184
2018 : REDDI INDUSTRIES, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$20,950
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$15,003
Total income from all sources (including contributions)	2018-12-31	$267,838
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$70,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$53,898
Value of total corrective distributions	2018-12-31	$11,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$470,394
Value of total assets at end of year	2018-12-31	$3,549,214
Value of total assets at beginning of year	2018-12-31	$3,345,631
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$4,696
Total interest from all sources	2018-12-31	$3,133
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$4,696
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$195,000
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	$312,100
Participant contributions at end of year	2018-12-31	$75,061
Participant contributions at beginning of year	2018-12-31	$93,156
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$14,116
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$20,950
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$15,003
Administrative expenses (other) incurred	2018-12-31	$0
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	$197,636
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,528,264
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,330,628
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	$2,959,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,795,441
Interest on participant loans	2018-12-31	$3,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$514,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$457,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-205,689
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	$144,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$53,898
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	REGIER, CARR & MONROE, LLP
Accountancy firm EIN	2018-12-31	480573184

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

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

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G50099

Policy instance

Insurance contract or identification number	G50099
Number of Individuals Covered	101
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $18,196
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?	Yes
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
Commission paid to Insurance Broker	USD $18,196
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G50099

Policy instance

Insurance contract or identification number	G50099
Number of Individuals Covered	104
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $19,714
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?	Yes
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
Commission paid to Insurance Broker	USD $19,714
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

815-80002

Policy instance

Insurance contract or identification number	815-80002
Number of Individuals Covered	100
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $1,732
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,732
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

815-80002

Policy instance

Insurance contract or identification number	815-80002
Number of Individuals Covered	132
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $2,478
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,478
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

815-80002

Policy instance

Insurance contract or identification number	815-80002
Number of Individuals Covered	88
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1,833
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,833
Insurance broker organization code?	3

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Company Name:	REDDI INDUSTRIES, INC.
Employer identification number (EIN):	481185484
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors