401k Plan data: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN plan

ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 401k Plan overview

Plan Name	ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN
Plan identification number	001

ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ANDERSON DAHLEN, INC. has sponsored the creation of one or more 401k plans.

Company Name: ANDERSON DAHLEN, INC.

Employer identification number (EIN): 411315319

NAIC Classification: 332300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DAVID KNOLL
001 2016-01-01 DAVID KNOLL
001 2015-01-01 DAVID HEGMAN
001 2014-01-01 DAVID HEGMAN
001 2014-01-01 DAVID HEGMAN
001 2013-01-01 DAVID HEGMAN
001 2012-01-01 DAVID HEGMAN
001 2011-01-01 DAVID HEGMAN
001 2010-01-01 DAVID HEGMAN DAVID HEGMAN 2011-07-26
001 2009-01-01 DAVID HEGMAN
001 2007-01-01 DAVID HEGMAN
001 2006-01-01 DAVID HEGMAN

Plan Statistics for ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN

401k plan membership statisitcs for ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN

Measure Date Value
2022: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 377
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 98
2021: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 346
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 300
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 68
Total of all active and inactive participants 2021-01-01 370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 371
Number of participants with account balances 2021-01-01 364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 15
2020: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 340
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 267
Number of retired or separated participants receiving benefits 2020-01-01 12
Number of other retired or separated participants entitled to future benefits 2020-01-01 66
Total of all active and inactive participants 2020-01-01 345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 345
Number of participants with account balances 2020-01-01 343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 22
2019: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 295
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 288
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 47
Total of all active and inactive participants 2019-01-01 339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 339
Number of participants with account balances 2019-01-01 335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 14
2018: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 253
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 255
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 34
Total of all active and inactive participants 2018-01-01 289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 289
Number of participants with account balances 2018-01-01 286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 8
2017: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 241
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 214
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 34
Total of all active and inactive participants 2017-01-01 248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 248
Number of participants with account balances 2017-01-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 11
2016: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 213
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 28
Total of all active and inactive participants 2016-01-01 241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 241
Number of participants with account balances 2016-01-01 236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 7
2015: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 205
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 28
Total of all active and inactive participants 2015-01-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 233
Number of participants with account balances 2015-01-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 175
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 27
Total of all active and inactive participants 2014-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 202
Number of participants with account balances 2014-01-01 199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 15
2013: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 159
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 17
Total of all active and inactive participants 2013-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 176
Number of participants with account balances 2013-01-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 148
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 22
Total of all active and inactive participants 2012-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 170
Number of participants with account balances 2012-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 138
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 25
Total of all active and inactive participants 2011-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 163
Number of participants with account balances 2011-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 9
2010: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 139
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 27
Total of all active and inactive participants 2010-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 166
Number of participants with account balances 2010-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 127
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 36
Total of all active and inactive participants 2009-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 163
Number of participants with account balances 2009-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2007: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 153
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 18
Total of all active and inactive participants 2007-01-01 171
Total participants 2007-01-01 171
Number of participants with account balances 2007-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 1
2006: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year 2006-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2006-01-01 144
Number of retired or separated participants receiving benefits 2006-01-01 0
Number of other retired or separated participants entitled to future benefits 2006-01-01 16
Total of all active and inactive participants 2006-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-01-01 0
Total participants 2006-01-01 160
Number of participants with account balances 2006-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-01-01 0
Number of employers contributing to the scheme 2006-01-01 0

Measure	Date	Value
2022: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	377
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	98
2021: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	346
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	300
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	68
Total of all active and inactive participants	2021-01-01	370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	371
Number of participants with account balances	2021-01-01	364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	15
2020: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	340
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	267
Number of retired or separated participants receiving benefits	2020-01-01	12
Number of other retired or separated participants entitled to future benefits	2020-01-01	66
Total of all active and inactive participants	2020-01-01	345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	345
Number of participants with account balances	2020-01-01	343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	22
2019: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	295
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	288
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	47
Total of all active and inactive participants	2019-01-01	339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	339
Number of participants with account balances	2019-01-01	335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	14
2018: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	253
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	255
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	34
Total of all active and inactive participants	2018-01-01	289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	289
Number of participants with account balances	2018-01-01	286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	8
2017: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	241
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	214
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	34
Total of all active and inactive participants	2017-01-01	248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	248
Number of participants with account balances	2017-01-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	11
2016: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	213
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	28
Total of all active and inactive participants	2016-01-01	241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	241
Number of participants with account balances	2016-01-01	236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	7
2015: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	205
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	28
Total of all active and inactive participants	2015-01-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	233
Number of participants with account balances	2015-01-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	175
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	27
Total of all active and inactive participants	2014-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	202
Number of participants with account balances	2014-01-01	199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	15
2013: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	159
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	17
Total of all active and inactive participants	2013-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	176
Number of participants with account balances	2013-01-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	148
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	22
Total of all active and inactive participants	2012-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	170
Number of participants with account balances	2012-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	138
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	25
Total of all active and inactive participants	2011-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	163
Number of participants with account balances	2011-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	9
2010: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	139
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	27
Total of all active and inactive participants	2010-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	166
Number of participants with account balances	2010-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	127
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	36
Total of all active and inactive participants	2009-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	163
Number of participants with account balances	2009-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2007: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	153
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	18
Total of all active and inactive participants	2007-01-01	171
Total participants	2007-01-01	171
Number of participants with account balances	2007-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	1
2006: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year	2006-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2006-01-01	144
Number of retired or separated participants receiving benefits	2006-01-01	0
Number of other retired or separated participants entitled to future benefits	2006-01-01	16
Total of all active and inactive participants	2006-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-01-01	0
Total participants	2006-01-01	160
Number of participants with account balances	2006-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-01-01	0
Number of employers contributing to the scheme	2006-01-01	0

Financial Data on ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN

Measure	Date	Value
2022 : ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-03-31	$0
Total transfer of assets from this plan	2022-03-31	$34,777,083
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-03-31	$0
Total income from all sources (including contributions)	2022-03-31	$-2,088,699
Total loss/gain on sale of assets	2022-03-31	$0
Total of all expenses incurred	2022-03-31	$355,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-03-31	$354,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-03-31	$169,649
Value of total assets at end of year	2022-03-31	$0
Value of total assets at beginning of year	2022-03-31	$37,220,897
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-03-31	$1,090
Total interest from all sources	2022-03-31	$2,047
Total dividends received (eg from common stock, registered investment company shares)	2022-03-31	$6,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-03-31	No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-03-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2022-03-31	$6,159
Administrative expenses professional fees incurred	2022-03-31	$1,090
Was this plan covered by a fidelity bond	2022-03-31	Yes
Value of fidelity bond cover	2022-03-31	$500,000
If this is an individual account plan, was there a blackout period	2022-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2022-03-31	No
Contributions received from participants	2022-03-31	$169,649
Participant contributions at end of year	2022-03-31	$0
Participant contributions at beginning of year	2022-03-31	$332,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-03-31	No
Value of net income/loss	2022-03-31	$-2,443,814
Value of net assets at end of year (total assets less liabilities)	2022-03-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-03-31	$37,220,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-03-31	No
Were any leases to which the plan was party in default or uncollectible	2022-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-03-31	$34,151,863
Interest on participant loans	2022-03-31	$2,047
Value of interest in common/collective trusts at end of year	2022-03-31	$0
Value of interest in common/collective trusts at beginning of year	2022-03-31	$2,737,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-03-31	$-2,271,950
Net investment gain or loss from common/collective trusts	2022-03-31	$5,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-03-31	No
Was there a failure to transmit to the plan any participant contributions	2022-03-31	No
Has the plan failed to provide any benefit when due under the plan	2022-03-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-03-31	$354,025
Contract administrator fees	2022-03-31	$1,090
Did the plan have assets held for investment	2022-03-31	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	2022-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2022-03-31	Unqualified
Accountancy firm name	2022-03-31	BAKER TILLY US, LLP
Accountancy firm EIN	2022-03-31	390859910
2021 : ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$7,612,899
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,372,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,229,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,750,338
Value of total assets at end of year	2021-12-31	$37,220,897
Value of total assets at beginning of year	2021-12-31	$33,980,110
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$142,615
Total interest from all sources	2021-12-31	$15,584
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,787,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,787,273
Administrative expenses professional fees incurred	2021-12-31	$34,473
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,989,358
Participant contributions at end of year	2021-12-31	$332,031
Participant contributions at beginning of year	2021-12-31	$352,568
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$113,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,240,787
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$37,220,897
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$33,980,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$56,820
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$34,151,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$30,624,042
Interest on participant loans	2021-12-31	$15,584
Value of interest in common/collective trusts at end of year	2021-12-31	$2,737,003
Value of interest in common/collective trusts at beginning of year	2021-12-31	$3,003,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,018,434
Net investment gain or loss from common/collective trusts	2021-12-31	$41,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$647,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,229,497
Contract administrator fees	2021-12-31	$51,322
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
2020 : ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$8,188,941
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$4,285,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,173,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,424,347
Value of total assets at end of year	2020-12-31	$33,980,110
Value of total assets at beginning of year	2020-12-31	$30,076,244
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$111,909
Total interest from all sources	2020-12-31	$21,312
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,849,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,849,051
Administrative expenses professional fees incurred	2020-12-31	$20,375
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,755,655
Participant contributions at end of year	2020-12-31	$352,568
Participant contributions at beginning of year	2020-12-31	$433,752
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$75,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,903,866
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$33,980,110
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$30,076,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$57,448
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$30,624,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$26,861,185
Interest on participant loans	2020-12-31	$21,312
Value of interest in common/collective trusts at end of year	2020-12-31	$3,003,500
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,781,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,842,273
Net investment gain or loss from common/collective trusts	2020-12-31	$51,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$593,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,173,166
Contract administrator fees	2020-12-31	$34,086
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2020-12-31	390859910
2019 : ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$8,243,981
Total income from all sources (including contributions)	2019-12-31	$8,243,981
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,719,139
Total of all expenses incurred	2019-12-31	$2,719,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,577,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,577,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,549,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,549,897
Value of total assets at end of year	2019-12-31	$30,076,244
Value of total assets at end of year	2019-12-31	$30,076,244
Value of total assets at beginning of year	2019-12-31	$24,551,402
Value of total assets at beginning of year	2019-12-31	$24,551,402
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$141,209
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$141,209
Total interest from all sources	2019-12-31	$18,492
Total interest from all sources	2019-12-31	$18,492
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,428,920
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,428,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,428,920
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,428,920
Administrative expenses professional fees incurred	2019-12-31	$14,627
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,524,288
Contributions received from participants	2019-12-31	$1,524,288
Participant contributions at end of year	2019-12-31	$433,752
Participant contributions at end of year	2019-12-31	$433,752
Participant contributions at beginning of year	2019-12-31	$318,324
Participant contributions at beginning of year	2019-12-31	$318,324
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$415,564
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$415,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$5,524,842
Value of net income/loss	2019-12-31	$5,524,842
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$30,076,244
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$30,076,244
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$24,551,402
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$24,551,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$41,980
Investment advisory and management fees	2019-12-31	$41,980
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$26,861,185
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$26,861,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$20,638,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$20,638,565
Interest on participant loans	2019-12-31	$18,492
Interest on participant loans	2019-12-31	$18,492
Value of interest in common/collective trusts at end of year	2019-12-31	$2,781,307
Value of interest in common/collective trusts at end of year	2019-12-31	$2,781,307
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,594,513
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,594,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,167,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,167,879
Net investment gain or loss from common/collective trusts	2019-12-31	$78,793
Net investment gain or loss from common/collective trusts	2019-12-31	$78,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$610,045
Contributions received in cash from employer	2019-12-31	$610,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,577,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,577,930
Contract administrator fees	2019-12-31	$84,602
Contract administrator fees	2019-12-31	$84,602
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm name	2019-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2019-12-31	390859910
Accountancy firm EIN	2019-12-31	390859910
2018 : ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$229,888
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$993,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$895,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,889,228
Value of total assets at end of year	2018-12-31	$24,551,402
Value of total assets at beginning of year	2018-12-31	$25,314,613
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$98,091
Total interest from all sources	2018-12-31	$15,442
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,480,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,480,565
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,352,862
Participant contributions at end of year	2018-12-31	$318,324
Participant contributions at beginning of year	2018-12-31	$366,958
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$82,102
Other income not declared elsewhere	2018-12-31	$36,871
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-763,211
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$24,551,402
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$25,314,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$52,028
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$20,638,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$22,034,778
Interest on participant loans	2018-12-31	$15,442
Value of interest in common/collective trusts at end of year	2018-12-31	$3,594,513
Value of interest in common/collective trusts at beginning of year	2018-12-31	$2,912,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,265,327
Net investment gain or loss from common/collective trusts	2018-12-31	$73,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$454,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$895,008
Contract administrator fees	2018-12-31	$46,063
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2018-12-31	390859910
2017 : ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$5,620,417
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$802,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$705,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,617,432
Value of total assets at end of year	2017-12-31	$25,314,613
Value of total assets at beginning of year	2017-12-31	$20,496,443
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$97,105
Total interest from all sources	2017-12-31	$15,694
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$987,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$987,002
Administrative expenses professional fees incurred	2017-12-31	$10,000
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,099,104
Participant contributions at end of year	2017-12-31	$366,958
Participant contributions at beginning of year	2017-12-31	$384,312
Other income not declared elsewhere	2017-12-31	$25,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,818,170
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$25,314,613
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$20,496,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$43,896
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$22,034,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$17,518,917
Interest on participant loans	2017-12-31	$15,694
Value of interest in common/collective trusts at end of year	2017-12-31	$2,912,877
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,593,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,910,324
Net investment gain or loss from common/collective trusts	2017-12-31	$64,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$518,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$705,142
Contract administrator fees	2017-12-31	$43,209
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2017-12-31	390859910
2016 : ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$3,086,011
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$695,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$610,089
Value of total corrective distributions	2016-12-31	$11,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,479,156
Value of total assets at end of year	2016-12-31	$20,496,443
Value of total assets at beginning of year	2016-12-31	$18,106,053
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$74,120
Total interest from all sources	2016-12-31	$16,940
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$714,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$714,435
Administrative expenses professional fees incurred	2016-12-31	$9,000
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$979,197
Participant contributions at end of year	2016-12-31	$384,312
Participant contributions at beginning of year	2016-12-31	$369,027
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$25,432
Other income not declared elsewhere	2016-12-31	$32,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,390,390
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$20,496,443
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$18,106,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$28,179
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$17,518,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$15,324,692
Interest on participant loans	2016-12-31	$16,940
Value of interest in common/collective trusts at end of year	2016-12-31	$2,593,214
Value of interest in common/collective trusts at beginning of year	2016-12-31	$2,412,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$789,319
Net investment gain or loss from common/collective trusts	2016-12-31	$54,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$474,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$610,089
Contract administrator fees	2016-12-31	$36,941
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2016-12-31	390859910
2015 : ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING 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	$1,513,437
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,138,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,081,896
Value of total corrective distributions	2015-12-31	$16,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,493,754
Value of total assets at end of year	2015-12-31	$18,106,053
Value of total assets at beginning of year	2015-12-31	$18,730,749
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$39,697
Total interest from all sources	2015-12-31	$15,066
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,342,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,342,850
Administrative expenses professional fees incurred	2015-12-31	$7,200
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$952,455
Participant contributions at end of year	2015-12-31	$369,027
Participant contributions at beginning of year	2015-12-31	$272,173
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$212,462
Other income not declared elsewhere	2015-12-31	$23,519
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	$-624,696
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$18,106,053
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$18,730,749
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	$15,324,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$16,325,235
Interest on participant loans	2015-12-31	$15,066
Value of interest in common/collective trusts at end of year	2015-12-31	$2,412,334
Value of interest in common/collective trusts at beginning of year	2015-12-31	$2,133,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,317,436
Net investment gain or loss from common/collective trusts	2015-12-31	$-44,316
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	$328,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,081,896
Contract administrator fees	2015-12-31	$32,497
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	FROEHLING ANDERSON
Accountancy firm EIN	2015-12-31	411384792
2014 : ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING 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	$3,375,801
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$854,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$808,602
Expenses. Certain deemed distributions of participant loans	2014-12-31	$40,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,599,679
Value of total assets at end of year	2014-12-31	$18,730,749
Value of total assets at beginning of year	2014-12-31	$16,209,087
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$4,825
Total interest from all sources	2014-12-31	$12,699
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,587,598
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	$1,587,598
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$812,786
Participant contributions at end of year	2014-12-31	$272,173
Participant contributions at beginning of year	2014-12-31	$342,582
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,466,600
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
Value of net income/loss	2014-12-31	$2,521,662
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$18,730,749
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$16,209,087
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	$16,325,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$13,690,037
Interest on participant loans	2014-12-31	$12,699
Value of interest in common/collective trusts at end of year	2014-12-31	$2,133,341
Value of interest in common/collective trusts at beginning of year	2014-12-31	$2,176,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-902,420
Net investment gain or loss from common/collective trusts	2014-12-31	$78,245
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	$320,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$808,602
Contract administrator fees	2014-12-31	$4,825
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	FROEHLING ANDERSON
Accountancy firm EIN	2014-12-31	411384792
2013 : ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
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	$3,812,520
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$335,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$311,885
Expenses. Certain deemed distributions of participant loans	2013-12-31	$12,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,017,570
Value of total assets at end of year	2013-12-31	$16,209,087
Value of total assets at beginning of year	2013-12-31	$12,731,658
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$10,394
Total interest from all sources	2013-12-31	$14,840
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$711,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$711,159
Administrative expenses professional fees incurred	2013-12-31	$7,012
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$564,494
Participant contributions at end of year	2013-12-31	$342,582
Participant contributions at beginning of year	2013-12-31	$325,842
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$7,300
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$181,429
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$63,481
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
Value of net income/loss	2013-12-31	$3,477,429
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$16,209,087
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$12,731,658
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	$13,690,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$10,240,891
Interest on participant loans	2013-12-31	$14,840
Value of interest in common/collective trusts at end of year	2013-12-31	$2,176,468
Value of interest in common/collective trusts at beginning of year	2013-12-31	$2,094,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,125,436
Net investment gain or loss from common/collective trusts	2013-12-31	$-56,485
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	$271,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$311,885
Contract administrator fees	2013-12-31	$3,382
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	FROEHLING ANDERSON
Accountancy firm EIN	2013-12-31	411384792
2012 : ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
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	$2,105,865
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,057,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,048,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$789,474
Value of total assets at end of year	2012-12-31	$12,731,658
Value of total assets at beginning of year	2012-12-31	$11,683,424
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$9,200
Total interest from all sources	2012-12-31	$9,540
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$331,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$331,471
Administrative expenses professional fees incurred	2012-12-31	$8,050
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$476,032
Participant contributions at end of year	2012-12-31	$325,842
Participant contributions at beginning of year	2012-12-31	$215,440
Participant contributions at end of year	2012-12-31	$7,300
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$43,780
Total non interest bearing cash at end of year	2012-12-31	$63,481
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	$1,048,234
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$12,731,658
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$11,683,424
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	$10,240,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$8,969,510
Interest on participant loans	2012-12-31	$9,540
Value of interest in common/collective trusts at end of year	2012-12-31	$2,094,144
Value of interest in common/collective trusts at beginning of year	2012-12-31	$2,498,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$926,659
Net investment gain or loss from common/collective trusts	2012-12-31	$48,721
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	$269,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,048,431
Contract administrator fees	2012-12-31	$1,150
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	FROEHLING ANDERSON
Accountancy firm EIN	2012-12-31	411384792
2011 : ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
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	$314,775
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$266,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$262,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$724,558
Value of total assets at end of year	2011-12-31	$11,683,424
Value of total assets at beginning of year	2011-12-31	$11,635,561
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4,493
Total interest from all sources	2011-12-31	$7,128
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$254,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$254,947
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$448,596
Participant contributions at end of year	2011-12-31	$215,440
Participant contributions at beginning of year	2011-12-31	$145,824
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$10,010
Administrative expenses (other) incurred	2011-12-31	$4,493
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
Value of net income/loss	2011-12-31	$47,863
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$11,683,424
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$11,635,561
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	$8,969,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$10,109,143
Interest on participant loans	2011-12-31	$7,128
Value of interest in common/collective trusts at end of year	2011-12-31	$2,498,474
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,380,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-778,241
Net investment gain or loss from common/collective trusts	2011-12-31	$106,383
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	$265,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$262,419
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	FROEHLING ANDERSON
Accountancy firm EIN	2011-12-31	411384792
2010 : ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	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
Total income from all sources (including contributions)	2010-12-31	$2,077,480
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,041,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,017,120
Expenses. Certain deemed distributions of participant loans	2010-12-31	$14,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$642,234
Value of total assets at end of year	2010-12-31	$11,635,561
Value of total assets at beginning of year	2010-12-31	$10,599,958
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$10,250
Total interest from all sources	2010-12-31	$7,646
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$126,099
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	$126,099
Administrative expenses professional fees incurred	2010-12-31	$6,900
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$425,529
Participant contributions at end of year	2010-12-31	$145,824
Participant contributions at beginning of year	2010-12-31	$146,962
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$4,042
Other income not declared elsewhere	2010-12-31	$18,123
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
Value of net income/loss	2010-12-31	$1,035,603
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$11,635,561
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$10,599,958
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$10,109,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$8,977,373
Interest on participant loans	2010-12-31	$7,646
Value of interest in common/collective trusts at end of year	2010-12-31	$1,380,594
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,475,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,231,228
Net investment gain or loss from common/collective trusts	2010-12-31	$52,150
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	$212,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,017,120
Contract administrator fees	2010-12-31	$3,350
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	FROEHLING ANDERSON
Accountancy firm EIN	2010-12-31	411384792
2009 : ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
2007 : ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2007-12-31	$0
2006 : ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2006 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2006-12-31	$0

Form 5500 Responses for ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN

2022: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING 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: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING 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: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING 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: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
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: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
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: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single 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: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
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: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING 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: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING 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: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING 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
2009: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2007: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	First time form 5500 has been submitted	Yes
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes
2006: ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	First time form 5500 has been submitted	Yes
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2006-01-01	Plan funding arrangement – Trust	Yes
2006-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ANDERSON DAHLEN, INC.
Employer identification number (EIN):	411315319
NAIC Classification:	332300