401k Plan data: ROI REVOLUTION, INC 401(K) PLAN plan

ROI REVOLUTION, INC 401(K) PLAN 401k Plan overview

Plan Name	ROI REVOLUTION, INC 401(K) PLAN
Plan identification number	001

ROI REVOLUTION, INC 401(K) 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

ROI REVOLUTION, INC has sponsored the creation of one or more 401k plans.

Company Name: ROI REVOLUTION, INC

Employer identification number (EIN): 261645011

NAIC Classification: 541800

Additional information about ROI REVOLUTION, INC

Jurisdiction of Incorporation: North Carolina Secretary of State

Incorporation Date:

Company Identification Number: 1015929

More information about ROI REVOLUTION, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROI REVOLUTION, INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 TIMOTHY P. SEWARD
001 2017-01-01 TIMOTHY SEWARD
001 2016-01-01 TIMOTHY SEWARD 2017-07-17
001 2015-01-01 TIMOTHY SEWARD 2016-06-28
001 2014-01-01 TIMOTHY SEWARD 2015-06-23
001 2013-01-01 LORI COLLINS 2014-06-12
001 2012-01-01 TIMOTHY SEWARD 2013-07-09
001 2011-01-01 TIMOTHY SEWARD 2012-07-20
001 2010-01-01 LORI COLLINS 2011-06-28
001 2009-01-01 TIMOTHY P. SEWARD TIMOTHY P. SEWARD 2010-07-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	TIMOTHY P. SEWARD
001	2017-01-01	TIMOTHY SEWARD
001	2016-01-01	TIMOTHY SEWARD	2017-07-17
001	2015-01-01	TIMOTHY SEWARD	2016-06-28
001	2014-01-01	TIMOTHY SEWARD	2015-06-23
001	2013-01-01	LORI COLLINS	2014-06-12
001	2012-01-01	TIMOTHY SEWARD	2013-07-09
001	2011-01-01	TIMOTHY SEWARD	2012-07-20
001	2010-01-01	LORI COLLINS	2011-06-28
001	2009-01-01	TIMOTHY P. SEWARD		TIMOTHY P. SEWARD	2010-07-09

Plan Statistics for ROI REVOLUTION, INC 401(K) PLAN

401k plan membership statisitcs for ROI REVOLUTION, INC 401(K) PLAN

Measure Date Value
2022: ROI REVOLUTION, INC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 113
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 66
Total of all active and inactive participants 2022-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 179
Number of participants with account balances 2022-01-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 35
2021: ROI REVOLUTION, INC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 116
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 60
Total of all active and inactive participants 2021-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 176
Number of participants with account balances 2021-01-01 171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 42
2020: ROI REVOLUTION, INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 139
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 55
Total of all active and inactive participants 2020-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 194
Number of participants with account balances 2020-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 23
2019: ROI REVOLUTION, INC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 210
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 131
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 53
Total of all active and inactive participants 2019-01-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 184
Number of participants with account balances 2019-01-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 50
2018: ROI REVOLUTION, INC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 194
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 157
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 50
Total of all active and inactive participants 2018-01-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 207
Number of participants with account balances 2018-01-01 201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 38
2017: ROI REVOLUTION, INC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 153
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 33
Total of all active and inactive participants 2017-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 186
Number of participants with account balances 2017-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 24
2009: ROI REVOLUTION, INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 27
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 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 27
Number of participants with account balances 2009-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: ROI REVOLUTION, INC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	113
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	66
Total of all active and inactive participants	2022-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	179
Number of participants with account balances	2022-01-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	35
2021: ROI REVOLUTION, INC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	116
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	60
Total of all active and inactive participants	2021-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	176
Number of participants with account balances	2021-01-01	171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	42
2020: ROI REVOLUTION, INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	139
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	55
Total of all active and inactive participants	2020-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	194
Number of participants with account balances	2020-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	23
2019: ROI REVOLUTION, INC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	210
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	131
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	53
Total of all active and inactive participants	2019-01-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	184
Number of participants with account balances	2019-01-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	50
2018: ROI REVOLUTION, INC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	194
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	157
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	50
Total of all active and inactive participants	2018-01-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	207
Number of participants with account balances	2018-01-01	201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	38
2017: ROI REVOLUTION, INC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	153
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	33
Total of all active and inactive participants	2017-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	186
Number of participants with account balances	2017-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	24
2009: ROI REVOLUTION, INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	27
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	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	27
Number of participants with account balances	2009-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on ROI REVOLUTION, INC 401(K) PLAN

Measure	Date	Value
2022 : ROI REVOLUTION, INC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-202,178
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$978,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$941,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,365,256
Value of total assets at end of year	2022-12-31	$7,669,392
Value of total assets at beginning of year	2022-12-31	$8,850,386
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$37,486
Total interest from all sources	2022-12-31	$1,571
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$171,248
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	$171,248
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$987,582
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$74,146
Administrative expenses (other) incurred	2022-12-31	$37,486
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	$-1,180,994
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,669,392
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,850,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,582,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,729,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$86,843
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$120,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$120,390
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$1,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,740,253
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	$303,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$941,330
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	THOMAS JUDY & TUCKER
Accountancy firm EIN	2022-12-31	561965804
2021 : ROI REVOLUTION, INC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,466,090
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,244,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,205,720
Expenses. Certain deemed distributions of participant loans	2021-12-31	$49
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,202,845
Value of total assets at end of year	2021-12-31	$8,850,386
Value of total assets at beginning of year	2021-12-31	$7,628,723
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$38,658
Total interest from all sources	2021-12-31	$95
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$795,480
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	$795,480
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$947,955
Participant contributions at beginning of year	2021-12-31	$2,343
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$17,147
Administrative expenses (other) incurred	2021-12-31	$38,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,221,663
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,850,386
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,628,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,729,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,538,861
Interest on participant loans	2021-12-31	$93
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$120,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$87,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$87,519
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$467,670
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	$237,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,205,720
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	THOMAS JUDY & TUCKER
Accountancy firm EIN	2021-12-31	561965804
2020 : ROI REVOLUTION, INC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,249,648
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$751,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$718,949
Expenses. Certain deemed distributions of participant loans	2020-12-31	$2,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,196,338
Value of total assets at end of year	2020-12-31	$7,628,723
Value of total assets at beginning of year	2020-12-31	$6,130,736
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$29,999
Total interest from all sources	2020-12-31	$529
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$145,699
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	$145,699
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$893,344
Participant contributions at end of year	2020-12-31	$2,343
Participant contributions at beginning of year	2020-12-31	$11,407
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$22,872
Administrative expenses (other) incurred	2020-12-31	$29,999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,497,987
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,628,723
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,130,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,538,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,108,845
Interest on participant loans	2020-12-31	$505
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$87,519
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$10,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$10,484
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$24
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$907,082
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	$280,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$718,949
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	THOMAS JUDY & TUCKER
Accountancy firm EIN	2020-12-31	561965804
2019 : ROI REVOLUTION, INC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,389,478
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,326,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,296,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,143,952
Value of total assets at end of year	2019-12-31	$6,130,736
Value of total assets at beginning of year	2019-12-31	$5,068,146
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$30,241
Total interest from all sources	2019-12-31	$1,215
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$133,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$133,643
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$882,534
Participant contributions at end of year	2019-12-31	$11,407
Participant contributions at beginning of year	2019-12-31	$20,055
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$4,258
Other income not declared elsewhere	2019-12-31	$31
Administrative expenses (other) incurred	2019-12-31	$30,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,062,590
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,130,736
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,068,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,108,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,031,335
Interest on participant loans	2019-12-31	$976
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$10,484
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$16,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$16,756
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$239
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,110,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$257,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,296,647
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	THOMAS JUDY & TUCKER
Accountancy firm EIN	2019-12-31	561965804
2018 : ROI REVOLUTION, INC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$702,476
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$350,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$323,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,107,859
Value of total assets at end of year	2018-12-31	$5,068,146
Value of total assets at beginning of year	2018-12-31	$4,716,612
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$27,673
Total interest from all sources	2018-12-31	$923
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$136,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$136,736
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$472,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$807,831
Participant contributions at end of year	2018-12-31	$20,055
Participant contributions at beginning of year	2018-12-31	$16,562
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$30,052
Other income not declared elsewhere	2018-12-31	$12
Administrative expenses (other) incurred	2018-12-31	$27,673
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	$351,534
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,068,146
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,716,612
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	$5,031,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,674,005
Interest on participant loans	2018-12-31	$680
Value of interest in common/collective trusts at beginning of year	2018-12-31	$26,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$16,756
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$243
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-543,054
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	$269,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$323,269
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	THOMAS JUDY & TUCKER
Accountancy firm EIN	2018-12-31	561965804
2017 : ROI REVOLUTION, INC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,794,127
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$49,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$33,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,094,812
Value of total assets at end of year	2017-12-31	$4,716,612
Value of total assets at beginning of year	2017-12-31	$2,971,625
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$15,408
Total interest from all sources	2017-12-31	$933
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$91,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$91,197
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$298,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$772,403
Participant contributions at end of year	2017-12-31	$16,562
Participant contributions at beginning of year	2017-12-31	$13,268
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$30,427
Other income not declared elsewhere	2017-12-31	$2,264
Administrative expenses (other) incurred	2017-12-31	$15,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,744,987
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,716,612
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,971,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,674,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,935,751
Interest on participant loans	2017-12-31	$885
Value of interest in common/collective trusts at end of year	2017-12-31	$26,045
Value of interest in common/collective trusts at beginning of year	2017-12-31	$22,606
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$48
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$604,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$291,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$33,732
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	THOMAS JUDY & TUCKER
Accountancy firm EIN	2017-12-31	561965804
2009 : ROI REVOLUTION, INC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ROI REVOLUTION, INC 401(K) PLAN

2022: ROI REVOLUTION, INC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ROI REVOLUTION, INC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ROI REVOLUTION, INC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROI REVOLUTION, INC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROI REVOLUTION, INC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROI REVOLUTION, INC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2009: ROI REVOLUTION, INC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	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:	ROI REVOLUTION, INC
Employer identification number (EIN):	261645011
NAIC Classification:	541800

Jurisdiction of Incorporation:	North Carolina Secretary of State
Incorporation Date:
Company Identification Number:	1015929