401k Plan data: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN plan

KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN
Plan identification number	002

KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.

401k Sponsoring company profile

KENNEDY - DONOVAN CENTER, INC has sponsored the creation of one or more 401k plans.

Company Name: KENNEDY - DONOVAN CENTER, INC

Employer identification number (EIN): 042519028

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01 GLEN MATTERA 2019-04-14
002 2016-07-01
002 2015-07-01 AUBREY MACFARLANE
002 2014-07-01 RICK BORNSTEIN
002 2013-07-01 RICK BORNSTEIN
002 2012-07-01 KERI SERVAIS
002 2011-07-01 RICK BORNSTEIN
002 2010-07-01 RICK BORNSTEIN
002 2009-07-01 RICK BORNSTEIN
002 2007-07-01 RICK BORNSTEIN

Plan Statistics for KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2021: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 769
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 328
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 150
Total of all active and inactive participants 2021-07-01 478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 478
Number of participants with account balances 2021-07-01 315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 766
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 635
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 134
Total of all active and inactive participants 2020-07-01 769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 769
Number of participants with account balances 2020-07-01 324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 712
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 647
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 119
Total of all active and inactive participants 2019-07-01 766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 766
Number of participants with account balances 2019-07-01 351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 676
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 573
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 139
Total of all active and inactive participants 2018-07-01 712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 712
Number of participants with account balances 2018-07-01 373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 830
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 579
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 96
Total of all active and inactive participants 2017-07-01 675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 1
Total participants 2017-07-01 676
Number of participants with account balances 2017-07-01 406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 1
2016: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 840
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 731
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 98
Total of all active and inactive participants 2016-07-01 829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 1
Total participants 2016-07-01 830
Number of participants with account balances 2016-07-01 340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 2
2015: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 826
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 704
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 136
Total of all active and inactive participants 2015-07-01 840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 840
Number of participants with account balances 2015-07-01 390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 595
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 695
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 130
Total of all active and inactive participants 2014-07-01 825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 825
Number of participants with account balances 2014-07-01 371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 640
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 556
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 39
Total of all active and inactive participants 2013-07-01 595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 595
Number of participants with account balances 2013-07-01 270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 619
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 515
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 121
Total of all active and inactive participants 2012-07-01 636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 636
Number of participants with account balances 2012-07-01 377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 1
2011: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 530
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 458
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 161
Total of all active and inactive participants 2011-07-01 619
Total participants 2011-07-01 619
Number of participants with account balances 2011-07-01 407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 4
2010: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 579
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 424
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 106
Total of all active and inactive participants 2010-07-01 530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 530
Number of participants with account balances 2010-07-01 419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 5
2009: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 588
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 423
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 156
Total of all active and inactive participants 2009-07-01 579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 579
Number of participants with account balances 2009-07-01 446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 6

Measure	Date	Value
2021: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	769
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	328
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	150
Total of all active and inactive participants	2021-07-01	478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	478
Number of participants with account balances	2021-07-01	315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	766
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	635
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	134
Total of all active and inactive participants	2020-07-01	769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	769
Number of participants with account balances	2020-07-01	324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	712
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	647
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	119
Total of all active and inactive participants	2019-07-01	766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	766
Number of participants with account balances	2019-07-01	351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	676
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	573
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	139
Total of all active and inactive participants	2018-07-01	712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	712
Number of participants with account balances	2018-07-01	373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	830
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	579
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	96
Total of all active and inactive participants	2017-07-01	675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	1
Total participants	2017-07-01	676
Number of participants with account balances	2017-07-01	406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	1
2016: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	840
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	731
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	98
Total of all active and inactive participants	2016-07-01	829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	1
Total participants	2016-07-01	830
Number of participants with account balances	2016-07-01	340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	2
2015: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	826
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	704
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	136
Total of all active and inactive participants	2015-07-01	840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	840
Number of participants with account balances	2015-07-01	390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	595
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	695
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	130
Total of all active and inactive participants	2014-07-01	825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	825
Number of participants with account balances	2014-07-01	371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	640
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	556
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	39
Total of all active and inactive participants	2013-07-01	595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	595
Number of participants with account balances	2013-07-01	270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	619
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	515
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	121
Total of all active and inactive participants	2012-07-01	636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	636
Number of participants with account balances	2012-07-01	377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	1
2011: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	530
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	458
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	161
Total of all active and inactive participants	2011-07-01	619
Total participants	2011-07-01	619
Number of participants with account balances	2011-07-01	407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	4
2010: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	579
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	424
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	106
Total of all active and inactive participants	2010-07-01	530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	530
Number of participants with account balances	2010-07-01	419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	5
2009: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	588
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	423
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	156
Total of all active and inactive participants	2009-07-01	579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	579
Number of participants with account balances	2009-07-01	446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	6

Financial Data on KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total transfer of assets to this plan	2022-06-30	$395
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-312,084
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$858,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$813,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$742,739
Value of total assets at end of year	2022-06-30	$5,912,847
Value of total assets at beginning of year	2022-06-30	$7,083,516
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$45,417
Total interest from all sources	2022-06-30	$1,426
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$94,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$94,816
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$4,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$572,813
Participant contributions at end of year	2022-06-30	$25,198
Participant contributions at beginning of year	2022-06-30	$25,277
Participant contributions at end of year	2022-06-30	$2,273
Assets. Other investments not covered elsewhere at end of year	2022-06-30	$694,023
Assets. Other investments not covered elsewhere at beginning of year	2022-06-30	$887,946
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$54,151
Other income not declared elsewhere	2022-06-30	$-122,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-1,171,064
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$5,912,847
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$7,083,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$12,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$4,788,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$5,906,408
Interest on participant loans	2022-06-30	$957
Income. Interest from loans (other than to participants)	2022-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$287,112
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$263,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$263,885
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$469
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,028,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$115,775
Employer contributions (assets) at end of year	2022-06-30	$115,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$813,563
Contract administrator fees	2022-06-30	$33,417
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Disclaimer
Accountancy firm name	2022-06-30	MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN	2022-06-30	431947695
2021 : KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$2,188,245
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$862,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$817,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$618,239
Value of total assets at end of year	2021-06-30	$7,083,516
Value of total assets at beginning of year	2021-06-30	$5,758,082
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$45,504
Total interest from all sources	2021-06-30	$1,626
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$83,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$83,149
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$4,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$495,448
Participant contributions at end of year	2021-06-30	$25,277
Participant contributions at beginning of year	2021-06-30	$32,183
Assets. Other investments not covered elsewhere at end of year	2021-06-30	$887,946
Assets. Other investments not covered elsewhere at beginning of year	2021-06-30	$717,928
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$122,791
Other income not declared elsewhere	2021-06-30	$215,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$1,325,434
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$7,083,516
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$5,758,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$12,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$5,906,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$4,620,880
Interest on participant loans	2021-06-30	$1,502
Income. Interest from loans (other than to participants)	2021-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$263,885
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$387,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$387,091
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$124
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$1,269,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$817,307
Contract administrator fees	2021-06-30	$33,504
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN	2021-06-30	431947695
2020 : KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$823,930
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$670,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$619,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$514,922
Value of total assets at end of year	2020-06-30	$5,758,082
Value of total assets at beginning of year	2020-06-30	$5,604,671
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$50,568
Total interest from all sources	2020-06-30	$7,923
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$86,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$86,633
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$4,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$509,282
Participant contributions at end of year	2020-06-30	$32,183
Participant contributions at beginning of year	2020-06-30	$49,948
Participant contributions at end of year	2020-06-30	$0
Participant contributions at beginning of year	2020-06-30	$18,333
Assets. Other investments not covered elsewhere at end of year	2020-06-30	$717,928
Assets. Other investments not covered elsewhere at beginning of year	2020-06-30	$689,409
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$608
Other income not declared elsewhere	2020-06-30	$42,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$153,411
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$5,758,082
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$5,604,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$12,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$4,620,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$4,449,024
Interest on participant loans	2020-06-30	$2,507
Income. Interest from loans (other than to participants)	2020-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$387,091
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$397,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$397,957
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$5,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$171,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$5,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$619,951
Contract administrator fees	2020-06-30	$38,568
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN	2020-06-30	431947695
2019 : KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$773,482
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$575,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$526,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$439,635
Value of total assets at end of year	2019-06-30	$5,604,671
Value of total assets at beginning of year	2019-06-30	$5,406,790
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$48,656
Total interest from all sources	2019-06-30	$5,906
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$25,902
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$25,902
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$4,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$439,635
Participant contributions at end of year	2019-06-30	$49,948
Participant contributions at beginning of year	2019-06-30	$44,696
Participant contributions at end of year	2019-06-30	$18,333
Assets. Other investments not covered elsewhere at end of year	2019-06-30	$689,409
Other income not declared elsewhere	2019-06-30	$-27,574
Administrative expenses (other) incurred	2019-06-30	$45,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$197,881
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$5,604,671
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$5,406,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$1,967
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$4,449,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$4,806,252
Interest on participant loans	2019-06-30	$2,103
Income. Interest from loans (other than to participants)	2019-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$397,957
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$420,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$420,400
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$3,803
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$135,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$329,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$526,945
Contract administrator fees	2019-06-30	$1,530
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	2019-06-30	Yes
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN	2019-06-30	431947695
2018 : KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$1,004,204
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$523,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$477,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$537,999
Value of total assets at end of year	2018-06-30	$5,406,790
Value of total assets at beginning of year	2018-06-30	$4,926,026
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$45,782
Total interest from all sources	2018-06-30	$10,129
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$207,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$207,705
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$4,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$467,044
Participant contributions at end of year	2018-06-30	$44,696
Participant contributions at beginning of year	2018-06-30	$55,883
Participant contributions at beginning of year	2018-06-30	$19,635
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$69,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$480,764
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$5,406,790
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$4,926,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$4,806,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$4,325,144
Interest on participant loans	2018-06-30	$1,498
Interest earned on other investments	2018-06-30	$4,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$420,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$343,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$343,301
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$4,578
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$135,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$144,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$248,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$1,394
Employer contributions (assets) at beginning of year	2018-06-30	$37,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$477,658
Contract administrator fees	2018-06-30	$45,782
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN	2018-06-30	431947695
2017 : KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$1,201,550
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$595,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$554,068
Value of total corrective distributions	2017-06-30	$129
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$609,057
Value of total assets at end of year	2017-06-30	$4,926,026
Value of total assets at beginning of year	2017-06-30	$4,320,061
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$41,388
Total interest from all sources	2017-06-30	$7,228
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$150,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$150,694
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$445,633
Participant contributions at end of year	2017-06-30	$55,883
Participant contributions at beginning of year	2017-06-30	$59,549
Participant contributions at end of year	2017-06-30	$19,635
Participant contributions at beginning of year	2017-06-30	$16,298
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$126,242
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$605,965
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$4,926,026
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$4,320,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$4,325,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$4,070,076
Interest on participant loans	2017-06-30	$1,746
Interest earned on other investments	2017-06-30	$4,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$343,301
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$1,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$144,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$147,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$434,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$37,182
Employer contributions (assets) at end of year	2017-06-30	$37,182
Employer contributions (assets) at beginning of year	2017-06-30	$26,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$554,068
Contract administrator fees	2017-06-30	$41,388
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2017-06-30	431947695
2016 : KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$448,327
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$367,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$336,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$437,247
Value of total assets at end of year	2016-06-30	$4,320,061
Value of total assets at beginning of year	2016-06-30	$4,239,409
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$31,208
Total interest from all sources	2016-06-30	$6,328
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$408,112
Participant contributions at end of year	2016-06-30	$59,549
Participant contributions at beginning of year	2016-06-30	$67,683
Participant contributions at end of year	2016-06-30	$16,298
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$1,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$80,652
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$4,320,061
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$4,239,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$4,070,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$4,021,664
Interest on participant loans	2016-06-30	$1,919
Interest earned on other investments	2016-06-30	$4,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$147,280
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$150,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$4,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$27,222
Employer contributions (assets) at end of year	2016-06-30	$26,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$336,467
Contract administrator fees	2016-06-30	$31,208
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2016-06-30	431947695
2015 : KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$579,507
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$645,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$619,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$401,667
Value of total assets at end of year	2015-06-30	$4,239,409
Value of total assets at beginning of year	2015-06-30	$4,305,027
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$25,657
Total interest from all sources	2015-06-30	$6,529
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$359,488
Participant contributions at end of year	2015-06-30	$67,683
Participant contributions at beginning of year	2015-06-30	$46,678
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$41,135
Total non interest bearing cash at beginning of year	2015-06-30	$485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-65,618
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$4,239,409
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$4,305,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$4,021,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$4,071,190
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$0
Interest on participant loans	2015-06-30	$1,642
Interest earned on other investments	2015-06-30	$4,887
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$150,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$186,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$171,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$1,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$619,468
Contract administrator fees	2015-06-30	$25,657
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2015-06-30	431947695
2014 : KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$60
Total income from all sources (including contributions)	2014-06-30	$952,569
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$259,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$222,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$354,407
Value of total assets at end of year	2014-06-30	$4,305,027
Value of total assets at beginning of year	2014-06-30	$3,612,354
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$37,809
Total interest from all sources	2014-06-30	$7,042
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$342,850
Participant contributions at end of year	2014-06-30	$46,678
Participant contributions at beginning of year	2014-06-30	$29,232
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$10,720
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$60
Administrative expenses (other) incurred	2014-06-30	$837
Total non interest bearing cash at end of year	2014-06-30	$485
Total non interest bearing cash at beginning of year	2014-06-30	$321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$692,733
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$4,305,027
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$3,612,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$4,071,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$2,784,976
Value of interest in pooled separate accounts at end of year	2014-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$578,005
Interest on participant loans	2014-06-30	$1,138
Interest earned on other investments	2014-06-30	$5,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$186,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$219,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$591,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$222,027
Contract administrator fees	2014-06-30	$36,972
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2014-06-30	431947695
2013 : KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$60
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$762,343
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$197,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$157,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$374,137
Value of total assets at end of year	2013-06-30	$3,612,354
Value of total assets at beginning of year	2013-06-30	$3,047,192
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$39,429
Total interest from all sources	2013-06-30	$1,310
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$64,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$64,275
Administrative expenses professional fees incurred	2013-06-30	$39,429
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$300,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$346,157
Participant contributions at end of year	2013-06-30	$29,232
Participant contributions at beginning of year	2013-06-30	$21,056
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$27,980
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-06-30	$60
Total non interest bearing cash at end of year	2013-06-30	$321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$565,102
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$3,612,294
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$3,047,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$2,784,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$2,117,737
Value of interest in pooled separate accounts at end of year	2013-06-30	$578,005
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$605,528
Interest on participant loans	2013-06-30	$1,049
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$219,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$302,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$322,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$157,812
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2013-06-30	431947695
2012 : KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$299,415
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$314,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$277,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$298,975
Value of total assets at end of year	2012-06-30	$3,047,192
Value of total assets at beginning of year	2012-06-30	$3,062,551
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$37,334
Total interest from all sources	2012-06-30	$1,159
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$40,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$40,232
Administrative expenses professional fees incurred	2012-06-30	$37,334
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$300,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$286,651
Participant contributions at end of year	2012-06-30	$21,056
Participant contributions at beginning of year	2012-06-30	$11,512
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$12,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-15,359
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$3,047,192
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$3,062,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$2,117,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$1,746,323
Value of interest in pooled separate accounts at end of year	2012-06-30	$605,528
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$848,063
Interest on participant loans	2012-06-30	$915
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$302,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$456,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-40,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$277,440
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2012-06-30	431947695
2011 : KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$883,812
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$364,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$338,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$343,114
Value of total assets at end of year	2011-06-30	$3,062,551
Value of total assets at beginning of year	2011-06-30	$2,543,718
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$26,480
Total interest from all sources	2011-06-30	$652
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$29,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$29,267
Administrative expenses professional fees incurred	2011-06-30	$26,480
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$300,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$266,547
Participant contributions at end of year	2011-06-30	$11,512
Participant contributions at beginning of year	2011-06-30	$9,354
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$76,567
Other income not declared elsewhere	2011-06-30	$13,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$518,833
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$3,062,551
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$2,543,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$1,746,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$1,181,780
Value of interest in pooled separate accounts at end of year	2011-06-30	$848,063
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$844,049
Interest on participant loans	2011-06-30	$464
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$188
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$456,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$508,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$229,421
Net investment gain/loss from pooled separate accounts	2011-06-30	$268,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$338,499
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2011-06-30	431947695

Form 5500 Responses for KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN

2021: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes
2007: KENNEDY-DONOVAN CENTER, INC. RETIREMENT SAVINGS PLAN 2007 form 5500 responses
2007-07-01	Type of plan entity	Single employer plan
2007-07-01	Submission has been amended	No
2007-07-01	This submission is the final filing	No
2007-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-07-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

891859+008

Policy instance

Insurance contract or identification number	891859+008
Number of Individuals Covered	116
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

891859+008

Policy instance

Insurance contract or identification number	891859+008
Number of Individuals Covered	121
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

891859+008

Policy instance

Insurance contract or identification number	891859+008
Number of Individuals Covered	134
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

891859+008

Policy instance

Insurance contract or identification number	891859+008
Number of Individuals Covered	138
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

891859+008

Policy instance

Insurance contract or identification number	891859+008
Number of Individuals Covered	141
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

891859+008

Policy instance

Insurance contract or identification number	891859+008
Number of Individuals Covered	147
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
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?	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

891859+008

Policy instance

Insurance contract or identification number	891859+008
Number of Individuals Covered	154
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
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?	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

891859+008

Policy instance

Insurance contract or identification number	891859+008
Number of Individuals Covered	161
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
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?	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

891859+008

Policy instance

Insurance contract or identification number	891859+008
Number of Individuals Covered	168
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
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?	No
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?	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

891859+008

Policy instance

Insurance contract or identification number	891859+008
Number of Individuals Covered	221
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
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?	No
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?	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

891859+008

Policy instance

Insurance contract or identification number	891859+008
Number of Individuals Covered	244
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $98
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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?	No
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

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Company Name:	KENNEDY - DONOVAN CENTER, INC
Employer identification number (EIN):	042519028
NAIC Classification:	624100
NAIC Description:	Individual and Family Services