2026-03-16T10:41:28-05:00 2025-04-30 920370318 REDPATH AND COMPANY LLC 400 ROBERT ST N SUITE 1600 ST PAUL MN 55101 990 2024-05-01 200005676 ABHE & SVOBODA INC HEALTH AND WELFARE TRUST ABHE 9524476025 18100 DAIRY LANE JORDAN MN 55352 ROXANE SVOBODA TRUSTEE 9524476025 2026-03-13 1 1 CATHY A LYDON CPA P03217215 6514267000 2026-03-13 2024 2025-03-06 01:10:19Z ROXANE SVOBODA 18100 DAIRY LANE JORDAN MN 55352 1660074 0 X N/A X 2003 MN FUNDS GROUP INSURANCE COVERAGE FOR 263 EMPLOYEES OF ABHE & SVOBODA, INC., & THEIR DEPENDENTS. 2 0 0 0 0 0 0 0 1825153 1660074 0 0 0 0 1825153 1660074 0 0 1453343 1551553 0 0 0 0 0 89192 84864 1542535 1636417 282618 23657 449213 339836 139474 6440 309739 333396 ABHE & SVOBODA, INC. HEALTH AND WELFARE TRUST PROVIDES FUNDING FOR GROUP INSURANCE COVERAGE FOR EMPLOYEES OF ABHE & SVOBODA, INC., AND THEIR DEPENDENTS. 0 0 FUNDING FOR GROUP INSURANCE COVERAGE FOR EMPLOYEES OF ABHE & SVOBODA, INC., AND THEIR DEPENDENTS. AS OF APRIL 30, 2025, THERE WERE 158 PARTICIPANTS IN THE PLAN. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 2 0 1 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 X THE ORGANIZATION 9524476025 18100 DAIRY LANE JORDAN MN 55352 X X ROXANE SVOBODA TRUSTEE 1.00 40.00 X 0 0 0 GAIL SVOBODA TRUSTEE 1.00 40.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900001 1068855 1068855 EMPLOYEE CONTRIBUTIONS 900001 591219 591219 1660074 1660074 1660074 0 0 1551553 67186 OTHER FEES 17678 1636417 449213 339836 449213 339836 10087 6440 129387 0 139474 6440 X 0 0 0 0 309739 333396 309739 333396 449213 339836 23657 0 X 0 1 X 1 0 0 X 1660074 0 1660074 0 1660074 1636417 0 1636417 0 1636417 PART X, LINE 2: THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FORM THE IRS DATED DECEMBER 16, 2010, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISION OF SECTION 501(C)9 OF THE IRC. HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME, THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN THE 2024 OR 2023 PLAN YEARS FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION A, LINE 2 GAIL SVOBODA AND ROXANE SVOBODA - FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS IS FAMILY RUN AND OFFICERS ARE SELECTED BY THE FAMILY MEMBERS BASED ON WHO THEY BELIEVE SHOULD HAVE THE RESPONSIBILITY. FORM 990, PART VI, SECTION A, LINE 8B THE PLAN DID NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT IS FILED AND IT IS REVIEWED IN CONJUNCTION WITH THE REVIEW OF THE RELATED PLAN'S ANNUAL AUDIT. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FORM 990 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE TRUST IS IN THE PROCESS OF DRAFTING A CONFLICT OF INTEREST POLICY. FORM 990, PART VII, LINE 1A: COMPENSATION FROM A RELATED ORGANIZATION FOR THE TRUSTEES LISTED IS EXCLUDED AS ALLOWED UNDER THE VOLUNTEER EXCEPTION IN THE FORM 990 INSTRUCTIONS. ABHE & SVOBODA 18100 DAIRY LANE JORDAN MN 55352 200005676 CONSTRUCTION MN N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1