401k Plan data: ETHEREDGE ELECTRIC COMPANY, INC. PROFIT SHARING PLAN plan

ETHEREDGE ELECTRIC COMPANY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	ETHEREDGE ELECTRIC COMPANY, INC. PROFIT SHARING PLAN
Plan identification number	002

ETHEREDGE ELECTRIC COMPANY, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

ETHEREDGE ELECTRIC COMPANY, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name: ETHEREDGE ELECTRIC COMPANY, L.L.C.

Employer identification number (EIN): 721041621

NAIC Classification: 423600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ETHEREDGE ELECTRIC COMPANY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 OLIVIA MANESS 2024-10-01
002 2022-01-01 OLIVIA MANESS 2023-10-06
002 2021-01-01 OLIVIA MANESS 2022-10-03
002 2020-01-01 OLIVIA MANESS 2021-09-07
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 YVONNE JOHNSON 2015-07-14
002 2013-01-01 YVONNE JOHNSON 2014-06-02
002 2012-01-01 YVONNE JOHNSON 2013-04-22 YVONNE JOHNSON 2013-04-22
002 2011-01-01 YVONNE JOHNSON 2012-04-24 YVONNE JOHNSON 2012-04-24
002 2010-01-01 YVONNE JOHNSON 2011-03-23 YVONNE JOHNSON 2011-03-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	OLIVIA MANESS	2024-10-01
002	2022-01-01	OLIVIA MANESS	2023-10-06
002	2021-01-01	OLIVIA MANESS	2022-10-03
002	2020-01-01	OLIVIA MANESS	2021-09-07
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	YVONNE JOHNSON	2015-07-14
002	2013-01-01	YVONNE JOHNSON	2014-06-02
002	2012-01-01	YVONNE JOHNSON	2013-04-22	YVONNE JOHNSON	2013-04-22
002	2011-01-01	YVONNE JOHNSON	2012-04-24	YVONNE JOHNSON	2012-04-24
002	2010-01-01	YVONNE JOHNSON	2011-03-23	YVONNE JOHNSON	2011-03-23

Plan Statistics for ETHEREDGE ELECTRIC COMPANY, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for ETHEREDGE ELECTRIC COMPANY, INC. PROFIT SHARING PLAN

Measure Date Value
2023: ETHEREDGE ELECTRIC COMPANY, INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 116
Number of retired or separated participants receiving benefits 2023-01-01 2
Number of other retired or separated participants entitled to future benefits 2023-01-01 12
Total of all active and inactive participants 2023-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 130
Number of participants with account balances 2023-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 8
2022: ETHEREDGE ELECTRIC COMPANY, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 108
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 14
Total of all active and inactive participants 2022-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 123
Number of participants with account balances 2022-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 9
2021: ETHEREDGE ELECTRIC COMPANY, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 104
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 14
Total of all active and inactive participants 2021-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 119
Number of participants with account balances 2021-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 9
2020: ETHEREDGE ELECTRIC COMPANY, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 98
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 10
Total of all active and inactive participants 2020-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 109
Number of participants with account balances 2020-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 7

Measure	Date	Value
2023: ETHEREDGE ELECTRIC COMPANY, INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	116
Number of retired or separated participants receiving benefits	2023-01-01	2
Number of other retired or separated participants entitled to future benefits	2023-01-01	12
Total of all active and inactive participants	2023-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	130
Number of participants with account balances	2023-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	8
2022: ETHEREDGE ELECTRIC COMPANY, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	108
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	14
Total of all active and inactive participants	2022-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	123
Number of participants with account balances	2022-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	9
2021: ETHEREDGE ELECTRIC COMPANY, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	104
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	14
Total of all active and inactive participants	2021-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	119
Number of participants with account balances	2021-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	9
2020: ETHEREDGE ELECTRIC COMPANY, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	98
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	10
Total of all active and inactive participants	2020-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	109
Number of participants with account balances	2020-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	7

Financial Data on ETHEREDGE ELECTRIC COMPANY, INC. PROFIT SHARING PLAN

Measure	Date	Value
2023 : ETHEREDGE ELECTRIC COMPANY, INC. PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$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	$3,002,143
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$2,026,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,963,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$810,768
Value of total assets at end of year	2023-12-31	$10,923,562
Value of total assets at beginning of year	2023-12-31	$9,948,180
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$63,230
Total interest from all sources	2023-12-31	$18,084
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$160,699
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	$160,699
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	$585,890
Participant contributions at end of year	2023-12-31	$222,614
Participant contributions at beginning of year	2023-12-31	$286,329
Participant contributions at end of year	2023-12-31	$10,089
Participant contributions at beginning of year	2023-12-31	$8,415
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$2,683
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-12-31	$134
Liabilities. Value of operating payables at end of year	2023-12-31	$0
Liabilities. Value of operating payables at beginning of year	2023-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$975,382
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$10,923,562
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$9,948,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$111
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$10,498,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$9,296,707
Interest on participant loans	2023-12-31	$14,794
Interest earned on other investments	2023-12-31	$3,216
Value of interest in common/collective trusts at end of year	2023-12-31	$4,702
Value of interest in common/collective trusts at beginning of year	2023-12-31	$16,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$74
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$184,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$336,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$2,010,838
Net investment gain or loss from common/collective trusts	2023-12-31	$1,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$222,195
Employer contributions (assets) at end of year	2023-12-31	$3,748
Employer contributions (assets) at beginning of year	2023-12-31	$3,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,963,397
Contract administrator fees	2023-12-31	$55,650
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	ROZIER, MCKAY, & WILLIS
Accountancy firm EIN	2023-12-31	720949765
2022 : ETHEREDGE ELECTRIC COMPANY, INC. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$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	$-1,749,172
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$512,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$434,656
Expenses. Certain deemed distributions of participant loans	2022-12-31	$20,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$668,543
Value of total assets at end of year	2022-12-31	$9,948,180
Value of total assets at beginning of year	2022-12-31	$12,210,288
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$57,796
Total interest from all sources	2022-12-31	$14,240
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$266,963
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	$266,963
Administrative expenses professional fees incurred	2022-12-31	$57,796
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	$494,623
Participant contributions at end of year	2022-12-31	$286,329
Participant contributions at beginning of year	2022-12-31	$317,884
Participant contributions at end of year	2022-12-31	$8,415
Participant contributions at beginning of year	2022-12-31	$6,560
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,262,108
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,948,180
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,210,288
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	$9,296,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$11,162,647
Interest on participant loans	2022-12-31	$14,132
Value of interest in common/collective trusts at end of year	2022-12-31	$16,781
Value of interest in common/collective trusts at beginning of year	2022-12-31	$47,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$336,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$673,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,698,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$173,920
Employer contributions (assets) at end of year	2022-12-31	$3,485
Employer contributions (assets) at beginning of year	2022-12-31	$2,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$434,656
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	ROZIER, MCKAY, & WILLIS
Accountancy firm EIN	2022-12-31	720949765
2021 : ETHEREDGE ELECTRIC COMPANY, INC. PROFIT SHARING 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	$2,755,709
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,172,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,096,833
Expenses. Certain deemed distributions of participant loans	2021-12-31	$16,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,156,056
Value of total assets at end of year	2021-12-31	$12,210,288
Value of total assets at beginning of year	2021-12-31	$10,627,554
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$59,375
Total interest from all sources	2021-12-31	$16,573
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,043,115
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	$1,043,115
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	$443,004
Participant contributions at end of year	2021-12-31	$317,884
Participant contributions at beginning of year	2021-12-31	$325,102
Participant contributions at end of year	2021-12-31	$6,560
Participant contributions at beginning of year	2021-12-31	$6,132
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$546,970
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
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	$1,582,734
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,210,288
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$10,627,554
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	$59,375
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$11,162,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,420,909
Interest on participant loans	2021-12-31	$16,573
Value of interest in common/collective trusts at end of year	2021-12-31	$47,048
Value of interest in common/collective trusts at beginning of year	2021-12-31	$44,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$3,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$3,459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$673,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$824,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$539,965
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	$166,082
Employer contributions (assets) at end of year	2021-12-31	$2,656
Employer contributions (assets) at beginning of year	2021-12-31	$2,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,096,833
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	ROZIER, MCKAY, & WILLIS
Accountancy firm EIN	2021-12-31	720949765
2020 : ETHEREDGE ELECTRIC COMPANY, INC. PROFIT SHARING 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	$51
Total income from all sources (including contributions)	2020-12-31	$3,394,710
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$727,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$684,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$814,964
Value of total assets at end of year	2020-12-31	$10,627,554
Value of total assets at beginning of year	2020-12-31	$7,960,138
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$42,302
Total interest from all sources	2020-12-31	$17,819
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$354,861
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	$354,861
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	$409,184
Participant contributions at end of year	2020-12-31	$325,102
Participant contributions at beginning of year	2020-12-31	$229,562
Participant contributions at end of year	2020-12-31	$6,132
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$248,926
Liabilities. Value of operating payables at end of year	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$51
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	$2,667,467
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$10,627,554
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,960,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$42,302
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$9,420,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,306,980
Interest on participant loans	2020-12-31	$17,773
Value of interest in common/collective trusts at end of year	2020-12-31	$44,751
Value of interest in common/collective trusts at beginning of year	2020-12-31	$15,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$3,459
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,371
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$46
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$824,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$406,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,207,066
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	$156,854
Employer contributions (assets) at end of year	2020-12-31	$2,670
Employer contributions (assets) at beginning of year	2020-12-31	$256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$684,941
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	ROZIER, MCKAY, & WILLIS
Accountancy firm EIN	2020-12-31	720949765

Form 5500 Responses for ETHEREDGE ELECTRIC COMPANY, INC. PROFIT SHARING PLAN

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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507103-01

Policy instance

Insurance contract or identification number	507103-01
Number of Individuals Covered	126
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507103-01

Policy instance

Insurance contract or identification number	507103-01
Number of Individuals Covered	34
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507103-01

Policy instance

Insurance contract or identification number	507103-01
Number of Individuals Covered	62
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507103-01

Policy instance

Insurance contract or identification number	507103-01
Number of Individuals Covered	65
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ETHEREDGE ELECTRIC COMPANY, L.L.C.
Employer identification number (EIN):	721041621
NAIC Classification:	423600