401k Plan data: DAKIN ROAD PARTNERS, LLC 401(K) PLAN plan

DAKIN ROAD PARTNERS, LLC 401(K) PLAN 401k Plan overview

Plan Name	DAKIN ROAD PARTNERS, LLC 401(K) PLAN
Plan identification number	001

DAKIN ROAD PARTNERS, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 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.
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

DAKIN ROAD PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name: DAKIN ROAD PARTNERS, LLC

Employer identification number (EIN): 260835343

NAIC Classification: 522298
NAIC Description: All Other Nondepository Credit Intermediation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAKIN ROAD PARTNERS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 JOE CROMAN 2022-07-29
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01
001 2017-01-01
001 2016-01-01
001 2016-01-01
001 2015-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 JOE D. CROMAN
001 2012-01-01 JOE D. CROMAN
001 2011-01-01 JOE D. CROMAN

Plan Statistics for DAKIN ROAD PARTNERS, LLC 401(K) PLAN

401k plan membership statisitcs for DAKIN ROAD PARTNERS, LLC 401(K) PLAN

Measure Date Value
2020: DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 18
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 21
Number of participants with account balances 2020-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 18
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 18
Number of participants with account balances 2019-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 15
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 15
Number of participants with account balances 2018-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 15
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 15
Number of participants with account balances 2017-01-01 14
2016: DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 16
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 17
Number of participants with account balances 2016-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 12
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 16
Number of participants with account balances 2015-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 15
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 16
Number of participants with account balances 2014-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 13
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 14
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 14
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 17
Number of participants with account balances 2012-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 16
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 16
Number of participants with account balances 2011-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2020: DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	18
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	21
Number of participants with account balances	2020-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	18
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	18
Number of participants with account balances	2019-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	15
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	15
Number of participants with account balances	2018-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	15
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	15
Number of participants with account balances	2017-01-01	14
2016: DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	16
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	17
Number of participants with account balances	2016-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	12
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	16
Number of participants with account balances	2015-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	15
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	16
Number of participants with account balances	2014-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	13
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	14
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	14
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	17
Number of participants with account balances	2012-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	16
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	16
Number of participants with account balances	2011-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on DAKIN ROAD PARTNERS, LLC 401(K) PLAN

Measure	Date	Value
2020 : DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$-120,534
Expenses. Total of all expenses incurred	2020-12-31	$37,777
Benefits paid (including direct rollovers)	2020-12-31	$37,652
Total plan assets at end of year	2020-12-31	$2,510,372
Total plan assets at beginning of year	2020-12-31	$2,668,683
Value of fidelity bond covering the plan	2020-12-31	$250,000
Total contributions received or receivable from participants	2020-12-31	$66,252
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$-191,039
Net income (gross income less expenses)	2020-12-31	$-158,311
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,510,372
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,668,683
Total contributions received or receivable from employer(s)	2020-12-31	$4,253
Value of certain deemed distributions of participant loans	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$125
2019 : DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,165,960
Expenses. Total of all expenses incurred	2019-12-31	$76,356
Benefits paid (including direct rollovers)	2019-12-31	$76,356
Total plan assets at end of year	2019-12-31	$2,668,683
Total plan assets at beginning of year	2019-12-31	$1,579,079
Value of fidelity bond covering the plan	2019-12-31	$250,000
Total contributions received or receivable from participants	2019-12-31	$58,049
Other income received	2019-12-31	$1,082,980
Net income (gross income less expenses)	2019-12-31	$1,089,604
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,668,683
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,579,079
Assets. Value of employer securities	2019-12-31	$991,300
Total contributions received or receivable from employer(s)	2019-12-31	$24,931
2018 : DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$128,570
Expenses. Total of all expenses incurred	2018-12-31	$29,947
Benefits paid (including direct rollovers)	2018-12-31	$29,165
Total plan assets at end of year	2018-12-31	$1,579,079
Total plan assets at beginning of year	2018-12-31	$1,480,456
Value of fidelity bond covering the plan	2018-12-31	$250,000
Total contributions received or receivable from participants	2018-12-31	$65,031
Contributions received from other sources (not participants or employers)	2018-12-31	$431
Other income received	2018-12-31	$39,099
Net income (gross income less expenses)	2018-12-31	$98,623
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,579,079
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,480,456
Assets. Value of participant loans	2018-12-31	$406
Assets. Value of employer securities	2018-12-31	$173,650
Total contributions received or receivable from employer(s)	2018-12-31	$24,009
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$782
2017 : DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$206,478
Expenses. Total of all expenses incurred	2017-12-31	$73,292
Benefits paid (including direct rollovers)	2017-12-31	$72,309
Total plan assets at end of year	2017-12-31	$1,480,456
Total plan assets at beginning of year	2017-12-31	$1,347,270
Value of fidelity bond covering the plan	2017-12-31	$250,000
Total contributions received or receivable from participants	2017-12-31	$49,536
Other income received	2017-12-31	$132,569
Net income (gross income less expenses)	2017-12-31	$133,186
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,480,456
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,347,270
Assets. Value of participant loans	2017-12-31	$1,976
Assets. Value of employer securities	2017-12-31	$5,750
Total contributions received or receivable from employer(s)	2017-12-31	$24,373
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$983
2016 : DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$188,395
Expenses. Total of all expenses incurred	2016-12-31	$55,074
Benefits paid (including direct rollovers)	2016-12-31	$55,074
Total plan assets at end of year	2016-12-31	$1,272,520
Total plan assets at beginning of year	2016-12-31	$1,139,199
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$36,065
Contributions received from other sources (not participants or employers)	2016-12-31	$45,131
Other income received	2016-12-31	$83,735
Net income (gross income less expenses)	2016-12-31	$133,321
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,272,520
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,139,199
Assets. Value of participant loans	2016-12-31	$0
Assets. Value of employer securities	2016-12-31	$74,750
Total contributions received or receivable from employer(s)	2016-12-31	$23,464
2015 : DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-605,709
Expenses. Total of all expenses incurred	2015-12-31	$237,174
Benefits paid (including direct rollovers)	2015-12-31	$224,519
Total plan assets at end of year	2015-12-31	$1,139,199
Total plan assets at beginning of year	2015-12-31	$1,982,082
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$31,009
Contributions received from other sources (not participants or employers)	2015-12-31	$47,481
Other income received	2015-12-31	$-714,299
Net income (gross income less expenses)	2015-12-31	$-842,883
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,139,199
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,982,082
Assets. Value of participant loans	2015-12-31	$0
Assets. Value of employer securities	2015-12-31	$687,575
Total contributions received or receivable from employer(s)	2015-12-31	$30,100
Value of certain deemed distributions of participant loans	2015-12-31	$12,655
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$239,982
Expenses. Total of all expenses incurred	2014-12-31	$510
Benefits paid (including direct rollovers)	2014-12-31	$510
Total plan assets at end of year	2014-12-31	$1,982,082
Total plan assets at beginning of year	2014-12-31	$1,742,610
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$28,295
Other income received	2014-12-31	$188,793
Net income (gross income less expenses)	2014-12-31	$239,472
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,982,082
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,742,610
Assets. Value of participant loans	2014-12-31	$15,592
Assets. Value of employer securities	2014-12-31	$687,575
Total contributions received or receivable from employer(s)	2014-12-31	$22,894
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$-340,539
Expenses. Total of all expenses incurred	2013-12-31	$352,304
Benefits paid (including direct rollovers)	2013-12-31	$352,304
Total plan assets at end of year	2013-12-31	$1,742,610
Total plan assets at beginning of year	2013-12-31	$2,435,453
Value of fidelity bond covering the plan	2013-12-31	$260,000
Total contributions received or receivable from participants	2013-12-31	$29,422
Other income received	2013-12-31	$-383,439
Net income (gross income less expenses)	2013-12-31	$-692,843
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,742,610
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,435,453
Assets. Value of participant loans	2013-12-31	$19,471
Assets. Value of employer securities	2013-12-31	$545,728
Total contributions received or receivable from employer(s)	2013-12-31	$13,478
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$-224,139
Expenses. Total of all expenses incurred	2012-12-31	$39,235
Benefits paid (including direct rollovers)	2012-12-31	$39,235
Total plan assets at end of year	2012-12-31	$2,435,453
Total plan assets at beginning of year	2012-12-31	$2,698,827
Value of fidelity bond covering the plan	2012-12-31	$260,000
Total contributions received or receivable from participants	2012-12-31	$34,066
Other income received	2012-12-31	$-295,695
Net income (gross income less expenses)	2012-12-31	$-263,374
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,435,453
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,698,827
Assets. Value of employer securities	2012-12-31	$1,101,537
Total contributions received or receivable from employer(s)	2012-12-31	$37,490
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$325,087
Total plan assets at end of year	2011-12-31	$2,698,827
Total plan assets at beginning of year	2011-12-31	$2,373,740
Value of fidelity bond covering the plan	2011-12-31	$260,000
Total contributions received or receivable from participants	2011-12-31	$34,116
Contributions received from other sources (not participants or employers)	2011-12-31	$47,848
Other income received	2011-12-31	$197,502
Net income (gross income less expenses)	2011-12-31	$325,087
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,698,827
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,373,740
Assets. Value of employer securities	2011-12-31	$1,536,345
Total contributions received or receivable from employer(s)	2011-12-31	$45,621
2010 : DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$-20,297
Expenses. Total of all expenses incurred	2010-12-31	$4,209
Benefits paid (including direct rollovers)	2010-12-31	$4,209
Total plan assets at end of year	2010-12-31	$2,373,740
Total plan assets at beginning of year	2010-12-31	$2,398,246
Value of fidelity bond covering the plan	2010-12-31	$260,000
Total contributions received or receivable from participants	2010-12-31	$33,706
Other income received	2010-12-31	$-79,323
Net income (gross income less expenses)	2010-12-31	$-24,506
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,373,740
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,398,246
Assets. Value of employer securities	2010-12-31	$1,294,342
Total contributions received or receivable from employer(s)	2010-12-31	$25,320
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for DAKIN ROAD PARTNERS, LLC 401(K) PLAN

2020: DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
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: DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
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: DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
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: DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DAKIN ROAD PARTNERS, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

79712

Policy instance

Insurance contract or identification number	79712
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

79712

Policy instance

Insurance contract or identification number	79712
Total amount of commissions paid to insurance broker	USD $9,234
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $9,234

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

79712

Policy instance

Insurance contract or identification number	79712
Total amount of commissions paid to insurance broker	USD $8,775
Commission paid to Insurance Broker	USD $8,775
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

79712

Policy instance

Insurance contract or identification number	79712
Number of Individuals Covered	14
Total amount of commissions paid to insurance broker	USD $7,793
Commission paid to Insurance Broker	USD $7,793
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

79712

Policy instance

Insurance contract or identification number	79712
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

79712

Policy instance

Insurance contract or identification number	79712
Number of Individuals Covered	15
Total amount of commissions paid to insurance broker	USD $6,392
Total amount of fees paid to insurance company	USD $1,461
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,392
Insurance broker organization code?	3
Amount paid for insurance broker fees	1461

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Company Name:	DAKIN ROAD PARTNERS, LLC
Employer identification number (EIN):	260835343
NAIC Classification:	522298
NAIC Description:	All Other Nondepository Credit Intermediation

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01	JOE CROMAN	2022-07-29
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2018-01-01
001	2017-01-01
001	2017-01-01
001	2016-01-01
001	2016-01-01
001	2015-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	JOE D. CROMAN
001	2012-01-01	JOE D. CROMAN
001	2011-01-01	JOE D. CROMAN