401k Plan data: ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN plan

ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 401k Plan overview

Plan Name	ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN
Plan identification number	001

ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

ROBERT DUNN INSURANCE AGENCY INC has sponsored the creation of one or more 401k plans.

Company Name: ROBERT DUNN INSURANCE AGENCY INC

Employer identification number (EIN): 472686412

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 BART GIUSTINA
001 2017-01-01 BART GIUSTINA
001 2016-01-01 BART GIUSTINA
001 2015-01-16 ROBERT DUNN ROBERT DUNN 2016-03-07

Plan Statistics for ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN

401k plan membership statisitcs for ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN

Measure Date Value
2023: ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Total participants 2023-01-01 0
2022: ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Total of all active and inactive participants 2022-01-01 3
Total participants 2022-01-01 3
Number of participants with account balances 2022-01-01 3
2021: ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Total of all active and inactive participants 2021-01-01 3
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
2020: ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
Total of all active and inactive participants 2020-01-01 3
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
2019: ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
Total of all active and inactive participants 2019-01-01 3
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Total of all active and inactive participants 2018-01-01 3
Total participants 2018-01-01 3
2017: ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Total of all active and inactive participants 2017-01-01 3
Total participants 2017-01-01 3
2016: ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Total of all active and inactive participants 2016-01-01 3
Total participants 2016-01-01 3
2015: ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-16 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-16 3
Number of retired or separated participants receiving benefits 2015-01-16 0
Number of other retired or separated participants entitled to future benefits 2015-01-16 0
Total of all active and inactive participants 2015-01-16 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-16 0
Total participants 2015-01-16 3
Number of participants with account balances 2015-01-16 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-16 0

Measure	Date	Value
2023: ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Total participants	2023-01-01	0
2022: ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Total of all active and inactive participants	2022-01-01	3
Total participants	2022-01-01	3
Number of participants with account balances	2022-01-01	3
2021: ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Total of all active and inactive participants	2021-01-01	3
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
2020: ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
Total of all active and inactive participants	2020-01-01	3
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
2019: ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
Total of all active and inactive participants	2019-01-01	3
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Total of all active and inactive participants	2018-01-01	3
Total participants	2018-01-01	3
2017: ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Total of all active and inactive participants	2017-01-01	3
Total participants	2017-01-01	3
2016: ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Total of all active and inactive participants	2016-01-01	3
Total participants	2016-01-01	3
2015: ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-16	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-16	3
Number of retired or separated participants receiving benefits	2015-01-16	0
Number of other retired or separated participants entitled to future benefits	2015-01-16	0
Total of all active and inactive participants	2015-01-16	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-16	0
Total participants	2015-01-16	3
Number of participants with account balances	2015-01-16	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-16	0

Financial Data on ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN

Measure	Date	Value
2023 : ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$0
Expenses. Total of all expenses incurred	2023-12-31	$585,118
Benefits paid (including direct rollovers)	2023-12-31	$585,118
Total plan assets at end of year	2023-12-31	$0
Total plan assets at beginning of year	2023-12-31	$585,118
Value of fidelity bond covering the plan	2023-12-31	$40,000
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Other income received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$-585,118
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$585,118
2022 : ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$21,696
Expenses. Total of all expenses incurred	2022-12-31	$500
Total plan assets at end of year	2022-12-31	$585,118
Total plan assets at beginning of year	2022-12-31	$563,922
Value of fidelity bond covering the plan	2022-12-31	$40,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$500
Other income received	2022-12-31	$21,696
Net income (gross income less expenses)	2022-12-31	$21,196
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$585,118
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$563,922
2021 : ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$41,603
Expenses. Total of all expenses incurred	2021-12-31	$500
Total plan assets at end of year	2021-12-31	$563,922
Total plan assets at beginning of year	2021-12-31	$522,819
Value of fidelity bond covering the plan	2021-12-31	$40,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$500
Other income received	2021-12-31	$41,603
Net income (gross income less expenses)	2021-12-31	$41,103
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$563,922
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$522,819
2020 : ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$18,646
Expenses. Total of all expenses incurred	2020-12-31	$500
Total plan assets at end of year	2020-12-31	$522,819
Total plan assets at beginning of year	2020-12-31	$504,673
Value of fidelity bond covering the plan	2020-12-31	$40,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$500
Other income received	2020-12-31	$18,646
Net income (gross income less expenses)	2020-12-31	$18,146
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$522,819
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$504,673
2019 : ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$-37,251
Expenses. Total of all expenses incurred	2019-12-31	$500
Total plan assets at end of year	2019-12-31	$504,673
Total plan assets at beginning of year	2019-12-31	$542,424
Value of fidelity bond covering the plan	2019-12-31	$40,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$500
Other income received	2019-12-31	$-37,251
Net income (gross income less expenses)	2019-12-31	$-37,751
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$504,673
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$542,424
Assets. Value of employer securities	2019-12-31	$504,673
2018 : ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$55,939
Expenses. Total of all expenses incurred	2018-12-31	$500
Total plan assets at end of year	2018-12-31	$542,424
Total plan assets at beginning of year	2018-12-31	$486,985
Value of fidelity bond covering the plan	2018-12-31	$40,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$500
Other income received	2018-12-31	$55,939
Net income (gross income less expenses)	2018-12-31	$55,439
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$542,424
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$486,985
Assets. Value of employer securities	2018-12-31	$542,424
2017 : ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$26,035
Expenses. Total of all expenses incurred	2017-12-31	$500
Total plan assets at end of year	2017-12-31	$486,985
Total plan assets at beginning of year	2017-12-31	$461,450
Value of fidelity bond covering the plan	2017-12-31	$40,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$500
Other income received	2017-12-31	$26,035
Net income (gross income less expenses)	2017-12-31	$25,535
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$486,985
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$461,450
Assets. Value of employer securities	2017-12-31	$486,985
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$93,961
Expenses. Total of all expenses incurred	2016-12-31	$500
Total plan assets at end of year	2016-12-31	$461,450
Total plan assets at beginning of year	2016-12-31	$367,989
Value of fidelity bond covering the plan	2016-12-31	$40,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$500
Other income received	2016-12-31	$93,961
Net income (gross income less expenses)	2016-12-31	$93,461
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$461,450
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$367,989
Assets. Value of employer securities	2016-12-31	$461,450
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$368,046
Expenses. Total of all expenses incurred	2015-12-31	$57
Benefits paid (including direct rollovers)	2015-12-31	$57
Total plan assets at end of year	2015-12-31	$367,989
Value of fidelity bond covering the plan	2015-12-31	$40,000
Contributions received from other sources (not participants or employers)	2015-12-31	$339,232
Other income received	2015-12-31	$28,814
Net income (gross income less expenses)	2015-12-31	$367,989
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$367,989
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Assets. Value of employer securities	2015-12-31	$364,812
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 ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN

2023: ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	First time form 5500 has been submitted	Yes
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	First time form 5500 has been submitted	Yes
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: ROBERT DUNN INSURANCE AGENCY RETIREMENT PLAN 2015 form 5500 responses
2015-01-16	Type of plan entity	Single employer plan
2015-01-16	First time form 5500 has been submitted	Yes
2015-01-16	Submission has been amended	No
2015-01-16	This submission is the final filing	No
2015-01-16	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-16	Plan is a collectively bargained plan	No
2015-01-16	Plan funding arrangement – Trust	Yes
2015-01-16	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERT DUNN INSURANCE AGENCY INC
Employer identification number (EIN):	472686412
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages