401k Plan data: MICHAEL DUNN CENTER RETIREMENT PLAN plan

MICHAEL DUNN CENTER RETIREMENT PLAN 401k Plan overview

Plan Name	MICHAEL DUNN CENTER RETIREMENT PLAN
Plan identification number	001

MICHAEL DUNN CENTER RETIREMENT PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations. Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

MICHAEL DUNN CENTER has sponsored the creation of one or more 401k plans.

Company Name: MICHAEL DUNN CENTER

Employer identification number (EIN): 620851179

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL DUNN CENTER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 GLEN BLEVINS
001 2014-01-01 GLEN BLEVINS
001 2013-01-01 GLEN BLEVINS
001 2012-01-01 GLEN BLEVINS
001 2011-01-01 GLEN BLEVINS
001 2010-01-01 GLEN BLEVINS

Plan id#	Filing Submission Date	Name of Administrator
001	2015-01-01	GLEN BLEVINS
001	2014-01-01	GLEN BLEVINS
001	2013-01-01	GLEN BLEVINS
001	2012-01-01	GLEN BLEVINS
001	2011-01-01	GLEN BLEVINS
001	2010-01-01	GLEN BLEVINS

Plan Statistics for MICHAEL DUNN CENTER RETIREMENT PLAN

401k plan membership statisitcs for MICHAEL DUNN CENTER RETIREMENT PLAN

Measure Date Value
2015: MICHAEL DUNN CENTER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 379
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 330
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 22
Total of all active and inactive participants 2015-01-01 354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 354
Number of participants with account balances 2015-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MICHAEL DUNN CENTER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 388
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 412
Number of retired or separated participants receiving benefits 2014-01-01 3
Number of other retired or separated participants entitled to future benefits 2014-01-01 16
Total of all active and inactive participants 2014-01-01 431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 431
Number of participants with account balances 2014-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MICHAEL DUNN CENTER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 359
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 385
Number of retired or separated participants receiving benefits 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 13
Total of all active and inactive participants 2013-01-01 402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 402
Number of participants with account balances 2013-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MICHAEL DUNN CENTER RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 346
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 348
Number of retired or separated participants receiving benefits 2012-01-01 4
Number of other retired or separated participants entitled to future benefits 2012-01-01 17
Total of all active and inactive participants 2012-01-01 369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 369
Number of participants with account balances 2012-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MICHAEL DUNN CENTER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 368
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 350
Number of retired or separated participants receiving benefits 2011-01-01 4
Number of other retired or separated participants entitled to future benefits 2011-01-01 13
Total of all active and inactive participants 2011-01-01 367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 367
Number of participants with account balances 2011-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: MICHAEL DUNN CENTER RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 390
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 370
Number of retired or separated participants receiving benefits 2010-01-01 7
Number of other retired or separated participants entitled to future benefits 2010-01-01 16
Total of all active and inactive participants 2010-01-01 393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 393
Number of participants with account balances 2010-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2015: MICHAEL DUNN CENTER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	379
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	330
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	22
Total of all active and inactive participants	2015-01-01	354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	354
Number of participants with account balances	2015-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MICHAEL DUNN CENTER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	388
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	412
Number of retired or separated participants receiving benefits	2014-01-01	3
Number of other retired or separated participants entitled to future benefits	2014-01-01	16
Total of all active and inactive participants	2014-01-01	431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	431
Number of participants with account balances	2014-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MICHAEL DUNN CENTER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	359
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	385
Number of retired or separated participants receiving benefits	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	13
Total of all active and inactive participants	2013-01-01	402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	402
Number of participants with account balances	2013-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MICHAEL DUNN CENTER RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	346
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	348
Number of retired or separated participants receiving benefits	2012-01-01	4
Number of other retired or separated participants entitled to future benefits	2012-01-01	17
Total of all active and inactive participants	2012-01-01	369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	369
Number of participants with account balances	2012-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MICHAEL DUNN CENTER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	368
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	350
Number of retired or separated participants receiving benefits	2011-01-01	4
Number of other retired or separated participants entitled to future benefits	2011-01-01	13
Total of all active and inactive participants	2011-01-01	367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	367
Number of participants with account balances	2011-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: MICHAEL DUNN CENTER RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	390
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	370
Number of retired or separated participants receiving benefits	2010-01-01	7
Number of other retired or separated participants entitled to future benefits	2010-01-01	16
Total of all active and inactive participants	2010-01-01	393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	393
Number of participants with account balances	2010-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on MICHAEL DUNN CENTER RETIREMENT PLAN

Measure	Date	Value
2015 : MICHAEL DUNN CENTER RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$342,286
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$421,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$409,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$334,895
Value of total assets at end of year	2015-12-31	$1,513,869
Value of total assets at beginning of year	2015-12-31	$1,593,430
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$12,633
Total interest from all sources	2015-12-31	$547
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$300,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$124,991
Participant contributions at end of year	2015-12-31	$35,353
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$148,953
Administrative expenses (other) incurred	2015-12-31	$12,633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-79,561
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,513,869
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,593,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,471,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,583,168
Interest on participant loans	2015-12-31	$547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$5,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$4,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$6,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$60,951
Employer contributions (assets) at end of year	2015-12-31	$1,694
Employer contributions (assets) at beginning of year	2015-12-31	$5,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$409,214
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	PARTONS & WRIGTH
Accountancy firm EIN	2015-12-31	621333963
2014 : MICHAEL DUNN CENTER RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$213,546
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$67,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$58,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$156,594
Value of total assets at end of year	2014-12-31	$1,593,430
Value of total assets at beginning of year	2014-12-31	$1,447,686
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$9,076
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$29,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$29,205
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$200,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$104,565
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$301
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$145,744
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,593,430
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,447,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,583,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,447,297
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$4,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$27,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$52,029
Employer contributions (assets) at end of year	2014-12-31	$5,939
Employer contributions (assets) at beginning of year	2014-12-31	$88
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$58,726
Contract administrator fees	2014-12-31	$9,076
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PARSONS & WRIGHT
Accountancy firm EIN	2014-12-31	621333963
2013 : MICHAEL DUNN CENTER RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$178,660
Total unrealized appreciation/depreciation of assets	2013-12-31	$178,660
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$348,344
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$32,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$29,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$137,205
Value of total assets at end of year	2013-12-31	$1,447,686
Value of total assets at beginning of year	2013-12-31	$1,131,504
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,296
Total interest from all sources	2013-12-31	$32,479
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$200,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$85,114
Participant contributions at end of year	2013-12-31	$301
Participant contributions at beginning of year	2013-12-31	$522
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$2,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$316,182
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,447,686
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,131,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,447,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,130,982
Interest earned on other investments	2013-12-31	$32,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$52,091
Employer contributions (assets) at end of year	2013-12-31	$88
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$29,866
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	PARSONS & WRIGHT
Accountancy firm EIN	2013-12-31	621333963
2012 : MICHAEL DUNN CENTER RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$110,657
Total unrealized appreciation/depreciation of assets	2012-12-31	$110,657
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$283,727
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$62,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$60,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$146,190
Value of total assets at end of year	2012-12-31	$1,131,504
Value of total assets at beginning of year	2012-12-31	$910,302
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,347
Total interest from all sources	2012-12-31	$26,880
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$200,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$90,149
Participant contributions at end of year	2012-12-31	$522
Participant contributions at beginning of year	2012-12-31	$264
Administrative expenses (other) incurred	2012-12-31	$2,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$221,202
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,131,504
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$910,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,130,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$910,038
Interest earned on other investments	2012-12-31	$26,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$56,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$60,178
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	PARSONS & WRIGHT, CPA'S
Accountancy firm EIN	2012-12-31	621333963
2011 : MICHAEL DUNN CENTER RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-61,762
Total unrealized appreciation/depreciation of assets	2011-12-31	$-61,762
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$102,655
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$37,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$36,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$140,695
Value of total assets at end of year	2011-12-31	$910,302
Value of total assets at beginning of year	2011-12-31	$845,572
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,486
Total interest from all sources	2011-12-31	$23,722
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$1,486
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$200,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$87,412
Participant contributions at end of year	2011-12-31	$264
Participant contributions at beginning of year	2011-12-31	$4,058
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Income. Non cash contributions	2011-12-31	$0
Value of net income/loss	2011-12-31	$64,730
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$910,302
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$845,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$910,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$828,197
Interest earned on other investments	2011-12-31	$23,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$53,283
Employer contributions (assets) at beginning of year	2011-12-31	$13,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$36,439
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	PARSONS & WRIGHT CPA'S
Accountancy firm EIN	2011-12-31	621333963
2010 : MICHAEL DUNN CENTER RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$75,523
Total unrealized appreciation/depreciation of assets	2010-12-31	$75,523
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Expenses. Interest paid	2010-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$230,974
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$35,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$32,903
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$137,774
Value of total assets at end of year	2010-12-31	$845,572
Value of total assets at beginning of year	2010-12-31	$649,929
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,428
Total income from rents	2010-12-31	$0
Total interest from all sources	2010-12-31	$17,677
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$0
Administrative expenses professional fees incurred	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$200,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$82,493
Participant contributions at end of year	2010-12-31	$4,058
Participant contributions at beginning of year	2010-12-31	$7,163
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$5,241
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$2,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Income. Non cash contributions	2010-12-31	$0
Value of net income/loss	2010-12-31	$195,643
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$845,572
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$649,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$828,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$629,666
Interest on participant loans	2010-12-31	$0
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$17,677
Income. Interest from US Government securities	2010-12-31	$0
Income. Interest from corporate debt instruments	2010-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$0
Net investment gain/loss from pooled separate accounts	2010-12-31	$0
Net investment gain or loss from common/collective trusts	2010-12-31	$0
Net gain/loss from 103.12 investment entities	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$50,040
Employer contributions (assets) at end of year	2010-12-31	$13,317
Employer contributions (assets) at beginning of year	2010-12-31	$13,100
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$32,903
Contract administrator fees	2010-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	DANIEL USELTON & CLAY, PC
Accountancy firm EIN	2010-12-31	621413018

Form 5500 Responses for MICHAEL DUNN CENTER RETIREMENT PLAN

2015: MICHAEL DUNN CENTER RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MICHAEL DUNN CENTER RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MICHAEL DUNN CENTER RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MICHAEL DUNN CENTER RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MICHAEL DUNN CENTER RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MICHAEL DUNN CENTER RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	280
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $19
Total amount of fees paid to insurance company	USD $2
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19
Insurance broker organization code?	3
Amount paid for insurance broker fees	2
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	ERISA SERVICES, IN.C

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	340
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $8
Total amount of fees paid to insurance company	USD $1
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8
Insurance broker organization code?	3
Amount paid for insurance broker fees	1
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	ERISA SERVICES, IN.C

Potentially related plans

MICHAEL DUNN & ASSOCIATES, S.C. 401(K) PROFIT SHARING PLAN [EIN = 392011509]

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Company Name:	MICHAEL DUNN CENTER
Employer identification number (EIN):	620851179
NAIC Classification:	611000