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| Plan Name | WILLIAM F. DUNN, D.O. PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | WILLIAM F. DUNN, D.O. |
| Employer identification number (EIN): | 043117902 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | WILLIAM DUNN | 2020-07-21 | WILLIAM DUNN | 2020-07-21 |
| 001 | 2018-01-01 | WILLIAM DUNN | 2019-04-23 | WILLIAM DUNN | 2019-04-23 |
| 001 | 2017-01-01 | WILLIAM DUNN | 2018-05-15 | WILLIAM DUNN | 2018-05-15 |
| 001 | 2016-01-01 | WILLIAM DUNN | 2017-06-27 | WILLIAM DUNN | 2017-06-27 |
| 001 | 2015-01-01 | WILLIAM F DUNN | 2016-08-10 | WILLIAM F DUNN | 2016-08-10 |
| 001 | 2014-01-01 | WILLIAM DUNN | 2015-06-30 | WILLIAM DUNN | 2015-06-30 |
| 001 | 2013-01-01 | WILLIAM DUNN | 2014-05-06 | WILLIAM DUNN | 2014-05-06 |
| 001 | 2012-01-01 | WILLIAM F DUNN | 2013-06-17 | WILLIAM F DUNN | 2013-06-17 |
| 001 | 2011-01-01 | WILLIAM F DUNN | 2012-05-21 | WILLIAM F DUNN | 2012-05-21 |
| 001 | 2010-01-01 | WILLIAM DUNN | 2011-07-06 | WILLIAM DUNN | 2011-07-06 |
| Measure | Date | Value |
|---|---|---|
| 2022: WILLIAM F. DUNN, D.O. PROFIT SHARING PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-07-18 | 7 |
| Total number of particpants at end of year | 2022-07-18 | 8 |
| Number of Participants With Account Balances | 2022-07-18 | 8 |
| Measure | Date | Value |
|---|---|---|
| 2022 : WILLIAM F. DUNN, D.O. PROFIT SHARING PLAN 2022 401k financial data | ||
| Total liabilities as of the end of the plan year | 2022-07-18 | 6113 |
| Total liabilities as of the beginning of the plan year | 2022-07-18 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-18 | 6520 |
| Net assets as of the end of the plan year | 2022-07-18 | 1807388 |
| Total assets as of the beginning of the plan year | 2022-07-18 | 1506947 |
| Value of plan covered by a fidelity bond | 2022-07-18 | 200000 |
| Participant contributions to plan in this plan year | 2022-07-18 | 58667 |
| Other income to plan in this plan year | 2022-07-18 | 229116 |
| Plan net income in this plan year | 2022-07-18 | 294328 |
| Net assets as of the end of the plan year | 2022-07-18 | 1801275 |
| Net assets as of the beginning of the plan year | 2022-07-18 | 1506947 |
| Employer contributions to plan in this plan year | 2022-07-18 | 13065 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-18 | 6520 |
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