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MOODY DUNBAR, INC PROFIT SHARING PLAN 401k Plan overview

Plan NameMOODY DUNBAR, INC PROFIT SHARING PLAN
Plan identification number 001

MOODY DUNBAR, INC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MOODY DUNBAR, INC has sponsored the creation of one or more 401k plans.

Company Name:MOODY DUNBAR, INC
Employer identification number (EIN):620629133
NAIC Classification:311400
NAIC Description: Fruit and Vegetable Preserving and Specialty Food Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOODY DUNBAR, INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-02-01
0012021-02-01
0012020-02-01
0012019-02-01
0012018-02-01
0012017-02-01STANLEY K. DUNBAR
0012016-02-01STANLEY K. DUNBAR
0012015-02-01STANLEY DUNBAR
0012014-02-01STANLEY DUNBAR
0012013-02-01STANLEY DUNBAR
0012012-02-01DOUGLAS BROWN
0012011-02-01DOUGLAS BROWN
0012009-02-01STANLEY DUNBAR
0012009-02-01STANLEY DUNBAR

Plan Statistics for MOODY DUNBAR, INC PROFIT SHARING PLAN

401k plan membership statisitcs for MOODY DUNBAR, INC PROFIT SHARING PLAN

Measure Date Value
2022: MOODY DUNBAR, INC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-02-01207
Total number of active participants reported on line 7a of the Form 55002022-02-01174
Number of retired or separated participants receiving benefits2022-02-014
Number of other retired or separated participants entitled to future benefits2022-02-0121
Total of all active and inactive participants2022-02-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-02-010
Total participants2022-02-01199
Number of participants with account balances2022-02-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-02-0136
2021: MOODY DUNBAR, INC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-02-01217
Total number of active participants reported on line 7a of the Form 55002021-02-01181
Number of retired or separated participants receiving benefits2021-02-013
Number of other retired or separated participants entitled to future benefits2021-02-019
Total of all active and inactive participants2021-02-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-02-010
Total participants2021-02-01193
Number of participants with account balances2021-02-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-02-0143
2020: MOODY DUNBAR, INC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-02-01235
Total number of active participants reported on line 7a of the Form 55002020-02-01110
Number of retired or separated participants receiving benefits2020-02-013
Number of other retired or separated participants entitled to future benefits2020-02-0167
Total of all active and inactive participants2020-02-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-02-010
Total participants2020-02-01180
Number of participants with account balances2020-02-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-02-0134
2019: MOODY DUNBAR, INC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-02-01211
Total number of active participants reported on line 7a of the Form 55002019-02-01158
Number of retired or separated participants receiving benefits2019-02-015
Number of other retired or separated participants entitled to future benefits2019-02-0152
Total of all active and inactive participants2019-02-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-02-010
Total participants2019-02-01215
Number of participants with account balances2019-02-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-02-0140
2018: MOODY DUNBAR, INC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-02-01156
Total number of active participants reported on line 7a of the Form 55002018-02-0193
Number of retired or separated participants receiving benefits2018-02-011
Number of other retired or separated participants entitled to future benefits2018-02-0155
Total of all active and inactive participants2018-02-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-02-010
Total participants2018-02-01149
Number of participants with account balances2018-02-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-02-0129
2017: MOODY DUNBAR, INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-02-01155
Total number of active participants reported on line 7a of the Form 55002017-02-0196
Number of retired or separated participants receiving benefits2017-02-011
Number of other retired or separated participants entitled to future benefits2017-02-0148
Total of all active and inactive participants2017-02-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-02-010
Total participants2017-02-01145
Number of participants with account balances2017-02-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-02-0123
2016: MOODY DUNBAR, INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-02-01169
Total number of active participants reported on line 7a of the Form 55002016-02-0199
Number of retired or separated participants receiving benefits2016-02-011
Number of other retired or separated participants entitled to future benefits2016-02-0145
Total of all active and inactive participants2016-02-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-02-010
Total participants2016-02-01145
Number of participants with account balances2016-02-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-02-0120
2015: MOODY DUNBAR, INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-02-01202
Total number of active participants reported on line 7a of the Form 55002015-02-0199
Number of retired or separated participants receiving benefits2015-02-016
Number of other retired or separated participants entitled to future benefits2015-02-0150
Total of all active and inactive participants2015-02-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-02-010
Total participants2015-02-01155
Number of participants with account balances2015-02-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-02-0123
2014: MOODY DUNBAR, INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-02-01152
Total number of active participants reported on line 7a of the Form 55002014-02-0190
Number of retired or separated participants receiving benefits2014-02-012
Number of other retired or separated participants entitled to future benefits2014-02-0157
Total of all active and inactive participants2014-02-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-02-010
Total participants2014-02-01149
Number of participants with account balances2014-02-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-02-012
2013: MOODY DUNBAR, INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-01136
Total number of active participants reported on line 7a of the Form 55002013-02-01103
Number of retired or separated participants receiving benefits2013-02-012
Number of other retired or separated participants entitled to future benefits2013-02-0147
Total of all active and inactive participants2013-02-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-02-011
Total participants2013-02-01153
Number of participants with account balances2013-02-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-02-013
2012: MOODY DUNBAR, INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-01221
Total number of active participants reported on line 7a of the Form 55002012-02-01186
Number of retired or separated participants receiving benefits2012-02-013
Number of other retired or separated participants entitled to future benefits2012-02-0138
Total of all active and inactive participants2012-02-01227
Total participants2012-02-01227
Number of participants with account balances2012-02-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-02-0114
2011: MOODY DUNBAR, INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-01232
Total number of active participants reported on line 7a of the Form 55002011-02-01167
Number of retired or separated participants receiving benefits2011-02-011
Number of other retired or separated participants entitled to future benefits2011-02-0153
Total of all active and inactive participants2011-02-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-012
Total participants2011-02-01223
Number of participants with account balances2011-02-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-012
2009: MOODY DUNBAR, INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-01224
Total number of active participants reported on line 7a of the Form 55002009-02-01182
Number of retired or separated participants receiving benefits2009-02-0110
Number of other retired or separated participants entitled to future benefits2009-02-0162
Total of all active and inactive participants2009-02-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-011
Total participants2009-02-01255
Number of participants with account balances2009-02-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-02-012

Financial Data on MOODY DUNBAR, INC PROFIT SHARING PLAN

Measure Date Value
2023 : MOODY DUNBAR, INC PROFIT SHARING PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-31$0
Total unrealized appreciation/depreciation of assets2023-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$0
Expenses. Interest paid2023-01-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-01-31$0
Total income from all sources (including contributions)2023-01-31$-1,418,751
Total loss/gain on sale of assets2023-01-31$0
Total of all expenses incurred2023-01-31$929,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-31$840,167
Expenses. Certain deemed distributions of participant loans2023-01-31$0
Value of total corrective distributions2023-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-31$0
Value of total assets at end of year2023-01-31$12,426,891
Value of total assets at beginning of year2023-01-31$14,775,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-31$89,369
Total income from rents2023-01-31$0
Total interest from all sources2023-01-31$17,469
Total dividends received (eg from common stock, registered investment company shares)2023-01-31$453,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-31$453,861
Assets. Real estate other than employer real property at end of year2023-01-31$0
Assets. Real estate other than employer real property at beginning of year2023-01-31$0
Administrative expenses professional fees incurred2023-01-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-01-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-01-31$0
Was this plan covered by a fidelity bond2023-01-31Yes
Value of fidelity bond cover2023-01-31$1,000,000
If this is an individual account plan, was there a blackout period2023-01-31No
Were there any nonexempt tranactions with any party-in-interest2023-01-31No
Contributions received from participants2023-01-31$0
Participant contributions at end of year2023-01-31$0
Participant contributions at beginning of year2023-01-31$0
Participant contributions at end of year2023-01-31$0
Participant contributions at beginning of year2023-01-31$0
Assets. Other investments not covered elsewhere at end of year2023-01-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-01-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-31$0
Assets. Loans (other than to participants) at end of year2023-01-31$0
Assets. Loans (other than to participants) at beginning of year2023-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-31$0
Administrative expenses (other) incurred2023-01-31$0
Total non interest bearing cash at end of year2023-01-31$0
Total non interest bearing cash at beginning of year2023-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Income. Non cash contributions2023-01-31$0
Value of net income/loss2023-01-31$-2,348,287
Value of net assets at end of year (total assets less liabilities)2023-01-31$12,426,891
Value of net assets at beginning of year (total assets less liabilities)2023-01-31$14,775,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-31No
Were any leases to which the plan was party in default or uncollectible2023-01-31No
Assets. partnership/joint venture interests at end of year2023-01-31$0
Assets. partnership/joint venture interests at beginning of year2023-01-31$0
Investment advisory and management fees2023-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-31$10,979,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-31$13,097,256
Interest on participant loans2023-01-31$0
Income. Interest from loans (other than to participants)2023-01-31$0
Interest earned on other investments2023-01-31$17,469
Income. Interest from US Government securities2023-01-31$0
Income. Interest from corporate debt instruments2023-01-31$0
Value of interest in master investment trust accounts at end of year2023-01-31$0
Value of interest in master investment trust accounts at beginning of year2023-01-31$0
Value of interest in common/collective trusts at end of year2023-01-31$0
Value of interest in common/collective trusts at beginning of year2023-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-01-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-01-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-31$1,447,500
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-31$1,277,922
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-31$0
Asset value of US Government securities at end of year2023-01-31$0
Asset value of US Government securities at beginning of year2023-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-31$-1,890,081
Net investment gain/loss from pooled separate accounts2023-01-31$0
Net investment gain or loss from common/collective trusts2023-01-31$0
Net gain/loss from 103.12 investment entities2023-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-31No
Was there a failure to transmit to the plan any participant contributions2023-01-31No
Has the plan failed to provide any benefit when due under the plan2023-01-31No
Assets. Invements in employer securities at end of year2023-01-31$0
Assets. Invements in employer securities at beginning of year2023-01-31$0
Assets. Value of employer real property at end of year2023-01-31$0
Assets. Value of employer real property at beginning of year2023-01-31$0
Contributions received in cash from employer2023-01-31$0
Employer contributions (assets) at end of year2023-01-31$0
Employer contributions (assets) at beginning of year2023-01-31$400,000
Income. Dividends from preferred stock2023-01-31$0
Income. Dividends from common stock2023-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-31$840,167
Asset. Corporate debt instrument preferred debt at end of year2023-01-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-01-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-01-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-01-31$0
Contract administrator fees2023-01-31$89,369
Assets. Corporate common stocks other than exployer securities at end of year2023-01-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-01-31$0
Liabilities. Value of benefit claims payable at end of year2023-01-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-01-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-01-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-01-31$0
Did the plan have assets held for investment2023-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-31No
Aggregate proceeds on sale of assets2023-01-31$0
Aggregate carrying amount (costs) on sale of assets2023-01-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-01-31$0
Opinion of an independent qualified public accountant for this plan2023-01-31Unqualified
Accountancy firm name2023-01-31LEWIS AND ASSOCIATES, CPA LLC
Accountancy firm EIN2023-01-31621516392
2022 : MOODY DUNBAR, INC PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-31$0
Total unrealized appreciation/depreciation of assets2022-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$0
Expenses. Interest paid2022-01-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-01-31$0
Total income from all sources (including contributions)2022-01-31$1,821,996
Total loss/gain on sale of assets2022-01-31$0
Total of all expenses incurred2022-01-31$403,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-31$373,765
Expenses. Certain deemed distributions of participant loans2022-01-31$0
Value of total corrective distributions2022-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-31$400,000
Value of total assets at end of year2022-01-31$14,775,178
Value of total assets at beginning of year2022-01-31$13,356,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-31$29,377
Total income from rents2022-01-31$0
Total interest from all sources2022-01-31$8,759
Total dividends received (eg from common stock, registered investment company shares)2022-01-31$1,193,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-31$1,193,790
Assets. Real estate other than employer real property at end of year2022-01-31$0
Assets. Real estate other than employer real property at beginning of year2022-01-31$0
Administrative expenses professional fees incurred2022-01-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-01-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-01-31$0
Was this plan covered by a fidelity bond2022-01-31Yes
Value of fidelity bond cover2022-01-31$1,000,000
If this is an individual account plan, was there a blackout period2022-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-01-31$0
Were there any nonexempt tranactions with any party-in-interest2022-01-31No
Contributions received from participants2022-01-31$0
Participant contributions at end of year2022-01-31$0
Participant contributions at beginning of year2022-01-31$0
Participant contributions at end of year2022-01-31$0
Participant contributions at beginning of year2022-01-31$0
Assets. Other investments not covered elsewhere at end of year2022-01-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-01-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-31$0
Assets. Loans (other than to participants) at end of year2022-01-31$0
Assets. Loans (other than to participants) at beginning of year2022-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-31$0
Other income not declared elsewhere2022-01-31$714
Administrative expenses (other) incurred2022-01-31$0
Total non interest bearing cash at end of year2022-01-31$0
Total non interest bearing cash at beginning of year2022-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Income. Non cash contributions2022-01-31$0
Value of net income/loss2022-01-31$1,418,854
Value of net assets at end of year (total assets less liabilities)2022-01-31$14,775,178
Value of net assets at beginning of year (total assets less liabilities)2022-01-31$13,356,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-31No
Were any leases to which the plan was party in default or uncollectible2022-01-31No
Assets. partnership/joint venture interests at end of year2022-01-31$0
Assets. partnership/joint venture interests at beginning of year2022-01-31$0
Investment advisory and management fees2022-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-31$13,097,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-31$13,056,324
Interest on participant loans2022-01-31$0
Income. Interest from loans (other than to participants)2022-01-31$0
Interest earned on other investments2022-01-31$8,759
Income. Interest from US Government securities2022-01-31$0
Income. Interest from corporate debt instruments2022-01-31$0
Value of interest in master investment trust accounts at end of year2022-01-31$0
Value of interest in master investment trust accounts at beginning of year2022-01-31$0
Value of interest in common/collective trusts at end of year2022-01-31$0
Value of interest in common/collective trusts at beginning of year2022-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-01-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-01-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-31$1,277,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-31$0
Asset value of US Government securities at end of year2022-01-31$0
Asset value of US Government securities at beginning of year2022-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-31$218,733
Net investment gain/loss from pooled separate accounts2022-01-31$0
Net investment gain or loss from common/collective trusts2022-01-31$0
Net gain/loss from 103.12 investment entities2022-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-31No
Was there a failure to transmit to the plan any participant contributions2022-01-31No
Has the plan failed to provide any benefit when due under the plan2022-01-31No
Assets. Invements in employer securities at end of year2022-01-31$0
Assets. Invements in employer securities at beginning of year2022-01-31$0
Assets. Value of employer real property at end of year2022-01-31$0
Assets. Value of employer real property at beginning of year2022-01-31$0
Contributions received in cash from employer2022-01-31$400,000
Employer contributions (assets) at end of year2022-01-31$400,000
Employer contributions (assets) at beginning of year2022-01-31$300,000
Income. Dividends from preferred stock2022-01-31$0
Income. Dividends from common stock2022-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-31$373,765
Asset. Corporate debt instrument preferred debt at end of year2022-01-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-01-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-01-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-01-31$0
Contract administrator fees2022-01-31$29,377
Assets. Corporate common stocks other than exployer securities at end of year2022-01-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-01-31$0
Liabilities. Value of benefit claims payable at end of year2022-01-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-01-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-01-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-01-31$0
Did the plan have assets held for investment2022-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-31No
Aggregate proceeds on sale of assets2022-01-31$0
Aggregate carrying amount (costs) on sale of assets2022-01-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-01-31$0
Opinion of an independent qualified public accountant for this plan2022-01-31Unqualified
Accountancy firm name2022-01-31LEWIS AND ASSOCIATES, CPA LLC
Accountancy firm EIN2022-01-31621516392
2021 : MOODY DUNBAR, INC PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-01-31$0
Total unrealized appreciation/depreciation of assets2021-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$0
Expenses. Interest paid2021-01-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-01-31$0
Total income from all sources (including contributions)2021-01-31$2,141,947
Total loss/gain on sale of assets2021-01-31$0
Total of all expenses incurred2021-01-31$604,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-01-31$588,851
Expenses. Certain deemed distributions of participant loans2021-01-31$0
Value of total corrective distributions2021-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-01-31$300,000
Value of total assets at end of year2021-01-31$13,356,324
Value of total assets at beginning of year2021-01-31$11,818,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-01-31$15,638
Total income from rents2021-01-31$0
Total interest from all sources2021-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-01-31$504,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-01-31$504,763
Assets. Real estate other than employer real property at end of year2021-01-31$0
Assets. Real estate other than employer real property at beginning of year2021-01-31$0
Administrative expenses professional fees incurred2021-01-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-01-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-01-31$0
Was this plan covered by a fidelity bond2021-01-31Yes
Value of fidelity bond cover2021-01-31$1,000,000
If this is an individual account plan, was there a blackout period2021-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-01-31$0
Were there any nonexempt tranactions with any party-in-interest2021-01-31No
Contributions received from participants2021-01-31$0
Participant contributions at end of year2021-01-31$0
Participant contributions at beginning of year2021-01-31$0
Participant contributions at end of year2021-01-31$0
Participant contributions at beginning of year2021-01-31$0
Assets. Other investments not covered elsewhere at end of year2021-01-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-01-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-01-31$0
Assets. Loans (other than to participants) at end of year2021-01-31$0
Assets. Loans (other than to participants) at beginning of year2021-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-01-31$0
Other income not declared elsewhere2021-01-31$15,081
Administrative expenses (other) incurred2021-01-31$0
Total non interest bearing cash at end of year2021-01-31$0
Total non interest bearing cash at beginning of year2021-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Income. Non cash contributions2021-01-31$0
Value of net income/loss2021-01-31$1,537,458
Value of net assets at end of year (total assets less liabilities)2021-01-31$13,356,324
Value of net assets at beginning of year (total assets less liabilities)2021-01-31$11,818,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-01-31No
Were any leases to which the plan was party in default or uncollectible2021-01-31No
Assets. partnership/joint venture interests at end of year2021-01-31$0
Assets. partnership/joint venture interests at beginning of year2021-01-31$0
Investment advisory and management fees2021-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-01-31$13,056,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-01-31$11,518,866
Interest on participant loans2021-01-31$0
Income. Interest from loans (other than to participants)2021-01-31$0
Interest earned on other investments2021-01-31$0
Income. Interest from US Government securities2021-01-31$0
Income. Interest from corporate debt instruments2021-01-31$0
Value of interest in master investment trust accounts at end of year2021-01-31$0
Value of interest in master investment trust accounts at beginning of year2021-01-31$0
Value of interest in common/collective trusts at end of year2021-01-31$0
Value of interest in common/collective trusts at beginning of year2021-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-01-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-01-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-01-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-01-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-01-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-01-31$0
Asset value of US Government securities at end of year2021-01-31$0
Asset value of US Government securities at beginning of year2021-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-01-31$1,322,103
Net investment gain/loss from pooled separate accounts2021-01-31$0
Net investment gain or loss from common/collective trusts2021-01-31$0
Net gain/loss from 103.12 investment entities2021-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-01-31No
Was there a failure to transmit to the plan any participant contributions2021-01-31No
Has the plan failed to provide any benefit when due under the plan2021-01-31No
Assets. Invements in employer securities at end of year2021-01-31$0
Assets. Invements in employer securities at beginning of year2021-01-31$0
Assets. Value of employer real property at end of year2021-01-31$0
Assets. Value of employer real property at beginning of year2021-01-31$0
Contributions received in cash from employer2021-01-31$300,000
Employer contributions (assets) at end of year2021-01-31$300,000
Employer contributions (assets) at beginning of year2021-01-31$300,000
Income. Dividends from preferred stock2021-01-31$0
Income. Dividends from common stock2021-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-01-31$588,851
Asset. Corporate debt instrument preferred debt at end of year2021-01-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-01-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-01-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-01-31$0
Contract administrator fees2021-01-31$15,638
Assets. Corporate common stocks other than exployer securities at end of year2021-01-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-01-31$0
Liabilities. Value of benefit claims payable at end of year2021-01-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-01-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-01-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-01-31$0
Did the plan have assets held for investment2021-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-01-31No
Aggregate proceeds on sale of assets2021-01-31$0
Aggregate carrying amount (costs) on sale of assets2021-01-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-01-31$0
Opinion of an independent qualified public accountant for this plan2021-01-31Unqualified
Accountancy firm name2021-01-31LEWIS AND ASSOCIATES, CPA LLC
Accountancy firm EIN2021-01-31621516392
2020 : MOODY DUNBAR, INC PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-01-31$0
Total unrealized appreciation/depreciation of assets2020-01-31$0
Total unrealized appreciation/depreciation of assets2020-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Expenses. Interest paid2020-01-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-01-31$0
Total income from all sources (including contributions)2020-01-31$1,797,909
Total income from all sources (including contributions)2020-01-31$1,797,909
Total loss/gain on sale of assets2020-01-31$0
Total loss/gain on sale of assets2020-01-31$0
Total of all expenses incurred2020-01-31$828,224
Total of all expenses incurred2020-01-31$828,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$813,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$813,876
Expenses. Certain deemed distributions of participant loans2020-01-31$0
Expenses. Certain deemed distributions of participant loans2020-01-31$0
Value of total corrective distributions2020-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$300,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$300,000
Value of total assets at end of year2020-01-31$11,818,866
Value of total assets at end of year2020-01-31$11,818,866
Value of total assets at beginning of year2020-01-31$10,849,181
Value of total assets at beginning of year2020-01-31$10,849,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$14,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$14,348
Total income from rents2020-01-31$0
Total income from rents2020-01-31$0
Total interest from all sources2020-01-31$0
Total interest from all sources2020-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$374,287
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$374,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-01-31$374,287
Total dividends received from registered investment company shares (eg mutual funds)2020-01-31$374,287
Assets. Real estate other than employer real property at end of year2020-01-31$0
Assets. Real estate other than employer real property at end of year2020-01-31$0
Assets. Real estate other than employer real property at beginning of year2020-01-31$0
Assets. Real estate other than employer real property at beginning of year2020-01-31$0
Administrative expenses professional fees incurred2020-01-31$0
Administrative expenses professional fees incurred2020-01-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-01-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-01-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-01-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-01-31$0
Was this plan covered by a fidelity bond2020-01-31Yes
Was this plan covered by a fidelity bond2020-01-31Yes
Value of fidelity bond cover2020-01-31$1,000,000
Value of fidelity bond cover2020-01-31$1,000,000
If this is an individual account plan, was there a blackout period2020-01-31No
If this is an individual account plan, was there a blackout period2020-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-01-31$0
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Contributions received from participants2020-01-31$0
Contributions received from participants2020-01-31$0
Participant contributions at end of year2020-01-31$0
Participant contributions at end of year2020-01-31$0
Participant contributions at beginning of year2020-01-31$0
Participant contributions at beginning of year2020-01-31$0
Participant contributions at end of year2020-01-31$0
Participant contributions at end of year2020-01-31$0
Participant contributions at beginning of year2020-01-31$0
Assets. Other investments not covered elsewhere at end of year2020-01-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-01-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-01-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-01-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-01-31$0
Assets. Loans (other than to participants) at end of year2020-01-31$0
Assets. Loans (other than to participants) at beginning of year2020-01-31$0
Assets. Loans (other than to participants) at beginning of year2020-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-01-31$0
Other income not declared elsewhere2020-01-31$0
Other income not declared elsewhere2020-01-31$0
Administrative expenses (other) incurred2020-01-31$0
Administrative expenses (other) incurred2020-01-31$0
Total non interest bearing cash at end of year2020-01-31$0
Total non interest bearing cash at beginning of year2020-01-31$0
Total non interest bearing cash at beginning of year2020-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Income. Non cash contributions2020-01-31$0
Income. Non cash contributions2020-01-31$0
Value of net income/loss2020-01-31$969,685
Value of net income/loss2020-01-31$969,685
Value of net assets at end of year (total assets less liabilities)2020-01-31$11,818,866
Value of net assets at end of year (total assets less liabilities)2020-01-31$11,818,866
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$10,849,181
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$10,849,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Assets. partnership/joint venture interests at end of year2020-01-31$0
Assets. partnership/joint venture interests at end of year2020-01-31$0
Assets. partnership/joint venture interests at beginning of year2020-01-31$0
Assets. partnership/joint venture interests at beginning of year2020-01-31$0
Investment advisory and management fees2020-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$11,518,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$10,849,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$10,849,181
Interest on participant loans2020-01-31$0
Interest on participant loans2020-01-31$0
Income. Interest from loans (other than to participants)2020-01-31$0
Income. Interest from loans (other than to participants)2020-01-31$0
Interest earned on other investments2020-01-31$0
Interest earned on other investments2020-01-31$0
Income. Interest from US Government securities2020-01-31$0
Income. Interest from US Government securities2020-01-31$0
Income. Interest from corporate debt instruments2020-01-31$0
Income. Interest from corporate debt instruments2020-01-31$0
Value of interest in master investment trust accounts at end of year2020-01-31$0
Value of interest in master investment trust accounts at end of year2020-01-31$0
Value of interest in master investment trust accounts at beginning of year2020-01-31$0
Value of interest in master investment trust accounts at beginning of year2020-01-31$0
Value of interest in common/collective trusts at end of year2020-01-31$0
Value of interest in common/collective trusts at end of year2020-01-31$0
Value of interest in common/collective trusts at beginning of year2020-01-31$0
Value of interest in common/collective trusts at beginning of year2020-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-01-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-01-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-01-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-01-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-01-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-01-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-01-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-01-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-01-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-01-31$0
Asset value of US Government securities at end of year2020-01-31$0
Asset value of US Government securities at end of year2020-01-31$0
Asset value of US Government securities at beginning of year2020-01-31$0
Asset value of US Government securities at beginning of year2020-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-01-31$1,123,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-01-31$1,123,622
Net investment gain/loss from pooled separate accounts2020-01-31$0
Net investment gain/loss from pooled separate accounts2020-01-31$0
Net investment gain or loss from common/collective trusts2020-01-31$0
Net investment gain or loss from common/collective trusts2020-01-31$0
Net gain/loss from 103.12 investment entities2020-01-31$0
Net gain/loss from 103.12 investment entities2020-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31No
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Assets. Invements in employer securities at end of year2020-01-31$0
Assets. Invements in employer securities at end of year2020-01-31$0
Assets. Invements in employer securities at beginning of year2020-01-31$0
Assets. Invements in employer securities at beginning of year2020-01-31$0
Assets. Value of employer real property at end of year2020-01-31$0
Assets. Value of employer real property at end of year2020-01-31$0
Assets. Value of employer real property at beginning of year2020-01-31$0
Assets. Value of employer real property at beginning of year2020-01-31$0
Contributions received in cash from employer2020-01-31$300,000
Contributions received in cash from employer2020-01-31$300,000
Employer contributions (assets) at end of year2020-01-31$300,000
Employer contributions (assets) at beginning of year2020-01-31$0
Employer contributions (assets) at beginning of year2020-01-31$0
Income. Dividends from preferred stock2020-01-31$0
Income. Dividends from preferred stock2020-01-31$0
Income. Dividends from common stock2020-01-31$0
Income. Dividends from common stock2020-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$813,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$813,876
Asset. Corporate debt instrument preferred debt at end of year2020-01-31$0
Asset. Corporate debt instrument preferred debt at end of year2020-01-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-01-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-01-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-01-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-01-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-01-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-01-31$0
Contract administrator fees2020-01-31$14,348
Contract administrator fees2020-01-31$14,348
Assets. Corporate common stocks other than exployer securities at end of year2020-01-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-01-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-01-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-01-31$0
Liabilities. Value of benefit claims payable at end of year2020-01-31$0
Liabilities. Value of benefit claims payable at end of year2020-01-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-01-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-01-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-01-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-01-31$0
Did the plan have assets held for investment2020-01-31Yes
Did the plan have assets held for investment2020-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Aggregate proceeds on sale of assets2020-01-31$0
Aggregate proceeds on sale of assets2020-01-31$0
Aggregate carrying amount (costs) on sale of assets2020-01-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-01-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-01-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31No
Opinion of an independent qualified public accountant for this plan2020-01-31Unqualified
Opinion of an independent qualified public accountant for this plan2020-01-31Unqualified
Accountancy firm name2020-01-31LEWIS AND ASSOCIATES, CPA LLC
Accountancy firm name2020-01-31LEWIS AND ASSOCIATES, CPA LLC
Accountancy firm EIN2020-01-31621516392
Accountancy firm EIN2020-01-31621516392
2019 : MOODY DUNBAR, INC PROFIT SHARING PLAN 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-01-31$0
2018 : MOODY DUNBAR, INC PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-01-31$0
Total unrealized appreciation/depreciation of assets2018-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$0
Expenses. Interest paid2018-01-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-01-31$0
Total income from all sources (including contributions)2018-01-31$2,400,041
Total loss/gain on sale of assets2018-01-31$0
Total of all expenses incurred2018-01-31$601,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-01-31$589,251
Expenses. Certain deemed distributions of participant loans2018-01-31$0
Value of total corrective distributions2018-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-01-31$300,000
Value of total assets at end of year2018-01-31$14,122,219
Value of total assets at beginning of year2018-01-31$12,323,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-01-31$12,381
Total income from rents2018-01-31$0
Total interest from all sources2018-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-01-31$865,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-01-31$865,181
Assets. Real estate other than employer real property at end of year2018-01-31$0
Assets. Real estate other than employer real property at beginning of year2018-01-31$0
Administrative expenses professional fees incurred2018-01-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-01-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-01-31$0
Was this plan covered by a fidelity bond2018-01-31Yes
Value of fidelity bond cover2018-01-31$500,000
If this is an individual account plan, was there a blackout period2018-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-01-31$0
Were there any nonexempt tranactions with any party-in-interest2018-01-31No
Contributions received from participants2018-01-31$0
Participant contributions at end of year2018-01-31$0
Participant contributions at beginning of year2018-01-31$0
Participant contributions at end of year2018-01-31$0
Participant contributions at beginning of year2018-01-31$0
Assets. Other investments not covered elsewhere at end of year2018-01-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-01-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-01-31$0
Assets. Loans (other than to participants) at end of year2018-01-31$0
Assets. Loans (other than to participants) at beginning of year2018-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-01-31$0
Other income not declared elsewhere2018-01-31$0
Administrative expenses (other) incurred2018-01-31$0
Total non interest bearing cash at end of year2018-01-31$0
Total non interest bearing cash at beginning of year2018-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Income. Non cash contributions2018-01-31$0
Value of net income/loss2018-01-31$1,798,409
Value of net assets at end of year (total assets less liabilities)2018-01-31$14,122,219
Value of net assets at beginning of year (total assets less liabilities)2018-01-31$12,323,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-01-31No
Were any leases to which the plan was party in default or uncollectible2018-01-31No
Assets. partnership/joint venture interests at end of year2018-01-31$0
Assets. partnership/joint venture interests at beginning of year2018-01-31$0
Investment advisory and management fees2018-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-01-31$13,822,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-01-31$12,031,729
Interest on participant loans2018-01-31$0
Income. Interest from loans (other than to participants)2018-01-31$0
Interest earned on other investments2018-01-31$0
Income. Interest from US Government securities2018-01-31$0
Income. Interest from corporate debt instruments2018-01-31$0
Value of interest in master investment trust accounts at end of year2018-01-31$0
Value of interest in master investment trust accounts at beginning of year2018-01-31$0
Value of interest in common/collective trusts at end of year2018-01-31$0
Value of interest in common/collective trusts at beginning of year2018-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-01-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-01-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-01-31$0
Assets. Value of investments in 103.12 investment entities at end of year2018-01-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-01-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-01-31$0
Asset value of US Government securities at end of year2018-01-31$0
Asset value of US Government securities at beginning of year2018-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-01-31$1,234,860
Net investment gain/loss from pooled separate accounts2018-01-31$0
Net investment gain or loss from common/collective trusts2018-01-31$0
Net gain/loss from 103.12 investment entities2018-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-01-31No
Was there a failure to transmit to the plan any participant contributions2018-01-31No
Has the plan failed to provide any benefit when due under the plan2018-01-31No
Assets. Invements in employer securities at end of year2018-01-31$0
Assets. Invements in employer securities at beginning of year2018-01-31$0
Assets. Value of employer real property at end of year2018-01-31$0
Assets. Value of employer real property at beginning of year2018-01-31$0
Contributions received in cash from employer2018-01-31$300,000
Employer contributions (assets) at end of year2018-01-31$300,000
Employer contributions (assets) at beginning of year2018-01-31$292,081
Income. Dividends from preferred stock2018-01-31$0
Income. Dividends from common stock2018-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-01-31$589,251
Asset. Corporate debt instrument preferred debt at end of year2018-01-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-01-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-01-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-01-31$0
Contract administrator fees2018-01-31$12,381
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-01-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-01-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-01-31$0
Liabilities. Value of benefit claims payable at end of year2018-01-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-01-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-01-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-01-31$0
Did the plan have assets held for investment2018-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-01-31No
Aggregate proceeds on sale of assets2018-01-31$0
Aggregate carrying amount (costs) on sale of assets2018-01-31$0
Liabilities. Value of acquisition indebtedness at end of year2018-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-01-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-01-31No
Opinion of an independent qualified public accountant for this plan2018-01-31Unqualified
Accountancy firm name2018-01-31LEWIS AND ASSOCIATES, CPA LLC
Accountancy firm EIN2018-01-31621516392
2017 : MOODY DUNBAR, INC PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-01-31$0
Total unrealized appreciation/depreciation of assets2017-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$0
Expenses. Interest paid2017-01-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-01-31$0
Total income from all sources (including contributions)2017-01-31$1,739,288
Total loss/gain on sale of assets2017-01-31$0
Total of all expenses incurred2017-01-31$1,935,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-01-31$1,923,598
Expenses. Certain deemed distributions of participant loans2017-01-31$0
Value of total corrective distributions2017-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-01-31$292,580
Value of total assets at end of year2017-01-31$12,323,810
Value of total assets at beginning of year2017-01-31$12,520,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-01-31$12,271
Total income from rents2017-01-31$0
Total interest from all sources2017-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-01-31$347,556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-01-31$347,556
Assets. Real estate other than employer real property at end of year2017-01-31$0
Assets. Real estate other than employer real property at beginning of year2017-01-31$0
Administrative expenses professional fees incurred2017-01-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-01-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-01-31$0
Was this plan covered by a fidelity bond2017-01-31Yes
Value of fidelity bond cover2017-01-31$500,000
If this is an individual account plan, was there a blackout period2017-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-01-31$0
Were there any nonexempt tranactions with any party-in-interest2017-01-31No
Contributions received from participants2017-01-31$0
Participant contributions at end of year2017-01-31$0
Participant contributions at beginning of year2017-01-31$0
Participant contributions at end of year2017-01-31$0
Participant contributions at beginning of year2017-01-31$0
Assets. Other investments not covered elsewhere at end of year2017-01-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-01-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-01-31$0
Assets. Loans (other than to participants) at end of year2017-01-31$0
Assets. Loans (other than to participants) at beginning of year2017-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-01-31$0
Other income not declared elsewhere2017-01-31$0
Administrative expenses (other) incurred2017-01-31$0
Total non interest bearing cash at end of year2017-01-31$0
Total non interest bearing cash at beginning of year2017-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Income. Non cash contributions2017-01-31$0
Value of net income/loss2017-01-31$-196,581
Value of net assets at end of year (total assets less liabilities)2017-01-31$12,323,810
Value of net assets at beginning of year (total assets less liabilities)2017-01-31$12,520,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-01-31No
Were any leases to which the plan was party in default or uncollectible2017-01-31No
Assets. partnership/joint venture interests at end of year2017-01-31$0
Assets. partnership/joint venture interests at beginning of year2017-01-31$0
Investment advisory and management fees2017-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-01-31$12,031,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-01-31$12,220,391
Interest on participant loans2017-01-31$0
Income. Interest from loans (other than to participants)2017-01-31$0
Interest earned on other investments2017-01-31$0
Income. Interest from US Government securities2017-01-31$0
Income. Interest from corporate debt instruments2017-01-31$0
Value of interest in master investment trust accounts at end of year2017-01-31$0
Value of interest in master investment trust accounts at beginning of year2017-01-31$0
Value of interest in common/collective trusts at end of year2017-01-31$0
Value of interest in common/collective trusts at beginning of year2017-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-01-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-01-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-01-31$0
Assets. Value of investments in 103.12 investment entities at end of year2017-01-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-01-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-01-31$0
Asset value of US Government securities at end of year2017-01-31$0
Asset value of US Government securities at beginning of year2017-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-01-31$1,099,152
Net investment gain/loss from pooled separate accounts2017-01-31$0
Net investment gain or loss from common/collective trusts2017-01-31$0
Net gain/loss from 103.12 investment entities2017-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-01-31No
Was there a failure to transmit to the plan any participant contributions2017-01-31No
Has the plan failed to provide any benefit when due under the plan2017-01-31No
Assets. Invements in employer securities at end of year2017-01-31$0
Assets. Invements in employer securities at beginning of year2017-01-31$0
Assets. Value of employer real property at end of year2017-01-31$0
Assets. Value of employer real property at beginning of year2017-01-31$0
Contributions received in cash from employer2017-01-31$292,580
Employer contributions (assets) at end of year2017-01-31$292,081
Employer contributions (assets) at beginning of year2017-01-31$300,000
Income. Dividends from preferred stock2017-01-31$0
Income. Dividends from common stock2017-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-01-31$1,923,598
Asset. Corporate debt instrument preferred debt at end of year2017-01-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-01-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-01-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-01-31$0
Contract administrator fees2017-01-31$12,271
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-01-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-01-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-01-31$0
Liabilities. Value of benefit claims payable at end of year2017-01-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-01-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-01-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-01-31$0
Did the plan have assets held for investment2017-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-01-31No
Aggregate proceeds on sale of assets2017-01-31$0
Aggregate carrying amount (costs) on sale of assets2017-01-31$0
Liabilities. Value of acquisition indebtedness at end of year2017-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-01-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-01-31No
Opinion of an independent qualified public accountant for this plan2017-01-31Unqualified
Accountancy firm name2017-01-31LEWIS AND ASSOCIATES, CPA LLC
Accountancy firm EIN2017-01-31621516392
2016 : MOODY DUNBAR, INC PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-01-31$0
Total unrealized appreciation/depreciation of assets2016-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$0
Expenses. Interest paid2016-01-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-01-31$0
Total income from all sources (including contributions)2016-01-31$84,666
Total loss/gain on sale of assets2016-01-31$0
Total of all expenses incurred2016-01-31$377,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-01-31$366,181
Expenses. Certain deemed distributions of participant loans2016-01-31$0
Value of total corrective distributions2016-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-01-31$300,000
Value of total assets at end of year2016-01-31$12,520,391
Value of total assets at beginning of year2016-01-31$12,813,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-01-31$11,574
Total income from rents2016-01-31$0
Total interest from all sources2016-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-01-31$651,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-01-31$651,880
Assets. Real estate other than employer real property at end of year2016-01-31$0
Assets. Real estate other than employer real property at beginning of year2016-01-31$0
Administrative expenses professional fees incurred2016-01-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-01-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-01-31$0
Was this plan covered by a fidelity bond2016-01-31Yes
Value of fidelity bond cover2016-01-31$50,000
If this is an individual account plan, was there a blackout period2016-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-01-31$0
Were there any nonexempt tranactions with any party-in-interest2016-01-31No
Contributions received from participants2016-01-31$0
Participant contributions at end of year2016-01-31$0
Participant contributions at beginning of year2016-01-31$0
Participant contributions at end of year2016-01-31$0
Participant contributions at beginning of year2016-01-31$0
Assets. Other investments not covered elsewhere at end of year2016-01-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-01-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-01-31$0
Assets. Loans (other than to participants) at end of year2016-01-31$0
Assets. Loans (other than to participants) at beginning of year2016-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-01-31$0
Other income not declared elsewhere2016-01-31$0
Administrative expenses (other) incurred2016-01-31$0
Total non interest bearing cash at end of year2016-01-31$0
Total non interest bearing cash at beginning of year2016-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Income. Non cash contributions2016-01-31$0
Value of net income/loss2016-01-31$-293,089
Value of net assets at end of year (total assets less liabilities)2016-01-31$12,520,391
Value of net assets at beginning of year (total assets less liabilities)2016-01-31$12,813,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-01-31No
Were any leases to which the plan was party in default or uncollectible2016-01-31No
Assets. partnership/joint venture interests at end of year2016-01-31$0
Assets. partnership/joint venture interests at beginning of year2016-01-31$0
Investment advisory and management fees2016-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-01-31$12,220,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-01-31$12,463,480
Interest on participant loans2016-01-31$0
Income. Interest from loans (other than to participants)2016-01-31$0
Interest earned on other investments2016-01-31$0
Income. Interest from US Government securities2016-01-31$0
Income. Interest from corporate debt instruments2016-01-31$0
Value of interest in master investment trust accounts at end of year2016-01-31$0
Value of interest in master investment trust accounts at beginning of year2016-01-31$0
Value of interest in common/collective trusts at end of year2016-01-31$0
Value of interest in common/collective trusts at beginning of year2016-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-01-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-01-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-01-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-01-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-01-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-01-31$0
Asset value of US Government securities at end of year2016-01-31$0
Asset value of US Government securities at beginning of year2016-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-01-31$-867,214
Net investment gain/loss from pooled separate accounts2016-01-31$0
Net investment gain or loss from common/collective trusts2016-01-31$0
Net gain/loss from 103.12 investment entities2016-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-01-31No
Was there a failure to transmit to the plan any participant contributions2016-01-31No
Has the plan failed to provide any benefit when due under the plan2016-01-31No
Assets. Invements in employer securities at end of year2016-01-31$0
Assets. Invements in employer securities at beginning of year2016-01-31$0
Assets. Value of employer real property at end of year2016-01-31$0
Assets. Value of employer real property at beginning of year2016-01-31$0
Contributions received in cash from employer2016-01-31$300,000
Employer contributions (assets) at end of year2016-01-31$300,000
Employer contributions (assets) at beginning of year2016-01-31$350,000
Income. Dividends from preferred stock2016-01-31$0
Income. Dividends from common stock2016-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-01-31$366,181
Asset. Corporate debt instrument preferred debt at end of year2016-01-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-01-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-01-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-01-31$0
Contract administrator fees2016-01-31$11,574
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-01-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-01-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-01-31$0
Liabilities. Value of benefit claims payable at end of year2016-01-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-01-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-01-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-01-31$0
Did the plan have assets held for investment2016-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-01-31No
Aggregate proceeds on sale of assets2016-01-31$0
Aggregate carrying amount (costs) on sale of assets2016-01-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-01-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-01-31No
Opinion of an independent qualified public accountant for this plan2016-01-31Unqualified
Accountancy firm name2016-01-31LEWIS AND ASSOCIATES, CPA LLC
Accountancy firm EIN2016-01-31621516392
2015 : MOODY DUNBAR, INC PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$0
Total income from all sources (including contributions)2015-01-31$1,104,587
Total loss/gain on sale of assets2015-01-31$0
Total of all expenses incurred2015-01-31$712,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-01-31$701,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-01-31$350,000
Value of total assets at end of year2015-01-31$12,813,480
Value of total assets at beginning of year2015-01-31$12,421,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-01-31$11,327
Total interest from all sources2015-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-01-31$652,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-01-31$652,260
Administrative expenses professional fees incurred2015-01-31$11,327
Was this plan covered by a fidelity bond2015-01-31Yes
Value of fidelity bond cover2015-01-31$500,000
If this is an individual account plan, was there a blackout period2015-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-01-31$0
Were there any nonexempt tranactions with any party-in-interest2015-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Value of net income/loss2015-01-31$392,204
Value of net assets at end of year (total assets less liabilities)2015-01-31$12,813,480
Value of net assets at beginning of year (total assets less liabilities)2015-01-31$12,421,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-01-31No
Were any leases to which the plan was party in default or uncollectible2015-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-01-31$12,463,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-01-31$12,071,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-01-31$102,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-01-31No
Was there a failure to transmit to the plan any participant contributions2015-01-31No
Has the plan failed to provide any benefit when due under the plan2015-01-31No
Contributions received in cash from employer2015-01-31$350,000
Employer contributions (assets) at end of year2015-01-31$350,000
Employer contributions (assets) at beginning of year2015-01-31$350,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-01-31$701,056
Did the plan have assets held for investment2015-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-01-31No
Opinion of an independent qualified public accountant for this plan2015-01-31Unqualified
Accountancy firm name2015-01-31LEWIS & ASSOCIATES, PC
Accountancy firm EIN2015-01-31621516392
2014 : MOODY DUNBAR, INC PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$0
Total income from all sources (including contributions)2014-01-31$1,817,054
Total loss/gain on sale of assets2014-01-31$0
Total of all expenses incurred2014-01-31$121,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-01-31$110,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-01-31$350,000
Value of total assets at end of year2014-01-31$12,421,276
Value of total assets at beginning of year2014-01-31$10,725,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-01-31$10,883
Total interest from all sources2014-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-01-31$449,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-01-31$449,773
Was this plan covered by a fidelity bond2014-01-31Yes
Value of fidelity bond cover2014-01-31$500,000
If this is an individual account plan, was there a blackout period2014-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-01-31$0
Were there any nonexempt tranactions with any party-in-interest2014-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Value of net income/loss2014-01-31$1,695,838
Value of net assets at end of year (total assets less liabilities)2014-01-31$12,421,276
Value of net assets at beginning of year (total assets less liabilities)2014-01-31$10,725,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-01-31No
Were any leases to which the plan was party in default or uncollectible2014-01-31No
Investment advisory and management fees2014-01-31$10,883
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-01-31$12,071,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-01-31$10,366,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-01-31$1,017,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-01-31No
Was there a failure to transmit to the plan any participant contributions2014-01-31No
Has the plan failed to provide any benefit when due under the plan2014-01-31No
Contributions received in cash from employer2014-01-31$350,000
Employer contributions (assets) at end of year2014-01-31$350,000
Employer contributions (assets) at beginning of year2014-01-31$358,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-01-31$110,333
Did the plan have assets held for investment2014-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-01-31No
Opinion of an independent qualified public accountant for this plan2014-01-31Unqualified
Accountancy firm name2014-01-31LEWIS & ASSOCIATES, PC
Accountancy firm EIN2014-01-31621516392
2013 : MOODY DUNBAR, INC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-01-31$1,282,352
Total of all expenses incurred2013-01-31$611,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-01-31$600,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-01-31$360,000
Value of total assets at end of year2013-01-31$10,725,438
Value of total assets at beginning of year2013-01-31$10,054,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-01-31$11,203
Total dividends received (eg from common stock, registered investment company shares)2013-01-31$128,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-01-31$128,687
Was this plan covered by a fidelity bond2013-01-31Yes
Value of fidelity bond cover2013-01-31$500,000
If this is an individual account plan, was there a blackout period2013-01-31No
Were there any nonexempt tranactions with any party-in-interest2013-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Value of net income/loss2013-01-31$670,658
Value of net assets at end of year (total assets less liabilities)2013-01-31$10,725,438
Value of net assets at beginning of year (total assets less liabilities)2013-01-31$10,054,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-01-31No
Were any leases to which the plan was party in default or uncollectible2013-01-31No
Investment advisory and management fees2013-01-31$11,203
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-01-31$10,366,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-01-31$8,959,833
Value of interest in common/collective trusts at end of year2013-01-31$0
Value of interest in common/collective trusts at beginning of year2013-01-31$734,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-01-31$793,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-01-31No
Was there a failure to transmit to the plan any participant contributions2013-01-31No
Has the plan failed to provide any benefit when due under the plan2013-01-31No
Contributions received in cash from employer2013-01-31$360,000
Employer contributions (assets) at end of year2013-01-31$358,478
Employer contributions (assets) at beginning of year2013-01-31$360,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-01-31$600,491
Did the plan have assets held for investment2013-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-01-31No
Opinion of an independent qualified public accountant for this plan2013-01-31Unqualified
Accountancy firm name2013-01-31LEWIS & ASSOCIATES, PC
Accountancy firm EIN2013-01-31621516392
2012 : MOODY DUNBAR, INC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-01-31$584,692
Total of all expenses incurred2012-01-31$870,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-01-31$857,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-01-31$360,000
Value of total assets at end of year2012-01-31$10,054,780
Value of total assets at beginning of year2012-01-31$10,340,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-01-31$13,154
Total dividends received (eg from common stock, registered investment company shares)2012-01-31$219,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-01-31$219,557
Was this plan covered by a fidelity bond2012-01-31Yes
Value of fidelity bond cover2012-01-31$500,000
If this is an individual account plan, was there a blackout period2012-01-31No
Were there any nonexempt tranactions with any party-in-interest2012-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Value of net income/loss2012-01-31$-285,839
Value of net assets at end of year (total assets less liabilities)2012-01-31$10,054,780
Value of net assets at beginning of year (total assets less liabilities)2012-01-31$10,340,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-01-31No
Were any leases to which the plan was party in default or uncollectible2012-01-31No
Investment advisory and management fees2012-01-31$13,154
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-01-31$8,959,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-01-31$9,401,770
Value of interest in common/collective trusts at end of year2012-01-31$734,947
Value of interest in common/collective trusts at beginning of year2012-01-31$539,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-01-31$5,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-01-31No
Was there a failure to transmit to the plan any participant contributions2012-01-31No
Has the plan failed to provide any benefit when due under the plan2012-01-31No
Contributions received in cash from employer2012-01-31$360,000
Employer contributions (assets) at end of year2012-01-31$360,000
Employer contributions (assets) at beginning of year2012-01-31$399,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-01-31$857,377
Did the plan have assets held for investment2012-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-01-31No
Opinion of an independent qualified public accountant for this plan2012-01-31Unqualified
Accountancy firm name2012-01-31LEWIS & ASSOCIATES, PC
Accountancy firm EIN2012-01-31621516392
2011 : MOODY DUNBAR, INC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-01-31$1,473,619
Total of all expenses incurred2011-01-31$123,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-31$110,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-01-31$400,000
Value of total assets at end of year2011-01-31$10,340,619
Value of total assets at beginning of year2011-01-31$8,990,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-01-31$13,312
Total dividends received (eg from common stock, registered investment company shares)2011-01-31$146,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-01-31$146,286
Was this plan covered by a fidelity bond2011-01-31Yes
Value of fidelity bond cover2011-01-31$500,000
If this is an individual account plan, was there a blackout period2011-01-31No
Were there any nonexempt tranactions with any party-in-interest2011-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Value of net income/loss2011-01-31$1,350,279
Value of net assets at end of year (total assets less liabilities)2011-01-31$10,340,619
Value of net assets at beginning of year (total assets less liabilities)2011-01-31$8,990,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-01-31No
Were any leases to which the plan was party in default or uncollectible2011-01-31No
Investment advisory and management fees2011-01-31$13,312
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-01-31$9,401,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-01-31$7,994,180
Value of interest in common/collective trusts at end of year2011-01-31$539,294
Value of interest in common/collective trusts at beginning of year2011-01-31$546,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-01-31$914,337
Net investment gain or loss from common/collective trusts2011-01-31$12,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-01-31No
Was there a failure to transmit to the plan any participant contributions2011-01-31No
Has the plan failed to provide any benefit when due under the plan2011-01-31No
Contributions received in cash from employer2011-01-31$400,000
Employer contributions (assets) at end of year2011-01-31$399,555
Employer contributions (assets) at beginning of year2011-01-31$450,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-01-31$110,028
Did the plan have assets held for investment2011-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-01-31No
Opinion of an independent qualified public accountant for this plan2011-01-31Unqualified
Accountancy firm name2011-01-31LEWIS & ASSOCIATES, PC
Accountancy firm EIN2011-01-31621516392

Form 5500 Responses for MOODY DUNBAR, INC PROFIT SHARING PLAN

2022: MOODY DUNBAR, INC PROFIT SHARING PLAN 2022 form 5500 responses
2022-02-01Type of plan entitySingle employer plan
2022-02-01Submission has been amendedNo
2022-02-01This submission is the final filingNo
2022-02-01This return/report is a short plan year return/report (less than 12 months)No
2022-02-01Plan is a collectively bargained planNo
2022-02-01Plan funding arrangement – InsuranceYes
2022-02-01Plan funding arrangement – TrustYes
2022-02-01Plan benefit arrangement – InsuranceYes
2022-02-01Plan benefit arrangement - TrustYes
2021: MOODY DUNBAR, INC PROFIT SHARING PLAN 2021 form 5500 responses
2021-02-01Type of plan entitySingle employer plan
2021-02-01Submission has been amendedNo
2021-02-01This submission is the final filingNo
2021-02-01This return/report is a short plan year return/report (less than 12 months)No
2021-02-01Plan is a collectively bargained planNo
2021-02-01Plan funding arrangement – InsuranceYes
2021-02-01Plan funding arrangement – TrustYes
2021-02-01Plan benefit arrangement – InsuranceYes
2021-02-01Plan benefit arrangement - TrustYes
2020: MOODY DUNBAR, INC PROFIT SHARING PLAN 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01Submission has been amendedNo
2020-02-01This submission is the final filingNo
2020-02-01This return/report is a short plan year return/report (less than 12 months)No
2020-02-01Plan is a collectively bargained planNo
2020-02-01Plan funding arrangement – TrustYes
2020-02-01Plan benefit arrangement - TrustYes
2019: MOODY DUNBAR, INC PROFIT SHARING PLAN 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01Submission has been amendedNo
2019-02-01This submission is the final filingNo
2019-02-01This return/report is a short plan year return/report (less than 12 months)No
2019-02-01Plan is a collectively bargained planNo
2019-02-01Plan funding arrangement – TrustYes
2019-02-01Plan benefit arrangement - TrustYes
2018: MOODY DUNBAR, INC PROFIT SHARING PLAN 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Submission has been amendedNo
2018-02-01This submission is the final filingNo
2018-02-01This return/report is a short plan year return/report (less than 12 months)No
2018-02-01Plan is a collectively bargained planNo
2018-02-01Plan funding arrangement – TrustYes
2018-02-01Plan benefit arrangement - TrustYes
2017: MOODY DUNBAR, INC PROFIT SHARING PLAN 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Submission has been amendedNo
2017-02-01This submission is the final filingNo
2017-02-01This return/report is a short plan year return/report (less than 12 months)No
2017-02-01Plan is a collectively bargained planNo
2017-02-01Plan funding arrangement – TrustYes
2017-02-01Plan benefit arrangement - TrustYes
2016: MOODY DUNBAR, INC PROFIT SHARING PLAN 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Submission has been amendedNo
2016-02-01This submission is the final filingNo
2016-02-01This return/report is a short plan year return/report (less than 12 months)No
2016-02-01Plan is a collectively bargained planNo
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement - TrustYes
2015: MOODY DUNBAR, INC PROFIT SHARING PLAN 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Submission has been amendedNo
2015-02-01This submission is the final filingNo
2015-02-01This return/report is a short plan year return/report (less than 12 months)No
2015-02-01Plan is a collectively bargained planNo
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement - TrustYes
2014: MOODY DUNBAR, INC PROFIT SHARING PLAN 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Submission has been amendedNo
2014-02-01This submission is the final filingNo
2014-02-01This return/report is a short plan year return/report (less than 12 months)No
2014-02-01Plan is a collectively bargained planNo
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement - TrustYes
2013: MOODY DUNBAR, INC PROFIT SHARING PLAN 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Submission has been amendedYes
2013-02-01This submission is the final filingNo
2013-02-01This return/report is a short plan year return/report (less than 12 months)No
2013-02-01Plan is a collectively bargained planNo
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement - TrustYes
2012: MOODY DUNBAR, INC PROFIT SHARING PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Submission has been amendedNo
2012-02-01This submission is the final filingNo
2012-02-01This return/report is a short plan year return/report (less than 12 months)No
2012-02-01Plan is a collectively bargained planNo
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement - TrustYes
2011: MOODY DUNBAR, INC PROFIT SHARING PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Submission has been amendedYes
2011-02-01This submission is the final filingNo
2011-02-01This return/report is a short plan year return/report (less than 12 months)No
2011-02-01Plan is a collectively bargained planNo
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2009: MOODY DUNBAR, INC PROFIT SHARING PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedNo
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)No
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number280054-01
Policy instance 1
Insurance contract or identification number280054-01
Number of Individuals Covered54
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number280054-01
Policy instance 1
Insurance contract or identification number280054-01
Number of Individuals Covered54
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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

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