401k Plan data: P. GRAHAM DUNN, INC. 401(K) PLAN plan

P. GRAHAM DUNN, INC. 401(K) PLAN 401k Plan overview

Plan Name	P. GRAHAM DUNN, INC. 401(K) PLAN
Plan identification number	001

P. GRAHAM DUNN, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 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.
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

P. GRAHAM DUNN, INC. has sponsored the creation of one or more 401k plans.

Company Name: P. GRAHAM DUNN, INC.

Employer identification number (EIN): 341667697

NAIC Classification: 337000

Additional information about P. GRAHAM DUNN, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1990-12-31

Company Identification Number: 786810

Legal Registered Office Address: 1417 ZUERCHER RD
-
DALTON
United States of America (USA)
44618

More information about P. GRAHAM DUNN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan P. GRAHAM DUNN, INC. 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 DARRIN HESS 2023-10-15
001 2021-01-01 DARRIN HESS 2022-10-13
001 2020-01-01 DARRIN HESS 2021-10-11
001 2019-01-01 DARRIN HESS 2020-10-11
001 2018-01-01 DARRIN HESS 2019-10-10
001 2017-01-01
001 2016-01-01 CHERYL COBLENTZ 2017-07-10
001 2015-01-01 CHERYL COBLENTZ 2016-07-20
001 2014-01-01 CHERYL COBLENTZ 2015-07-20
001 2013-01-01 PATRICK HELMUTH 2014-07-02
001 2012-01-01 PATRICK HELMUTH 2013-09-17
001 2011-01-01 PETER G. DUNN 2012-10-26
001 2010-01-01 PATRICK J HELMUTH 2011-09-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	DARRIN HESS	2023-10-15
001	2021-01-01	DARRIN HESS	2022-10-13
001	2020-01-01	DARRIN HESS	2021-10-11
001	2019-01-01	DARRIN HESS	2020-10-11
001	2018-01-01	DARRIN HESS	2019-10-10
001	2017-01-01
001	2016-01-01	CHERYL COBLENTZ	2017-07-10
001	2015-01-01	CHERYL COBLENTZ	2016-07-20
001	2014-01-01	CHERYL COBLENTZ	2015-07-20
001	2013-01-01	PATRICK HELMUTH	2014-07-02
001	2012-01-01	PATRICK HELMUTH	2013-09-17
001	2011-01-01	PETER G. DUNN	2012-10-26
001	2010-01-01	PATRICK J HELMUTH	2011-09-29

Plan Statistics for P. GRAHAM DUNN, INC. 401(K) PLAN

401k plan membership statisitcs for P. GRAHAM DUNN, INC. 401(K) PLAN

Measure Date Value
2022: P. GRAHAM DUNN, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 228
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 151
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 51
Total of all active and inactive participants 2022-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 202
Number of participants with account balances 2022-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: P. GRAHAM DUNN, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 229
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 161
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 31
Total of all active and inactive participants 2021-01-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 192
Number of participants with account balances 2021-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: P. GRAHAM DUNN, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 214
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 222
Number of participants with account balances 2020-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: P. GRAHAM DUNN, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 219
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 186
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 12
Total of all active and inactive participants 2019-01-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 198
Number of participants with account balances 2019-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: P. GRAHAM DUNN, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 187
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 22
Total of all active and inactive participants 2018-01-01 209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 209
Number of participants with account balances 2018-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: P. GRAHAM DUNN, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 131
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 12
Total of all active and inactive participants 2017-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 144
Number of participants with account balances 2017-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: P. GRAHAM DUNN, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	228
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	151
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	51
Total of all active and inactive participants	2022-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	202
Number of participants with account balances	2022-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: P. GRAHAM DUNN, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	229
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	161
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	31
Total of all active and inactive participants	2021-01-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	192
Number of participants with account balances	2021-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: P. GRAHAM DUNN, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	214
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	222
Number of participants with account balances	2020-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: P. GRAHAM DUNN, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	219
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	186
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	12
Total of all active and inactive participants	2019-01-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	198
Number of participants with account balances	2019-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: P. GRAHAM DUNN, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	187
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	22
Total of all active and inactive participants	2018-01-01	209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	209
Number of participants with account balances	2018-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: P. GRAHAM DUNN, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	131
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	12
Total of all active and inactive participants	2017-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	144
Number of participants with account balances	2017-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on P. GRAHAM DUNN, INC. 401(K) PLAN

Measure	Date	Value
2022 : P. GRAHAM DUNN, INC. 401(K) 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	$-296,209
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$304,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$297,484
Value of total corrective distributions	2022-12-31	$428
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$590,505
Value of total assets at end of year	2022-12-31	$4,517,765
Value of total assets at beginning of year	2022-12-31	$5,118,177
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$6,291
Total interest from all sources	2022-12-31	$7,157
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	$430,924
Participant contributions at end of year	2022-12-31	$69,215
Participant contributions at beginning of year	2022-12-31	$70,093
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	$-600,412
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,517,765
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,118,177
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
Value of interest in pooled separate accounts at end of year	2022-12-31	$4,101,254
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$4,656,168
Interest on participant loans	2022-12-31	$2,454
Interest earned on other investments	2022-12-31	$4,703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$347,296
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$391,916
Net investment gain/loss from pooled separate accounts	2022-12-31	$-893,871
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	$159,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$297,484
Contract administrator fees	2022-12-31	$6,291
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MEADEN & MOORE, LTD
Accountancy firm EIN	2022-12-31	341818258
2021 : P. GRAHAM DUNN, INC. 401(K) 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	$1,228,540
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$129,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$120,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$650,922
Value of total assets at end of year	2021-12-31	$5,118,177
Value of total assets at beginning of year	2021-12-31	$4,018,769
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$8,235
Total interest from all sources	2021-12-31	$7,526
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	$429,509
Participant contributions at end of year	2021-12-31	$70,093
Participant contributions at beginning of year	2021-12-31	$61,032
Participant contributions at beginning of year	2021-12-31	$11,893
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	$1,099,408
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,118,177
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,018,769
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
Value of interest in pooled separate accounts at end of year	2021-12-31	$4,656,168
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$3,651,133
Interest on participant loans	2021-12-31	$3,211
Interest earned on other investments	2021-12-31	$4,315
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$391,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$287,566
Net investment gain/loss from pooled separate accounts	2021-12-31	$570,092
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	$221,413
Employer contributions (assets) at beginning of year	2021-12-31	$7,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$120,897
Contract administrator fees	2021-12-31	$8,235
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	REA & ASSOCIATES
Accountancy firm EIN	2021-12-31	341310124
2020 : P. GRAHAM DUNN, INC. 401(K) 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	$1,091,152
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$636,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$630,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$606,445
Value of total assets at end of year	2020-12-31	$4,018,769
Value of total assets at beginning of year	2020-12-31	$3,563,936
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$6,188
Total interest from all sources	2020-12-31	$6,442
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	$400,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$357,589
Participant contributions at end of year	2020-12-31	$61,032
Participant contributions at beginning of year	2020-12-31	$57,343
Participant contributions at end of year	2020-12-31	$11,893
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$53,866
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	$454,833
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,018,769
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,563,936
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 pooled separate accounts at end of year	2020-12-31	$3,651,133
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$3,251,412
Interest on participant loans	2020-12-31	$2,672
Interest earned on other investments	2020-12-31	$3,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$287,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$255,181
Net investment gain/loss from pooled separate accounts	2020-12-31	$478,265
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	$194,990
Employer contributions (assets) at end of year	2020-12-31	$7,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$630,131
Contract administrator fees	2020-12-31	$6,188
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	REA & ASSOCIATES
Accountancy firm EIN	2020-12-31	341310124
2019 : P. GRAHAM DUNN, INC. 401(K) 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	$1,117,062
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$223,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$217,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$511,977
Value of total assets at end of year	2019-12-31	$3,563,936
Value of total assets at beginning of year	2019-12-31	$2,670,634
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$6,247
Total interest from all sources	2019-12-31	$5,396
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	$400,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$326,025
Participant contributions at end of year	2019-12-31	$57,343
Participant contributions at beginning of year	2019-12-31	$63,435
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$4,710
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	$893,302
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,563,936
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,670,634
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 pooled separate accounts at end of year	2019-12-31	$3,251,412
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,495,436
Interest on participant loans	2019-12-31	$2,792
Interest earned on other investments	2019-12-31	$2,604
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$255,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$111,763
Net investment gain/loss from pooled separate accounts	2019-12-31	$599,689
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	Yes
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	$181,242
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$217,513
Contract administrator fees	2019-12-31	$6,247
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	REA & ASSOCIATES
Accountancy firm EIN	2019-12-31	341310124
2018 : P. GRAHAM DUNN, INC. 401(K) 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	$302,102
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$175,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$171,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$502,171
Value of total assets at end of year	2018-12-31	$2,670,634
Value of total assets at beginning of year	2018-12-31	$2,544,233
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$4,307
Total interest from all sources	2018-12-31	$4,507
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	$400,000
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	$309,299
Participant contributions at end of year	2018-12-31	$63,435
Participant contributions at beginning of year	2018-12-31	$50,458
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$8,581
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$30,845
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	$126,401
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,670,634
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,544,233
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 pooled separate accounts at end of year	2018-12-31	$2,495,436
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$2,360,377
Interest on participant loans	2018-12-31	$2,274
Interest earned on other investments	2018-12-31	$2,233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$111,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$120,224
Net investment gain/loss from pooled separate accounts	2018-12-31	$-204,576
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	Yes
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	$162,027
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$4,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$171,394
Contract administrator fees	2018-12-31	$4,307
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	REA & ASSOCIATES
Accountancy firm EIN	2018-12-31	341310124
2017 : P. GRAHAM DUNN, INC. 401(K) 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	$702,880
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$170,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$165,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$388,895
Value of total assets at end of year	2017-12-31	$2,544,233
Value of total assets at beginning of year	2017-12-31	$2,012,075
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$5,095
Total interest from all sources	2017-12-31	$3,283
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	$200,000
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	$222,253
Participant contributions at end of year	2017-12-31	$50,458
Participant contributions at beginning of year	2017-12-31	$29,331
Participant contributions at end of year	2017-12-31	$8,581
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$57,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$532,158
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,544,233
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,012,075
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 pooled separate accounts at end of year	2017-12-31	$2,360,377
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,860,477
Interest on participant loans	2017-12-31	$1,628
Interest earned on other investments	2017-12-31	$1,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$120,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$122,267
Net investment gain/loss from pooled separate accounts	2017-12-31	$310,702
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	Yes
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	$109,389
Employer contributions (assets) at end of year	2017-12-31	$4,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$165,627
Contract administrator fees	2017-12-31	$5,095
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	REA & ASSOCIATES
Accountancy firm EIN	2017-12-31	341310124

Form 5500 Responses for P. GRAHAM DUNN, INC. 401(K) PLAN

2022: P. GRAHAM DUNN, INC. 401(K) 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: P. GRAHAM DUNN, INC. 401(K) 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: P. GRAHAM DUNN, INC. 401(K) 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: P. GRAHAM DUNN, INC. 401(K) 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: P. GRAHAM DUNN, INC. 401(K) 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: P. GRAHAM DUNN, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

808119

Policy instance

Insurance contract or identification number	808119
Number of Individuals Covered	202
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $13,110
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	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 $13,110
Insurance broker organization code?	3

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

Policy contract number

808119

Policy instance

Insurance contract or identification number	808119
Number of Individuals Covered	192
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $13,051
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	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 $13,051
Insurance broker organization code?	3

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

Policy contract number

808119

Policy instance

Insurance contract or identification number	808119
Number of Individuals Covered	222
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $11,132
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	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 $11,132
Insurance broker organization code?	3

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

Policy contract number

808119

Policy instance

Insurance contract or identification number	808119
Number of Individuals Covered	198
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $10,294
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	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 $10,294
Insurance broker organization code?	3

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

Policy contract number

808119

Policy instance

Insurance contract or identification number	808119
Number of Individuals Covered	209
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $9,259
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	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 $9,259
Insurance broker organization code?	3

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

Policy contract number

808119

Policy instance

Insurance contract or identification number	808119
Number of Individuals Covered	144
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $10,339
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	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 $10,339
Insurance broker organization code?	3
Insurance broker name	PROEQUITIES INC

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Company Name:	P. GRAHAM DUNN, INC.
Employer identification number (EIN):	341667697
NAIC Classification:	337000

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1990-12-31
Company Identification Number:	786810
Legal Registered Office Address:	1417 ZUERCHER RD - DALTON United States of America (USA) 44618