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DUNWOODY EMPLOYEES SAVINGS PLAN 401k Plan overview

Plan NameDUNWOODY EMPLOYEES SAVINGS PLAN
Plan identification number 002

DUNWOODY EMPLOYEES SAVINGS PLAN Benefits

401k Plan TypeDefined 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(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)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DUNWOODY COLLEGE OF TECHNOLOGY has sponsored the creation of one or more 401k plans.

Company Name:DUNWOODY COLLEGE OF TECHNOLOGY
Employer identification number (EIN):410693856
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DUNWOODY EMPLOYEES SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01TAMMY MCGEE
0022016-01-01JAMES MCDONALD
0022015-01-01JAMES MCDONALD
0022014-01-01JAMES MCDONALD
0022013-01-01JAMES MCDONALD RICHARD WAGNER2014-07-24
0022012-01-01RICHARD WAGNER RICHARD WAGNER2013-07-01
0022011-01-01NANCY FUCHS
0022009-01-01ROBERT DOTY

Plan Statistics for DUNWOODY EMPLOYEES SAVINGS PLAN

401k plan membership statisitcs for DUNWOODY EMPLOYEES SAVINGS PLAN

Measure Date Value
2022: DUNWOODY EMPLOYEES SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01331
Total number of active participants reported on line 7a of the Form 55002022-01-01255
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0192
Total of all active and inactive participants2022-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01347
Number of participants with account balances2022-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DUNWOODY EMPLOYEES SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01313
Total number of active participants reported on line 7a of the Form 55002021-01-01251
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0180
Total of all active and inactive participants2021-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01331
Number of participants with account balances2021-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DUNWOODY EMPLOYEES SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01317
Total number of active participants reported on line 7a of the Form 55002020-01-01240
Number of retired or separated participants receiving benefits2020-01-0113
Number of other retired or separated participants entitled to future benefits2020-01-0158
Total of all active and inactive participants2020-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01311
Number of participants with account balances2020-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DUNWOODY EMPLOYEES SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01355
Total number of active participants reported on line 7a of the Form 55002019-01-01244
Number of other retired or separated participants entitled to future benefits2019-01-0173
Total of all active and inactive participants2019-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01317
Number of participants with account balances2019-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: DUNWOODY EMPLOYEES SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01347
Total number of active participants reported on line 7a of the Form 55002018-01-01287
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0168
Total of all active and inactive participants2018-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01355
Number of participants with account balances2018-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DUNWOODY EMPLOYEES SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01365
Total number of active participants reported on line 7a of the Form 55002017-01-01293
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0154
Total of all active and inactive participants2017-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01347
Number of participants with account balances2017-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DUNWOODY EMPLOYEES SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01306
Total number of active participants reported on line 7a of the Form 55002016-01-01319
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0146
Total of all active and inactive participants2016-01-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01365
Number of participants with account balances2016-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DUNWOODY EMPLOYEES SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01313
Total number of active participants reported on line 7a of the Form 55002015-01-01260
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0146
Total of all active and inactive participants2015-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01306
Number of participants with account balances2015-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DUNWOODY EMPLOYEES SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01270
Total number of active participants reported on line 7a of the Form 55002014-01-01266
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0143
Total of all active and inactive participants2014-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01313
Number of participants with account balances2014-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DUNWOODY EMPLOYEES SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01277
Total number of active participants reported on line 7a of the Form 55002013-01-01232
Number of retired or separated participants receiving benefits2013-01-0147
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01283
Number of participants with account balances2013-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DUNWOODY EMPLOYEES SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01284
Total number of active participants reported on line 7a of the Form 55002012-01-01221
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0154
Total of all active and inactive participants2012-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01277
Number of participants with account balances2012-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DUNWOODY EMPLOYEES SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01319
Total number of active participants reported on line 7a of the Form 55002011-01-01231
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0151
Total of all active and inactive participants2011-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01284
Number of participants with account balances2011-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DUNWOODY EMPLOYEES SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01254
Total number of active participants reported on line 7a of the Form 55002009-01-01323
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0154
Total of all active and inactive participants2009-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01377
Number of participants with account balances2009-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DUNWOODY EMPLOYEES SAVINGS PLAN

Measure Date Value
2022 : DUNWOODY EMPLOYEES SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$70,260
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$71,111
Total income from all sources (including contributions)2022-12-31$-975,464
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,432,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,359,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,642,125
Value of total assets at end of year2022-12-31$16,713,692
Value of total assets at beginning of year2022-12-31$20,122,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$72,471
Total interest from all sources2022-12-31$7,231
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,036,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,036,597
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,188,643
Participant contributions at end of year2022-12-31$153,191
Participant contributions at beginning of year2022-12-31$129,011
Participant contributions at end of year2022-12-31$47,896
Participant contributions at beginning of year2022-12-31$49,086
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$17,458
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$289
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$271
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$70,260
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$71,111
Total non interest bearing cash at end of year2022-12-31$728
Total non interest bearing cash at beginning of year2022-12-31$917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,407,731
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,643,432
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,051,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$52,166
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,700,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,519,634
Interest on participant loans2022-12-31$7,231
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$784,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,400,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,661,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$436,024
Employer contributions (assets) at end of year2022-12-31$26,496
Employer contributions (assets) at beginning of year2022-12-31$22,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,359,796
Contract administrator fees2022-12-31$20,305
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2022-12-31410746749
2021 : DUNWOODY EMPLOYEES SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$71,111
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$71,469
Total income from all sources (including contributions)2021-12-31$3,789,590
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,727,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,713,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,704,864
Value of total assets at end of year2021-12-31$20,122,274
Value of total assets at beginning of year2021-12-31$18,060,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$14,172
Total interest from all sources2021-12-31$7,568
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,977,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,977,489
Administrative expenses professional fees incurred2021-12-31$9,586
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,139,803
Participant contributions at end of year2021-12-31$129,011
Participant contributions at beginning of year2021-12-31$160,567
Participant contributions at end of year2021-12-31$49,086
Participant contributions at beginning of year2021-12-31$41,318
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$155,004
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$271
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$569
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$71,111
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$71,469
Other income not declared elsewhere2021-12-31$119,645
Total non interest bearing cash at end of year2021-12-31$917
Total non interest bearing cash at beginning of year2021-12-31$10,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,061,990
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,051,163
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,989,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,519,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,555,190
Interest on participant loans2021-12-31$7,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,400,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,268,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-19,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$410,057
Employer contributions (assets) at end of year2021-12-31$22,584
Employer contributions (assets) at beginning of year2021-12-31$24,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,713,428
Contract administrator fees2021-12-31$4,586
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : DUNWOODY EMPLOYEES SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$71,469
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$54,052
Total income from all sources (including contributions)2020-12-31$3,262,060
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$999,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$985,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,539,074
Value of total assets at end of year2020-12-31$18,060,642
Value of total assets at beginning of year2020-12-31$15,781,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,126
Total interest from all sources2020-12-31$10,698
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$557,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$557,265
Administrative expenses professional fees incurred2020-12-31$10,605
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,065,815
Participant contributions at end of year2020-12-31$160,567
Participant contributions at beginning of year2020-12-31$190,266
Participant contributions at end of year2020-12-31$41,318
Participant contributions at beginning of year2020-12-31$42,797
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$65,302
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$569
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$462
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$71,469
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$54,052
Total non interest bearing cash at end of year2020-12-31$10,116
Total non interest bearing cash at beginning of year2020-12-31$127,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,262,086
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,989,173
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,727,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,555,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,281,599
Interest on participant loans2020-12-31$10,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$30,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$30,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,268,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,089,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,155,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$407,957
Employer contributions (assets) at end of year2020-12-31$24,115
Employer contributions (assets) at beginning of year2020-12-31$18,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$985,848
Contract administrator fees2020-12-31$3,521
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2020-12-31410746749
2019 : DUNWOODY EMPLOYEES SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$54,052
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$86,113
Total income from all sources (including contributions)2019-12-31$3,897,729
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,672,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,661,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,412,695
Value of total assets at end of year2019-12-31$15,781,139
Value of total assets at beginning of year2019-12-31$13,588,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,928
Total interest from all sources2019-12-31$11,554
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,537,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,537,796
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,020,001
Participant contributions at end of year2019-12-31$190,266
Participant contributions at beginning of year2019-12-31$222,518
Participant contributions at end of year2019-12-31$42,797
Participant contributions at beginning of year2019-12-31$38,294
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,610
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$462
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$518
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$54,052
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$86,113
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$2,943
Total non interest bearing cash at end of year2019-12-31$127,802
Total non interest bearing cash at beginning of year2019-12-31$183,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,224,764
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,727,087
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,502,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$8,985
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,281,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,147,549
Income. Interest from loans (other than to participants)2019-12-31$11,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$30,358
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$24,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$24,333
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,089,149
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$949,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$935,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$387,084
Employer contributions (assets) at end of year2019-12-31$18,706
Employer contributions (assets) at beginning of year2019-12-31$21,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,661,037
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2019-12-31410746749
2018 : DUNWOODY EMPLOYEES SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$86,113
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$56,195
Total income from all sources (including contributions)2018-12-31$495,264
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,977,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,976,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,450,432
Value of total assets at end of year2018-12-31$13,588,436
Value of total assets at beginning of year2018-12-31$15,040,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$794
Total interest from all sources2018-12-31$8,719
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$723,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$723,449
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$977,884
Participant contributions at end of year2018-12-31$222,518
Participant contributions at beginning of year2018-12-31$159,314
Participant contributions at end of year2018-12-31$38,294
Participant contributions at beginning of year2018-12-31$35,245
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$115,734
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$518
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$86,113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$56,195
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$794
Total non interest bearing cash at end of year2018-12-31$183,433
Total non interest bearing cash at beginning of year2018-12-31$129,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,482,098
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,502,323
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,984,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,147,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,479,648
Interest on participant loans2018-12-31$8,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$24,333
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$50,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$50,030
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$949,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$172,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,687,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$356,814
Employer contributions (assets) at end of year2018-12-31$21,937
Employer contributions (assets) at beginning of year2018-12-31$14,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,976,568
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2018-12-31410746749
2017 : DUNWOODY EMPLOYEES SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$56,195
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$54,581
Total income from all sources (including contributions)2017-12-31$3,753,227
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$947,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$943,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,703,322
Value of total assets at end of year2017-12-31$15,040,616
Value of total assets at beginning of year2017-12-31$12,232,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,388
Total interest from all sources2017-12-31$6,933
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$657,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$657,266
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$892,562
Participant contributions at end of year2017-12-31$159,314
Participant contributions at beginning of year2017-12-31$167,849
Participant contributions at end of year2017-12-31$35,245
Participant contributions at beginning of year2017-12-31$34,001
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$480,532
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$56,195
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$54,581
Administrative expenses (other) incurred2017-12-31$3,388
Total non interest bearing cash at end of year2017-12-31$129,419
Total non interest bearing cash at beginning of year2017-12-31$4,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,806,094
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,984,421
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,178,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,479,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,843,961
Interest on participant loans2017-12-31$6,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$50,030
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$52,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$52,465
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$172,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$117,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,385,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$330,228
Employer contributions (assets) at end of year2017-12-31$14,043
Employer contributions (assets) at beginning of year2017-12-31$13,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$943,745
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : DUNWOODY EMPLOYEES SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$54,581
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$52,046
Total income from all sources (including contributions)2016-12-31$1,946,699
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,047,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,043,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,468,326
Value of total assets at end of year2016-12-31$12,232,908
Value of total assets at beginning of year2016-12-31$12,331,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,247
Total interest from all sources2016-12-31$7,694
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$203,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$203,978
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$822,021
Participant contributions at end of year2016-12-31$167,849
Participant contributions at beginning of year2016-12-31$191,981
Participant contributions at end of year2016-12-31$34,001
Participant contributions at beginning of year2016-12-31$33,644
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$332,263
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$54,581
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$52,046
Other income not declared elsewhere2016-12-31$228
Administrative expenses (other) incurred2016-12-31$4,247
Total non interest bearing cash at end of year2016-12-31$4,015
Total non interest bearing cash at beginning of year2016-12-31$4,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-101,144
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,178,327
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,279,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,843,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,413,344
Interest on participant loans2016-12-31$7,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$52,465
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$677,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$677,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$117,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$266,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$314,042
Employer contributions (assets) at end of year2016-12-31$13,092
Employer contributions (assets) at beginning of year2016-12-31$10,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,043,596
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : DUNWOODY EMPLOYEES SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$52,046
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,112,207
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,426,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,412,151
Value of total corrective distributions2015-12-31$3,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,312,985
Value of total assets at end of year2015-12-31$12,331,517
Value of total assets at beginning of year2015-12-31$12,593,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,587
Total interest from all sources2015-12-31$8,230
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$758,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$758,642
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$696,078
Participant contributions at end of year2015-12-31$191,981
Participant contributions at beginning of year2015-12-31$230,380
Participant contributions at end of year2015-12-31$33,644
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$377,090
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$52,046
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$9,556
Total non interest bearing cash at end of year2015-12-31$4,180
Total non interest bearing cash at beginning of year2015-12-31$7,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-314,503
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,279,471
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,593,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,413,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,703,158
Interest on participant loans2015-12-31$8,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$677,454
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$653,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$653,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-967,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$239,817
Employer contributions (assets) at end of year2015-12-31$10,914
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,412,151
Contract administrator fees2015-12-31$1,031
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : DUNWOODY EMPLOYEES SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,585,548
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,291,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,260,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$741,426
Value of total assets at end of year2014-12-31$12,593,974
Value of total assets at beginning of year2014-12-31$12,300,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$31,108
Total interest from all sources2014-12-31$8,441
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$626,410
Participant contributions at end of year2014-12-31$230,380
Participant contributions at beginning of year2014-12-31$237,811
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$68,292
Administrative expenses (other) incurred2014-12-31$2
Total non interest bearing cash at end of year2014-12-31$7,052
Total non interest bearing cash at beginning of year2014-12-31$39,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$293,911
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,593,974
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,300,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$6,708
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,703,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,019,187
Interest on participant loans2014-12-31$8,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$653,384
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,003,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,003,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$835,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$46,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,260,529
Contract administrator fees2014-12-31$24,398
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : DUNWOODY EMPLOYEES SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,886,588
Total of all expenses incurred2013-12-31$1,111,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,106,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$610,508
Value of total assets at end of year2013-12-31$12,300,063
Value of total assets at beginning of year2013-12-31$10,525,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,949
Total interest from all sources2013-12-31$8,206
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$616,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$609,689
Participant contributions at end of year2013-12-31$237,811
Participant contributions at beginning of year2013-12-31$249,508
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$819
Total non interest bearing cash at end of year2013-12-31$39,307
Total non interest bearing cash at beginning of year2013-12-31$27,356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,774,891
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,300,063
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,525,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,019,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,518,839
Interest on participant loans2013-12-31$8,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,003,758
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$729,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$729,469
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$31
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,651,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Income. Dividends from preferred stock2013-12-31$616,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,106,748
Contract administrator fees2013-12-31$4,949
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : DUNWOODY EMPLOYEES SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,728,650
Total of all expenses incurred2012-12-31$766,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$764,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$650,603
Value of total assets at end of year2012-12-31$10,525,172
Value of total assets at beginning of year2012-12-31$9,563,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,843
Total interest from all sources2012-12-31$7,900
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$296,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$650,603
Participant contributions at end of year2012-12-31$249,508
Participant contributions at beginning of year2012-12-31$180,342
Total non interest bearing cash at end of year2012-12-31$27,356
Total non interest bearing cash at beginning of year2012-12-31$42
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$961,992
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,525,172
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,563,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$14
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,518,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,853,049
Interest on participant loans2012-12-31$7,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$729,469
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$529,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$529,747
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$89
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$773,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Income. Dividends from preferred stock2012-12-31$296,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$764,815
Contract administrator fees2012-12-31$1,829
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : DUNWOODY EMPLOYEES SAVINGS PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$717,347
Total of all expenses incurred2011-12-31$1,203,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,202,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$694,698
Value of total assets at end of year2011-12-31$9,563,180
Value of total assets at beginning of year2011-12-31$10,049,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,690
Total interest from all sources2011-12-31$7,584
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$312,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$312,964
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$694,698
Participant contributions at end of year2011-12-31$180,342
Participant contributions at beginning of year2011-12-31$193,892
Total non interest bearing cash at end of year2011-12-31$42
Total non interest bearing cash at beginning of year2011-12-31$221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-486,398
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,563,180
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,049,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,853,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,434,491
Interest on participant loans2011-12-31$7,535
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$529,747
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$420,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$420,974
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$49
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-297,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,202,055
Contract administrator fees2011-12-31$1,690
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : DUNWOODY EMPLOYEES SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,801,471
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$839,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$837,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$825,252
Value of total assets at end of year2010-12-31$10,049,578
Value of total assets at beginning of year2010-12-31$9,087,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,720
Total interest from all sources2010-12-31$8,521
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$215,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$215,787
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$785,871
Participant contributions at end of year2010-12-31$193,892
Participant contributions at beginning of year2010-12-31$182,310
Total non interest bearing cash at end of year2010-12-31$221
Total non interest bearing cash at beginning of year2010-12-31$118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$962,001
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,049,578
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,087,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,434,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,508,534
Interest on participant loans2010-12-31$8,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$420,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$393,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$393,500
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$42
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$751,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$39,381
Employer contributions (assets) at beginning of year2010-12-31$3,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$837,750
Contract administrator fees2010-12-31$1,720
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LARSONALLEN LLP
Accountancy firm EIN2010-12-31410746749

Form 5500 Responses for DUNWOODY EMPLOYEES SAVINGS PLAN

2022: DUNWOODY EMPLOYEES SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DUNWOODY EMPLOYEES SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DUNWOODY EMPLOYEES SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DUNWOODY EMPLOYEES SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DUNWOODY EMPLOYEES SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DUNWOODY EMPLOYEES SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DUNWOODY EMPLOYEES SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DUNWOODY EMPLOYEES SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DUNWOODY EMPLOYEES SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DUNWOODY EMPLOYEES SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DUNWOODY EMPLOYEES SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DUNWOODY EMPLOYEES SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DUNWOODY EMPLOYEES SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810038
Policy instance 1
Insurance contract or identification number810038
Number of Individuals Covered331
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810038
Policy instance 1
Insurance contract or identification number810038
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810038
Policy instance 1
Insurance contract or identification number810038
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810038
Policy instance 1
Insurance contract or identification number810038
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810038
Policy instance 1
Insurance contract or identification number810038
Number of Individuals Covered5
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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