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| Plan Name | DAVID W. DUNN KEOGH PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | DAVID W. DUNN |
| Employer identification number (EIN): | 352117211 |
| NAIC Classification: | 621112 |
| NAIC Description: | Offices of Physicians, Mental Health Specialists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2017-01-01 | DONNA LAWLESS |
| Measure | Date | Value |
|---|---|---|
| 2017 : DAVID W. DUNN KEOGH PLAN 2017 401k financial data | ||
| Total income from all sources | 2017-12-31 | $29,140 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $330,678 |
| Total plan assets at beginning of year | 2017-12-31 | $301,538 |
| Value of fidelity bond covering the plan | 2017-12-31 | $35,000 |
| Other income received | 2017-12-31 | $29,140 |
| Net income (gross income less expenses) | 2017-12-31 | $29,140 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $330,678 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $301,538 |
| 2017: DAVID W. DUNN KEOGH PLAN 2017 form 5500 responses | ||
|---|---|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
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