401k Plan data: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN plan

CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN
Plan identification number	001

CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

CLEVELAND GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: CLEVELAND GROUP, INC.

Employer identification number (EIN): 586019940

NAIC Classification: 238210
NAIC Description: Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLEVELAND GROUP, INC. AND SUBSIDIARIES 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
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 KENNETH D. HARBOUR KENNETH D. HARBOUR 2018-09-10
001 2016-01-01 KENNETH D. HARBOUR KENNETH D. HARBOUR 2017-07-25
001 2015-01-01 KENNETH D. HARBOUR KENNETH D. HARBOUR 2016-07-29
001 2014-01-01 KENNETH D. HARBOUR KENNETH D. HARBOUR 2015-09-11
001 2013-01-01 KENNETH D. HARBOUR KENNETH D. HARBOUR 2014-07-31
001 2012-01-01 KENNETH D. HARBOUR KENNETH D. HARBOUR 2013-09-26
001 2011-01-01 KENNETH D. HARBOUR
001 2010-01-01 KENNETH D HARBOUR KENNETH D HARBOUR 2011-08-12
001 2009-01-01 KENNETH D. HARBOUR KENNETH D. HARBOUR 2010-09-27

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	KENNETH D. HARBOUR	KENNETH D. HARBOUR	2018-09-10
001	2016-01-01	KENNETH D. HARBOUR	KENNETH D. HARBOUR	2017-07-25
001	2015-01-01	KENNETH D. HARBOUR	KENNETH D. HARBOUR	2016-07-29
001	2014-01-01	KENNETH D. HARBOUR	KENNETH D. HARBOUR	2015-09-11
001	2013-01-01	KENNETH D. HARBOUR	KENNETH D. HARBOUR	2014-07-31
001	2012-01-01	KENNETH D. HARBOUR	KENNETH D. HARBOUR	2013-09-26
001	2011-01-01	KENNETH D. HARBOUR
001	2010-01-01	KENNETH D HARBOUR	KENNETH D HARBOUR	2011-08-12
001	2009-01-01	KENNETH D. HARBOUR	KENNETH D. HARBOUR	2010-09-27

Plan Statistics for CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 129
Number of retired or separated participants receiving benefits 2022-01-01 6
Number of other retired or separated participants entitled to future benefits 2022-01-01 29
Total of all active and inactive participants 2022-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 164
Number of participants with account balances 2022-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 15
2021: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 129
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 35
Total of all active and inactive participants 2021-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 165
Number of participants with account balances 2021-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 12
2020: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 120
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 29
Total of all active and inactive participants 2020-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 150
Number of participants with account balances 2020-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 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 2019-01-01 101
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 31
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 2019-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 8
2018: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 100
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 37
Total of all active and inactive participants 2018-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 138
Number of participants with account balances 2018-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 93
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 34
Total of all active and inactive participants 2017-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 127
Number of participants with account balances 2017-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 6
2016: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 88
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 29
Total of all active and inactive participants 2016-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 117
Number of participants with account balances 2016-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 91
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 30
Total of all active and inactive participants 2015-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 121
Number of participants with account balances 2015-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 107
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 31
Total of all active and inactive participants 2014-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 138
Number of participants with account balances 2014-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 100
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 34
Total of all active and inactive participants 2013-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 134
Number of participants with account balances 2013-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 97
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 32
Total of all active and inactive participants 2012-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 129
Number of participants with account balances 2012-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 96
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 36
Total of all active and inactive participants 2011-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 133
Number of participants with account balances 2011-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 6
2010: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 98
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 36
Total of all active and inactive participants 2010-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 135
Number of participants with account balances 2010-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3
2009: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 98
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 45
Total of all active and inactive participants 2009-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 144
Number of participants with account balances 2009-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2022: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	129
Number of retired or separated participants receiving benefits	2022-01-01	6
Number of other retired or separated participants entitled to future benefits	2022-01-01	29
Total of all active and inactive participants	2022-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	164
Number of participants with account balances	2022-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	15
2021: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	129
Number of retired or separated participants receiving benefits	2021-01-01	1
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	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	165
Number of participants with account balances	2021-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	12
2020: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	120
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	29
Total of all active and inactive participants	2020-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	150
Number of participants with account balances	2020-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 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	101
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	31
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	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	8
2018: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	100
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	37
Total of all active and inactive participants	2018-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	138
Number of participants with account balances	2018-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	93
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	34
Total of all active and inactive participants	2017-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	127
Number of participants with account balances	2017-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	6
2016: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	88
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	29
Total of all active and inactive participants	2016-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	117
Number of participants with account balances	2016-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	91
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	30
Total of all active and inactive participants	2015-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	121
Number of participants with account balances	2015-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	107
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	31
Total of all active and inactive participants	2014-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	138
Number of participants with account balances	2014-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	100
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	34
Total of all active and inactive participants	2013-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	134
Number of participants with account balances	2013-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	97
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	32
Total of all active and inactive participants	2012-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	129
Number of participants with account balances	2012-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	96
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	36
Total of all active and inactive participants	2011-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	133
Number of participants with account balances	2011-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	6
2010: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	98
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	36
Total of all active and inactive participants	2010-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	135
Number of participants with account balances	2010-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3
2009: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	98
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	45
Total of all active and inactive participants	2009-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	144
Number of participants with account balances	2009-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : CLEVELAND GROUP, INC. AND SUBSIDIARIES 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	$-4,598,625
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,759,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,714,466
Value of total corrective distributions	2022-12-31	$1,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,499,753
Value of total assets at end of year	2022-12-31	$30,154,505
Value of total assets at beginning of year	2022-12-31	$36,512,239
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$43,499
Total interest from all sources	2022-12-31	$5,288
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,822,444
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	$2,822,444
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$1,216,468
Participant contributions at end of year	2022-12-31	$71,278
Participant contributions at beginning of year	2022-12-31	$136,212
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,856
Administrative expenses (other) incurred	2022-12-31	$336
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	$-6,357,734
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$30,154,505
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$36,512,239
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
Investment advisory and management fees	2022-12-31	$43,163
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$27,855,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$34,149,427
Interest on participant loans	2022-12-31	$5,288
Value of interest in common/collective trusts at end of year	2022-12-31	$2,227,772
Value of interest in common/collective trusts at beginning of year	2022-12-31	$2,226,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-8,759,975
Net investment gain or loss from common/collective trusts	2022-12-31	$-166,135
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	$281,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,714,466
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	WINDHAM BRANNON, LLC
Accountancy firm EIN	2022-12-31	581763439
2021 : CLEVELAND GROUP, INC. AND SUBSIDIARIES 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	$0
Total income from all sources (including contributions)	2021-12-31	$5,910,063
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$465,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$450,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,404,358
Value of total assets at end of year	2021-12-31	$36,512,239
Value of total assets at beginning of year	2021-12-31	$31,067,792
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$14,623
Total interest from all sources	2021-12-31	$9,323
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$3,270,342
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	$3,270,342
Administrative expenses professional fees incurred	2021-12-31	$13,935
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	$1,142,004
Participant contributions at end of year	2021-12-31	$136,212
Participant contributions at beginning of year	2021-12-31	$208,946
Administrative expenses (other) incurred	2021-12-31	$688
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	$5,444,447
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$36,512,239
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$31,067,792
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	$34,149,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$28,359,054
Interest on participant loans	2021-12-31	$9,323
Value of interest in common/collective trusts at end of year	2021-12-31	$2,226,600
Value of interest in common/collective trusts at beginning of year	2021-12-31	$2,499,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,028,448
Net investment gain or loss from common/collective trusts	2021-12-31	$197,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	Yes
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	$262,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$450,993
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	WINDHAM BRANNON, LLC
Accountancy firm EIN	2021-12-31	581763439
2020 : CLEVELAND GROUP, INC. AND SUBSIDIARIES 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$5,821,829
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$664,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$617,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,403,167
Value of total assets at end of year	2020-12-31	$31,067,792
Value of total assets at beginning of year	2020-12-31	$25,910,109
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$47,146
Total interest from all sources	2020-12-31	$11,156
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,542,968
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	$1,542,968
Administrative expenses professional fees incurred	2020-12-31	$46,448
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	$1,096,073
Participant contributions at end of year	2020-12-31	$208,946
Participant contributions at beginning of year	2020-12-31	$163,231
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$58,789
Other income not declared elsewhere	2020-12-31	$22,545
Administrative expenses (other) incurred	2020-12-31	$698
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	$5,157,683
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$31,067,792
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$25,910,109
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	$28,359,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$24,441,984
Interest on participant loans	2020-12-31	$11,156
Value of interest in common/collective trusts at end of year	2020-12-31	$2,499,792
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,304,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,457,531
Net investment gain or loss from common/collective trusts	2020-12-31	$384,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
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	$248,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$617,000
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	WINDHAM BRANNON, P.C.
Accountancy firm EIN	2020-12-31	581763439
2019 : CLEVELAND GROUP, INC. AND SUBSIDIARIES 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	$6,049,821
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,117,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,073,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,228,294
Value of total assets at end of year	2019-12-31	$25,910,109
Value of total assets at beginning of year	2019-12-31	$20,978,007
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$44,511
Total interest from all sources	2019-12-31	$10,226
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,368,312
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	$1,368,312
Administrative expenses professional fees incurred	2019-12-31	$43,886
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	$1,002,189
Participant contributions at end of year	2019-12-31	$163,231
Participant contributions at beginning of year	2019-12-31	$188,782
Other income not declared elsewhere	2019-12-31	$28,407
Administrative expenses (other) incurred	2019-12-31	$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	2019-12-31	No
Value of net income/loss	2019-12-31	$4,932,102
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$25,910,109
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$20,978,007
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	$24,441,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$20,115,843
Interest on participant loans	2019-12-31	$10,226
Value of interest in common/collective trusts at end of year	2019-12-31	$1,304,894
Value of interest in common/collective trusts at beginning of year	2019-12-31	$673,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,389,708
Net investment gain or loss from common/collective trusts	2019-12-31	$24,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
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	$226,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,073,208
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	WINDHAM BRANNON, P.C.
Accountancy firm EIN	2019-12-31	581763439
2018 : CLEVELAND GROUP, INC. AND SUBSIDIARIES 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	$10,942
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$618,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$538,536
Expenses. Certain deemed distributions of participant loans	2018-12-31	$37,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,245,092
Value of total assets at end of year	2018-12-31	$20,978,007
Value of total assets at beginning of year	2018-12-31	$21,585,126
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$42,102
Total interest from all sources	2018-12-31	$5,723
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,690,361
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	$1,690,361
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$947,259
Participant contributions at end of year	2018-12-31	$188,782
Participant contributions at beginning of year	2018-12-31	$72,378
Administrative expenses (other) incurred	2018-12-31	$607
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	$-607,119
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$20,978,007
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$21,585,126
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	$41,495
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$20,115,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$20,296,235
Interest on participant loans	2018-12-31	$5,723
Value of interest in common/collective trusts at end of year	2018-12-31	$673,382
Value of interest in common/collective trusts at beginning of year	2018-12-31	$1,216,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,948,309
Net investment gain or loss from common/collective trusts	2018-12-31	$18,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
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	$297,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$538,536
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	WINDHAM BRANNON, P.C.
Accountancy firm EIN	2018-12-31	581763439
2017 : CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$4,498,962
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,375,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,337,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,159,642
Value of total assets at end of year	2017-12-31	$21,585,126
Value of total assets at beginning of year	2017-12-31	$18,461,380
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$37,518
Total interest from all sources	2017-12-31	$2,726
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$860,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$860,643
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$858,424
Participant contributions at end of year	2017-12-31	$72,378
Participant contributions at beginning of year	2017-12-31	$80,980
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$98,626
Administrative expenses (other) incurred	2017-12-31	$782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,123,746
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$21,585,126
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$18,461,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$36,736
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$20,296,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$16,884,173
Interest on participant loans	2017-12-31	$2,726
Value of interest in common/collective trusts at end of year	2017-12-31	$1,216,513
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,496,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,457,155
Net investment gain or loss from common/collective trusts	2017-12-31	$18,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$202,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,337,698
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WINDHAM BRANNON, P.C.
Accountancy firm EIN	2017-12-31	581763439
2016 : CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,332,473
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$4,067,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$4,031,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,031,163
Value of total assets at end of year	2016-12-31	$18,461,380
Value of total assets at beginning of year	2016-12-31	$20,196,634
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$36,308
Total interest from all sources	2016-12-31	$4,627
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$697,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$697,418
Administrative expenses professional fees incurred	2016-12-31	$8,916
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$806,256
Participant contributions at end of year	2016-12-31	$80,980
Participant contributions at beginning of year	2016-12-31	$98,584
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$33,405
Administrative expenses (other) incurred	2016-12-31	$229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-1,735,254
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$18,461,380
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$20,196,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$27,163
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$16,884,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$17,284,518
Interest on participant loans	2016-12-31	$4,627
Value of interest in common/collective trusts at end of year	2016-12-31	$1,496,227
Value of interest in common/collective trusts at beginning of year	2016-12-31	$2,813,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$572,733
Net investment gain or loss from common/collective trusts	2016-12-31	$26,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$191,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$4,031,419
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WINDHAM BRANNON, P.C.
Accountancy firm EIN	2016-12-31	581763439
2015 : CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$51,312
Total income from all sources (including contributions)	2015-12-31	$998,495
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,606,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,577,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,006,181
Value of total assets at end of year	2015-12-31	$20,196,634
Value of total assets at beginning of year	2015-12-31	$20,855,738
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$28,886
Total interest from all sources	2015-12-31	$5,617
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$965,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$965,730
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$812,652
Participant contributions at end of year	2015-12-31	$98,584
Participant contributions at beginning of year	2015-12-31	$198,476
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$51,312
Administrative expenses (other) incurred	2015-12-31	$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	2015-12-31	No
Value of net income/loss	2015-12-31	$-607,792
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$20,196,634
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$20,804,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$28,674
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$17,284,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$17,267,731
Interest on participant loans	2015-12-31	$5,617
Value of interest in common/collective trusts at end of year	2015-12-31	$2,813,532
Value of interest in common/collective trusts at beginning of year	2015-12-31	$3,389,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-983,775
Net investment gain or loss from common/collective trusts	2015-12-31	$4,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$193,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,577,401
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WINDHAM BRANNON, P.C.
Accountancy firm EIN	2015-12-31	581763439
2014 : CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$51,312
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$21,565
Total income from all sources (including contributions)	2014-12-31	$1,991,483
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,981,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,966,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$940,758
Value of total assets at end of year	2014-12-31	$20,855,738
Value of total assets at beginning of year	2014-12-31	$20,815,531
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$14,238
Total interest from all sources	2014-12-31	$7,513
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$726,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$726,503
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$694,484
Participant contributions at end of year	2014-12-31	$198,476
Participant contributions at beginning of year	2014-12-31	$161,976
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$86,488
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$71,184
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$51,312
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$21,565
Administrative expenses (other) incurred	2014-12-31	$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$10,460
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$20,804,426
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$20,793,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$13,988
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$17,267,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$17,782,212
Interest on participant loans	2014-12-31	$7,513
Value of interest in common/collective trusts at end of year	2014-12-31	$3,389,531
Value of interest in common/collective trusts at beginning of year	2014-12-31	$2,764,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$251,383
Net investment gain or loss from common/collective trusts	2014-12-31	$65,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$175,090
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$20,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,966,785
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WINDHAM BRANNON
Accountancy firm EIN	2014-12-31	581763439
2013 : CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$21,565
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$4,733,049
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$576,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$575,251
Value of total corrective distributions	2013-12-31	$1,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,523,439
Value of total assets at end of year	2013-12-31	$20,815,531
Value of total assets at beginning of year	2013-12-31	$16,637,521
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$214
Total interest from all sources	2013-12-31	$7,218
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$574,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$574,847
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$738,670
Participant contributions at end of year	2013-12-31	$161,976
Participant contributions at beginning of year	2013-12-31	$182,566
Participant contributions at end of year	2013-12-31	$86,488
Participant contributions at beginning of year	2013-12-31	$10,946
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$611,159
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$21,565
Administrative expenses (other) incurred	2013-12-31	$214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$4,156,445
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$20,793,966
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$16,637,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$17,782,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$14,675,750
Interest on participant loans	2013-12-31	$7,218
Value of interest in common/collective trusts at end of year	2013-12-31	$2,764,174
Value of interest in common/collective trusts at beginning of year	2013-12-31	$1,762,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,617,142
Net investment gain or loss from common/collective trusts	2013-12-31	$10,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$173,610
Employer contributions (assets) at end of year	2013-12-31	$20,681
Employer contributions (assets) at beginning of year	2013-12-31	$5,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$575,251
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WINDHAM BRANNON
Accountancy firm EIN	2013-12-31	581763439
2012 : CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$3,131,990
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,000,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,000,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$999,804
Value of total assets at end of year	2012-12-31	$16,637,521
Value of total assets at beginning of year	2012-12-31	$14,506,043
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$350
Total interest from all sources	2012-12-31	$7,681
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$356,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$356,454
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$804,478
Participant contributions at end of year	2012-12-31	$182,566
Participant contributions at beginning of year	2012-12-31	$138,888
Participant contributions at end of year	2012-12-31	$10,946
Participant contributions at beginning of year	2012-12-31	$14,908
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$11,840
Administrative expenses (other) incurred	2012-12-31	$350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,131,478
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$16,637,521
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$14,506,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$14,675,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$12,872,568
Interest on participant loans	2012-12-31	$7,681
Value of interest in common/collective trusts at end of year	2012-12-31	$1,762,592
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,476,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,712,315
Net investment gain or loss from common/collective trusts	2012-12-31	$55,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$183,486
Employer contributions (assets) at end of year	2012-12-31	$5,667
Employer contributions (assets) at beginning of year	2012-12-31	$3,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,000,162
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WINDHAM BRANNON
Accountancy firm EIN	2012-12-31	581763439
2011 : CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$3,864
Total income from all sources (including contributions)	2011-12-31	$765,855
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,645,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,645,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$998,051
Value of total assets at end of year	2011-12-31	$14,506,043
Value of total assets at beginning of year	2011-12-31	$15,389,305
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$250
Total interest from all sources	2011-12-31	$5,095
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$266,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$266,864
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$764,729
Participant contributions at end of year	2011-12-31	$138,888
Participant contributions at beginning of year	2011-12-31	$84,467
Participant contributions at end of year	2011-12-31	$14,908
Participant contributions at beginning of year	2011-12-31	$113,650
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$55,770
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$3,864
Administrative expenses (other) incurred	2011-12-31	$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-879,398
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$14,506,043
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$15,385,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$12,872,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$13,167,429
Interest on participant loans	2011-12-31	$5,095
Value of interest in common/collective trusts at end of year	2011-12-31	$1,476,419
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,996,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-533,099
Net investment gain or loss from common/collective trusts	2011-12-31	$28,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$177,552
Employer contributions (assets) at end of year	2011-12-31	$3,260
Employer contributions (assets) at beginning of year	2011-12-31	$27,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,645,003
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BENNETT THRASHER PC
Accountancy firm EIN	2011-12-31	581673613
2010 : CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$3,864
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,800,464
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,019,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,015,818
Value of total corrective distributions	2010-12-31	$3,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$955,710
Value of total assets at end of year	2010-12-31	$15,389,305
Value of total assets at beginning of year	2010-12-31	$13,604,759
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$100
Total interest from all sources	2010-12-31	$5,380
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$247,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$247,949
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$781,516
Participant contributions at end of year	2010-12-31	$84,467
Participant contributions at beginning of year	2010-12-31	$114,891
Participant contributions at end of year	2010-12-31	$113,650
Participant contributions at beginning of year	2010-12-31	$4,071
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$7,419
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$3,864
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,780,682
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$15,385,441
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$13,604,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$13,167,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$12,183,069
Interest on participant loans	2010-12-31	$5,380
Value of interest in common/collective trusts at end of year	2010-12-31	$1,996,540
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,284,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,486,235
Net investment gain or loss from common/collective trusts	2010-12-31	$105,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$166,775
Employer contributions (assets) at end of year	2010-12-31	$27,219
Employer contributions (assets) at beginning of year	2010-12-31	$17,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,015,818
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BENNETT THRASHER PC
Accountancy firm EIN	2010-12-31	581673613
2009 : CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN

2022: CLEVELAND GROUP, INC. AND SUBSIDIARIES 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CLEVELAND GROUP, INC. AND SUBSIDIARIES 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CLEVELAND GROUP, INC. AND SUBSIDIARIES 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CLEVELAND GROUP, INC. AND SUBSIDIARIES 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CLEVELAND GROUP, INC. AND SUBSIDIARIES 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
2017: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

CLEVELAND GROUP, INC. AND SUBSIDIARIES 401 (K) PROFIT SHARING PLAN [EIN = 581924676]

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Company Name:	CLEVELAND GROUP, INC.
Employer identification number (EIN):	586019940
NAIC Classification:	238210
NAIC Description:	Electrical Contractors and Other Wiring Installation Contractors