Donald Gaddis Co., Inc.

Form 5500

DONALD GADDIS CO., INC.

21 S. Evergreen Ave, Suite 220, Arlington Heights, Il 60005 (312) 853-0071 EIN:36-3212502 Plan Admin:Christopher T. Gaddis

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameDONALD GADDIS CO., INC. PROFIT SHARING/401-K PLAN Plan #002 Participants BOY/EOY27 / 27 Assets BOY/EOY$9,156,750 / $11,207,047	2023	DONALD GADDIS CO., INC. PROFIT SHARING/401-K PLAN - Plan #002	27 / 27	$9,156,750 / $11,207,047
2023	Plan NameDONALD GADDIS CO., INC. CASH BALANCE PENSION PLAN Plan #003 Participants BOY/EOY12 / 11 Assets BOY/EOY$859,522 / $976,811	2023	DONALD GADDIS CO., INC. CASH BALANCE PENSION PLAN - Plan #003	12 / 11	$859,522 / $976,811
2022	Plan NameDONALD GADDIS CO., INC. PROFIT SHARING/401-K PLAN Plan #002 Participants BOY/EOY27 / 26 Assets BOY/EOY$10,869,969 / $9,156,750	2022	DONALD GADDIS CO., INC. PROFIT SHARING/401-K PLAN - Plan #002	27 / 26	$10,869,969 / $9,156,750
2022	Plan NameDONALD GADDIS CO., INC. CASH BALANCE PENSION PLAN Plan #003 Participants BOY/EOY12 / 12 Assets BOY/EOY$1,026,968 / $859,522	2022	DONALD GADDIS CO., INC. CASH BALANCE PENSION PLAN - Plan #003	12 / 12	$1,026,968 / $859,522
2021	Plan NameDONALD GADDIS CO., INC. PROFIT SHARING/401-K PLAN Plan #002 Participants BOY/EOY29 / 27 Assets BOY/EOY$11,008,161 / $10,869,969	2021	DONALD GADDIS CO., INC. PROFIT SHARING/401-K PLAN - Plan #002	29 / 27	$11,008,161 / $10,869,969
2021	Plan NameDONALD GADDIS CO., INC. CASH BALANCE PENSION PLAN Plan #003 Participants BOY/EOY12 / 12 Assets BOY/EOY$927,779 / $1,026,968	2021	DONALD GADDIS CO., INC. CASH BALANCE PENSION PLAN - Plan #003	12 / 12	$927,779 / $1,026,968
2020	Plan NameDONALD GADDIS CO., INC. PROFIT SHARING/401-K PLAN Plan #002 Participants BOY/EOY28 / 29 Assets BOY/EOY$9,177,930 / $11,008,161	2020	DONALD GADDIS CO., INC. PROFIT SHARING/401-K PLAN - Plan #002	28 / 29	$9,177,930 / $11,008,161
2020	Plan NameDONALD GADDIS CO., INC. CASH BALANCE PENSION PLAN Plan #003 Participants BOY/EOY12 / 12 Assets BOY/EOY$709,929 / $927,779	2020	DONALD GADDIS CO., INC. CASH BALANCE PENSION PLAN - Plan #003	12 / 12	$709,929 / $927,779
2019	Plan NameDONALD GADDIS CO., INC. PROFIT SHARING/401-K PLAN Plan #002 Participants BOY/EOY28 / 27 Assets BOY/EOY$7,792,083 / $9,177,930	2019	DONALD GADDIS CO., INC. PROFIT SHARING/401-K PLAN - Plan #002	28 / 27	$7,792,083 / $9,177,930
2019	Plan NameDONALD GADDIS CO., INC. CASH BALANCE PENSION PLAN Plan #003 Participants BOY/EOY12 / 12 Assets BOY/EOY$608,059 / $709,929	2019	DONALD GADDIS CO., INC. CASH BALANCE PENSION PLAN - Plan #003	12 / 12	$608,059 / $709,929