401k Plan data: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST plan

180 DEGREE CAPITAL 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	180 DEGREE CAPITAL 401(K) PLAN AND TRUST
Plan identification number	001

180 DEGREE CAPITAL 401(K) PLAN AND TRUST 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

180 DEGREE CAPITAL CORP. has sponsored the creation of one or more 401k plans.

Company Name: 180 DEGREE CAPITAL CORP.

Employer identification number (EIN): 133119827

NAIC Classification: 551112
NAIC Description: Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 180 DEGREE CAPITAL 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ALICIA GIFT
001 2016-01-01 ALICIA GIFT
001 2015-01-01 MARY BRADY MARY BRADY 2016-10-07
001 2014-01-01 PATRICIA EGAN PATRICIA EGAN 2015-09-21
001 2013-01-01 PATRICIA EGAN
001 2012-01-01 PATRICIA EGAN
001 2011-01-01 PATRICIA EGAN PATRICIA EGAN 2012-09-11
001 2009-01-01 PATRICIA EGAN PATRICIA EGAN 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	ALICIA GIFT
001	2016-01-01	ALICIA GIFT
001	2015-01-01	MARY BRADY	MARY BRADY	2016-10-07
001	2014-01-01	PATRICIA EGAN	PATRICIA EGAN	2015-09-21
001	2013-01-01	PATRICIA EGAN
001	2012-01-01	PATRICIA EGAN
001	2011-01-01	PATRICIA EGAN	PATRICIA EGAN	2012-09-11
001	2009-01-01	PATRICIA EGAN	PATRICIA EGAN	2010-10-13

Plan Statistics for 180 DEGREE CAPITAL 401(K) PLAN AND TRUST

401k plan membership statisitcs for 180 DEGREE CAPITAL 401(K) PLAN AND TRUST

Measure Date Value
2023: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 5
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 0
Total of all active and inactive participants 2023-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 5
Number of participants with account balances 2023-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 5
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 0
Total of all active and inactive participants 2022-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 5
Number of participants with account balances 2022-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 6
Number of participants with account balances 2021-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
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 2
Total of all active and inactive participants 2020-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
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 2
Total of all active and inactive participants 2019-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
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 4
Total of all active and inactive participants 2018-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 8
Number of participants with account balances 2018-01-01 8
2017: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 9
Number of participants with account balances 2017-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 8
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 4
Total of all active and inactive participants 2016-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 13
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 0
Total of all active and inactive participants 2014-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 13
Number of participants with account balances 2014-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 13
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 13
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 11
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	5
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	0
Total of all active and inactive participants	2023-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	5
Number of participants with account balances	2023-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	5
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	0
Total of all active and inactive participants	2022-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	5
Number of participants with account balances	2022-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	6
Number of participants with account balances	2021-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
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	2
Total of all active and inactive participants	2020-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
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	2
Total of all active and inactive participants	2019-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
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	4
Total of all active and inactive participants	2018-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	8
Number of participants with account balances	2018-01-01	8
2017: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	9
Number of participants with account balances	2017-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	8
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	4
Total of all active and inactive participants	2016-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	13
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	0
Total of all active and inactive participants	2014-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	13
Number of participants with account balances	2014-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	13
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	13
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	11
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on 180 DEGREE CAPITAL 401(K) PLAN AND TRUST

Measure	Date	Value
2023 : 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2023 401k financial data
Total income from all sources	2023-12-31	$49,731
Expenses. Total of all expenses incurred	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$2,015,390
Total plan assets at beginning of year	2023-12-31	$1,965,659
Total contributions received or receivable from participants	2023-12-31	$127,500
Other income received	2023-12-31	$-205,269
Net income (gross income less expenses)	2023-12-31	$49,731
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,015,390
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,965,659
Assets. Value of employer securities	2023-12-31	$1,183,408
Total contributions received or receivable from employer(s)	2023-12-31	$127,500
2022 : 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-219,336
Expenses. Total of all expenses incurred	2022-12-31	$1,155,915
Benefits paid (including direct rollovers)	2022-12-31	$1,155,915
Total plan assets at end of year	2022-12-31	$1,965,659
Total plan assets at beginning of year	2022-12-31	$3,340,910
Total contributions received or receivable from participants	2022-12-31	$105,000
Contributions received from other sources (not participants or employers)	2022-12-31	$225,563
Other income received	2022-12-31	$-654,899
Net income (gross income less expenses)	2022-12-31	$-1,375,251
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,965,659
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,340,910
Assets. Value of employer securities	2022-12-31	$1,150,649
Total contributions received or receivable from employer(s)	2022-12-31	$105,000
2021 : 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$688,805
Expenses. Total of all expenses incurred	2021-12-31	$352,036
Benefits paid (including direct rollovers)	2021-12-31	$352,004
Total plan assets at end of year	2021-12-31	$3,340,910
Total plan assets at beginning of year	2021-12-31	$3,004,141
Value of fidelity bond covering the plan	2021-12-31	$6,000,000
Total contributions received or receivable from participants	2021-12-31	$106,600
Other income received	2021-12-31	$475,605
Net income (gross income less expenses)	2021-12-31	$336,769
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,340,910
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,004,141
Assets. Value of participant loans	2021-12-31	$2,122
Assets. Value of employer securities	2021-12-31	$1,216,682
Total contributions received or receivable from employer(s)	2021-12-31	$106,600
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$32
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$897,176
Expenses. Total of all expenses incurred	2020-12-31	$7
Total plan assets at end of year	2020-12-31	$3,004,141
Total plan assets at beginning of year	2020-12-31	$2,106,972
Value of fidelity bond covering the plan	2020-12-31	$6,000,000
Total contributions received or receivable from participants	2020-12-31	$110,500
Contributions received from other sources (not participants or employers)	2020-12-31	$24,140
Other income received	2020-12-31	$652,036
Net income (gross income less expenses)	2020-12-31	$897,169
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,004,141
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,106,972
Assets. Value of participant loans	2020-12-31	$8,273
Assets. Value of employer securities	2020-12-31	$674,545
Total contributions received or receivable from employer(s)	2020-12-31	$110,500
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$7
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$648,759
Expenses. Total of all expenses incurred	2019-12-31	$458,380
Benefits paid (including direct rollovers)	2019-12-31	$458,376
Total plan assets at end of year	2019-12-31	$2,106,972
Total plan assets at beginning of year	2019-12-31	$1,916,593
Value of fidelity bond covering the plan	2019-12-31	$6,000,000
Total contributions received or receivable from participants	2019-12-31	$90,083
Other income received	2019-12-31	$468,593
Net income (gross income less expenses)	2019-12-31	$190,379
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,106,972
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,916,593
Assets. Value of participant loans	2019-12-31	$14,110
Assets. Value of employer securities	2019-12-31	$415,128
Total contributions received or receivable from employer(s)	2019-12-31	$90,083
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$4
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$49,558
Expenses. Total of all expenses incurred	2018-12-31	$3
Total plan assets at end of year	2018-12-31	$1,916,593
Total plan assets at beginning of year	2018-12-31	$1,867,038
Value of fidelity bond covering the plan	2018-12-31	$6,000,000
Total contributions received or receivable from participants	2018-12-31	$86,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$3
Other income received	2018-12-31	$-122,442
Net income (gross income less expenses)	2018-12-31	$49,555
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,916,593
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,867,038
Assets. Value of participant loans	2018-12-31	$19,424
Assets. Value of employer securities	2018-12-31	$320,124
Total contributions received or receivable from employer(s)	2018-12-31	$86,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$680,230
Expenses. Total of all expenses incurred	2017-12-31	$2,350,960
Benefits paid (including direct rollovers)	2017-12-31	$2,350,881
Total plan assets at end of year	2017-12-31	$1,867,038
Total plan assets at beginning of year	2017-12-31	$3,537,768
Value of fidelity bond covering the plan	2017-12-31	$6,000,000
Total contributions received or receivable from participants	2017-12-31	$123,065
Expenses. Other expenses not covered elsewhere	2017-12-31	$79
Other income received	2017-12-31	$434,100
Net income (gross income less expenses)	2017-12-31	$-1,670,730
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,867,038
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,537,768
Assets. Value of participant loans	2017-12-31	$24,905
Assets. Value of employer securities	2017-12-31	$212,185
Total contributions received or receivable from employer(s)	2017-12-31	$123,065
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$342,420
Expenses. Total of all expenses incurred	2016-12-31	$405,877
Benefits paid (including direct rollovers)	2016-12-31	$405,778
Total plan assets at end of year	2016-12-31	$3,537,768
Total plan assets at beginning of year	2016-12-31	$3,601,225
Value of fidelity bond covering the plan	2016-12-31	$6,000,000
Total contributions received or receivable from participants	2016-12-31	$173,280
Expenses. Other expenses not covered elsewhere	2016-12-31	$99
Other income received	2016-12-31	$7,140
Net income (gross income less expenses)	2016-12-31	$-63,457
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,537,768
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,601,225
Assets. Value of participant loans	2016-12-31	$29,892
Assets. Value of employer securities	2016-12-31	$139,194
Total contributions received or receivable from employer(s)	2016-12-31	$162,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$299,614
Expenses. Total of all expenses incurred	2015-12-31	$374,523
Benefits paid (including direct rollovers)	2015-12-31	$374,472
Total plan assets at end of year	2015-12-31	$3,601,225
Total plan assets at beginning of year	2015-12-31	$3,676,134
Value of fidelity bond covering the plan	2015-12-31	$6,000,000
Total contributions received or receivable from participants	2015-12-31	$180,690
Expenses. Other expenses not covered elsewhere	2015-12-31	$51
Other income received	2015-12-31	$-61,766
Net income (gross income less expenses)	2015-12-31	$-74,909
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,601,225
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,676,134
Assets. Value of participant loans	2015-12-31	$34,432
Assets. Value of employer securities	2015-12-31	$205,678
Total contributions received or receivable from employer(s)	2015-12-31	$180,690
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$667,247
Expenses. Total of all expenses incurred	2014-12-31	$429,015
Benefits paid (including direct rollovers)	2014-12-31	$429,011
Total plan assets at end of year	2014-12-31	$3,676,134
Total plan assets at beginning of year	2014-12-31	$3,437,902
Value of fidelity bond covering the plan	2014-12-31	$6,000,000
Total contributions received or receivable from participants	2014-12-31	$221,524
Expenses. Other expenses not covered elsewhere	2014-12-31	$4
Other income received	2014-12-31	$229,303
Net income (gross income less expenses)	2014-12-31	$238,232
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,676,134
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,437,902
Assets. Value of participant loans	2014-12-31	$38,933
Assets. Value of employer securities	2014-12-31	$227,416
Total contributions received or receivable from employer(s)	2014-12-31	$216,420
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$786,189
Expenses. Total of all expenses incurred	2013-12-31	$3
Total plan assets at end of year	2013-12-31	$3,437,902
Total plan assets at beginning of year	2013-12-31	$2,651,716
Value of fidelity bond covering the plan	2013-12-31	$6,000,000
Total contributions received or receivable from participants	2013-12-31	$219,600
Expenses. Other expenses not covered elsewhere	2013-12-31	$3
Other income received	2013-12-31	$347,589
Net income (gross income less expenses)	2013-12-31	$786,186
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,437,902
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,651,716
Assets. Value of participant loans	2013-12-31	$43,376
Assets. Value of employer securities	2013-12-31	$283,070
Total contributions received or receivable from employer(s)	2013-12-31	$219,000
2012 : 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$538,298
Expenses. Total of all expenses incurred	2012-12-31	$59
Total plan assets at end of year	2012-12-31	$2,651,716
Total plan assets at beginning of year	2012-12-31	$2,113,477
Value of fidelity bond covering the plan	2012-12-31	$6,000,000
Total contributions received or receivable from participants	2012-12-31	$208,383
Expenses. Other expenses not covered elsewhere	2012-12-31	$59
Other income received	2012-12-31	$121,532
Net income (gross income less expenses)	2012-12-31	$538,239
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,651,716
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,113,477
Assets. Value of participant loans	2012-12-31	$47,420
Assets. Value of employer securities	2012-12-31	$240,207
Total contributions received or receivable from employer(s)	2012-12-31	$208,383
2011 : 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$263,202
Expenses. Total of all expenses incurred	2011-12-31	$193,907
Benefits paid (including direct rollovers)	2011-12-31	$193,884
Total plan assets at end of year	2011-12-31	$2,113,477
Total plan assets at beginning of year	2011-12-31	$2,044,182
Value of fidelity bond covering the plan	2011-12-31	$6,000,000
Total contributions received or receivable from participants	2011-12-31	$181,500
Expenses. Other expenses not covered elsewhere	2011-12-31	$23
Other income received	2011-12-31	$-99,798
Net income (gross income less expenses)	2011-12-31	$69,295
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,113,477
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,044,182
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$1,338
Assets. Value of employer securities	2011-12-31	$177,117
Total contributions received or receivable from employer(s)	2011-12-31	$181,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$539,754
Expenses. Total of all expenses incurred	2010-12-31	$118,567
Benefits paid (including direct rollovers)	2010-12-31	$118,518
Total plan assets at end of year	2010-12-31	$2,044,182
Total plan assets at beginning of year	2010-12-31	$1,622,995
Value of fidelity bond covering the plan	2010-12-31	$6,000,000
Total contributions received or receivable from participants	2010-12-31	$183,116
Expenses. Other expenses not covered elsewhere	2010-12-31	$49
Other income received	2010-12-31	$180,638
Net income (gross income less expenses)	2010-12-31	$421,187
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,044,182
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,622,995
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$1,338
Assets. Value of employer securities	2010-12-31	$115,260
Total contributions received or receivable from employer(s)	2010-12-31	$176,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for 180 DEGREE CAPITAL 401(K) PLAN AND TRUST

2023: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 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 – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
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: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: 180 DEGREE CAPITAL 401(K) PLAN AND 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: 180 DEGREE CAPITAL 401(K) PLAN AND 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: 180 DEGREE CAPITAL 401(K) PLAN AND 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: 180 DEGREE CAPITAL 401(K) PLAN AND 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
2013: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: 180 DEGREE CAPITAL 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	180 DEGREE CAPITAL CORP.
Employer identification number (EIN):	133119827
NAIC Classification:	551112
NAIC Description:	Offices of Other Holding Companies