401k Plan data: 80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN plan

80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.

401k Sponsoring company profile

80/20, LLC has sponsored the creation of one or more 401k plans.

Company Name: 80/20, LLC

Employer identification number (EIN): 351675357

NAIC Classification: 332900

Additional information about 80/20, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1998-04-10

Company Identification Number: P98000033805

Legal Registered Office Address: 1930 SAN MARCO BLVD

JACKSONVILLE

32207

More information about 80/20, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2022-01-01 PATRICE MAUK
002 2021-01-01
002 2021-01-01 PATRICE MAUK
002 2020-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 PATRICK BUESCHING
002 2017-01-01 PATRICK BUESCHING
002 2016-01-01 PATRICK BUESCHING
002 2016-01-01

Plan Statistics for 80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for 80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: 80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 331
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: 80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 349
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 39
Total of all active and inactive participants 2021-01-01 331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 331
Number of participants with account balances 2021-01-01 331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: 80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 335
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 330
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 19
Total of all active and inactive participants 2020-01-01 349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 349
Number of participants with account balances 2020-01-01 330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: 80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 335
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 286
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 49
Total of all active and inactive participants 2019-01-01 335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 335
Number of participants with account balances 2019-01-01 335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 26
2018: 80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 338
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 286
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 49
Total of all active and inactive participants 2018-01-01 335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 335
Number of participants with account balances 2018-01-01 335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 48
2017: 80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 334
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 309
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 29
Total of all active and inactive participants 2017-01-01 338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 338
Number of participants with account balances 2017-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 26
2016: 80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 334
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 334
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 0
Total of all active and inactive participants 2016-01-01 334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 334
Number of participants with account balances 2016-01-01 334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: 80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	331
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: 80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	349
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	39
Total of all active and inactive participants	2021-01-01	331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	331
Number of participants with account balances	2021-01-01	331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: 80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	335
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	330
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	19
Total of all active and inactive participants	2020-01-01	349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	349
Number of participants with account balances	2020-01-01	330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: 80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	335
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	286
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	49
Total of all active and inactive participants	2019-01-01	335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	335
Number of participants with account balances	2019-01-01	335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	26
2018: 80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	338
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	286
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	49
Total of all active and inactive participants	2018-01-01	335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	335
Number of participants with account balances	2018-01-01	335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	48
2017: 80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	334
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	309
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	29
Total of all active and inactive participants	2017-01-01	338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	338
Number of participants with account balances	2017-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	26
2016: 80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	334
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	334
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	0
Total of all active and inactive participants	2016-01-01	334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	334
Number of participants with account balances	2016-01-01	334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on 80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2022 : 80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$41,428
Total income from all sources (including contributions)	2022-06-30	$62
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$5,787,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$5,743,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$0
Value of total assets at end of year	2022-06-30	$0
Value of total assets at beginning of year	2022-06-30	$5,828,594
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$43,784
Total interest from all sources	2022-06-30	$62
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-06-30	$0
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-06-30	$0
Liabilities. Value of operating payables at end of year	2022-06-30	$0
Liabilities. Value of operating payables at beginning of year	2022-06-30	$0
Total non interest bearing cash at end of year	2022-06-30	$0
Total non interest bearing cash at beginning of year	2022-06-30	$111,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-5,787,166
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$5,787,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$43,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$5,717,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$5,717,525
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$62
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Assets. Invements in employer securities at end of year	2022-06-30	$0
Assets. Invements in employer securities at beginning of year	2022-06-30	$0
Employer contributions (assets) at end of year	2022-06-30	$0
Employer contributions (assets) at beginning of year	2022-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$5,743,444
Liabilities. Value of benefit claims payable at end of year	2022-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-06-30	$41,428
Did the plan have assets held for investment	2022-06-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	Yes
Liabilities. Value of acquisition indebtedness at end of year	2022-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-06-30	$0
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	BADEN GAGE AND SCHROEDER LLC
Accountancy firm EIN	2022-06-30	351939627
2021 : 80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$-2,202,823
Total unrealized appreciation/depreciation of assets	2021-12-31	$-2,202,823
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$41,428
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$10,341,125
Total income from all sources (including contributions)	2021-12-31	$245
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$5,780,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,740,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$31,315
Value of total assets at end of year	2021-12-31	$5,828,594
Value of total assets at beginning of year	2021-12-31	$21,908,435
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$39,760
Total interest from all sources	2021-12-31	$2,677
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,169,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$31,315
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$76,900
Liabilities. Value of operating payables at end of year	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$111,069
Total non interest bearing cash at beginning of year	2021-12-31	$1,540,566
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	$-5,780,144
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,787,166
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,567,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$39,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$5,717,525
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$2,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$20,367,869
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Income. Dividends from common stock	2021-12-31	$2,169,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,740,629
Contract administrator fees	2021-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$41,428
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	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
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$10,264,225
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BADEN GAGE AND SCHROEDER LLC
Accountancy firm EIN	2021-12-31	351939627
2020 : 80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$4,041,005
Total unrealized appreciation/depreciation of assets	2020-12-31	$4,041,005
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$10,341,125
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$12,101,952
Expenses. Interest paid	2020-12-31	$238,614
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$238,614
Total income from all sources (including contributions)	2020-12-31	$7,704,474
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$362,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$121,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$136,542
Value of total assets at end of year	2020-12-31	$21,908,435
Value of total assets at beginning of year	2020-12-31	$16,326,864
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,950
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$3,526,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$1,950
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$76,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$71,623
Total non interest bearing cash at end of year	2020-12-31	$1,540,566
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$7,342,398
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,567,310
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,224,912
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
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$20,367,869
Assets. Invements in employer securities at beginning of year	2020-12-31	$16,326,864
Contributions received in cash from employer	2020-12-31	$136,542
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$3,526,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$121,512
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
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$10,264,225
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$12,030,329
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BADEN GAGE AND SCHROEDER LLC
Accountancy firm EIN	2020-12-31	351939627
2019 : 80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$-669,480
Total unrealized appreciation/depreciation of assets	2019-12-31	$-669,480
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$12,101,952
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$12,696,846
Expenses. Interest paid	2019-12-31	$298,605
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$298,605
Total income from all sources (including contributions)	2019-12-31	$298,040
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$372,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$69,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$425,605
Value of total assets at end of year	2019-12-31	$16,326,864
Value of total assets at beginning of year	2019-12-31	$16,996,344
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,900
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$541,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$71,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$82,428
Administrative expenses (other) incurred	2019-12-31	$4,900
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	$-74,586
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,224,912
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,299,498
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
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$16,326,864
Assets. Invements in employer securities at beginning of year	2019-12-31	$16,996,344
Contributions received in cash from employer	2019-12-31	$425,605
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$541,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$69,121
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
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$12,030,329
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$12,614,418
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	BADEN GAGE AND SCHROEDER LLC
Accountancy firm EIN	2019-12-31	351939627
2018 : 80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$126,658
Total unrealized appreciation/depreciation of assets	2018-12-31	$126,658
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$12,696,846
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$13,809,034
Expenses. Interest paid	2018-12-31	$292,491
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$292,491
Total income from all sources (including contributions)	2018-12-31	$1,551,105
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$312,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$16,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$125,000
Value of total assets at end of year	2018-12-31	$16,996,344
Value of total assets at beginning of year	2018-12-31	$16,869,686
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,900
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,299,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$2,900
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$82,428
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$90,886
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	$1,238,846
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,299,498
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,060,652
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
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$16,996,344
Assets. Invements in employer securities at beginning of year	2018-12-31	$16,869,686
Contributions received in cash from employer	2018-12-31	$125,000
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$1,299,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$16,868
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
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$12,614,418
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$13,718,148
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	BADEN GAGE AND SCHROEDER LLC
Accountancy firm EIN	2018-12-31	351939627
2017 : 80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$1,589,686
Total unrealized appreciation/depreciation of assets	2017-12-31	$1,589,686
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$13,809,034
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Expenses. Interest paid	2017-12-31	$323,445
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$323,445
Total income from all sources (including contributions)	2017-12-31	$2,884,097
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$323,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$0
Value of total assets at end of year	2017-12-31	$16,869,686
Value of total assets at beginning of year	2017-12-31	$500,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,294,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$90,886
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,560,652
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,060,652
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$500,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$16,869,686
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$500,000
Income. Dividends from common stock	2017-12-31	$1,294,411
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
Liabilities. Value of acquisition indebtedness at end of year	2017-12-31	$13,718,148
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	BADEN GAGE AND SCHROEDER LLC
Accountancy firm EIN	2017-12-31	351939627
2016 : 80/20, INC. EMPLOYEE STOCK OWNERSHIP 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	$500,000
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$500,000
Value of total assets at end of year	2016-12-31	$500,000
Value of total assets at beginning of year	2016-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
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
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	$500,000
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$500,000
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$0
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
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	$500,000
Employer contributions (assets) at end of year	2016-12-31	$500,000
Employer contributions (assets) at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	BADEN GAGE AND SCHROEDER LLC
Accountancy firm EIN	2016-12-31	351939627

Form 5500 Responses for 80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: 80/20, INC. EMPLOYEE STOCK OWNERSHIP 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	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: 80/20, INC. EMPLOYEE STOCK OWNERSHIP 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: 80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
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: 80/20, INC. EMPLOYEE STOCK OWNERSHIP 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: 80/20, INC. EMPLOYEE STOCK OWNERSHIP 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: 80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
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: 80/20, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	First time form 5500 has been submitted	Yes
2016-01-01	Submission has been amended	Yes
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

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Company Name:	80/20, LLC
Employer identification number (EIN):	351675357
NAIC Classification:	332900

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1998-04-10
Company Identification Number:	P98000033805
Legal Registered Office Address:	1930 SAN MARCO BLVD JACKSONVILLE 32207

Plan id#	Filing Submission Date	Name of Administrator
002	2022-01-01
002	2022-01-01	PATRICE MAUK
002	2021-01-01
002	2021-01-01	PATRICE MAUK
002	2020-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	PATRICK BUESCHING
002	2017-01-01	PATRICK BUESCHING
002	2016-01-01	PATRICK BUESCHING
002	2016-01-01