401k Plan data: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN plan

DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

DENNIS ALLEN ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: DENNIS ALLEN ASSOCIATES

Employer identification number (EIN): 770101316

NAIC Classification: 236110

Additional information about DENNIS ALLEN ASSOCIATES

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1357431

More information about DENNIS ALLEN ASSOCIATES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 VINNY HASKIN 2023-10-13
002 2021-01-01 LINDSAY HELMICK 2022-10-17
002 2020-01-01 LINDSAY HELMICK 2021-10-14
002 2019-01-01 LINDSAY HELMICK 2020-10-14
002 2018-01-01 LINDSAY HELMICK 2019-10-15
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 DENNIS W. ALLEN
002 2013-01-01 ADRIENNE POTTIE
002 2012-01-01 ADRIENNE POTTIE
002 2011-01-01 ADRIENNE POTTIE ADRIENNE POTTIE 2012-10-10
002 2010-01-01 ADRIENNE POTTIE ADRIENNE POTTIE 2011-10-17
002 2009-01-01 DENNIS ALLEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	VINNY HASKIN	2023-10-13
002	2021-01-01	LINDSAY HELMICK	2022-10-17
002	2020-01-01	LINDSAY HELMICK	2021-10-14
002	2019-01-01	LINDSAY HELMICK	2020-10-14
002	2018-01-01	LINDSAY HELMICK	2019-10-15
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	DENNIS W. ALLEN
002	2013-01-01	ADRIENNE POTTIE
002	2012-01-01	ADRIENNE POTTIE
002	2011-01-01	ADRIENNE POTTIE		ADRIENNE POTTIE	2012-10-10
002	2010-01-01	ADRIENNE POTTIE		ADRIENNE POTTIE	2011-10-17
002	2009-01-01	DENNIS ALLEN

Plan Statistics for DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 62
Number of retired or separated participants receiving benefits 2022-01-01 4
Number of other retired or separated participants entitled to future benefits 2022-01-01 25
Total of all active and inactive participants 2022-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 91
Number of participants with account balances 2022-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 5
2021: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 59
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 21
Total of all active and inactive participants 2021-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 82
Number of participants with account balances 2021-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 61
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 26
Total of all active and inactive participants 2020-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 87
Number of participants with account balances 2020-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 8
2019: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 65
Number of retired or separated participants receiving benefits 2019-01-01 5
Number of other retired or separated participants entitled to future benefits 2019-01-01 29
Total of all active and inactive participants 2019-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 100
Number of participants with account balances 2019-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7
2018: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 79
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 23
Total of all active and inactive participants 2018-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 106
Number of participants with account balances 2018-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 9
2017: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 76
Number of retired or separated participants receiving benefits 2017-01-01 10
Number of other retired or separated participants entitled to future benefits 2017-01-01 32
Total of all active and inactive participants 2017-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 118
Number of participants with account balances 2017-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 13
2016: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 82
Number of retired or separated participants receiving benefits 2016-01-01 8
Number of other retired or separated participants entitled to future benefits 2016-01-01 27
Total of all active and inactive participants 2016-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 117
Number of participants with account balances 2016-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 7
2015: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 72
Number of retired or separated participants receiving benefits 2015-01-01 6
Number of other retired or separated participants entitled to future benefits 2015-01-01 35
Total of all active and inactive participants 2015-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 113
Number of participants with account balances 2015-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 15
2014: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 78
Number of retired or separated participants receiving benefits 2014-01-01 3
Number of other retired or separated participants entitled to future benefits 2014-01-01 33
Total of all active and inactive participants 2014-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 114
Number of participants with account balances 2014-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 15
2013: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 82
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 26
Total of all active and inactive participants 2013-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 110
Number of participants with account balances 2013-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 53
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 31
Total of all active and inactive participants 2012-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 85
Number of participants with account balances 2012-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 49
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 29
Total of all active and inactive participants 2011-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 78
Number of participants with account balances 2011-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2010: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 58
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 16
Total of all active and inactive participants 2010-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 74
Number of participants with account balances 2010-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 6
2009: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 57
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 10
Total of all active and inactive participants 2009-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 67
Number of participants with account balances 2009-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2022: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	62
Number of retired or separated participants receiving benefits	2022-01-01	4
Number of other retired or separated participants entitled to future benefits	2022-01-01	25
Total of all active and inactive participants	2022-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	91
Number of participants with account balances	2022-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	5
2021: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	59
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	21
Total of all active and inactive participants	2021-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	82
Number of participants with account balances	2021-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	61
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	26
Total of all active and inactive participants	2020-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	87
Number of participants with account balances	2020-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	8
2019: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	65
Number of retired or separated participants receiving benefits	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	29
Total of all active and inactive participants	2019-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	100
Number of participants with account balances	2019-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7
2018: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	79
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	23
Total of all active and inactive participants	2018-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	106
Number of participants with account balances	2018-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	9
2017: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	76
Number of retired or separated participants receiving benefits	2017-01-01	10
Number of other retired or separated participants entitled to future benefits	2017-01-01	32
Total of all active and inactive participants	2017-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	118
Number of participants with account balances	2017-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	13
2016: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	82
Number of retired or separated participants receiving benefits	2016-01-01	8
Number of other retired or separated participants entitled to future benefits	2016-01-01	27
Total of all active and inactive participants	2016-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	117
Number of participants with account balances	2016-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	7
2015: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	72
Number of retired or separated participants receiving benefits	2015-01-01	6
Number of other retired or separated participants entitled to future benefits	2015-01-01	35
Total of all active and inactive participants	2015-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	113
Number of participants with account balances	2015-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	15
2014: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	78
Number of retired or separated participants receiving benefits	2014-01-01	3
Number of other retired or separated participants entitled to future benefits	2014-01-01	33
Total of all active and inactive participants	2014-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	114
Number of participants with account balances	2014-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	15
2013: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	82
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	26
Total of all active and inactive participants	2013-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	110
Number of participants with account balances	2013-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	53
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	31
Total of all active and inactive participants	2012-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	85
Number of participants with account balances	2012-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	49
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	29
Total of all active and inactive participants	2011-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	78
Number of participants with account balances	2011-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2010: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	58
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	16
Total of all active and inactive participants	2010-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	74
Number of participants with account balances	2010-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	6
2009: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	57
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	10
Total of all active and inactive participants	2009-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	67
Number of participants with account balances	2009-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2022 : DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$750,998
Total plan liabilities at beginning of year	2022-12-31	$77,868
Total income from all sources	2022-12-31	$447,512
Expenses. Total of all expenses incurred	2022-12-31	$97,975
Benefits paid (including direct rollovers)	2022-12-31	$70,876
Total plan assets at end of year	2022-12-31	$2,380,607
Total plan assets at beginning of year	2022-12-31	$1,357,940
Value of fidelity bond covering the plan	2022-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$27,099
Other income received	2022-12-31	$335,012
Net income (gross income less expenses)	2022-12-31	$349,537
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,629,609
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,280,072
Assets. Value of employer securities	2022-12-31	$2,360,000
Total contributions received or receivable from employer(s)	2022-12-31	$112,500
2021 : DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$77,868
Total plan liabilities at beginning of year	2021-12-31	$27,965
Total income from all sources	2021-12-31	$-191,395
Expenses. Total of all expenses incurred	2021-12-31	$143,489
Benefits paid (including direct rollovers)	2021-12-31	$94,337
Total plan assets at end of year	2021-12-31	$1,357,940
Total plan assets at beginning of year	2021-12-31	$1,642,921
Value of fidelity bond covering the plan	2021-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$49,152
Other income received	2021-12-31	$-203,895
Net income (gross income less expenses)	2021-12-31	$-334,884
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,280,072
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,614,956
Assets. Value of employer securities	2021-12-31	$1,275,000
Total contributions received or receivable from employer(s)	2021-12-31	$12,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$306,000
Total unrealized appreciation/depreciation of assets	2020-12-31	$306,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$27,965
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$19,220
Total income from all sources (including contributions)	2020-12-31	$686,133
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$248,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$188,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$380,000
Value of total assets at end of year	2020-12-31	$1,642,921
Value of total assets at beginning of year	2020-12-31	$1,196,886
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$60,166
Total interest from all sources	2020-12-31	$133
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$595
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$595
Administrative expenses (other) incurred	2020-12-31	$60,166
Liabilities. Value of operating payables at end of year	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$437,290
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,614,956
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,177,666
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$163,326
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$23,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$23,291
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$133
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
Assets. Invements in employer securities at end of year	2020-12-31	$1,479,000
Assets. Invements in employer securities at beginning of year	2020-12-31	$1,173,000
Contributions received in cash from employer	2020-12-31	$380,000
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$188,677
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$27,965
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$19,220
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	MOSS ADAMS LLP
Accountancy firm EIN	2020-12-31	910189318
2019 : DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$302,001
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$302,001
Total unrealized appreciation/depreciation of assets	2019-12-31	$302,001
Total unrealized appreciation/depreciation of assets	2019-12-31	$302,001
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$19,220
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$19,220
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$12,606
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$12,606
Total income from all sources (including contributions)	2019-12-31	$302,313
Total income from all sources (including contributions)	2019-12-31	$302,313
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	$169,947
Total of all expenses incurred	2019-12-31	$169,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$98,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$98,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$0
Value of total assets at end of year	2019-12-31	$1,196,886
Value of total assets at end of year	2019-12-31	$1,196,886
Value of total assets at beginning of year	2019-12-31	$1,057,906
Value of total assets at beginning of year	2019-12-31	$1,057,906
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$71,616
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$71,616
Total interest from all sources	2019-12-31	$312
Total interest from all sources	2019-12-31	$312
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
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
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	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$595
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$595
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$71,616
Administrative expenses (other) incurred	2019-12-31	$71,616
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	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	$132,366
Value of net income/loss	2019-12-31	$132,366
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,177,666
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,177,666
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,045,300
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,045,300
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$23,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$23,291
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$417,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$417,906
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$417,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$417,906
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$312
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
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
Assets. Invements in employer securities at end of year	2019-12-31	$1,173,000
Assets. Invements in employer securities at end of year	2019-12-31	$1,173,000
Assets. Invements in employer securities at beginning of year	2019-12-31	$640,000
Assets. Invements in employer securities at beginning of year	2019-12-31	$640,000
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$98,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$98,331
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$19,220
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$19,220
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$12,606
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$12,606
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	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	MOSS ADAMS LLP
Accountancy firm name	2019-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2019-12-31	910189318
Accountancy firm EIN	2019-12-31	910189318
2018 : DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-240,000
Total unrealized appreciation/depreciation of assets	2018-12-31	$-240,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$12,606
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$6,504
Total income from all sources (including contributions)	2018-12-31	$-239,544
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$185,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$137,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$0
Value of total assets at end of year	2018-12-31	$1,057,906
Value of total assets at beginning of year	2018-12-31	$1,476,745
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$48,040
Total interest from all sources	2018-12-31	$411
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$3,252
Other income not declared elsewhere	2018-12-31	$45
Administrative expenses (other) incurred	2018-12-31	$48,040
Liabilities. Value of operating payables at end of year	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-424,941
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,045,300
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,470,241
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$417,906
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$593,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$593,493
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$411
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
Assets. Invements in employer securities at end of year	2018-12-31	$640,000
Assets. Invements in employer securities at beginning of year	2018-12-31	$880,000
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$137,357
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$12,606
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$6,504
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	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2018-12-31	910189318
2017 : DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$-519,999
Total unrealized appreciation/depreciation of assets	2017-12-31	$-519,999
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$6,504
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	$-519,578
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$173,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$120,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$0
Value of total assets at end of year	2017-12-31	$1,476,745
Value of total assets at beginning of year	2017-12-31	$2,163,258
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$53,123
Total interest from all sources	2017-12-31	$421
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$3,252
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$3,252
Administrative expenses (other) incurred	2017-12-31	$53,123
Liabilities. Value of operating payables at end of year	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-693,017
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,470,241
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,163,258
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$593,493
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$160,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$160,006
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$421
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
Assets. Invements in employer securities at end of year	2017-12-31	$880,000
Assets. Invements in employer securities at beginning of year	2017-12-31	$1,400,000
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$120,316
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$6,504
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
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	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2017-12-31	910189318
2016 : DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$120,000
Total unrealized appreciation/depreciation of assets	2016-12-31	$120,000
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	$783,503
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$123,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$84,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$600,000
Value of total assets at end of year	2016-12-31	$2,163,258
Value of total assets at beginning of year	2016-12-31	$1,503,731
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$39,532
Total interest from all sources	2016-12-31	$251
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$60,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$3,252
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$3,252
Administrative expenses (other) incurred	2016-12-31	$39,532
Liabilities. Value of operating payables at end of year	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$659,527
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,163,258
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,503,731
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$160,006
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$223,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$223,731
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$251
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
Assets. Invements in employer securities at end of year	2016-12-31	$1,400,000
Assets. Invements in employer securities at beginning of year	2016-12-31	$1,280,000
Contributions received in cash from employer	2016-12-31	$600,000
Employer contributions (assets) at end of year	2016-12-31	$600,000
Employer contributions (assets) at beginning of year	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$60,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$84,444
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	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2016-12-31	910189318
2015 : DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-440,000
Total unrealized appreciation/depreciation of assets	2015-12-31	$-440,000
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	$66,571
Total income from all sources (including contributions)	2015-12-31	$-354,799
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$83,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$46,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$0
Value of total assets at end of year	2015-12-31	$1,503,731
Value of total assets at beginning of year	2015-12-31	$2,008,315
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$36,702
Total interest from all sources	2015-12-31	$360
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$84,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
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
Administrative expenses (other) incurred	2015-12-31	$36,702
Liabilities. Value of operating payables at end of year	2015-12-31	$0
Liabilities. Value of operating payables at beginning of year	2015-12-31	$66,571
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	$-438,013
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,503,731
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,941,744
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 bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$223,731
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$88,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$88,315
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$360
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
Assets. Invements in employer securities at end of year	2015-12-31	$1,280,000
Assets. Invements in employer securities at beginning of year	2015-12-31	$1,720,000
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$200,000
Income. Dividends from common stock	2015-12-31	$84,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$46,512
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	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2015-12-31	910189318
2014 : DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$-300,000
Total unrealized appreciation/depreciation of assets	2014-12-31	$-300,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$66,571
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$38,745
Total income from all sources (including contributions)	2014-12-31	$-24,699
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$55,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$31,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$200,000
Value of total assets at end of year	2014-12-31	$2,008,315
Value of total assets at beginning of year	2014-12-31	$2,060,197
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$23,760
Total interest from all sources	2014-12-31	$301
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$75,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$206,020
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
Administrative expenses (other) incurred	2014-12-31	$23,760
Liabilities. Value of operating payables at end of year	2014-12-31	$66,571
Liabilities. Value of operating payables at beginning of year	2014-12-31	$38,745
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	$-79,708
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,941,744
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,021,452
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 bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$88,315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$545,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$545,197
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
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
Assets. Invements in employer securities at end of year	2014-12-31	$1,720,000
Assets. Invements in employer securities at beginning of year	2014-12-31	$1,515,000
Contributions received in cash from employer	2014-12-31	$200,000
Employer contributions (assets) at end of year	2014-12-31	$200,000
Employer contributions (assets) at beginning of year	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$75,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$31,249
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	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2014-12-31	910189318
2013 : DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$38,745
Total plan liabilities at beginning of year	2013-12-31	$25,567
Total income from all sources	2013-12-31	$490,902
Expenses. Total of all expenses incurred	2013-12-31	$52,974
Benefits paid (including direct rollovers)	2013-12-31	$30,498
Total plan assets at end of year	2013-12-31	$2,060,197
Total plan assets at beginning of year	2013-12-31	$1,609,091
Value of fidelity bond covering the plan	2013-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$22,476
Other income received	2013-12-31	$100,902
Net income (gross income less expenses)	2013-12-31	$437,928
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,021,452
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,583,524
Assets. Value of employer securities	2013-12-31	$1,515,000
Total contributions received or receivable from employer(s)	2013-12-31	$390,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$25,567
Total plan liabilities at beginning of year	2012-12-31	$521,331
Total income from all sources	2012-12-31	$551,430
Expenses. Total of all expenses incurred	2012-12-31	$26,122
Benefits paid (including direct rollovers)	2012-12-31	$9,763
Total plan assets at end of year	2012-12-31	$1,609,091
Total plan assets at beginning of year	2012-12-31	$1,579,547
Value of fidelity bond covering the plan	2012-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$16,359
Other income received	2012-12-31	$551,430
Net income (gross income less expenses)	2012-12-31	$525,308
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,583,524
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,058,216
Assets. Value of employer securities	2012-12-31	$1,461,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$521,331
Total income from all sources	2011-12-31	$46,966
Expenses. Total of all expenses incurred	2011-12-31	$21,360
Total plan assets at end of year	2011-12-31	$1,579,547
Total plan assets at beginning of year	2011-12-31	$1,032,610
Value of fidelity bond covering the plan	2011-12-31	$200,000
Other income received	2011-12-31	$46,966
Net income (gross income less expenses)	2011-12-31	$25,606
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,058,216
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,032,610
Assets. Value of employer securities	2011-12-31	$921,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$21,360
2010 : DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$107,595
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,032,610
Total plan assets at beginning of year	2010-12-31	$925,015
Value of fidelity bond covering the plan	2010-12-31	$200,000
Other income received	2010-12-31	$7,595
Net income (gross income less expenses)	2010-12-31	$107,595
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,032,610
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$925,015
Assets. Value of employer securities	2010-12-31	$319,000
Total contributions received or receivable from employer(s)	2010-12-31	$100,000

Form 5500 Responses for DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN

2022: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP 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: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP 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: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP 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: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP 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: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP 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: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP 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: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP 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: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP 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: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP 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: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
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: DENNIS ALLEN ASSOCIATES EMPLOYEE STOCK OWNERSHIP 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

Potentially related plans

DENNIS ALLEN MUDERSBACH 401 K PROFIT SHARING PLAN TRUST [EIN = 113710490]

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Company Name:	DENNIS ALLEN ASSOCIATES
Employer identification number (EIN):	770101316
NAIC Classification:	236110

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C1357431