401k Plan data: TAX DEFERRED ANNUITY PLAN OF POTENTIAL DEVELOPMENT PROGRAM, INC. plan

TAX DEFERRED ANNUITY PLAN OF POTENTIAL DEVELOPMENT PROGRAM, INC. 401k Plan overview

Plan Name	TAX DEFERRED ANNUITY PLAN OF POTENTIAL DEVELOPMENT PROGRAM, INC.
Plan identification number	003

TAX DEFERRED ANNUITY PLAN OF POTENTIAL DEVELOPMENT PROGRAM, INC. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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

POTENTIAL DEVELOPMENT PROGRAM, INC. has sponsored the creation of one or more 401k plans.

Company Name: POTENTIAL DEVELOPMENT PROGRAM, INC.

Employer identification number (EIN): 340789759

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF POTENTIAL DEVELOPMENT PROGRAM, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01 CHARLES DURKOT, E.A. 2019-10-10 CHARLES DURKOT, E.A. 2019-10-10
003 2017-01-01 CHARLES DURKOT, E.A. 2018-10-12 CHARLES DURKOT, E.A. 2018-10-12
003 2016-01-01 CHARLES DURKOT, E.A. 2017-10-12 CHARLES DURKOT, E.A. 2017-10-12
003 2015-01-01 CHARLES DURKOT, E.A. 2016-10-10 CHARLES DURKOT, E.A. 2016-10-10
003 2014-01-01 PAUL GARCHAR 2015-03-04 PAUL GARCHAR 2015-03-04
003 2013-01-01 PAUL GARCHAR 2014-02-21 PAUL GARCHAR 2014-02-21
003 2012-01-01 PAUL GARCHAR 2013-04-10 PAUL GARCHAR 2013-04-10
003 2011-01-01 PAUL GARCHAR 2012-07-18
003 2010-01-01 PAUL GARCHAR 2011-07-05 PAUL GARCHAR 2011-07-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01	CHARLES DURKOT, E.A.	2019-10-10	CHARLES DURKOT, E.A.	2019-10-10
003	2017-01-01	CHARLES DURKOT, E.A.	2018-10-12	CHARLES DURKOT, E.A.	2018-10-12
003	2016-01-01	CHARLES DURKOT, E.A.	2017-10-12	CHARLES DURKOT, E.A.	2017-10-12
003	2015-01-01	CHARLES DURKOT, E.A.	2016-10-10	CHARLES DURKOT, E.A.	2016-10-10
003	2014-01-01	PAUL GARCHAR	2015-03-04	PAUL GARCHAR	2015-03-04
003	2013-01-01	PAUL GARCHAR	2014-02-21	PAUL GARCHAR	2014-02-21
003	2012-01-01	PAUL GARCHAR	2013-04-10	PAUL GARCHAR	2013-04-10
003	2011-01-01	PAUL GARCHAR	2012-07-18
003	2010-01-01	PAUL GARCHAR	2011-07-05	PAUL GARCHAR	2011-07-05

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF POTENTIAL DEVELOPMENT PROGRAM, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF POTENTIAL DEVELOPMENT PROGRAM, INC.

Measure Date Value
2022: TAX DEFERRED ANNUITY PLAN OF POTENTIAL DEVELOPMENT PROGRAM, INC. 2022 401k membership
Total participants, beginning-of-year 2022-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 113
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 11
Total of all active and inactive participants 2022-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 125
Number of participants with account balances 2022-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: TAX DEFERRED ANNUITY PLAN OF POTENTIAL DEVELOPMENT PROGRAM, INC. 2021 401k membership
Total participants, beginning-of-year 2021-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 103
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 15
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 2021-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 11
2020: TAX DEFERRED ANNUITY PLAN OF POTENTIAL DEVELOPMENT PROGRAM, INC. 2020 401k membership
Total participants, beginning-of-year 2020-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 109
Number of retired or separated participants receiving benefits 2020-01-01 11
Number of other retired or separated participants entitled to future benefits 2020-01-01 9
Total of all active and inactive participants 2020-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 129
Number of participants with account balances 2020-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: TAX DEFERRED ANNUITY PLAN OF POTENTIAL DEVELOPMENT PROGRAM, INC. 2019 401k membership
Total participants, beginning-of-year 2019-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 122
Number of retired or separated participants receiving benefits 2019-01-01 5
Number of other retired or separated participants entitled to future benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 133
Number of participants with account balances 2019-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4

Measure	Date	Value
2022: TAX DEFERRED ANNUITY PLAN OF POTENTIAL DEVELOPMENT PROGRAM, INC. 2022 401k membership
Total participants, beginning-of-year	2022-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	113
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	11
Total of all active and inactive participants	2022-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	125
Number of participants with account balances	2022-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: TAX DEFERRED ANNUITY PLAN OF POTENTIAL DEVELOPMENT PROGRAM, INC. 2021 401k membership
Total participants, beginning-of-year	2021-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	103
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	15
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	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	11
2020: TAX DEFERRED ANNUITY PLAN OF POTENTIAL DEVELOPMENT PROGRAM, INC. 2020 401k membership
Total participants, beginning-of-year	2020-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	109
Number of retired or separated participants receiving benefits	2020-01-01	11
Number of other retired or separated participants entitled to future benefits	2020-01-01	9
Total of all active and inactive participants	2020-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	129
Number of participants with account balances	2020-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: TAX DEFERRED ANNUITY PLAN OF POTENTIAL DEVELOPMENT PROGRAM, INC. 2019 401k membership
Total participants, beginning-of-year	2019-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	122
Number of retired or separated participants receiving benefits	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	133
Number of participants with account balances	2019-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4

Financial Data on TAX DEFERRED ANNUITY PLAN OF POTENTIAL DEVELOPMENT PROGRAM, INC.

Measure	Date	Value
2022 : TAX DEFERRED ANNUITY PLAN OF POTENTIAL DEVELOPMENT PROGRAM, INC. 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	$48,419
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$205,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$179,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$291,654
Value of total assets at end of year	2022-12-31	$1,465,643
Value of total assets at beginning of year	2022-12-31	$1,622,306
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$25,641
Total interest from all sources	2022-12-31	$1,027
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$162,231
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$126,561
Participant contributions at end of year	2022-12-31	$24,374
Participant contributions at beginning of year	2022-12-31	$19,617
Participant contributions at end of year	2022-12-31	$5,713
Participant contributions at beginning of year	2022-12-31	$4,225
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$11,690
Administrative expenses (other) incurred	2022-12-31	$1,092
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	$-156,663
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,465,643
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,622,306
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
Investment advisory and management fees	2022-12-31	$9,523
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,390,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,561,517
Interest on participant loans	2022-12-31	$1,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-244,262
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	$153,403
Employer contributions (assets) at end of year	2022-12-31	$45,506
Employer contributions (assets) at beginning of year	2022-12-31	$36,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$179,441
Contract administrator fees	2022-12-31	$15,026
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
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	HD DAVIS CPAS, LLC
Accountancy firm EIN	2022-12-31	452908935
2021 : TAX DEFERRED ANNUITY PLAN OF POTENTIAL DEVELOPMENT PROGRAM, INC. 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	$437,084
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$129,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$107,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$234,755
Value of total assets at end of year	2021-12-31	$1,622,306
Value of total assets at beginning of year	2021-12-31	$1,315,169
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$22,777
Total interest from all sources	2021-12-31	$701
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$162,231
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$97,793
Participant contributions at end of year	2021-12-31	$19,617
Participant contributions at beginning of year	2021-12-31	$11,180
Participant contributions at end of year	2021-12-31	$4,225
Participant contributions at beginning of year	2021-12-31	$3,102
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	$307,137
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,622,306
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,315,169
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	$9,397
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,561,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,222,013
Interest on participant loans	2021-12-31	$701
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$201,628
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	$136,962
Employer contributions (assets) at end of year	2021-12-31	$36,947
Employer contributions (assets) at beginning of year	2021-12-31	$78,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$107,170
Contract administrator fees	2021-12-31	$13,380
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
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	HD DAVIS CPAS, LLC
Accountancy firm EIN	2021-12-31	452908935
2020 : TAX DEFERRED ANNUITY PLAN OF POTENTIAL DEVELOPMENT PROGRAM, INC. 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	$0
Total income from all sources (including contributions)	2020-12-31	$409,367
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$119,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$101,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$247,965
Value of total assets at end of year	2020-12-31	$1,315,169
Value of total assets at beginning of year	2020-12-31	$1,025,386
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$18,320
Total interest from all sources	2020-12-31	$622
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$131,517
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$92,306
Participant contributions at end of year	2020-12-31	$11,180
Participant contributions at beginning of year	2020-12-31	$10,455
Participant contributions at end of year	2020-12-31	$3,102
Participant contributions at beginning of year	2020-12-31	$33
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	$289,783
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,315,169
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,025,386
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	$6,888
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,222,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$922,606
Interest on participant loans	2020-12-31	$622
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$160,780
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	$155,659
Employer contributions (assets) at end of year	2020-12-31	$78,874
Employer contributions (assets) at beginning of year	2020-12-31	$92,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$101,264
Contract administrator fees	2020-12-31	$11,432
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
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	HD DAVIS CPAS, LLC
Accountancy firm EIN	2020-12-31	452908935
2019 : TAX DEFERRED ANNUITY PLAN OF POTENTIAL DEVELOPMENT PROGRAM, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$407,027
Total income from all sources (including contributions)	2019-12-31	$407,027
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$110,722
Total of all expenses incurred	2019-12-31	$110,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$97,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$97,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$259,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$259,514
Value of total assets at end of year	2019-12-31	$1,025,386
Value of total assets at end of year	2019-12-31	$1,025,386
Value of total assets at beginning of year	2019-12-31	$729,081
Value of total assets at beginning of year	2019-12-31	$729,081
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$13,211
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$13,211
Total interest from all sources	2019-12-31	$753
Total interest from all sources	2019-12-31	$753
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
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
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$102,539
Value of fidelity bond cover	2019-12-31	$102,539
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$104,626
Contributions received from participants	2019-12-31	$104,626
Participant contributions at end of year	2019-12-31	$10,455
Participant contributions at end of year	2019-12-31	$10,455
Participant contributions at beginning of year	2019-12-31	$11,061
Participant contributions at beginning of year	2019-12-31	$11,061
Participant contributions at end of year	2019-12-31	$33
Participant contributions at end of year	2019-12-31	$33
Participant contributions at beginning of year	2019-12-31	$2,366
Participant contributions at beginning of year	2019-12-31	$2,366
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$33,406
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$33,406
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	$296,305
Value of net income/loss	2019-12-31	$296,305
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,025,386
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,025,386
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$729,081
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$729,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$5,720
Investment advisory and management fees	2019-12-31	$5,720
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$922,606
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$922,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$697,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$697,739
Interest on participant loans	2019-12-31	$753
Interest on participant loans	2019-12-31	$753
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$146,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$146,760
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
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
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$121,482
Contributions received in cash from employer	2019-12-31	$121,482
Employer contributions (assets) at end of year	2019-12-31	$92,292
Employer contributions (assets) at end of year	2019-12-31	$92,292
Employer contributions (assets) at beginning of year	2019-12-31	$17,915
Employer contributions (assets) at beginning of year	2019-12-31	$17,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$97,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$97,511
Contract administrator fees	2019-12-31	$7,491
Contract administrator fees	2019-12-31	$7,491
Did the plan have assets held for investment	2019-12-31	Yes
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
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HD DAVIS CPAS, LLC
Accountancy firm name	2019-12-31	HD DAVIS CPAS, LLC
Accountancy firm EIN	2019-12-31	452908935
Accountancy firm EIN	2019-12-31	452908935

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF POTENTIAL DEVELOPMENT PROGRAM, INC.

2022: TAX DEFERRED ANNUITY PLAN OF POTENTIAL DEVELOPMENT PROGRAM, INC. 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TAX DEFERRED ANNUITY PLAN OF POTENTIAL DEVELOPMENT PROGRAM, INC. 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: TAX DEFERRED ANNUITY PLAN OF POTENTIAL DEVELOPMENT PROGRAM, INC. 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TAX DEFERRED ANNUITY PLAN OF POTENTIAL DEVELOPMENT PROGRAM, INC. 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

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Company Name:	POTENTIAL DEVELOPMENT PROGRAM, INC.
Employer identification number (EIN):	340789759
NAIC Classification:	611000