401k Plan data: MY FUTURE 401(K) PLAN plan

MY FUTURE 401(K) PLAN 401k Plan overview

Plan Name	MY FUTURE 401(K) PLAN
Plan identification number	337

MY FUTURE 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DUNN & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: DUNN & ASSOCIATES, INC.

Employer identification number (EIN): 161770354

NAIC Classification: 541330
NAIC Description: Engineering Services

Additional information about DUNN & ASSOCIATES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2006-08-23

Company Identification Number: P06000110471

Legal Registered Office Address: 8647 BAYPINE RD., SUITE 200

JACKSONVILLE

32256

More information about DUNN & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MY FUTURE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
337 2020-01-01 KRISTI DALLEY 2021-07-08
337 2019-01-01 KRISTI DALLEY 2020-03-25
337 2018-01-01 KRISTI DALLEY 2019-05-05
337 2017-01-01 T R BICK 2018-07-23
337 2016-01-01 T R BICK
337 2015-01-01 T R BICK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
337	2020-01-01	KRISTI DALLEY	2021-07-08
337	2019-01-01	KRISTI DALLEY	2020-03-25
337	2018-01-01	KRISTI DALLEY	2019-05-05
337	2017-01-01	T R BICK	2018-07-23
337	2016-01-01	T R BICK
337	2015-01-01	T R BICK

Plan Statistics for MY FUTURE 401(K) PLAN

401k plan membership statisitcs for MY FUTURE 401(K) PLAN

Measure Date Value
2016: MY FUTURE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 11
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 11
Number of participants with account balances 2016-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MY FUTURE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2016: MY FUTURE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	11
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	11
Number of participants with account balances	2016-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MY FUTURE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on MY FUTURE 401(K) PLAN

Measure	Date	Value
2016 : MY FUTURE 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$281,540
Expenses. Total of all expenses incurred	2016-12-31	$7,832
Total plan assets at end of year	2016-12-31	$737,316
Total plan assets at beginning of year	2016-12-31	$463,608
Value of fidelity bond covering the plan	2016-12-31	$55,000
Total contributions received or receivable from participants	2016-12-31	$65,349
Other income received	2016-12-31	$46,758
Net income (gross income less expenses)	2016-12-31	$273,708
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$737,316
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$463,608
Assets. Value of participant loans	2016-12-31	$132,317
Total contributions received or receivable from employer(s)	2016-12-31	$169,433
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$7,832
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : MY FUTURE 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$5,118
Total income from all sources	2015-12-31	$225,886
Expenses. Total of all expenses incurred	2015-12-31	$4,201
Total plan assets at end of year	2015-12-31	$463,608
Total plan assets at beginning of year	2015-12-31	$236,805
Value of fidelity bond covering the plan	2015-12-31	$55,000
Total contributions received or receivable from participants	2015-12-31	$61,752
Other income received	2015-12-31	$-392
Net income (gross income less expenses)	2015-12-31	$221,685
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$463,608
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$236,805
Assets. Value of participant loans	2015-12-31	$5,158
Total contributions received or receivable from employer(s)	2015-12-31	$164,526
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$4,201
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0

Form 5500 Responses for MY FUTURE 401(K) PLAN

2016: MY FUTURE 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MY FUTURE 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	DUNN & ASSOCIATES, INC.
Employer identification number (EIN):	161770354
NAIC Classification:	541330
NAIC Description:	Engineering Services

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2006-08-23
Company Identification Number:	P06000110471
Legal Registered Office Address:	8647 BAYPINE RD., SUITE 200 JACKSONVILLE 32256