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

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

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

AERVOE INDUSTRIES, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: AERVOE INDUSTRIES, INC.

Employer identification number (EIN): 880240300

NAIC Classification: 325500

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CRISTINA BROOKS
001 2016-01-01 NANCY LANE
001 2015-01-01 LYNDA GOTELLI
001 2014-01-01 NANCY LANE
001 2013-01-01 HEATHER VECCHIARELLI
001 2012-01-01 MARK WILLIAMS
001 2011-01-01 MARK WILLIAMS
001 2009-01-01 DAVID WILLIAMS
001 2009-01-01 DAVID WILLIAMS 2010-10-15
001 2008-01-01
001 2007-01-01 DAVID WILLIAMS 2010-09-17

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

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

Measure Date Value
2022: AERVOE INDUSTRIES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 103
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 16
Total of all active and inactive participants 2022-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 120
Number of participants with account balances 2022-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: AERVOE INDUSTRIES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 94
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 16
Total of all active and inactive participants 2021-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 111
Number of participants with account balances 2021-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: AERVOE INDUSTRIES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 91
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 15
Total of all active and inactive participants 2020-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 107
Number of participants with account balances 2020-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: AERVOE INDUSTRIES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 118
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 14
Total of all active and inactive participants 2019-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 115
Number of participants with account balances 2019-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: AERVOE INDUSTRIES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 106
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 12
Total of all active and inactive participants 2018-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 118
Number of participants with account balances 2018-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: AERVOE INDUSTRIES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 100
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 16
Total of all active and inactive participants 2017-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 116
Number of participants with account balances 2017-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 8
2016: AERVOE INDUSTRIES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 90
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 9
Total of all active and inactive participants 2016-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 99
Number of participants with account balances 2016-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: AERVOE INDUSTRIES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 100
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 8
Total of all active and inactive participants 2015-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 108
Number of participants with account balances 2015-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5
2014: AERVOE INDUSTRIES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 87
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 7
Total of all active and inactive participants 2014-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 94
Number of participants with account balances 2014-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: AERVOE INDUSTRIES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 94
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 8
Total of all active and inactive participants 2013-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 102
Number of participants with account balances 2013-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: AERVOE INDUSTRIES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 92
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 8
Total of all active and inactive participants 2012-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 100
Number of participants with account balances 2012-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: AERVOE INDUSTRIES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 86
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 8
Total of all active and inactive participants 2011-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 94
Number of participants with account balances 2011-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: AERVOE INDUSTRIES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 80
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 25
Total of all active and inactive participants 2009-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 105
Number of participants with account balances 2009-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3
2007: AERVOE INDUSTRIES, INC. 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 139
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 25
Total of all active and inactive participants 2007-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 164
Number of participants with account balances 2007-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 2

Measure	Date	Value
2022: AERVOE INDUSTRIES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	103
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	16
Total of all active and inactive participants	2022-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	120
Number of participants with account balances	2022-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: AERVOE INDUSTRIES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	94
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	16
Total of all active and inactive participants	2021-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	111
Number of participants with account balances	2021-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: AERVOE INDUSTRIES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	91
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	15
Total of all active and inactive participants	2020-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	107
Number of participants with account balances	2020-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: AERVOE INDUSTRIES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	118
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	14
Total of all active and inactive participants	2019-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	115
Number of participants with account balances	2019-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: AERVOE INDUSTRIES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	106
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	12
Total of all active and inactive participants	2018-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	118
Number of participants with account balances	2018-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: AERVOE INDUSTRIES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	100
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	16
Total of all active and inactive participants	2017-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	116
Number of participants with account balances	2017-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	8
2016: AERVOE INDUSTRIES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	90
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	9
Total of all active and inactive participants	2016-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	99
Number of participants with account balances	2016-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: AERVOE INDUSTRIES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	100
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	8
Total of all active and inactive participants	2015-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	108
Number of participants with account balances	2015-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5
2014: AERVOE INDUSTRIES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	87
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	7
Total of all active and inactive participants	2014-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	94
Number of participants with account balances	2014-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: AERVOE INDUSTRIES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	94
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	8
Total of all active and inactive participants	2013-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	102
Number of participants with account balances	2013-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: AERVOE INDUSTRIES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	92
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	8
Total of all active and inactive participants	2012-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	100
Number of participants with account balances	2012-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: AERVOE INDUSTRIES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	86
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	8
Total of all active and inactive participants	2011-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	94
Number of participants with account balances	2011-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: AERVOE INDUSTRIES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	80
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	25
Total of all active and inactive participants	2009-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	105
Number of participants with account balances	2009-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3
2007: AERVOE INDUSTRIES, INC. 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	139
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	25
Total of all active and inactive participants	2007-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	164
Number of participants with account balances	2007-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	2

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

Measure	Date	Value
2022 : AERVOE INDUSTRIES, INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-1,213,860
Expenses. Total of all expenses incurred	2022-12-31	$213,005
Benefits paid (including direct rollovers)	2022-12-31	$203,629
Total plan assets at end of year	2022-12-31	$8,164,466
Total plan assets at beginning of year	2022-12-31	$9,591,331
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$368,078
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-1,631,522
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,426,865
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$8,164,466
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$9,591,331
Assets. Value of participant loans	2022-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$49,584
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$5,853
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$3,523
2021 : AERVOE INDUSTRIES, INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,466,292
Expenses. Total of all expenses incurred	2021-12-31	$357,436
Benefits paid (including direct rollovers)	2021-12-31	$352,261
Total plan assets at end of year	2021-12-31	$9,591,331
Total plan assets at beginning of year	2021-12-31	$8,482,475
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$373,236
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$1,058,292
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$1,108,856
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$9,591,331
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$8,482,475
Assets. Value of participant loans	2021-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$34,764
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$1,843
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$3,332
2020 : AERVOE INDUSTRIES, INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,467,616
Expenses. Total of all expenses incurred	2020-12-31	$673,904
Benefits paid (including direct rollovers)	2020-12-31	$661,051
Total plan assets at end of year	2020-12-31	$8,482,475
Total plan assets at beginning of year	2020-12-31	$7,688,763
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$367,234
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$1,007,124
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$793,712
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$8,482,475
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$7,688,763
Assets. Value of participant loans	2020-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$93,258
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$9,727
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$3,126
2019 : AERVOE INDUSTRIES, INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,947,724
Expenses. Total of all expenses incurred	2019-12-31	$522,734
Benefits paid (including direct rollovers)	2019-12-31	$506,833
Total plan assets at end of year	2019-12-31	$7,688,763
Total plan assets at beginning of year	2019-12-31	$6,263,773
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$419,624
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$21,942
Other income received	2019-12-31	$1,332,954
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,424,990
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$7,688,763
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,263,773
Total contributions received or receivable from employer(s)	2019-12-31	$173,204
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$12,542
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$3,359
2018 : AERVOE INDUSTRIES, INC. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$196,124
Expenses. Total of all expenses incurred	2018-12-31	$758,335
Benefits paid (including direct rollovers)	2018-12-31	$739,522
Total plan assets at end of year	2018-12-31	$6,263,773
Total plan assets at beginning of year	2018-12-31	$6,825,984
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$442,945
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-481,175
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-562,211
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,263,773
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$6,825,984
Total contributions received or receivable from employer(s)	2018-12-31	$234,354
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$15,574
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$3,239
2017 : AERVOE INDUSTRIES, INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,568,150
Expenses. Total of all expenses incurred	2017-12-31	$519,927
Benefits paid (including direct rollovers)	2017-12-31	$509,604
Total plan assets at end of year	2017-12-31	$6,825,984
Total plan assets at beginning of year	2017-12-31	$5,777,761
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$399,270
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$985,635
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,048,223
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,825,984
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,777,761
Assets. Value of participant loans	2017-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$183,245
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$7,328
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$2,995
2016 : AERVOE INDUSTRIES, INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$955,645
Expenses. Total of all expenses incurred	2016-12-31	$471,727
Benefits paid (including direct rollovers)	2016-12-31	$454,493
Total plan assets at end of year	2016-12-31	$5,777,761
Total plan assets at beginning of year	2016-12-31	$5,293,843
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$378,271
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$396,174
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$483,918
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,777,761
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,293,843
Total contributions received or receivable from employer(s)	2016-12-31	$181,200
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$14,249
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,985
2015 : AERVOE INDUSTRIES, INC. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$512,220
Expenses. Total of all expenses incurred	2015-12-31	$834,387
Benefits paid (including direct rollovers)	2015-12-31	$815,554
Total plan assets at end of year	2015-12-31	$5,293,843
Total plan assets at beginning of year	2015-12-31	$5,616,010
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$362,896
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-10,524
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-322,167
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,293,843
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,616,010
Total contributions received or receivable from employer(s)	2015-12-31	$159,848
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$15,468
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$3,365
2014 : AERVOE INDUSTRIES, INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$828,647
Expenses. Total of all expenses incurred	2014-12-31	$198,442
Benefits paid (including direct rollovers)	2014-12-31	$175,407
Total plan assets at end of year	2014-12-31	$5,616,010
Total plan assets at beginning of year	2014-12-31	$4,985,805
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$342,585
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$310,713
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$630,205
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,616,010
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,985,805
Total contributions received or receivable from employer(s)	2014-12-31	$175,349
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$19,380
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$3,655
2013 : AERVOE INDUSTRIES, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,199,972
Expenses. Total of all expenses incurred	2013-12-31	$244,277
Benefits paid (including direct rollovers)	2013-12-31	$224,681
Total plan assets at end of year	2013-12-31	$4,985,805
Total plan assets at beginning of year	2013-12-31	$4,030,110
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$314,703
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$5,939
Other income received	2013-12-31	$737,431
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$955,695
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,985,805
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,030,110
Total contributions received or receivable from employer(s)	2013-12-31	$141,899
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$16,064
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,532
2012 : AERVOE INDUSTRIES, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$781,735
Expenses. Total of all expenses incurred	2012-12-31	$245,206
Benefits paid (including direct rollovers)	2012-12-31	$221,850
Total plan assets at end of year	2012-12-31	$4,030,110
Total plan assets at beginning of year	2012-12-31	$3,493,581
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$247,000
Contributions received from other sources (not participants or employers)	2012-12-31	$11,195
Other income received	2012-12-31	$416,981
Net income (gross income less expenses)	2012-12-31	$536,529
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,030,110
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,493,581
Total contributions received or receivable from employer(s)	2012-12-31	$106,559
Value of corrective distributions	2012-12-31	$19,651
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,705
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : AERVOE INDUSTRIES, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$247,854
Expenses. Total of all expenses incurred	2011-12-31	$278,553
Benefits paid (including direct rollovers)	2011-12-31	$251,827
Total plan assets at end of year	2011-12-31	$3,493,581
Total plan assets at beginning of year	2011-12-31	$3,524,280
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$240,726
Other income received	2011-12-31	$-97,518
Net income (gross income less expenses)	2011-12-31	$-30,699
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,493,581
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,524,280
Total contributions received or receivable from employer(s)	2011-12-31	$104,646
Value of corrective distributions	2011-12-31	$23,116
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,610
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2009 : AERVOE INDUSTRIES, INC. 401(K) 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 AERVOE INDUSTRIES, INC. 401(K) PLAN

2022: AERVOE INDUSTRIES, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	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: AERVOE INDUSTRIES, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	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: AERVOE INDUSTRIES, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	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: AERVOE INDUSTRIES, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AERVOE INDUSTRIES, INC. 401(K) 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: AERVOE INDUSTRIES, INC. 401(K) 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: AERVOE INDUSTRIES, INC. 401(K) 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: AERVOE INDUSTRIES, INC. 401(K) 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: AERVOE INDUSTRIES, INC. 401(K) 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: AERVOE INDUSTRIES, INC. 401(K) 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: AERVOE INDUSTRIES, INC. 401(K) 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: AERVOE INDUSTRIES, INC. 401(K) 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: AERVOE INDUSTRIES, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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
2008: AERVOE INDUSTRIES, INC. 401(K) PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2007: AERVOE INDUSTRIES, INC. 401(K) PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	Yes
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	AERVOE INDUSTRIES, INC.
Employer identification number (EIN):	880240300
NAIC Classification:	325500