401k Plan data: MAZZONI CENTER 403(B) PLAN plan

MAZZONI CENTER 403(B) PLAN 401k Plan overview

Plan Name	MAZZONI CENTER 403(B) PLAN
Plan identification number	002

MAZZONI CENTER 403(B) 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(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
Code section 408 accounts and annuities - See Limited Pension Plan Reporting instructions for pension plan utilizing individual Code section 408 retirement accounts or annuities as the funding vehicle for providing benefits.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: MAZZONI CENTER

Employer identification number (EIN): 232176338

NAIC Classification: 621498
NAIC Description: All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAZZONI CENTER 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 RACQUEL ASSAYE
002 2017-07-01 RACQUEL ASSAYE
002 2016-07-01 RACQUEL ASSAYE
002 2015-07-01 RACQUEL ASSAYE
002 2014-07-01 RACQUEL ASSAYE
002 2014-07-01 RACQUEL ASSAYE
002 2013-07-01 RACQUEL ASSAYE 2015-04-07 RACQUEL ASSAYE 2015-04-07
002 2012-07-01 RACQUEL ASSAYE 2015-09-18
002 2011-07-01 RACQUEL ASSAYE
002 2010-07-01 NICHOLAS CHABAN
002 2009-07-01 NICHOLAS CHABAN
002 2009-07-01 PATRICIA DUNN
002 2009-07-01 JENNIFER DEBRULER

Plan Statistics for MAZZONI CENTER 403(B) PLAN

401k plan membership statisitcs for MAZZONI CENTER 403(B) PLAN

Measure Date Value
2022: MAZZONI CENTER 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 239
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 125
Number of retired or separated participants receiving benefits 2022-01-01 10
Number of other retired or separated participants entitled to future benefits 2022-01-01 121
Total of all active and inactive participants 2022-01-01 256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 256
Number of participants with account balances 2022-01-01 232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: MAZZONI CENTER 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 228
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 125
Number of retired or separated participants receiving benefits 2021-01-01 11
Number of other retired or separated participants entitled to future benefits 2021-01-01 103
Total of all active and inactive participants 2021-01-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 239
Number of participants with account balances 2021-01-01 219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MAZZONI CENTER 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 231
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 136
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 89
Total of all active and inactive participants 2020-01-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 230
Number of participants with account balances 2020-01-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MAZZONI CENTER 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 222
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 148
Number of retired or separated participants receiving benefits 2019-01-01 6
Number of other retired or separated participants entitled to future benefits 2019-01-01 76
Total of all active and inactive participants 2019-01-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 230
Number of participants with account balances 2019-01-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MAZZONI CENTER 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 154
Number of retired or separated participants receiving benefits 2018-01-01 8
Number of other retired or separated participants entitled to future benefits 2018-01-01 60
Total of all active and inactive participants 2018-01-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 222
Number of participants with account balances 2018-01-01 193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MAZZONI CENTER 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 173
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 119
Number of retired or separated participants receiving benefits 2017-07-01 5
Number of other retired or separated participants entitled to future benefits 2017-07-01 45
Total of all active and inactive participants 2017-07-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 169
Number of participants with account balances 2017-07-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: MAZZONI CENTER 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 161
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 140
Number of retired or separated participants receiving benefits 2016-07-01 5
Number of other retired or separated participants entitled to future benefits 2016-07-01 30
Total of all active and inactive participants 2016-07-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 175
Number of participants with account balances 2016-07-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: MAZZONI CENTER 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 178
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 134
Number of retired or separated participants receiving benefits 2015-07-01 1
Number of other retired or separated participants entitled to future benefits 2015-07-01 27
Total of all active and inactive participants 2015-07-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 162
Number of participants with account balances 2015-07-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: MAZZONI CENTER 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 143
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 176
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 42
Total of all active and inactive participants 2014-07-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 218
Number of participants with account balances 2014-07-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2011: MAZZONI CENTER 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 118
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 108
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 8
Total of all active and inactive participants 2011-07-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 116
Number of participants with account balances 2011-07-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 1
2010: MAZZONI CENTER 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 144
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 100
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 18
Total of all active and inactive participants 2010-07-01 118
Total participants 2010-07-01 118
Number of participants with account balances 2010-07-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 5
2009: MAZZONI CENTER 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 126
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 96
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 27
Total of all active and inactive participants 2009-07-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 123
Number of participants with account balances 2009-07-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 16

Measure	Date	Value
2022: MAZZONI CENTER 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	239
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	125
Number of retired or separated participants receiving benefits	2022-01-01	10
Number of other retired or separated participants entitled to future benefits	2022-01-01	121
Total of all active and inactive participants	2022-01-01	256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	256
Number of participants with account balances	2022-01-01	232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: MAZZONI CENTER 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	228
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	125
Number of retired or separated participants receiving benefits	2021-01-01	11
Number of other retired or separated participants entitled to future benefits	2021-01-01	103
Total of all active and inactive participants	2021-01-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	239
Number of participants with account balances	2021-01-01	219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MAZZONI CENTER 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	231
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	136
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	89
Total of all active and inactive participants	2020-01-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	230
Number of participants with account balances	2020-01-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MAZZONI CENTER 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	222
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	148
Number of retired or separated participants receiving benefits	2019-01-01	6
Number of other retired or separated participants entitled to future benefits	2019-01-01	76
Total of all active and inactive participants	2019-01-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	230
Number of participants with account balances	2019-01-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MAZZONI CENTER 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	154
Number of retired or separated participants receiving benefits	2018-01-01	8
Number of other retired or separated participants entitled to future benefits	2018-01-01	60
Total of all active and inactive participants	2018-01-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	222
Number of participants with account balances	2018-01-01	193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MAZZONI CENTER 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	173
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	119
Number of retired or separated participants receiving benefits	2017-07-01	5
Number of other retired or separated participants entitled to future benefits	2017-07-01	45
Total of all active and inactive participants	2017-07-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	169
Number of participants with account balances	2017-07-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: MAZZONI CENTER 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	161
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	140
Number of retired or separated participants receiving benefits	2016-07-01	5
Number of other retired or separated participants entitled to future benefits	2016-07-01	30
Total of all active and inactive participants	2016-07-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	175
Number of participants with account balances	2016-07-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: MAZZONI CENTER 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	178
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	134
Number of retired or separated participants receiving benefits	2015-07-01	1
Number of other retired or separated participants entitled to future benefits	2015-07-01	27
Total of all active and inactive participants	2015-07-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	162
Number of participants with account balances	2015-07-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: MAZZONI CENTER 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	143
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	176
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	42
Total of all active and inactive participants	2014-07-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	218
Number of participants with account balances	2014-07-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2011: MAZZONI CENTER 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	118
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	108
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	8
Total of all active and inactive participants	2011-07-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	116
Number of participants with account balances	2011-07-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	1
2010: MAZZONI CENTER 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	144
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	100
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	18
Total of all active and inactive participants	2010-07-01	118
Total participants	2010-07-01	118
Number of participants with account balances	2010-07-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	5
2009: MAZZONI CENTER 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	126
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	96
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	27
Total of all active and inactive participants	2009-07-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	123
Number of participants with account balances	2009-07-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	16

Financial Data on MAZZONI CENTER 403(B) PLAN

Measure	Date	Value
2022 : MAZZONI CENTER 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-589,965
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$538,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$512,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$601,799
Value of total assets at end of year	2022-12-31	$5,200,377
Value of total assets at beginning of year	2022-12-31	$6,329,302
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$26,609
Total interest from all sources	2022-12-31	$9,159
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$263,477
Participant contributions at end of year	2022-12-31	$138,773
Participant contributions at beginning of year	2022-12-31	$113,149
Participant contributions at end of year	2022-12-31	$9,458
Participant contributions at beginning of year	2022-12-31	$10,839
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$3,820
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,128,925
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,200,377
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,329,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$26,609
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,831,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,002,824
Interest on participant loans	2022-12-31	$5,998
Interest earned on other investments	2022-12-31	$3,161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$200,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$189,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,200,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$334,502
Employer contributions (assets) at end of year	2022-12-31	$19,756
Employer contributions (assets) at beginning of year	2022-12-31	$13,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$512,351
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : MAZZONI CENTER 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,239,060
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$686,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$656,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$559,742
Value of total assets at end of year	2021-12-31	$6,329,302
Value of total assets at beginning of year	2021-12-31	$5,776,423
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$30,086
Total interest from all sources	2021-12-31	$5,865
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$211,332
Participant contributions at end of year	2021-12-31	$113,149
Participant contributions at beginning of year	2021-12-31	$104,802
Participant contributions at end of year	2021-12-31	$10,839
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$37,324
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$552,879
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,329,302
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,776,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$6,002,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,444,255
Interest on participant loans	2021-12-31	$5,865
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$189,420
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$227,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$673,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$311,086
Employer contributions (assets) at end of year	2021-12-31	$13,070
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$656,095
Contract administrator fees	2021-12-31	$30,086
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : MAZZONI CENTER 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,382,852
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$166,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$151,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$512,276
Value of total assets at end of year	2020-12-31	$5,776,423
Value of total assets at beginning of year	2020-12-31	$4,560,147
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$15,147
Total interest from all sources	2020-12-31	$8,203
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$188,697
Participant contributions at end of year	2020-12-31	$104,802
Participant contributions at beginning of year	2020-12-31	$127,923
Participant contributions at beginning of year	2020-12-31	$7,048
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$3,775
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,216,276
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,776,423
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,560,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,444,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,202,744
Interest on participant loans	2020-12-31	$8,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$227,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$209,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$862,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$319,804
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$12,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$151,429
Contract administrator fees	2020-12-31	$15,147
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : MAZZONI CENTER 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,511,033
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,155,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,146,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$585,090
Value of total assets at end of year	2019-12-31	$4,560,147
Value of total assets at beginning of year	2019-12-31	$4,204,758
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$9,176
Total interest from all sources	2019-12-31	$6,573
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$216,092
Participant contributions at end of year	2019-12-31	$127,923
Participant contributions at beginning of year	2019-12-31	$92,300
Participant contributions at end of year	2019-12-31	$7,048
Participant contributions at beginning of year	2019-12-31	$8,486
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$9,996
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$355,389
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,560,147
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,204,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,202,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,890,021
Interest on participant loans	2019-12-31	$6,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$209,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$200,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$919,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$359,002
Employer contributions (assets) at end of year	2019-12-31	$12,595
Employer contributions (assets) at beginning of year	2019-12-31	$13,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,146,468
Contract administrator fees	2019-12-31	$9,176
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : MAZZONI CENTER 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$338,503
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$326,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$318,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$620,945
Value of total assets at end of year	2018-12-31	$4,204,758
Value of total assets at beginning of year	2018-12-31	$4,192,877
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$8,436
Total interest from all sources	2018-12-31	$7,417
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$228,475
Participant contributions at end of year	2018-12-31	$92,300
Participant contributions at beginning of year	2018-12-31	$52,418
Participant contributions at end of year	2018-12-31	$8,486
Participant contributions at beginning of year	2018-12-31	$8,459
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$81,583
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$1,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$11,881
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,204,758
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,192,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,890,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,931,555
Interest on participant loans	2018-12-31	$3,779
Interest earned on other investments	2018-12-31	$3,638
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$200,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$187,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-289,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$310,887
Employer contributions (assets) at end of year	2018-12-31	$13,029
Employer contributions (assets) at beginning of year	2018-12-31	$11,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$318,186
Contract administrator fees	2018-12-31	$8,436
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : MAZZONI CENTER 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$577,447
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$84,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$84,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$257,622
Value of total assets at end of year	2017-12-31	$4,192,877
Value of total assets at beginning of year	2017-12-31	$3,699,555
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$1,144
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$110,451
Participant contributions at end of year	2017-12-31	$52,418
Participant contributions at beginning of year	2017-12-31	$54,835
Participant contributions at end of year	2017-12-31	$8,459
Participant contributions at beginning of year	2017-12-31	$9,416
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$1,137
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$493,322
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,192,877
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,699,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,931,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,440,949
Interest on participant loans	2017-12-31	$1,144
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$187,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$182,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$318,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$147,171
Employer contributions (assets) at end of year	2017-12-31	$11,782
Employer contributions (assets) at beginning of year	2017-12-31	$11,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$84,125
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
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	$1,073,143
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$285,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$270,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$618,197
Value of total assets at end of year	2017-06-30	$3,699,555
Value of total assets at beginning of year	2017-06-30	$2,912,174
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$15,447
Total interest from all sources	2017-06-30	$5,612
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$350,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$294,580
Participant contributions at end of year	2017-06-30	$54,835
Participant contributions at beginning of year	2017-06-30	$57,851
Participant contributions at end of year	2017-06-30	$9,416
Participant contributions at beginning of year	2017-06-30	$11,302
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$3,749
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$921
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	$787,380
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$3,699,555
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$2,912,174
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	$3,440,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$2,638,914
Interest on participant loans	2017-06-30	$2,305
Interest earned on other investments	2017-06-30	$3,307
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$182,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$186,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$449,334
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	No
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	$319,868
Employer contributions (assets) at end of year	2017-06-30	$11,457
Employer contributions (assets) at beginning of year	2017-06-30	$16,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$270,316
Contract administrator fees	2017-06-30	$15,447
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	CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN	2017-06-30	410746749
2016 : MAZZONI CENTER 403(B) 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	$609,987
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$137,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$122,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$595,942
Value of total assets at end of year	2016-06-30	$2,912,174
Value of total assets at beginning of year	2016-06-30	$2,439,463
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$14,718
Total interest from all sources	2016-06-30	$5,247
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	$350,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$284,894
Participant contributions at end of year	2016-06-30	$57,851
Participant contributions at beginning of year	2016-06-30	$60,866
Participant contributions at end of year	2016-06-30	$11,302
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$921
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	$472,711
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$2,912,174
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$2,439,463
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	$2,638,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$2,197,896
Interest on participant loans	2016-06-30	$2,554
Interest earned on other investments	2016-06-30	$2,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$186,267
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$180,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$8,798
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	No
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	$311,048
Employer contributions (assets) at end of year	2016-06-30	$16,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$122,558
Contract administrator fees	2016-06-30	$14,718
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	CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN	2016-06-30	410746749
2015 : MAZZONI CENTER 403(B) 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	$529,329
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$116,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$103,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$439,741
Value of total assets at end of year	2015-06-30	$2,439,463
Value of total assets at beginning of year	2015-06-30	$2,026,386
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$12,352
Total interest from all sources	2015-06-30	$5,583
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	$200,000
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	$213,466
Participant contributions at end of year	2015-06-30	$60,866
Participant contributions at beginning of year	2015-06-30	$63,563
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$5,253
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	$413,077
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$2,439,463
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$2,026,386
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	$2,197,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$1,759,060
Interest on participant loans	2015-06-30	$2,590
Interest earned on other investments	2015-06-30	$2,993
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$180,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$203,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$84,005
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	No
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	$221,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$103,900
Contract administrator fees	2015-06-30	$12,352
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	CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN	2015-06-30	410746749
2012 : MAZZONI CENTER 403(B) 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	$149,641
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$72,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$63,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$175,331
Value of total assets at end of year	2012-06-30	$1,111,985
Value of total assets at beginning of year	2012-06-30	$1,034,545
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$8,508
Total interest from all sources	2012-06-30	$969
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$22,788
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	$22,788
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$25,000
If this is an individual account plan, was there a blackout period	2012-06-30	Yes
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	$86,714
Participant contributions at end of year	2012-06-30	$21,018
Participant contributions at beginning of year	2012-06-30	$28,397
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	$77,440
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$1,111,985
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$1,034,545
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	$894,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$152,583
Value of interest in pooled separate accounts at end of year	2012-06-30	$894,221
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$152,583
Interest on participant loans	2012-06-30	$969
Interest earned on other investments	2012-06-30	$4,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$196,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$853,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-49,447
Net investment gain/loss from pooled separate accounts	2012-06-30	$-98,632
Net gain/loss from 103.12 investment entities	2012-06-30	$0
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
Contributions received in cash from employer	2012-06-30	$88,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$63,693
Contract administrator fees	2012-06-30	$8,508
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	2012-06-30	Yes
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	CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN	2012-06-30	410746749
2011 : MAZZONI CENTER 403(B) 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	$365,959
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$81,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$79,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$183,831
Value of total assets at end of year	2011-06-30	$1,034,545
Value of total assets at beginning of year	2011-06-30	$750,290
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$2,076
Total interest from all sources	2011-06-30	$4,191
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$25,000
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	$95,706
Participant contributions at end of year	2011-06-30	$28,397
Participant contributions at beginning of year	2011-06-30	$22,060
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$682
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	$284,255
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$1,034,545
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$750,290
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 pooled separate accounts at end of year	2011-06-30	$152,583
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$123,834
Interest on participant loans	2011-06-30	$1,023
Interest earned on other investments	2011-06-30	$3,168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$853,565
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$604,396
Net investment gain/loss from pooled separate accounts	2011-06-30	$177,937
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	Yes
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$87,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$79,628
Contract administrator fees	2011-06-30	$2,076
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	CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN	2011-06-30	410746749
2010 : MAZZONI CENTER 403(B) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for MAZZONI CENTER 403(B) PLAN

2022: MAZZONI CENTER 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MAZZONI CENTER 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MAZZONI CENTER 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MAZZONI CENTER 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MAZZONI CENTER 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MAZZONI CENTER 403(B) 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)	Yes
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: MAZZONI CENTER 403(B) PLAN 2016 form 5500 responses
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: MAZZONI CENTER 403(B) PLAN 2015 form 5500 responses
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: MAZZONI CENTER 403(B) PLAN 2014 form 5500 responses
2014-07-01	Submission has been amended	Yes
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
2011: MAZZONI CENTER 403(B) PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	Yes
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: MAZZONI CENTER 403(B) 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: MAZZONI CENTER 403(B) PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	Yes
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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

031-80051

Policy instance

Insurance contract or identification number	031-80051
Number of Individuals Covered	36
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

031-80051

Policy instance

Insurance contract or identification number	031-80051
Number of Individuals Covered	37
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

031-80051

Policy instance

Insurance contract or identification number	031-80051
Number of Individuals Covered	40
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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
Commission paid to Insurance Broker	USD $0
Insurance broker organization code?	7

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

031-80051

Policy instance

Insurance contract or identification number	031-80051
Number of Individuals Covered	43
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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
Commission paid to Insurance Broker	USD $0
Insurance broker organization code?	7

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

031-80051

Policy instance

Insurance contract or identification number	031-80051
Number of Individuals Covered	44
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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
Commission paid to Insurance Broker	USD $0
Insurance broker organization code?	7

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

031-80051

Policy instance

Insurance contract or identification number	031-80051
Number of Individuals Covered	47
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?	Yes
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
Commission paid to Insurance Broker	USD $0
Insurance broker organization code?	7
Insurance broker name	LPL FINANCIAL, LLC

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

031-80051

Policy instance

Insurance contract or identification number	031-80051
Number of Individuals Covered	53
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?	Yes
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
Commission paid to Insurance Broker	USD $0
Insurance broker organization code?	7
Insurance broker name	LPL FINANCIAL, LLC

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

031-80051

Policy instance

Insurance contract or identification number	031-80051
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?	Yes
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
Commission paid to Insurance Broker	USD $0
Insurance broker organization code?	7
Insurance broker name	LPL FINANCIAL, LLC

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

802615 & 808007

Policy instance

Insurance contract or identification number	802615 & 808007
Number of Individuals Covered	116
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $400
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	1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $400
Insurance broker organization code?	3
Insurance broker name	LINSCO PRIVATE LEDGER CORP

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

802615

Policy instance

Insurance contract or identification number	802615
Number of Individuals Covered	118
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $2,292
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	1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	MAZZONI CENTER
Employer identification number (EIN):	232176338
NAIC Classification:	621498
NAIC Description:	All Other Outpatient Care Centers