401k Plan data: MICHAEL DUNN CENTER RETIREMENT PLAN plan

MICHAEL DUNN CENTER RETIREMENT PLAN 401k Plan overview

Plan Name	MICHAEL DUNN CENTER RETIREMENT PLAN
Plan identification number	002

MICHAEL DUNN CENTER RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

MICHAEL DUNN CENTER has sponsored the creation of one or more 401k plans.

Company Name: MICHAEL DUNN CENTER

Employer identification number (EIN): 620851179

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL DUNN CENTER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 HEATH BEATTY 2023-10-12
002 2021-01-01 HEATH BEATTY 2022-10-16
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 JANICE BARDILL
002 2016-01-01 GLEN BLEVINS
002 2009-01-01 TOMMY HORST

Plan Statistics for MICHAEL DUNN CENTER RETIREMENT PLAN

401k plan membership statisitcs for MICHAEL DUNN CENTER RETIREMENT PLAN

Measure Date Value
2022: MICHAEL DUNN CENTER RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 365
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 323
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 28
Total of all active and inactive participants 2022-01-01 353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 353
Number of participants with account balances 2022-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MICHAEL DUNN CENTER RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 313
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 322
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 46
Total of all active and inactive participants 2021-01-01 369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 369
Number of participants with account balances 2021-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MICHAEL DUNN CENTER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 329
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 298
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 19
Total of all active and inactive participants 2020-01-01 317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 317
Number of participants with account balances 2020-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MICHAEL DUNN CENTER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 327
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 325
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 16
Total of all active and inactive participants 2019-01-01 342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 342
Number of participants with account balances 2019-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MICHAEL DUNN CENTER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 307
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 310
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 16
Total of all active and inactive participants 2018-01-01 328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 328
Number of participants with account balances 2018-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MICHAEL DUNN CENTER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 306
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 292
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 13
Total of all active and inactive participants 2017-01-01 307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 307
Number of participants with account balances 2017-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MICHAEL DUNN CENTER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 284
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 289
Number of retired or separated participants receiving benefits 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 17
Total of all active and inactive participants 2016-01-01 309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 309
Number of participants with account balances 2016-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2009: MICHAEL DUNN CENTER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 390
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 431
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 9
Total of all active and inactive participants 2009-01-01 442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 442
Number of participants with account balances 2009-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: MICHAEL DUNN CENTER RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	365
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	323
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	28
Total of all active and inactive participants	2022-01-01	353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	353
Number of participants with account balances	2022-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MICHAEL DUNN CENTER RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	313
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	322
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	46
Total of all active and inactive participants	2021-01-01	369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	369
Number of participants with account balances	2021-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MICHAEL DUNN CENTER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	329
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	298
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	19
Total of all active and inactive participants	2020-01-01	317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	317
Number of participants with account balances	2020-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MICHAEL DUNN CENTER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	327
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	325
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	16
Total of all active and inactive participants	2019-01-01	342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	342
Number of participants with account balances	2019-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MICHAEL DUNN CENTER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	307
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	310
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	16
Total of all active and inactive participants	2018-01-01	328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	328
Number of participants with account balances	2018-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MICHAEL DUNN CENTER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	306
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	292
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	13
Total of all active and inactive participants	2017-01-01	307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	307
Number of participants with account balances	2017-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MICHAEL DUNN CENTER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	284
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	289
Number of retired or separated participants receiving benefits	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	17
Total of all active and inactive participants	2016-01-01	309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	309
Number of participants with account balances	2016-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2009: MICHAEL DUNN CENTER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	390
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	431
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	9
Total of all active and inactive participants	2009-01-01	442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	442
Number of participants with account balances	2009-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MICHAEL DUNN CENTER RETIREMENT PLAN

Measure	Date	Value
2022 : MICHAEL DUNN CENTER RETIREMENT PLAN 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	$-46,841
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$435,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$395,824
Expenses. Certain deemed distributions of participant loans	2022-12-31	$17,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$294,572
Value of total assets at end of year	2022-12-31	$2,194,866
Value of total assets at beginning of year	2022-12-31	$2,676,744
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$21,333
Total interest from all sources	2022-12-31	$2,839
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	$300,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$146,198
Participant contributions at end of year	2022-12-31	$43,338
Participant contributions at beginning of year	2022-12-31	$75,989
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$402
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	$-481,878
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,194,866
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,676,744
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	$21,333
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,151,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,598,357
Interest on participant loans	2022-12-31	$2,839
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-344,252
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	$147,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$395,824
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	COULTER & JUSTUS, P.C.
Accountancy firm EIN	2022-12-31	621532536
2021 : MICHAEL DUNN CENTER RETIREMENT PLAN 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	$538,967
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$300,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$276,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$222,912
Value of total assets at end of year	2021-12-31	$2,676,744
Value of total assets at beginning of year	2021-12-31	$2,438,136
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$23,549
Total interest from all sources	2021-12-31	$3,185
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	$300,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$120,464
Participant contributions at end of year	2021-12-31	$75,989
Participant contributions at beginning of year	2021-12-31	$52,825
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$26,774
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	$238,608
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,676,744
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,438,136
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	$23,549
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,598,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,384,588
Interest on participant loans	2021-12-31	$3,185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$723
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$312,870
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	$75,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$276,810
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	COULTER & JUSTUS
Accountancy firm EIN	2021-12-31	621532536
2020 : MICHAEL DUNN CENTER RETIREMENT PLAN 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	$508,866
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$96,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$77,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$193,211
Value of total assets at end of year	2020-12-31	$2,438,136
Value of total assets at beginning of year	2020-12-31	$2,025,622
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$18,532
Total interest from all sources	2020-12-31	$2,455
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	$300,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$116,372
Participant contributions at end of year	2020-12-31	$52,825
Participant contributions at beginning of year	2020-12-31	$44,329
Other income not declared elsewhere	2020-12-31	$87,124
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	$412,514
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,438,136
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,025,622
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	$18,532
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,384,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,980,732
Interest on participant loans	2020-12-31	$2,455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$561
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$226,076
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	$76,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$77,820
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	Unqualified
Accountancy firm name	2020-12-31	COULTER & JUSTUS
Accountancy firm EIN	2020-12-31	621532536
2019 : MICHAEL DUNN CENTER RETIREMENT PLAN 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	$523,811
Total income from all sources (including contributions)	2019-12-31	$523,811
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	$404,529
Total of all expenses incurred	2019-12-31	$404,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$385,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$385,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$165,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$165,968
Value of total assets at end of year	2019-12-31	$2,025,622
Value of total assets at end of year	2019-12-31	$2,025,622
Value of total assets at beginning of year	2019-12-31	$1,906,340
Value of total assets at beginning of year	2019-12-31	$1,906,340
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$18,660
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$18,660
Total interest from all sources	2019-12-31	$2,353
Total interest from all sources	2019-12-31	$2,353
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	$300,000
Value of fidelity bond cover	2019-12-31	$300,000
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	$100,281
Contributions received from participants	2019-12-31	$100,281
Participant contributions at end of year	2019-12-31	$44,329
Participant contributions at end of year	2019-12-31	$44,329
Participant contributions at beginning of year	2019-12-31	$40,069
Participant contributions at beginning of year	2019-12-31	$40,069
Other income not declared elsewhere	2019-12-31	$82,268
Other income not declared elsewhere	2019-12-31	$82,268
Administrative expenses (other) incurred	2019-12-31	$18,660
Administrative expenses (other) incurred	2019-12-31	$18,660
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
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	$119,282
Value of net income/loss	2019-12-31	$119,282
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,025,622
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,025,622
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,906,340
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,906,340
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,980,732
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,980,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,865,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,865,889
Interest on participant loans	2019-12-31	$2,353
Interest on participant loans	2019-12-31	$2,353
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$382
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$382
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$273,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$273,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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	$65,687
Contributions received in cash from employer	2019-12-31	$65,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$385,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$385,869
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
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	COULTER & JUSTUS, P.C.
Accountancy firm name	2019-12-31	COULTER & JUSTUS, P.C.
Accountancy firm EIN	2019-12-31	621532536
Accountancy firm EIN	2019-12-31	621532536
2018 : MICHAEL DUNN CENTER RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$89,680
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$104,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$86,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$173,957
Value of total assets at end of year	2018-12-31	$1,906,340
Value of total assets at beginning of year	2018-12-31	$1,920,722
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$17,385
Total interest from all sources	2018-12-31	$1,683
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$300,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$108,249
Participant contributions at end of year	2018-12-31	$40,069
Participant contributions at beginning of year	2018-12-31	$57,768
Participant contributions at beginning of year	2018-12-31	$-55
Other income not declared elsewhere	2018-12-31	$85,900
Administrative expenses (other) incurred	2018-12-31	$17,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-14,382
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,906,340
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,920,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,865,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,856,422
Interest on participant loans	2018-12-31	$1,683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$382
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$6,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-171,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$65,708
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$86,677
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	COULTER & JUSTUS, P.C.
Accountancy firm EIN	2018-12-31	621532536
2017 : MICHAEL DUNN CENTER RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$406,380
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$85,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$75,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$180,626
Value of total assets at end of year	2017-12-31	$1,920,722
Value of total assets at beginning of year	2017-12-31	$1,599,997
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$10,370
Total interest from all sources	2017-12-31	$3,609
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$222,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$222,145
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$300,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$113,329
Participant contributions at end of year	2017-12-31	$57,768
Participant contributions at beginning of year	2017-12-31	$72,821
Participant contributions at end of year	2017-12-31	$-55
Participant contributions at beginning of year	2017-12-31	$61
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$320,725
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,920,722
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,599,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,856,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,518,936
Interest on participant loans	2017-12-31	$3,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$6,587
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$5,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$66,118
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$3,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$75,285
Contract administrator fees	2017-12-31	$10,370
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	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PARTONS & WRIGHT
Accountancy firm EIN	2017-12-31	621333963
2016 : MICHAEL DUNN CENTER RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$0
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Expenses. Interest paid	2016-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$247,306
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$161,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$149,376
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$156,945
Value of total assets at end of year	2016-12-31	$1,599,997
Value of total assets at beginning of year	2016-12-31	$1,513,869
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$11,802
Total income from rents	2016-12-31	$0
Total interest from all sources	2016-12-31	$2,265
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$18,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$18,868
Administrative expenses professional fees incurred	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$300,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$99,517
Participant contributions at end of year	2016-12-31	$72,821
Participant contributions at beginning of year	2016-12-31	$35,353
Participant contributions at end of year	2016-12-31	$61
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$17
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$86,128
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,599,997
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,513,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,518,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,471,809
Interest on participant loans	2016-12-31	$2,198
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$67
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$5,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$5,013
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$69,228
Net investment gain/loss from pooled separate accounts	2016-12-31	$0
Net investment gain or loss from common/collective trusts	2016-12-31	$0
Net gain/loss from 103.12 investment entities	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$57,411
Employer contributions (assets) at end of year	2016-12-31	$3,136
Employer contributions (assets) at beginning of year	2016-12-31	$1,694
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$149,376
Contract administrator fees	2016-12-31	$11,802
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PARTONS & WRIGHT
Accountancy firm EIN	2016-12-31	621333963

Form 5500 Responses for MICHAEL DUNN CENTER RETIREMENT PLAN

2022: MICHAEL DUNN CENTER RETIREMENT PLAN 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MICHAEL DUNN CENTER RETIREMENT PLAN 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MICHAEL DUNN CENTER RETIREMENT PLAN 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MICHAEL DUNN CENTER RETIREMENT PLAN 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MICHAEL DUNN CENTER RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MICHAEL DUNN CENTER RETIREMENT 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MICHAEL DUNN CENTER RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2009: MICHAEL DUNN CENTER RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502435-01

Policy instance

Insurance contract or identification number	502435-01
Number of Individuals Covered	4
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502435-01

Policy instance

Insurance contract or identification number	502435-01
Number of Individuals Covered	3
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $1
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502435-01

Policy instance

Insurance contract or identification number	502435-01
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502435-01

Policy instance

Insurance contract or identification number	502435-01
Number of Individuals Covered	88
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $2
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502435-01

Policy instance

Insurance contract or identification number	502435-01
Number of Individuals Covered	2
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $2
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502435-01

Policy instance

Insurance contract or identification number	502435-01
Number of Individuals Covered	2
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1
Insurance broker organization code?	3
Insurance broker name	TODD RECHENBACH

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	2
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $24
Total amount of fees paid to insurance company	USD $3
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $24
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	ERISA SERVICES, IN.C

Potentially related plans

MICHAEL DUNN & ASSOCIATES, S.C. 401(K) PROFIT SHARING PLAN [EIN = 392011509]

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Company Name:	MICHAEL DUNN CENTER
Employer identification number (EIN):	620851179
NAIC Classification:	611000

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	HEATH BEATTY	2023-10-12
002	2021-01-01	HEATH BEATTY	2022-10-16
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	JANICE BARDILL
002	2016-01-01	GLEN BLEVINS
002	2009-01-01	TOMMY HORST