401k Plan data: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST plan

CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 401k Plan overview

Plan Name	CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
Plan identification number	002

CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Stock bonus
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

CDI SERVICES, INC has sponsored the creation of one or more 401k plans.

Company Name: CDI SERVICES, INC

Employer identification number (EIN): 455240671

NAIC Classification: 561300

Additional information about CDI SERVICES, INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4915459

More information about CDI SERVICES, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 BRUCE WEEDA BRUCE WEEDA 2018-10-15
002 2016-01-01 BRUCE WEEDA
002 2015-01-01 BRUCE WEEDA BRUCE WEEDA 2016-10-13
002 2014-01-01 BRUCE WEEDA BRUCE WEEDA 2015-10-12

Plan Statistics for CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

401k plan membership statisitcs for CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Measure Date Value
2023: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 315
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 255
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 36
Total of all active and inactive participants 2023-01-01 291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 291
Number of participants with account balances 2023-01-01 283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 24
2022: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 314
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 253
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 31
Total of all active and inactive participants 2022-01-01 284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 286
Number of participants with account balances 2022-01-01 278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 16
2021: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 283
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 240
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 37
Total of all active and inactive participants 2021-01-01 278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 278
Number of participants with account balances 2021-01-01 269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 24
2020: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 293
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 242
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 21
Total of all active and inactive participants 2020-01-01 263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 263
Number of participants with account balances 2020-01-01 260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 10
2019: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 288
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 232
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 38
Total of all active and inactive participants 2019-01-01 270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 270
Number of participants with account balances 2019-01-01 268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 33
2018: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 262
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 240
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 14
Total of all active and inactive participants 2018-01-01 254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 254
Number of participants with account balances 2018-01-01 252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 18
2017: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 226
Number of other retired or separated participants entitled to future benefits 2017-01-01 17
Total of all active and inactive participants 2017-01-01 243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 243
Number of participants with account balances 2017-01-01 239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 220
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 200
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 11
Total of all active and inactive participants 2016-01-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 211
Number of participants with account balances 2016-01-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 187
Number of retired or separated participants receiving benefits 2015-01-01 12
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 199
Number of participants with account balances 2015-01-01 194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 7
2014: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 179
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 2014-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 186
Number of participants with account balances 2014-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6

Measure	Date	Value
2023: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	315
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	255
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	36
Total of all active and inactive participants	2023-01-01	291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	291
Number of participants with account balances	2023-01-01	283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	24
2022: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	314
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	253
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	31
Total of all active and inactive participants	2022-01-01	284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	286
Number of participants with account balances	2022-01-01	278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	16
2021: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	283
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	240
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	37
Total of all active and inactive participants	2021-01-01	278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	278
Number of participants with account balances	2021-01-01	269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	24
2020: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	293
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	242
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	21
Total of all active and inactive participants	2020-01-01	263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	263
Number of participants with account balances	2020-01-01	260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	10
2019: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	288
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	232
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	38
Total of all active and inactive participants	2019-01-01	270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	270
Number of participants with account balances	2019-01-01	268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	33
2018: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	262
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	240
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	14
Total of all active and inactive participants	2018-01-01	254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	254
Number of participants with account balances	2018-01-01	252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	18
2017: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	226
Number of other retired or separated participants entitled to future benefits	2017-01-01	17
Total of all active and inactive participants	2017-01-01	243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	243
Number of participants with account balances	2017-01-01	239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	220
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	200
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	11
Total of all active and inactive participants	2016-01-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	211
Number of participants with account balances	2016-01-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	187
Number of retired or separated participants receiving benefits	2015-01-01	12
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	199
Number of participants with account balances	2015-01-01	194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	7
2014: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	179
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	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	186
Number of participants with account balances	2014-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6

Financial Data on CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Measure	Date	Value
2023 : CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$56,001
Total unrealized appreciation/depreciation of assets	2023-12-31	$56,001
Total transfer of assets from this plan	2023-12-31	$37,985
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$302,339
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$373,547
Expenses. Interest paid	2023-12-31	$8,965
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-12-31	$8,965
Total income from all sources (including contributions)	2023-12-31	$783,415
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$581,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$572,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$725,237
Value of total assets at end of year	2023-12-31	$9,734,333
Value of total assets at beginning of year	2023-12-31	$9,641,750
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$0
Total interest from all sources	2023-12-31	$2,177
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$302,339
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$373,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$201,776
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$9,431,994
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$9,268,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$82,333
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$45,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$45,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$2,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Assets. Invements in employer securities at end of year	2023-12-31	$9,652,000
Assets. Invements in employer securities at beginning of year	2023-12-31	$9,596,000
Contributions received in cash from employer	2023-12-31	$725,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$572,674
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	REDPATH AND COMPANY, LLC
Accountancy firm EIN	2023-12-31	920370318
2022 : CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$379,999
Total unrealized appreciation/depreciation of assets	2022-12-31	$379,999
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$373,547
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$443,086
Expenses. Interest paid	2022-12-31	$10,634
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$10,634
Total income from all sources (including contributions)	2022-12-31	$888,703
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$418,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$408,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$508,519
Value of total assets at end of year	2022-12-31	$9,641,750
Value of total assets at beginning of year	2022-12-31	$9,241,380
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$0
Total interest from all sources	2022-12-31	$185
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$373,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$443,086
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	$469,909
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,268,203
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,798,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$45,750
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$25,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$25,380
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$185
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
Assets. Invements in employer securities at end of year	2022-12-31	$9,596,000
Assets. Invements in employer securities at beginning of year	2022-12-31	$9,216,000
Contributions received in cash from employer	2022-12-31	$508,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$408,160
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	REDPATH AND COMPANY, LLC
Accountancy firm EIN	2022-12-31	920370318
2021 : CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$1,216,000
Total unrealized appreciation/depreciation of assets	2021-12-31	$1,216,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$443,086
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$510,996
Expenses. Interest paid	2021-12-31	$12,264
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$12,264
Total income from all sources (including contributions)	2021-12-31	$1,447,111
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$171,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$159,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$231,107
Value of total assets at end of year	2021-12-31	$9,241,380
Value of total assets at beginning of year	2021-12-31	$8,033,871
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$0
Total interest from all sources	2021-12-31	$4
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$443,086
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$510,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,275,419
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,798,294
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,522,875
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 bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$25,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$33,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$33,871
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$4
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$9,216,000
Assets. Invements in employer securities at beginning of year	2021-12-31	$8,000,000
Contributions received in cash from employer	2021-12-31	$231,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$159,428
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	REDPATH AND COMPANY, LTD.
Accountancy firm EIN	2021-12-31	410975573
2020 : CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$2,400,000
Total unrealized appreciation/depreciation of assets	2020-12-31	$2,400,000
Total transfer of assets to this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$510,996
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$577,314
Expenses. Interest paid	2020-12-31	$13,856
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$13,856
Total income from all sources (including contributions)	2020-12-31	$2,594,912
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$94,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$80,867
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$194,909
Value of total assets at end of year	2020-12-31	$8,033,871
Value of total assets at beginning of year	2020-12-31	$5,600,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$0
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$3
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
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
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$0
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$510,996
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$577,314
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$2,500,189
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,522,875
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,022,686
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$33,871
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$3
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$0
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$0
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$8,000,000
Assets. Invements in employer securities at beginning of year	2020-12-31	$5,600,000
Contributions received in cash from employer	2020-12-31	$194,909
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$80,867
Contract administrator fees	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
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
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	REDPATH AND COMPANY
Accountancy firm EIN	2020-12-31	410975573
2019 : CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$1,500,000
Total unrealized appreciation/depreciation of assets	2019-12-31	$1,500,000
Total transfer of assets to this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$577,314
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$642,078
Expenses. Interest paid	2019-12-31	$15,409
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$15,409
Total income from all sources (including contributions)	2019-12-31	$1,627,495
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$62,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$47,322
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$127,495
Value of total assets at end of year	2019-12-31	$5,600,000
Value of total assets at beginning of year	2019-12-31	$4,100,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$0
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
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
Amount of non-exempt transactions with any party-in-interest	2019-12-31	$0
Contributions received from participants	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$577,314
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$642,078
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$1,564,764
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,022,686
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,457,922
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$0
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$0
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$5,600,000
Assets. Invements in employer securities at beginning of year	2019-12-31	$4,100,000
Contributions received in cash from employer	2019-12-31	$127,495
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$47,322
Contract administrator fees	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
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
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	REDPATH AND COMPANY LTD.
Accountancy firm EIN	2019-12-31	410975573
2018 : CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-400,000
Total unrealized appreciation/depreciation of assets	2018-12-31	$-400,000
Total transfer of assets to this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$642,078
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$705,323
Expenses. Interest paid	2018-12-31	$16,928
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$16,928
Total income from all sources (including contributions)	2018-12-31	$-280,211
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$56,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$39,616
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$119,789
Value of total assets at end of year	2018-12-31	$4,100,000
Value of total assets at beginning of year	2018-12-31	$4,500,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$0
Administrative expenses professional fees incurred	2018-12-31	$0
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
Amount of non-exempt transactions with any party-in-interest	2018-12-31	$0
Contributions received from participants	2018-12-31	$0
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$642,078
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$705,323
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-336,755
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,457,922
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,794,677
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$0
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$0
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$0
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$4,100,000
Assets. Invements in employer securities at beginning of year	2018-12-31	$4,500,000
Contributions received in cash from employer	2018-12-31	$119,789
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$39,616
Contract administrator fees	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
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
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	REDPATH AND COMPANY, LTD
Accountancy firm EIN	2018-12-31	410975573
2017 : CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$1,900,000
Total unrealized appreciation/depreciation of assets	2017-12-31	$1,900,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$705,323
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$767,087
Expenses. Interest paid	2017-12-31	$18,410
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$18,410
Total income from all sources (including contributions)	2017-12-31	$1,994,841
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$33,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$14,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$94,841
Value of total assets at end of year	2017-12-31	$4,500,000
Value of total assets at beginning of year	2017-12-31	$2,600,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$705,323
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$767,087
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	$1,961,764
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,794,677
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,832,913
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
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
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
Assets. Invements in employer securities at end of year	2017-12-31	$4,500,000
Assets. Invements in employer securities at beginning of year	2017-12-31	$2,600,000
Contributions received in cash from employer	2017-12-31	$94,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$14,667
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	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	REDPATH AND COMPANY, LTD.
Accountancy firm EIN	2017-12-31	410975573
2016 : CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$600,000
Total unrealized appreciation/depreciation of assets	2016-12-31	$600,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$767,087
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$827,403
Expenses. Interest paid	2016-12-31	$19,857
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$19,857
Total income from all sources (including contributions)	2016-12-31	$687,469
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$27,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$7,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$87,469
Value of total assets at end of year	2016-12-31	$2,600,000
Value of total assets at beginning of year	2016-12-31	$2,000,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$50
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$767,087
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$827,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$660,316
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,832,913
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,172,597
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	$50
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
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
Assets. Invements in employer securities at end of year	2016-12-31	$2,600,000
Assets. Invements in employer securities at beginning of year	2016-12-31	$2,000,000
Contributions received in cash from employer	2016-12-31	$87,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$7,246
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	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	REDPATH AND COMPANY, LTD.
Accountancy firm EIN	2016-12-31	410975573
2015 : CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$920,000
Total unrealized appreciation/depreciation of assets	2015-12-31	$920,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$827,403
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$886,305
Expenses. Interest paid	2015-12-31	$21,272
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$21,272
Total income from all sources (including contributions)	2015-12-31	$1,001,262
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$22,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$81,262
Value of total assets at end of year	2015-12-31	$2,000,000
Value of total assets at beginning of year	2015-12-31	$1,080,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$827,403
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$886,305
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	$978,902
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,172,597
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$193,695
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
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
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
Assets. Invements in employer securities at end of year	2015-12-31	$2,000,000
Assets. Invements in employer securities at beginning of year	2015-12-31	$1,080,000
Contributions received in cash from employer	2015-12-31	$81,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,088
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	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	REDPATH AND COMPANY, LTD.
Accountancy firm EIN	2015-12-31	410975573
2014 : CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$550,000
Total unrealized appreciation/depreciation of assets	2014-12-31	$550,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$886,305
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$943,827
Expenses. Interest paid	2014-12-31	$22,652
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-12-31	$22,652
Total income from all sources (including contributions)	2014-12-31	$630,174
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$22,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$80,174
Value of total assets at end of year	2014-12-31	$1,080,000
Value of total assets at beginning of year	2014-12-31	$530,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$886,305
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$943,827
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	$607,522
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$193,695
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$-413,827
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
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
Assets. Invements in employer securities at end of year	2014-12-31	$1,080,000
Assets. Invements in employer securities at beginning of year	2014-12-31	$530,000
Contributions received in cash from employer	2014-12-31	$80,174
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	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	REDPATH AND COMPANY, LTD.
Accountancy firm EIN	2014-12-31	410975573

Form 5500 Responses for CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

2023: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
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: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 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	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: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 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	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: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
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: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
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: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 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: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 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: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 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: CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 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

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Company Name:	CDI SERVICES, INC
Employer identification number (EIN):	455240671
NAIC Classification:	561300

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4915459