401k Plan data: CAVALIER DISTRIBUTING RETIREMENT PLAN plan

CAVALIER DISTRIBUTING RETIREMENT PLAN 401k Plan overview

Plan Name	CAVALIER DISTRIBUTING RETIREMENT PLAN
Plan identification number	002

CAVALIER DISTRIBUTING RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CAVALIER DISTRIBUTING COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: CAVALIER DISTRIBUTING COMPANY, INC.

Employer identification number (EIN): 311356420

NAIC Classification: 424800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAVALIER DISTRIBUTING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 KYLE ALLEN
002 2023-01-01
002 2023-01-01 KYLE ALLEN
002 2022-01-01
002 2022-01-01 KYLE ALLEN
002 2021-01-01
002 2021-01-01 KYLE ALLEN
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 KYLE ALLEN
002 2016-01-01 KYLE ALLEN
002 2015-01-01 KYLE ALLEN
002 2014-01-01 ANN MARIE ALLEN ANN MARIE ALLEN 2015-10-14
002 2014-01-01 ANN MARIE ALLEN ANN MARIE ALLEN 2016-01-15

Plan Statistics for CAVALIER DISTRIBUTING RETIREMENT PLAN

401k plan membership statisitcs for CAVALIER DISTRIBUTING RETIREMENT PLAN

Measure Date Value
2023: CAVALIER DISTRIBUTING RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 673
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 324
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 142
Total of all active and inactive participants 2023-01-01 466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 466
Number of participants with account balances 2023-01-01 452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 68
2022: CAVALIER DISTRIBUTING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 596
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 328
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 306
Total of all active and inactive participants 2022-01-01 634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 634
Number of participants with account balances 2022-01-01 625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 46
2021: CAVALIER DISTRIBUTING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 486
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 292
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 254
Total of all active and inactive participants 2021-01-01 546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 546
Number of participants with account balances 2021-01-01 535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 56
2020: CAVALIER DISTRIBUTING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 460
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 294
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 171
Total of all active and inactive participants 2020-01-01 465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 465
Number of participants with account balances 2020-01-01 459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 47
2019: CAVALIER DISTRIBUTING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 549
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 293
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 129
Total of all active and inactive participants 2019-01-01 422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 422
Number of participants with account balances 2019-01-01 410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 44
2018: CAVALIER DISTRIBUTING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 460
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 296
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 224
Total of all active and inactive participants 2018-01-01 520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 520
Number of participants with account balances 2018-01-01 511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CAVALIER DISTRIBUTING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 454
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 299
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 126
Total of all active and inactive participants 2017-01-01 425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 425
Number of participants with account balances 2017-01-01 407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CAVALIER DISTRIBUTING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 315
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 283
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 122
Total of all active and inactive participants 2016-01-01 405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 405
Number of participants with account balances 2016-01-01 393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CAVALIER DISTRIBUTING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 223
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 236
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 48
Total of all active and inactive participants 2015-01-01 284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 284
Number of participants with account balances 2015-01-01 272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CAVALIER DISTRIBUTING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 124
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 21
Total of all active and inactive participants 2014-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 145
Number of participants with account balances 2014-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2023: CAVALIER DISTRIBUTING RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	673
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	324
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	142
Total of all active and inactive participants	2023-01-01	466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	466
Number of participants with account balances	2023-01-01	452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	68
2022: CAVALIER DISTRIBUTING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	596
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	328
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	306
Total of all active and inactive participants	2022-01-01	634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	634
Number of participants with account balances	2022-01-01	625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	46
2021: CAVALIER DISTRIBUTING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	486
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	292
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	254
Total of all active and inactive participants	2021-01-01	546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	546
Number of participants with account balances	2021-01-01	535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	56
2020: CAVALIER DISTRIBUTING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	460
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	294
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	171
Total of all active and inactive participants	2020-01-01	465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	465
Number of participants with account balances	2020-01-01	459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	47
2019: CAVALIER DISTRIBUTING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	549
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	293
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	129
Total of all active and inactive participants	2019-01-01	422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	422
Number of participants with account balances	2019-01-01	410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	44
2018: CAVALIER DISTRIBUTING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	460
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	296
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	224
Total of all active and inactive participants	2018-01-01	520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	520
Number of participants with account balances	2018-01-01	511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CAVALIER DISTRIBUTING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	454
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	299
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	126
Total of all active and inactive participants	2017-01-01	425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	425
Number of participants with account balances	2017-01-01	407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CAVALIER DISTRIBUTING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	315
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	283
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	122
Total of all active and inactive participants	2016-01-01	405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	405
Number of participants with account balances	2016-01-01	393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CAVALIER DISTRIBUTING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	223
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	236
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	48
Total of all active and inactive participants	2015-01-01	284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	284
Number of participants with account balances	2015-01-01	272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CAVALIER DISTRIBUTING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	124
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	21
Total of all active and inactive participants	2014-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	145
Number of participants with account balances	2014-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on CAVALIER DISTRIBUTING RETIREMENT PLAN

Measure	Date	Value
2023 : CAVALIER DISTRIBUTING RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$340,121
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$2,873,475
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$961,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$887,275
Expenses. Certain deemed distributions of participant loans	2023-12-31	$33,067
Value of total corrective distributions	2023-12-31	$6,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,503,877
Value of total assets at end of year	2023-12-31	$9,327,492
Value of total assets at beginning of year	2023-12-31	$7,075,370
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$34,741
Total interest from all sources	2023-12-31	$5,193
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$175,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$175,476
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$871,122
Participant contributions at end of year	2023-12-31	$77,433
Participant contributions at beginning of year	2023-12-31	$65,534
Participant contributions at end of year	2023-12-31	$25,462
Participant contributions at beginning of year	2023-12-31	$25,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,912,001
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$9,327,492
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$7,075,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$8,516,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$6,351,266
Interest on participant loans	2023-12-31	$4,178
Income. Interest from loans (other than to participants)	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$75,801
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$6,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$6,941
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$1,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,188,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$632,755
Employer contributions (assets) at end of year	2023-12-31	$632,755
Employer contributions (assets) at beginning of year	2023-12-31	$626,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$887,275
Contract administrator fees	2023-12-31	$34,741
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2023-12-31	310800053
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total transfer of assets to this plan	2023-01-01	$340,121
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$2,873,475
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$961,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$887,275
Expenses. Certain deemed distributions of participant loans	2023-01-01	$33,067
Value of total corrective distributions	2023-01-01	$6,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$1,503,877
Value of total assets at end of year	2023-01-01	$9,327,492
Value of total assets at beginning of year	2023-01-01	$7,075,370
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$34,741
Total interest from all sources	2023-01-01	$5,193
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$175,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$175,476
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$500,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$871,122
Participant contributions at end of year	2023-01-01	$77,433
Participant contributions at beginning of year	2023-01-01	$65,534
Participant contributions at end of year	2023-01-01	$25,462
Participant contributions at beginning of year	2023-01-01	$25,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$1,912,001
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$9,327,492
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$7,075,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$8,516,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$6,351,266
Interest on participant loans	2023-01-01	$4,178
Income. Interest from loans (other than to participants)	2023-01-01	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-01-01	$75,801
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-01-01	$1,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$1,188,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	Yes
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$632,755
Employer contributions (assets) at end of year	2023-01-01	$632,755
Employer contributions (assets) at beginning of year	2023-01-01	$626,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$887,275
Contract administrator fees	2023-01-01	$34,741
Did the plan have assets held for investment	2023-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2023-01-01	310800053
2022 : CAVALIER DISTRIBUTING RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$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	$199,326
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$556,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$507,044
Expenses. Certain deemed distributions of participant loans	2022-12-31	$20,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,440,025
Value of total assets at end of year	2022-12-31	$7,075,370
Value of total assets at beginning of year	2022-12-31	$7,432,546
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$29,413
Total interest from all sources	2022-12-31	$2,454
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$125,035
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	$125,035
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	$811,499
Participant contributions at end of year	2022-12-31	$65,534
Participant contributions at beginning of year	2022-12-31	$57,719
Participant contributions at end of year	2022-12-31	$25,318
Participant contributions at beginning of year	2022-12-31	$21,566
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,215
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	$-357,176
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,075,370
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,432,546
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	$6,351,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,788,164
Interest on participant loans	2022-12-31	$2,380
Income. Interest from loans (other than to participants)	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$6,941
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$6,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$6,341
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$74
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,368,188
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	Yes
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	$626,311
Employer contributions (assets) at end of year	2022-12-31	$626,311
Employer contributions (assets) at beginning of year	2022-12-31	$558,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$507,044
Contract administrator fees	2022-12-31	$29,413
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	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2022-12-31	310800053
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$199,326
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$556,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$507,044
Expenses. Certain deemed distributions of participant loans	2022-01-01	$20,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$1,440,025
Value of total assets at end of year	2022-01-01	$7,075,370
Value of total assets at beginning of year	2022-01-01	$7,432,546
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$29,413
Total interest from all sources	2022-01-01	$2,454
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$125,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$125,035
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$500,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$811,499
Participant contributions at end of year	2022-01-01	$65,534
Participant contributions at beginning of year	2022-01-01	$57,719
Participant contributions at end of year	2022-01-01	$25,318
Participant contributions at beginning of year	2022-01-01	$21,566
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$2,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-357,176
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$7,075,370
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$7,432,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$6,351,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$6,788,164
Interest on participant loans	2022-01-01	$2,380
Income. Interest from loans (other than to participants)	2022-01-01	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-01-01	$6,941
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-01-01	$74
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-1,368,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	Yes
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$626,311
Employer contributions (assets) at end of year	2022-01-01	$626,311
Employer contributions (assets) at beginning of year	2022-01-01	$558,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$507,044
Contract administrator fees	2022-01-01	$29,413
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2022-01-01	310800053
2021 : CAVALIER DISTRIBUTING RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$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	$2,280,598
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$683,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$661,696
Expenses. Certain deemed distributions of participant loans	2021-12-31	$12,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,400,526
Value of total assets at end of year	2021-12-31	$7,432,546
Value of total assets at beginning of year	2021-12-31	$5,835,652
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$9,667
Total interest from all sources	2021-12-31	$2,087
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$124,066
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	$124,066
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	$736,908
Participant contributions at end of year	2021-12-31	$57,719
Participant contributions at beginning of year	2021-12-31	$78,027
Participant contributions at end of year	2021-12-31	$21,566
Participant contributions at beginning of year	2021-12-31	$19,092
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$104,862
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	$1,596,894
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,432,546
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,835,652
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	$6,788,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,211,255
Interest on participant loans	2021-12-31	$2,086
Income. Interest from loans (other than to participants)	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$6,341
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$6,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$6,921
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$753,919
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	$558,756
Employer contributions (assets) at end of year	2021-12-31	$558,756
Employer contributions (assets) at beginning of year	2021-12-31	$520,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$661,696
Contract administrator fees	2021-12-31	$9,667
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	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2021-12-31	310800053
2020 : CAVALIER DISTRIBUTING RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$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	$1,915,583
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$418,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$387,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,199,405
Value of total assets at end of year	2020-12-31	$5,835,652
Value of total assets at beginning of year	2020-12-31	$4,338,280
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$31,134
Total interest from all sources	2020-12-31	$1,954
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$82,240
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	$82,240
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	$664,502
Participant contributions at end of year	2020-12-31	$78,027
Participant contributions at beginning of year	2020-12-31	$40,930
Participant contributions at end of year	2020-12-31	$19,092
Participant contributions at beginning of year	2020-12-31	$24
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$14,546
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	$1,497,372
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,835,652
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,338,280
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	$5,211,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,804,764
Interest on participant loans	2020-12-31	$1,855
Income. Interest from loans (other than to participants)	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$6,921
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$24,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$24,177
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$99
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$631,984
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	$520,357
Employer contributions (assets) at end of year	2020-12-31	$520,357
Employer contributions (assets) at beginning of year	2020-12-31	$468,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$387,077
Contract administrator fees	2020-12-31	$31,134
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	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2020-12-31	310800053
2019 : CAVALIER DISTRIBUTING RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	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	$8,828
Total income from all sources (including contributions)	2019-12-31	$1,809,702
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$613,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$610,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,092,614
Value of total assets at end of year	2019-12-31	$4,338,280
Value of total assets at beginning of year	2019-12-31	$3,150,862
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,223
Total interest from all sources	2019-12-31	$2,485
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$81,965
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	$81,965
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	$607,013
Participant contributions at end of year	2019-12-31	$40,930
Participant contributions at beginning of year	2019-12-31	$44,640
Participant contributions at end of year	2019-12-31	$24
Participant contributions at beginning of year	2019-12-31	$3,636
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$17,216
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$8,828
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	$1,196,246
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,338,280
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,142,034
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	$3,804,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,633,385
Interest on participant loans	2019-12-31	$1,913
Income. Interest from loans (other than to participants)	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$24,177
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$51,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$51,712
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$572
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$632,638
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	$468,385
Employer contributions (assets) at end of year	2019-12-31	$468,385
Employer contributions (assets) at beginning of year	2019-12-31	$417,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$610,233
Contract administrator fees	2019-12-31	$3,223
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	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2019-12-31	310800053
2018 : CAVALIER DISTRIBUTING RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$8,828
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	$733,361
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$337,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$335,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$953,091
Value of total assets at end of year	2018-12-31	$3,150,862
Value of total assets at beginning of year	2018-12-31	$2,746,639
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,873
Total interest from all sources	2018-12-31	$1,589
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$60,330
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	$60,330
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$524,225
Participant contributions at end of year	2018-12-31	$44,640
Participant contributions at beginning of year	2018-12-31	$20,036
Participant contributions at end of year	2018-12-31	$3,636
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$11,377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$8,828
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	$395,395
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,142,034
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,746,639
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	$2,633,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,331,123
Interest on participant loans	2018-12-31	$998
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$51,712
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$38
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$38
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$591
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-281,649
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	Yes
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	$417,489
Employer contributions (assets) at end of year	2018-12-31	$417,489
Employer contributions (assets) at beginning of year	2018-12-31	$395,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$335,093
Contract administrator fees	2018-12-31	$2,873
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	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2018-12-31	310800053
2017 : CAVALIER DISTRIBUTING RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	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	$1,247,602
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$213,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$203,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$908,276
Value of total assets at end of year	2017-12-31	$2,746,639
Value of total assets at beginning of year	2017-12-31	$1,712,465
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$9,642
Total interest from all sources	2017-12-31	$818
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$43,042
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	$43,042
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
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	$508,093
Participant contributions at end of year	2017-12-31	$20,036
Participant contributions at beginning of year	2017-12-31	$24,615
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$2,314
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	$1,034,174
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,746,639
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,712,465
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	$2,331,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,340,783
Interest on participant loans	2017-12-31	$818
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$38
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$295,466
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	$400,183
Employer contributions (assets) at end of year	2017-12-31	$395,442
Employer contributions (assets) at beginning of year	2017-12-31	$344,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$203,786
Contract administrator fees	2017-12-31	$9,642
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	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2017-12-31	310800053
2016 : CAVALIER DISTRIBUTING RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$902,573
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$26,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$23,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$807,326
Value of total assets at end of year	2016-12-31	$1,712,465
Value of total assets at beginning of year	2016-12-31	$836,124
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,272
Total interest from all sources	2016-12-31	$290
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$25,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$25,254
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$420,360
Participant contributions at end of year	2016-12-31	$24,615
Participant contributions at beginning of year	2016-12-31	$0
Participant contributions at end of year	2016-12-31	$2,314
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$42,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$876,341
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,712,465
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$836,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,340,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$598,475
Interest on participant loans	2016-12-31	$290
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$69,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$344,753
Employer contributions (assets) at end of year	2016-12-31	$344,753
Employer contributions (assets) at beginning of year	2016-12-31	$237,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$23,960
Contract administrator fees	2016-12-31	$2,272
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2016-12-31	310800053
2015 : CAVALIER DISTRIBUTING RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$534,920
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$6,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$5,601
Value of total corrective distributions	2015-12-31	$339
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$550,832
Value of total assets at end of year	2015-12-31	$836,124
Value of total assets at beginning of year	2015-12-31	$307,449
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$305
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$11,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$11,607
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$50,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$302,852
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$9,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$528,675
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$836,124
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$307,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$598,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$188,488
Interest on participant loans	2015-12-31	$0
Income. Interest from loans (other than to participants)	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-27,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$238,169
Employer contributions (assets) at end of year	2015-12-31	$237,649
Employer contributions (assets) at beginning of year	2015-12-31	$118,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$5,601
Contract administrator fees	2015-12-31	$305
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CASSADY, SCHILLER & ASSOCIATES, INC
Accountancy firm EIN	2015-12-31	311311065
2014 : CAVALIER DISTRIBUTING RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$308,163
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$548
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$303,404
Value of total assets at end of year	2014-12-31	$307,449
Value of total assets at beginning of year	2014-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$166
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$3,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$3,048
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$50,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$147,791
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$36,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$307,449
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$307,449
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$188,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$118,961
Employer contributions (assets) at end of year	2014-12-31	$118,961
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$548
Contract administrator fees	2014-12-31	$166
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CASSADY, SCHILLER & ASSOCIATES, INC
Accountancy firm EIN	2014-12-31	311311065

Form 5500 Responses for CAVALIER DISTRIBUTING RETIREMENT PLAN

2023: CAVALIER DISTRIBUTING RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: CAVALIER DISTRIBUTING RETIREMENT 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: CAVALIER DISTRIBUTING RETIREMENT 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: CAVALIER DISTRIBUTING RETIREMENT 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: CAVALIER DISTRIBUTING RETIREMENT 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: CAVALIER DISTRIBUTING RETIREMENT 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: CAVALIER DISTRIBUTING RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CAVALIER DISTRIBUTING RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CAVALIER DISTRIBUTING RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CAVALIER DISTRIBUTING RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CAVALIER DISTRIBUTING COMPANY, INC.
Employer identification number (EIN):	311356420
NAIC Classification:	424800

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2024-01-01	KYLE ALLEN
002	2023-01-01
002	2023-01-01	KYLE ALLEN
002	2022-01-01
002	2022-01-01	KYLE ALLEN
002	2021-01-01
002	2021-01-01	KYLE ALLEN
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	KYLE ALLEN
002	2016-01-01	KYLE ALLEN
002	2015-01-01	KYLE ALLEN
002	2014-01-01	ANN MARIE ALLEN	ANN MARIE ALLEN	2015-10-14
002	2014-01-01	ANN MARIE ALLEN	ANN MARIE ALLEN	2016-01-15