401k Plan data: WOLF-GORDON, INC. PROFIT SHARING PLAN plan

WOLF-GORDON, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	WOLF-GORDON, INC. PROFIT SHARING PLAN
Plan identification number	003

WOLF-GORDON, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WOLF-GORDON INC. has sponsored the creation of one or more 401k plans.

Company Name: WOLF-GORDON INC.

Employer identification number (EIN): 132589761

NAIC Classification: 423990
NAIC Description: Other Miscellaneous Durable Goods Merchant Wholesalers

Additional information about WOLF-GORDON INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1967-04-14

Company Identification Number: 209053

Legal Registered Office Address: 333 Seventh Avenue 6th fl
6TH FL
New York
United States of America (USA)
10001

More information about WOLF-GORDON INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOLF-GORDON, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 RICHARD WOLF 2024-10-02
003 2022-01-01 RICHARD WOLF 2023-09-13
003 2021-01-01 RICHARD WOLF 2022-10-06
003 2020-01-01 RICHARD WOLF 2021-10-08
003 2019-01-01 RICHARD WOLF 2020-10-13 RICHARD WOLF 2020-10-13
003 2018-01-01 RICHARD WOLF 2019-10-10 RICHARD WOLF 2019-10-10
003 2017-01-01
003 2016-01-01 ROBERT WOLF 2017-07-11
003 2015-01-01 ROBERT WOLF 2016-06-27
003 2014-01-01 ROBERT WOLF 2015-06-01
003 2013-01-01 ROBERT WOLF 2014-06-17
003 2012-01-01 ROBERT WOLF 2013-06-11
003 2011-01-01 WILLIAM CLEMANS 2012-06-08
003 2010-01-01 ROBERT WOLF 2011-06-17 ROBERT WOLF 2011-06-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	RICHARD WOLF	2024-10-02
003	2022-01-01	RICHARD WOLF	2023-09-13
003	2021-01-01	RICHARD WOLF	2022-10-06
003	2020-01-01	RICHARD WOLF	2021-10-08
003	2019-01-01	RICHARD WOLF	2020-10-13	RICHARD WOLF	2020-10-13
003	2018-01-01	RICHARD WOLF	2019-10-10	RICHARD WOLF	2019-10-10
003	2017-01-01
003	2016-01-01	ROBERT WOLF	2017-07-11
003	2015-01-01	ROBERT WOLF	2016-06-27
003	2014-01-01	ROBERT WOLF	2015-06-01
003	2013-01-01	ROBERT WOLF	2014-06-17
003	2012-01-01	ROBERT WOLF	2013-06-11
003	2011-01-01	WILLIAM CLEMANS	2012-06-08
003	2010-01-01	ROBERT WOLF	2011-06-17	ROBERT WOLF	2011-06-17

Plan Statistics for WOLF-GORDON, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for WOLF-GORDON, INC. PROFIT SHARING PLAN

Measure Date Value
2023: WOLF-GORDON, INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 107
Number of retired or separated participants receiving benefits 2023-01-01 3
Number of other retired or separated participants entitled to future benefits 2023-01-01 16
Total of all active and inactive participants 2023-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 126
Number of participants with account balances 2023-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 3
2022: WOLF-GORDON, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 104
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 14
Total of all active and inactive participants 2022-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 121
Number of participants with account balances 2022-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: WOLF-GORDON, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 98
Number of retired or separated participants receiving benefits 2021-01-01 4
Number of other retired or separated participants entitled to future benefits 2021-01-01 17
Total of all active and inactive participants 2021-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 119
Number of participants with account balances 2021-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: WOLF-GORDON, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 101
Number of retired or separated participants receiving benefits 2020-01-01 6
Number of other retired or separated participants entitled to future benefits 2020-01-01 17
Total of all active and inactive participants 2020-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 124
Number of participants with account balances 2020-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: WOLF-GORDON, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 120
Number of retired or separated participants receiving benefits 2019-01-01 14
Number of other retired or separated participants entitled to future benefits 2019-01-01 7
Total of all active and inactive participants 2019-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 141
Number of participants with account balances 2019-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: WOLF-GORDON, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 126
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 20
Total of all active and inactive participants 2018-01-01 146
Total participants 2018-01-01 146
Number of participants with account balances 2018-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2

Measure	Date	Value
2023: WOLF-GORDON, INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	107
Number of retired or separated participants receiving benefits	2023-01-01	3
Number of other retired or separated participants entitled to future benefits	2023-01-01	16
Total of all active and inactive participants	2023-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	126
Number of participants with account balances	2023-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	3
2022: WOLF-GORDON, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	104
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	14
Total of all active and inactive participants	2022-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	121
Number of participants with account balances	2022-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: WOLF-GORDON, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	98
Number of retired or separated participants receiving benefits	2021-01-01	4
Number of other retired or separated participants entitled to future benefits	2021-01-01	17
Total of all active and inactive participants	2021-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	119
Number of participants with account balances	2021-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: WOLF-GORDON, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	101
Number of retired or separated participants receiving benefits	2020-01-01	6
Number of other retired or separated participants entitled to future benefits	2020-01-01	17
Total of all active and inactive participants	2020-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	124
Number of participants with account balances	2020-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: WOLF-GORDON, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	120
Number of retired or separated participants receiving benefits	2019-01-01	14
Number of other retired or separated participants entitled to future benefits	2019-01-01	7
Total of all active and inactive participants	2019-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	141
Number of participants with account balances	2019-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: WOLF-GORDON, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	126
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	20
Total of all active and inactive participants	2018-01-01	146
Total participants	2018-01-01	146
Number of participants with account balances	2018-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2

Financial Data on WOLF-GORDON, INC. PROFIT SHARING PLAN

Measure	Date	Value
2023 : WOLF-GORDON, INC. PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$28,435
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$22,522
Total income from all sources (including contributions)	2023-12-31	$3,494,263
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$266,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$166,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,409,489
Value of total assets at end of year	2023-12-31	$15,793,018
Value of total assets at beginning of year	2023-12-31	$12,559,673
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$100,265
Total interest from all sources	2023-12-31	$5,932
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$364,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$364,665
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
Contributions received from participants	2023-12-31	$1,096,183
Participant contributions at end of year	2023-12-31	$104,338
Participant contributions at beginning of year	2023-12-31	$65,231
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$271,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$28,435
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$22,522
Other income not declared elsewhere	2023-12-31	$0
Liabilities. Value of operating payables at end of year	2023-12-31	$0
Liabilities. Value of operating payables at beginning of year	2023-12-31	$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	2023-12-31	No
Value of net income/loss	2023-12-31	$3,227,432
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$15,764,583
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$12,537,151
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
Investment advisory and management fees	2023-12-31	$99,641
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$13,647,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$10,844,080
Value of interest in pooled separate accounts at end of year	2023-12-31	$891,255
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$543,292
Interest on participant loans	2023-12-31	$5,762
Interest earned on other investments	2023-12-31	$170
Value of interest in common/collective trusts at end of year	2023-12-31	$250,172
Value of interest in common/collective trusts at beginning of year	2023-12-31	$177,589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$858,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$894,734
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
Contributions received in cash from employer	2023-12-31	$42,006
Employer contributions (assets) at end of year	2023-12-31	$42,006
Employer contributions (assets) at beginning of year	2023-12-31	$34,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$166,566
Contract administrator fees	2023-12-31	$624
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	FORVIS MAZARS, LLP
Accountancy firm EIN	2023-12-31	440160260
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$28,435
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$22,522
Total income from all sources (including contributions)	2023-01-01	$3,494,263
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$266,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$166,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$1,409,489
Value of total assets at end of year	2023-01-01	$15,793,018
Value of total assets at beginning of year	2023-01-01	$12,559,673
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$100,265
Total interest from all sources	2023-01-01	$5,932
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$364,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$364,665
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$1,000,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$1,096,183
Participant contributions at end of year	2023-01-01	$104,338
Participant contributions at beginning of year	2023-01-01	$65,231
Participant contributions at end of year	2023-01-01	$0
Participant contributions at beginning of year	2023-01-01	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$271,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-01-01	$28,435
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-01-01	$22,522
Other income not declared elsewhere	2023-01-01	$0
Liabilities. Value of operating payables at end of year	2023-01-01	$0
Liabilities. Value of operating payables at beginning of year	2023-01-01	$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	2023-01-01	No
Value of net income/loss	2023-01-01	$3,227,432
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$15,764,583
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$12,537,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Investment advisory and management fees	2023-01-01	$99,641
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$13,647,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$10,844,080
Value of interest in pooled separate accounts at end of year	2023-01-01	$891,255
Value of interest in pooled separate accounts at beginning of year	2023-01-01	$543,292
Interest on participant loans	2023-01-01	$5,762
Interest earned on other investments	2023-01-01	$170
Value of interest in common/collective trusts at end of year	2023-01-01	$250,172
Value of interest in common/collective trusts at beginning of year	2023-01-01	$177,589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-01-01	$858,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-01-01	$894,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$42,006
Employer contributions (assets) at end of year	2023-01-01	$42,006
Employer contributions (assets) at beginning of year	2023-01-01	$34,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$166,566
Contract administrator fees	2023-01-01	$624
Did the plan have assets held for investment	2023-01-01	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	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	FORVIS MAZARS, LLP
Accountancy firm EIN	2023-01-01	440160260
2022 : WOLF-GORDON, INC. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$22,522
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$20,856
Total income from all sources (including contributions)	2022-12-31	$-1,272,190
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$466,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$365,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,017,982
Value of total assets at end of year	2022-12-31	$12,559,673
Value of total assets at beginning of year	2022-12-31	$14,296,790
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$101,193
Total interest from all sources	2022-12-31	$4,591
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$368,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$368,853
Administrative expenses professional fees incurred	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$980,593
Participant contributions at end of year	2022-12-31	$65,231
Participant contributions at beginning of year	2022-12-31	$88,743
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$22,522
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$20,856
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$0
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$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	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,738,783
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$12,537,151
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$14,275,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$99,793
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$10,844,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$12,389,608
Value of interest in pooled separate accounts at end of year	2022-12-31	$543,292
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$634,215
Interest on participant loans	2022-12-31	$4,581
Interest earned on other investments	2022-12-31	$10
Value of interest in common/collective trusts at end of year	2022-12-31	$177,589
Value of interest in common/collective trusts at beginning of year	2022-12-31	$219,033
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$894,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$933,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$34,747
Employer contributions (assets) at end of year	2022-12-31	$34,747
Employer contributions (assets) at beginning of year	2022-12-31	$31,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$365,400
Contract administrator fees	2022-12-31	$1,400
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	FORVIS, LLP
Accountancy firm EIN	2022-12-31	440160260
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$22,522
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$20,856
Total income from all sources (including contributions)	2022-01-01	$-1,272,190
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$466,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$365,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$1,017,982
Value of total assets at end of year	2022-01-01	$12,559,673
Value of total assets at beginning of year	2022-01-01	$14,296,790
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$101,193
Total interest from all sources	2022-01-01	$4,591
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$368,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$368,853
Administrative expenses professional fees incurred	2022-01-01	$0
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$1,000,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$980,593
Participant contributions at end of year	2022-01-01	$65,231
Participant contributions at beginning of year	2022-01-01	$88,743
Participant contributions at end of year	2022-01-01	$0
Participant contributions at beginning of year	2022-01-01	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$2,642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-01-01	$22,522
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-01-01	$20,856
Other income not declared elsewhere	2022-01-01	$0
Administrative expenses (other) incurred	2022-01-01	$0
Liabilities. Value of operating payables at end of year	2022-01-01	$0
Liabilities. Value of operating payables at beginning of year	2022-01-01	$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	2022-01-01	No
Value of net income/loss	2022-01-01	$-1,738,783
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$12,537,151
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$14,275,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Investment advisory and management fees	2022-01-01	$99,793
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$10,844,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$12,389,608
Value of interest in pooled separate accounts at end of year	2022-01-01	$543,292
Value of interest in pooled separate accounts at beginning of year	2022-01-01	$634,215
Interest on participant loans	2022-01-01	$4,581
Interest earned on other investments	2022-01-01	$10
Value of interest in common/collective trusts at end of year	2022-01-01	$177,589
Value of interest in common/collective trusts at beginning of year	2022-01-01	$219,033
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-01-01	$894,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-01-01	$933,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$34,747
Employer contributions (assets) at end of year	2022-01-01	$34,747
Employer contributions (assets) at beginning of year	2022-01-01	$31,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$365,400
Contract administrator fees	2022-01-01	$1,400
Did the plan have assets held for investment	2022-01-01	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	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	FORVIS, LLP
Accountancy firm EIN	2022-01-01	440160260
2021 : WOLF-GORDON, INC. PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$0
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$20,856
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$21,218
Expenses. Interest paid	2021-12-31	$0
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	$0
Total income from all sources (including contributions)	2021-12-31	$2,644,664
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$869,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$767,388
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,071,811
Value of total assets at end of year	2021-12-31	$14,296,790
Value of total assets at beginning of year	2021-12-31	$12,521,685
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$101,809
Total interest from all sources	2021-12-31	$3,305
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$453,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$453,943
Administrative expenses professional fees incurred	2021-12-31	$750
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
Contributions received from participants	2021-12-31	$879,837
Participant contributions at end of year	2021-12-31	$88,743
Participant contributions at beginning of year	2021-12-31	$43,187
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$160,313
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$20,856
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$21,764
Administrative expenses (other) incurred	2021-12-31	$0
Liabilities. Value of operating payables at end of year	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$21,218
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
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$1,775,467
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$14,275,934
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$12,500,467
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
Investment advisory and management fees	2021-12-31	$98,938
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$12,389,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$11,084,229
Value of interest in pooled separate accounts at end of year	2021-12-31	$634,215
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$5,319
Interest on participant loans	2021-12-31	$3,269
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$36
Income. Interest from US Government securities	2021-12-31	$0
Income. Interest from corporate debt instruments	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$219,033
Value of interest in common/collective trusts at beginning of year	2021-12-31	$232,712
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$933,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,130,397
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$31,661
Employer contributions (assets) at end of year	2021-12-31	$31,661
Employer contributions (assets) at beginning of year	2021-12-31	$25,841
Income. Dividends from preferred stock	2021-12-31	$0
Income. Dividends from common stock	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$767,388
Contract administrator fees	2021-12-31	$2,121
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
Aggregate proceeds on sale of assets	2021-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FORVIS, LLP
Accountancy firm EIN	2021-12-31	440160260
2020 : WOLF-GORDON, INC. PROFIT SHARING PLAN 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	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$21,218
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Expenses. Interest paid	2020-12-31	$0
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	$0
Total income from all sources (including contributions)	2020-12-31	$3,248,951
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$930,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$817,248
Expenses. Certain deemed distributions of participant loans	2020-12-31	$4,833
Value of total corrective distributions	2020-12-31	$45,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$920,666
Value of total assets at end of year	2020-12-31	$12,521,685
Value of total assets at beginning of year	2020-12-31	$10,182,290
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$63,206
Total interest from all sources	2020-12-31	$3,418
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$290,242
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	$290,242
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	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$793,756
Participant contributions at end of year	2020-12-31	$43,187
Participant contributions at beginning of year	2020-12-31	$0
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$24,055
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$101,069
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Assets. Loans (other than to participants) at end of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$80,784
Liabilities. Value of operating payables at end of year	2020-12-31	$21,218
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	$2,318,177
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$12,500,467
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$10,182,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$57,194
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$11,084,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$0
Value of interest in pooled separate accounts at end of year	2020-12-31	$5,319
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$9,611,964
Interest on participant loans	2020-12-31	$1,290
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$2,128
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$232,712
Value of interest in common/collective trusts 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	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,130,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$435,282
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	$2,328,506
Net investment gain/loss from pooled separate accounts	2020-12-31	$-380,986
Net investment gain or loss from common/collective trusts	2020-12-31	$87,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$25,841
Employer contributions (assets) at end of year	2020-12-31	$25,841
Employer contributions (assets) at beginning of year	2020-12-31	$30,205
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	$817,248
Contract administrator fees	2020-12-31	$6,012
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
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
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BKD, LLP
Accountancy firm EIN	2020-12-31	440160260
2019 : WOLF-GORDON, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$2,596,817
Total income from all sources (including contributions)	2019-12-31	$2,596,817
Total of all expenses incurred	2019-12-31	$879,912
Total of all expenses incurred	2019-12-31	$879,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$879,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$879,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$723,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$723,972
Value of total assets at end of year	2019-12-31	$10,182,290
Value of total assets at end of year	2019-12-31	$10,182,290
Value of total assets at beginning of year	2019-12-31	$8,465,385
Value of total assets at beginning of year	2019-12-31	$8,465,385
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$885
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$885
Total interest from all sources	2019-12-31	$4,745
Total interest from all sources	2019-12-31	$4,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
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
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$689,337
Contributions received from participants	2019-12-31	$689,337
Participant contributions at end of year	2019-12-31	$24,055
Participant contributions at end of year	2019-12-31	$24,055
Participant contributions at beginning of year	2019-12-31	$24,094
Participant contributions at beginning of year	2019-12-31	$24,094
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$4,430
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$4,430
Assets. Loans (other than to participants) at end of year	2019-12-31	$80,784
Assets. Loans (other than to participants) at end of year	2019-12-31	$80,784
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$98,563
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$98,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,716,905
Value of net income/loss	2019-12-31	$1,716,905
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,182,290
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,182,290
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,465,385
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,465,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$0
Value of interest in pooled separate accounts at end of year	2019-12-31	$9,611,964
Value of interest in pooled separate accounts at end of year	2019-12-31	$9,611,964
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$7,890,782
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$7,890,782
Interest on participant loans	2019-12-31	$4,745
Interest on participant loans	2019-12-31	$4,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$435,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$435,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$422,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$422,960
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,868,100
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,868,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$30,205
Contributions received in cash from employer	2019-12-31	$30,205
Employer contributions (assets) at end of year	2019-12-31	$30,205
Employer contributions (assets) at end of year	2019-12-31	$30,205
Employer contributions (assets) at beginning of year	2019-12-31	$28,986
Employer contributions (assets) at beginning of year	2019-12-31	$28,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$879,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$879,027
Contract administrator fees	2019-12-31	$885
Contract administrator fees	2019-12-31	$885
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BKD, LLP
Accountancy firm name	2019-12-31	BKD, LLP
Accountancy firm EIN	2019-12-31	440160260
Accountancy firm EIN	2019-12-31	440160260
2018 : WOLF-GORDON, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$56,839
Total of all expenses incurred	2018-12-31	$346,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$346,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$658,585
Value of total assets at end of year	2018-12-31	$8,465,385
Value of total assets at beginning of year	2018-12-31	$8,754,965
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$300
Total interest from all sources	2018-12-31	$4,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$629,599
Participant contributions at end of year	2018-12-31	$24,094
Participant contributions at beginning of year	2018-12-31	$17,463
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$2,400
Assets. Loans (other than to participants) at end of year	2018-12-31	$98,563
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$56,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-289,580
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,465,385
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,754,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$0
Value of interest in pooled separate accounts at end of year	2018-12-31	$7,890,782
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$8,236,739
Interest on participant loans	2018-12-31	$4,144
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$422,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$418,231
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	$-605,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$28,986
Employer contributions (assets) at end of year	2018-12-31	$28,986
Employer contributions (assets) at beginning of year	2018-12-31	$26,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$343,719
Contract administrator fees	2018-12-31	$300
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BKD, LLP
Accountancy firm EIN	2018-12-31	440160260

Form 5500 Responses for WOLF-GORDON, INC. PROFIT SHARING PLAN

2023: WOLF-GORDON, INC. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
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 – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: WOLF-GORDON, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WOLF-GORDON, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WOLF-GORDON, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WOLF-GORDON, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WOLF-GORDON, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

590475-01

Policy instance

Insurance contract or identification number	590475-01
Number of Individuals Covered	52
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

590475-01

Policy instance

Insurance contract or identification number	590475-01
Number of Individuals Covered	52
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

590475-01

Policy instance

AMERITAS LIFE INSURANCE CORP OF NY (National Association of Insurance Commissioners NAIC id number: 80837 )

Policy contract number

E647391

Policy instance

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

590475-01

Policy instance

AMERITAS LIFE INSURANCE CORP OF NY (National Association of Insurance Commissioners NAIC id number: 80837 )

Policy contract number

E647391

Policy instance

AMERITAS LIFE INSURANCE CORP OF NY (National Association of Insurance Commissioners NAIC id number: 80837 )

Policy contract number

E647391

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

630220

Policy instance

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Company Name:	WOLF-GORDON INC.
Employer identification number (EIN):	132589761
NAIC Classification:	423990
NAIC Description:	Other Miscellaneous Durable Goods Merchant Wholesalers

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1967-04-14
Company Identification Number:	209053
Legal Registered Office Address:	333 Seventh Avenue 6th fl 6TH FL New York United States of America (USA) 10001