401k Plan data: SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN plan

SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN
Plan identification number	001

SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

SUNDANCE INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name: SUNDANCE INSTITUTE

Employer identification number (EIN): 870361394

NAIC Classification: 512100
NAIC Description: Motion Picture and Video Industries

Additional information about SUNDANCE INSTITUTE

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1608506

More information about SUNDANCE INSTITUTE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNDANCE INSTITUTE 401(K) RETIREMENT 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 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 J.D. CARLSON
001 2016-09-01 KAREN BONO KAREN BONO 2017-08-23
001 2015-09-01 KAREN BONO KAREN BONO 2017-02-21
001 2014-09-01 KAREN BONO KAREN BONO 2016-02-12
001 2011-09-01 JULIE FREESTONE 2012-12-05 JULIE FREESTONE 2012-12-05
001 2010-09-01 JULIE FREESTONE 2012-03-12 JULIE FREESTONE 2012-03-12

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	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	J.D. CARLSON
001	2016-09-01	KAREN BONO		KAREN BONO	2017-08-23
001	2015-09-01	KAREN BONO		KAREN BONO	2017-02-21
001	2014-09-01	KAREN BONO		KAREN BONO	2016-02-12
001	2011-09-01	JULIE FREESTONE	2012-12-05	JULIE FREESTONE	2012-12-05
001	2010-09-01	JULIE FREESTONE	2012-03-12	JULIE FREESTONE	2012-03-12

Plan Statistics for SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN

401k plan membership statisitcs for SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN

Measure Date Value
2022: SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 300
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 169
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 82
Total of all active and inactive participants 2022-01-01 255
Total participants 2022-01-01 255
Number of participants with account balances 2022-01-01 240
2021: SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 281
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 167
Number of retired or separated participants receiving benefits 2021-01-01 31
Number of other retired or separated participants entitled to future benefits 2021-01-01 102
Total of all active and inactive participants 2021-01-01 300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 300
Number of participants with account balances 2021-01-01 270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 264
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 158
Number of retired or separated participants receiving benefits 2020-01-01 31
Number of other retired or separated participants entitled to future benefits 2020-01-01 92
Total of all active and inactive participants 2020-01-01 281
Total participants 2020-01-01 281
Number of participants with account balances 2020-01-01 252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 20
2019: SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 185
Number of other retired or separated participants entitled to future benefits 2019-01-01 77
Total of all active and inactive participants 2019-01-01 262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 262
Number of participants with account balances 2019-01-01 247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 227
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 162
Number of other retired or separated participants entitled to future benefits 2018-01-01 69
Total of all active and inactive participants 2018-01-01 231
Total participants 2018-01-01 231
Number of participants with account balances 2018-01-01 214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 11
2017: SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 222
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 153
Number of other retired or separated participants entitled to future benefits 2017-01-01 31
Total of all active and inactive participants 2017-01-01 184
Total participants 2017-01-01 184
Number of participants with account balances 2017-01-01 194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 292
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 163
Number of retired or separated participants receiving benefits 2016-09-01 0
Number of other retired or separated participants entitled to future benefits 2016-09-01 57
Total of all active and inactive participants 2016-09-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-09-01 0
Total participants 2016-09-01 220
Number of participants with account balances 2016-09-01 200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-09-01 0
2015: SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 173
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 118
Number of retired or separated participants receiving benefits 2015-09-01 0
Number of other retired or separated participants entitled to future benefits 2015-09-01 140
Total of all active and inactive participants 2015-09-01 258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-01 0
Total participants 2015-09-01 258
Number of participants with account balances 2015-09-01 258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-09-01 7
2014: SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-09-01 148
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 108
Number of retired or separated participants receiving benefits 2014-09-01 0
Number of other retired or separated participants entitled to future benefits 2014-09-01 44
Total of all active and inactive participants 2014-09-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-09-01 0
Total participants 2014-09-01 152
Number of participants with account balances 2014-09-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-09-01 12

Measure	Date	Value
2022: SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	300
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	169
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	82
Total of all active and inactive participants	2022-01-01	255
Total participants	2022-01-01	255
Number of participants with account balances	2022-01-01	240
2021: SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	281
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	167
Number of retired or separated participants receiving benefits	2021-01-01	31
Number of other retired or separated participants entitled to future benefits	2021-01-01	102
Total of all active and inactive participants	2021-01-01	300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	300
Number of participants with account balances	2021-01-01	270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	264
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	158
Number of retired or separated participants receiving benefits	2020-01-01	31
Number of other retired or separated participants entitled to future benefits	2020-01-01	92
Total of all active and inactive participants	2020-01-01	281
Total participants	2020-01-01	281
Number of participants with account balances	2020-01-01	252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	20
2019: SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	185
Number of other retired or separated participants entitled to future benefits	2019-01-01	77
Total of all active and inactive participants	2019-01-01	262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	262
Number of participants with account balances	2019-01-01	247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	227
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	162
Number of other retired or separated participants entitled to future benefits	2018-01-01	69
Total of all active and inactive participants	2018-01-01	231
Total participants	2018-01-01	231
Number of participants with account balances	2018-01-01	214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	11
2017: SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	222
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	153
Number of other retired or separated participants entitled to future benefits	2017-01-01	31
Total of all active and inactive participants	2017-01-01	184
Total participants	2017-01-01	184
Number of participants with account balances	2017-01-01	194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	292
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	163
Number of retired or separated participants receiving benefits	2016-09-01	0
Number of other retired or separated participants entitled to future benefits	2016-09-01	57
Total of all active and inactive participants	2016-09-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-09-01	0
Total participants	2016-09-01	220
Number of participants with account balances	2016-09-01	200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-09-01	0
2015: SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	173
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	118
Number of retired or separated participants receiving benefits	2015-09-01	0
Number of other retired or separated participants entitled to future benefits	2015-09-01	140
Total of all active and inactive participants	2015-09-01	258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-01	0
Total participants	2015-09-01	258
Number of participants with account balances	2015-09-01	258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-09-01	7
2014: SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-09-01	148
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	108
Number of retired or separated participants receiving benefits	2014-09-01	0
Number of other retired or separated participants entitled to future benefits	2014-09-01	44
Total of all active and inactive participants	2014-09-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-09-01	0
Total participants	2014-09-01	152
Number of participants with account balances	2014-09-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-09-01	12

Financial Data on SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$756
Total income from all sources (including contributions)	2022-12-31	$-2,230,669
Total of all expenses incurred	2022-12-31	$4,976,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,928,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,330,319
Value of total assets at end of year	2022-12-31	$13,671,656
Value of total assets at beginning of year	2022-12-31	$20,877,827
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$47,484
Total interest from all sources	2022-12-31	$5,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$850,719
Participant contributions at end of year	2022-12-31	$95,435
Participant contributions at beginning of year	2022-12-31	$136,429
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$111,512
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-7,206,927
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$13,670,900
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$20,877,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$12,892,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$20,292,502
Interest on participant loans	2022-12-31	$5,063
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$684,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$448,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,566,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$368,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,928,774
Contract administrator fees	2022-12-31	$47,484
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	LARSON & COMPANY, P.C.
Accountancy firm EIN	2022-12-31	870516083
2021 : SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$4,247,576
Total of all expenses incurred	2021-12-31	$1,868,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,782,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,484,699
Value of total assets at end of year	2021-12-31	$20,877,827
Value of total assets at beginning of year	2021-12-31	$18,498,708
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$85,829
Total interest from all sources	2021-12-31	$4,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$900,267
Participant contributions at end of year	2021-12-31	$136,429
Participant contributions at beginning of year	2021-12-31	$63,163
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$191,487
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	$2,379,119
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$20,877,827
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$18,498,708
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$20,292,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$17,774,848
Interest on participant loans	2021-12-31	$4,816
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$448,896
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$660,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,758,061
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	$392,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,782,628
Contract administrator fees	2021-12-31	$85,829
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
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	LARSON & COMPANY, P.C.
Accountancy firm EIN	2021-12-31	870516083
2020 : SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$4,252,802
Total of all expenses incurred	2020-12-31	$1,931,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,890,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,521,854
Value of total assets at end of year	2020-12-31	$18,498,708
Value of total assets at beginning of year	2020-12-31	$16,177,722
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$41,543
Total interest from all sources	2020-12-31	$1,881
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	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$746,275
Participant contributions at end of year	2020-12-31	$63,163
Participant contributions at beginning of year	2020-12-31	$18,001
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$36,017
Value of other receiveables (less allowance for doubtful accounts) 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	$2,320,986
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$18,498,708
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$16,177,722
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 in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$17,774,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$15,480,995
Interest on participant loans	2020-12-31	$1,881
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$660,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$678,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,729,067
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	Yes
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	$739,562
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	$1,890,273
Contract administrator fees	2020-12-31	$41,543
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	Disclaimer
2019 : SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$4,834,568
Total of all expenses incurred	2019-12-31	$2,087,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,043,416
Expenses. Certain deemed distributions of participant loans	2019-12-31	$5,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,806,872
Value of total assets at end of year	2019-12-31	$16,177,722
Value of total assets at beginning of year	2019-12-31	$13,430,425
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$38,151
Total interest from all sources	2019-12-31	$1,871
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$431,879
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	$431,879
Was this plan covered by a fidelity bond	2019-12-31	Yes
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$695,667
Participant contributions at end of year	2019-12-31	$18,001
Participant contributions at beginning of year	2019-12-31	$73,781
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$224,099
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) 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
Value of net income/loss	2019-12-31	$2,747,297
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$16,177,722
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,430,425
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$15,480,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$12,164,518
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$1,871
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$678,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,192,126
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,593,946
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
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	$887,106
Employer contributions (assets) at end 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	$2,043,416
Contract administrator fees	2019-12-31	$38,151
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LARSON & COMPANY
Accountancy firm EIN	2019-12-31	870516083
2018 : SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-1,380,452
Total unrealized appreciation/depreciation of assets	2018-12-31	$-1,380,452
Total income from all sources (including contributions)	2018-12-31	$720,915
Total loss/gain on sale of assets	2018-12-31	$48,761
Total of all expenses incurred	2018-12-31	$718,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$679,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,619,595
Value of total assets at end of year	2018-12-31	$13,430,425
Value of total assets at beginning of year	2018-12-31	$13,428,405
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$39,872
Total interest from all sources	2018-12-31	$7,115
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$425,896
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	$425,896
Administrative expenses professional fees incurred	2018-12-31	$10,829
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
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$716,719
Participant contributions at end of year	2018-12-31	$73,781
Participant contributions at beginning of year	2018-12-31	$143,265
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$116,076
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
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	$0
Administrative expenses (other) incurred	2018-12-31	$19,554
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
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$2,020
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$13,430,425
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$13,428,405
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 in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$12,164,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$12,127,247
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$7,115
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,192,126
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,157,893
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	$786,800
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	$679,023
Contract administrator fees	2018-12-31	$9,489
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
Aggregate proceeds on sale of assets	2018-12-31	$48,761
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	LARSON & COMPANY
Accountancy firm EIN	2018-12-31	870516083
2017 : SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$3,446,125
Total of all expenses incurred	2017-12-31	$1,988,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,953,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,490,590
Value of total assets at end of year	2017-12-31	$13,428,405
Value of total assets at beginning of year	2017-12-31	$11,970,467
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$34,577
Total interest from all sources	2017-12-31	$5,991
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$11,428
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	$11,428
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$677,864
Participant contributions at end of year	2017-12-31	$143,265
Participant contributions at beginning of year	2017-12-31	$58,906
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$47,944
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$1,625
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	$1,457,938
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$13,428,405
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$11,970,467
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 in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$12,127,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,559,264
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$9,717,760
Interest on participant loans	2017-12-31	$5,991
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$634,537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,157,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,938,116
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	$764,782
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,953,610
Contract administrator fees	2017-12-31	$32,952
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
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	LARSON & COMPANY
Accountancy firm EIN	2017-12-31	870516083
2016 : SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$0
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	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	$557,923
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$91,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$72,759
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$359,099
Value of total assets at end of year	2016-12-31	$11,970,467
Value of total assets at beginning of year	2016-12-31	$11,504,290
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$18,987
Total income from rents	2016-12-31	$0
Total interest from all sources	2016-12-31	$1,127
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$16,792
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	$16,792
Administrative expenses professional fees incurred	2016-12-31	$0
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
Amount of non-exempt transactions with any party-in-interest	2016-12-31	$0
Contributions received from participants	2016-12-31	$198,976
Participant contributions at end of year	2016-12-31	$58,906
Participant contributions at beginning of year	2016-12-31	$63,440
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,326
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$47,105
Administrative expenses (other) incurred	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	$466,177
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$11,970,467
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$11,504,290
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2016-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2016-12-31	$0
Investment advisory and management fees	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,559,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$620,468
Value of interest in pooled separate accounts at end of year	2016-12-31	$9,717,760
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$10,185,977
Interest on participant loans	2016-12-31	$1,127
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$0
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$634,537
Value of interest in common/collective trusts at beginning of year	2016-12-31	$634,283
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$-33,848
Net investment gain/loss from pooled separate accounts	2016-12-31	$176,515
Net investment gain or loss from common/collective trusts	2016-12-31	$-8,867
Net gain/loss from 103.12 investment entities	2016-12-31	$0
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	$158,797
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$122
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$72,759
Contract administrator fees	2016-12-31	$18,987
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
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
Aggregate proceeds on sale of assets	2016-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
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	LARSON & COMPANY PC
Accountancy firm EIN	2016-12-31	261720390
Unrealized appreciation/depreciation of real estate assets	2016-08-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-08-31	$0
Total unrealized appreciation/depreciation of assets	2016-08-31	$0
Total transfer of assets to this plan	2016-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$0
Total income from all sources (including contributions)	2016-08-31	$1,998,131
Total loss/gain on sale of assets	2016-08-31	$0
Total of all expenses incurred	2016-08-31	$516,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-08-31	$511,599
Expenses. Certain deemed distributions of participant loans	2016-08-31	$0
Value of total corrective distributions	2016-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-08-31	$1,315,774
Value of total assets at end of year	2016-08-31	$11,504,290
Value of total assets at beginning of year	2016-08-31	$10,022,682
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-08-31	$4,924
Total income from rents	2016-08-31	$0
Total interest from all sources	2016-08-31	$1,296
Total dividends received (eg from common stock, registered investment company shares)	2016-08-31	$8,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-08-31	$8,769
Administrative expenses professional fees incurred	2016-08-31	$0
Was this plan covered by a fidelity bond	2016-08-31	Yes
Value of fidelity bond cover	2016-08-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-08-31	No
Amount of non-exempt transactions with any party-in-interest	2016-08-31	$0
Contributions received from participants	2016-08-31	$530,313
Participant contributions at end of year	2016-08-31	$63,440
Participant contributions at beginning of year	2016-08-31	$5,020
Participant contributions at end of year	2016-08-31	$0
Participant contributions at beginning of year	2016-08-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-08-31	$10,074
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-08-31	$4,125
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-08-31	$0
Other income not declared elsewhere	2016-08-31	$21,744
Administrative expenses (other) incurred	2016-08-31	$0
Liabilities. Value of operating payables at beginning of year	2016-08-31	$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	2016-08-31	No
Value of net income/loss	2016-08-31	$1,481,608
Value of net assets at end of year (total assets less liabilities)	2016-08-31	$11,504,290
Value of net assets at beginning of year (total assets less liabilities)	2016-08-31	$10,022,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-08-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2016-08-31	$0
Were any leases to which the plan was party in default or uncollectible	2016-08-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2016-08-31	$0
Investment advisory and management fees	2016-08-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-08-31	$620,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-08-31	$601,785
Value of interest in pooled separate accounts at end of year	2016-08-31	$10,185,977
Value of interest in pooled separate accounts at beginning of year	2016-08-31	$8,638,541
Interest on participant loans	2016-08-31	$1,296
Income. Interest from loans (other than to participants)	2016-08-31	$0
Interest earned on other investments	2016-08-31	$0
Income. Interest from US Government securities	2016-08-31	$0
Income. Interest from corporate debt instruments	2016-08-31	$0
Value of interest in common/collective trusts at end of year	2016-08-31	$634,283
Value of interest in common/collective trusts at beginning of year	2016-08-31	$777,336
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-08-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2016-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-08-31	$32,720
Net investment gain/loss from pooled separate accounts	2016-08-31	$606,676
Net investment gain or loss from common/collective trusts	2016-08-31	$11,152
Net gain/loss from 103.12 investment entities	2016-08-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-08-31	No
Was there a failure to transmit to the plan any participant contributions	2016-08-31	No
Has the plan failed to provide any benefit when due under the plan	2016-08-31	No
Contributions received in cash from employer	2016-08-31	$775,387
Employer contributions (assets) at end of year	2016-08-31	$122
Employer contributions (assets) at beginning of year	2016-08-31	$0
Income. Dividends from preferred stock	2016-08-31	$0
Income. Dividends from common stock	2016-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-08-31	$507,474
Contract administrator fees	2016-08-31	$4,924
Liabilities. Value of benefit claims payable at beginning of year	2016-08-31	$0
Did the plan have assets held for investment	2016-08-31	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	2016-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-08-31	No
Aggregate proceeds on sale of assets	2016-08-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-08-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-08-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-08-31	Disclaimer
Accountancy firm name	2016-08-31	LARSON & COMPANY PC
Accountancy firm EIN	2016-08-31	261720390
2015 : SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-08-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-08-31	$0
Total unrealized appreciation/depreciation of assets	2015-08-31	$0
Total transfer of assets to this plan	2015-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$0
Total income from all sources (including contributions)	2015-08-31	$995,688
Total loss/gain on sale of assets	2015-08-31	$0
Total of all expenses incurred	2015-08-31	$411,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-08-31	$402,890
Expenses. Certain deemed distributions of participant loans	2015-08-31	$0
Value of total corrective distributions	2015-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-08-31	$1,193,215
Value of total assets at end of year	2015-08-31	$10,022,682
Value of total assets at beginning of year	2015-08-31	$9,438,097
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-08-31	$8,213
Total income from rents	2015-08-31	$0
Total interest from all sources	2015-08-31	$1,636
Total dividends received (eg from common stock, registered investment company shares)	2015-08-31	$6,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-08-31	$6,420
Administrative expenses professional fees incurred	2015-08-31	$0
Was this plan covered by a fidelity bond	2015-08-31	Yes
Value of fidelity bond cover	2015-08-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-08-31	No
Amount of non-exempt transactions with any party-in-interest	2015-08-31	$0
Contributions received from participants	2015-08-31	$532,758
Participant contributions at end of year	2015-08-31	$5,020
Participant contributions at end of year	2015-08-31	$0
Participant contributions at beginning of year	2015-08-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-08-31	$39,953
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-08-31	$0
Other income not declared elsewhere	2015-08-31	$0
Administrative expenses (other) incurred	2015-08-31	$0
Liabilities. Value of operating payables at beginning of year	2015-08-31	$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	2015-08-31	No
Value of net income/loss	2015-08-31	$584,585
Value of net assets at end of year (total assets less liabilities)	2015-08-31	$10,022,682
Value of net assets at beginning of year (total assets less liabilities)	2015-08-31	$9,438,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-08-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2015-08-31	$0
Were any leases to which the plan was party in default or uncollectible	2015-08-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2015-08-31	$0
Investment advisory and management fees	2015-08-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-08-31	$601,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-08-31	$387,952
Value of interest in pooled separate accounts at end of year	2015-08-31	$8,638,541
Value of interest in pooled separate accounts at beginning of year	2015-08-31	$8,267,663
Interest on participant loans	2015-08-31	$1,636
Income. Interest from loans (other than to participants)	2015-08-31	$0
Interest earned on other investments	2015-08-31	$0
Income. Interest from US Government securities	2015-08-31	$0
Income. Interest from corporate debt instruments	2015-08-31	$0
Value of interest in common/collective trusts at end of year	2015-08-31	$777,336
Value of interest in common/collective trusts at beginning of year	2015-08-31	$782,482
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-08-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2015-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-08-31	$8,895
Net investment gain/loss from pooled separate accounts	2015-08-31	$-219,022
Net investment gain or loss from common/collective trusts	2015-08-31	$4,544
Net gain/loss from 103.12 investment entities	2015-08-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-08-31	No
Was there a failure to transmit to the plan any participant contributions	2015-08-31	No
Has the plan failed to provide any benefit when due under the plan	2015-08-31	No
Contributions received in cash from employer	2015-08-31	$620,504
Employer contributions (assets) at end of year	2015-08-31	$0
Employer contributions (assets) at beginning of year	2015-08-31	$0
Income. Dividends from preferred stock	2015-08-31	$0
Income. Dividends from common stock	2015-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-08-31	$402,890
Contract administrator fees	2015-08-31	$8,213
Liabilities. Value of benefit claims payable at beginning of year	2015-08-31	$0
Did the plan have assets held for investment	2015-08-31	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	2015-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-08-31	No
Aggregate proceeds on sale of assets	2015-08-31	$0
Aggregate carrying amount (costs) on sale of assets	2015-08-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-08-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-08-31	Disclaimer
Accountancy firm name	2015-08-31	LARSON & COMPANY PC
Accountancy firm EIN	2015-08-31	261720390
2014 : SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-08-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-08-31	$0
Total unrealized appreciation/depreciation of assets	2014-08-31	$0
Total transfer of assets to this plan	2014-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$0
Total income from all sources (including contributions)	2014-08-31	$2,469,553
Total loss/gain on sale of assets	2014-08-31	$0
Total of all expenses incurred	2014-08-31	$96,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-08-31	$90,151
Expenses. Certain deemed distributions of participant loans	2014-08-31	$0
Value of total corrective distributions	2014-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-08-31	$1,181,079
Value of total assets at end of year	2014-08-31	$9,438,097
Value of total assets at beginning of year	2014-08-31	$7,065,209
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-08-31	$6,514
Total income from rents	2014-08-31	$0
Total interest from all sources	2014-08-31	$183
Total dividends received (eg from common stock, registered investment company shares)	2014-08-31	$4,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-08-31	$4,324
Administrative expenses professional fees incurred	2014-08-31	$0
Was this plan covered by a fidelity bond	2014-08-31	Yes
Value of fidelity bond cover	2014-08-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-08-31	No
Amount of non-exempt transactions with any party-in-interest	2014-08-31	$0
Contributions received from participants	2014-08-31	$491,357
Participant contributions at end of year	2014-08-31	$0
Participant contributions at beginning of year	2014-08-31	$6,112
Participant contributions at end of year	2014-08-31	$0
Participant contributions at beginning of year	2014-08-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-08-31	$103,272
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-08-31	$0
Other income not declared elsewhere	2014-08-31	$0
Administrative expenses (other) incurred	2014-08-31	$0
Liabilities. Value of operating payables at beginning of year	2014-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-31	No
Value of net income/loss	2014-08-31	$2,372,888
Value of net assets at end of year (total assets less liabilities)	2014-08-31	$9,438,097
Value of net assets at beginning of year (total assets less liabilities)	2014-08-31	$7,065,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-08-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2014-08-31	$0
Were any leases to which the plan was party in default or uncollectible	2014-08-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2014-08-31	$0
Investment advisory and management fees	2014-08-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-08-31	$387,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-08-31	$362,217
Value of interest in pooled separate accounts at end of year	2014-08-31	$8,267,663
Value of interest in pooled separate accounts at beginning of year	2014-08-31	$6,212,347
Interest on participant loans	2014-08-31	$183
Income. Interest from loans (other than to participants)	2014-08-31	$0
Interest earned on other investments	2014-08-31	$0
Income. Interest from US Government securities	2014-08-31	$0
Income. Interest from corporate debt instruments	2014-08-31	$0
Value of interest in common/collective trusts at end of year	2014-08-31	$782,482
Value of interest in common/collective trusts at beginning of year	2014-08-31	$484,533
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-08-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2014-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-08-31	$46,904
Net investment gain/loss from pooled separate accounts	2014-08-31	$1,224,968
Net investment gain or loss from common/collective trusts	2014-08-31	$12,095
Net gain/loss from 103.12 investment entities	2014-08-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-08-31	No
Was there a failure to transmit to the plan any participant contributions	2014-08-31	No
Has the plan failed to provide any benefit when due under the plan	2014-08-31	No
Contributions received in cash from employer	2014-08-31	$586,450
Employer contributions (assets) at end of year	2014-08-31	$0
Employer contributions (assets) at beginning of year	2014-08-31	$0
Income. Dividends from preferred stock	2014-08-31	$0
Income. Dividends from common stock	2014-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-08-31	$90,151
Contract administrator fees	2014-08-31	$6,514
Liabilities. Value of benefit claims payable at beginning of year	2014-08-31	$0
Did the plan have assets held for investment	2014-08-31	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	2014-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-08-31	No
Aggregate proceeds on sale of assets	2014-08-31	$0
Aggregate carrying amount (costs) on sale of assets	2014-08-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-08-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-08-31	Unqualified
Accountancy firm name	2014-08-31	LARSON AND COMPANY
Accountancy firm EIN	2014-08-31	261720390
2013 : SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-08-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-08-31	$0
Total unrealized appreciation/depreciation of assets	2013-08-31	$0
Total transfer of assets to this plan	2013-08-31	$0
Total transfer of assets from this plan	2013-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$0
Total income from all sources (including contributions)	2013-08-31	$1,726,340
Total loss/gain on sale of assets	2013-08-31	$0
Total of all expenses incurred	2013-08-31	$655,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-08-31	$650,420
Expenses. Certain deemed distributions of participant loans	2013-08-31	$0
Value of total corrective distributions	2013-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-08-31	$987,714
Value of total assets at end of year	2013-08-31	$7,065,209
Value of total assets at beginning of year	2013-08-31	$5,994,586
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-08-31	$5,297
Total income from rents	2013-08-31	$0
Total interest from all sources	2013-08-31	$582
Total dividends received (eg from common stock, registered investment company shares)	2013-08-31	$3,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-08-31	$3,991
Administrative expenses professional fees incurred	2013-08-31	$0
Was this plan covered by a fidelity bond	2013-08-31	Yes
Value of fidelity bond cover	2013-08-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-08-31	No
Amount of non-exempt transactions with any party-in-interest	2013-08-31	$0
Contributions received from participants	2013-08-31	$444,234
Participant contributions at end of year	2013-08-31	$6,112
Participant contributions at beginning of year	2013-08-31	$14,428
Participant contributions at end of year	2013-08-31	$0
Participant contributions at beginning of year	2013-08-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-08-31	$720
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-08-31	$0
Other income not declared elsewhere	2013-08-31	$0
Administrative expenses (other) incurred	2013-08-31	$0
Liabilities. Value of operating payables at beginning of year	2013-08-31	$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	2013-08-31	No
Value of net income/loss	2013-08-31	$1,070,623
Value of net assets at end of year (total assets less liabilities)	2013-08-31	$7,065,209
Value of net assets at beginning of year (total assets less liabilities)	2013-08-31	$5,994,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-08-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2013-08-31	$0
Were any leases to which the plan was party in default or uncollectible	2013-08-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2013-08-31	$0
Investment advisory and management fees	2013-08-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-08-31	$362,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-08-31	$325,096
Value of interest in pooled separate accounts at end of year	2013-08-31	$6,212,347
Value of interest in pooled separate accounts at beginning of year	2013-08-31	$5,125,217
Interest on participant loans	2013-08-31	$582
Income. Interest from loans (other than to participants)	2013-08-31	$0
Interest earned on other investments	2013-08-31	$0
Income. Interest from US Government securities	2013-08-31	$0
Income. Interest from corporate debt instruments	2013-08-31	$0
Value of interest in common/collective trusts at end of year	2013-08-31	$484,533
Value of interest in common/collective trusts at beginning of year	2013-08-31	$529,845
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-08-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-08-31	$14,430
Net investment gain/loss from pooled separate accounts	2013-08-31	$723,732
Net investment gain or loss from common/collective trusts	2013-08-31	$-4,109
Net gain/loss from 103.12 investment entities	2013-08-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-08-31	No
Was there a failure to transmit to the plan any participant contributions	2013-08-31	No
Has the plan failed to provide any benefit when due under the plan	2013-08-31	No
Contributions received in cash from employer	2013-08-31	$542,760
Employer contributions (assets) at end of year	2013-08-31	$0
Employer contributions (assets) at beginning of year	2013-08-31	$0
Income. Dividends from preferred stock	2013-08-31	$0
Income. Dividends from common stock	2013-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-08-31	$650,420
Contract administrator fees	2013-08-31	$5,297
Liabilities. Value of benefit claims payable at beginning of year	2013-08-31	$0
Did the plan have assets held for investment	2013-08-31	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	2013-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-08-31	No
Aggregate proceeds on sale of assets	2013-08-31	$0
Aggregate carrying amount (costs) on sale of assets	2013-08-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-08-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-08-31	Unqualified
Accountancy firm name	2013-08-31	LARSON
Accountancy firm EIN	2013-08-31	271720390

Form 5500 Responses for SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN

2022: SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	This submission is the final filing	No
2016-09-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-09-01	Plan is a collectively bargained plan	No
2016-09-01	Plan funding arrangement – Insurance	Yes
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement – Insurance	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	This submission is the final filing	No
2015-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-09-01	Plan is a collectively bargained plan	No
2015-09-01	Plan funding arrangement – Insurance	Yes
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement – Insurance	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2014: SUNDANCE INSTITUTE 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	This submission is the final filing	No
2014-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-09-01	Plan is a collectively bargained plan	No
2014-09-01	Plan funding arrangement – Insurance	Yes
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement – Insurance	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811515

Policy instance

Insurance contract or identification number	811515
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811515

Policy instance

Insurance contract or identification number	811515
Number of Individuals Covered	26
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811515

Policy instance

Insurance contract or identification number	811515
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811515

Policy instance

Insurance contract or identification number	811515
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811515

Policy instance

Insurance contract or identification number	811515
Number of Individuals Covered	214
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

464772

Policy instance

Insurance contract or identification number	464772
Number of Individuals Covered	0
Total amount of commissions paid to insurance broker	USD $10,619
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,028
Insurance broker organization code?	3
Insurance broker name	S B H U LIFE AGENCY INC

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

Policy contract number

801420

Policy instance

Insurance contract or identification number	801420
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-02-08
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811515

Policy instance

Insurance contract or identification number	811515
Number of Individuals Covered	193
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

801420

Policy instance

Insurance contract or identification number	801420
Number of Individuals Covered	258
Insurance policy start date	2015-09-01
Insurance policy end date	2016-08-31
Total amount of commissions paid to insurance broker	USD $6,771
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,771
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	CETERA ADVISOR NETWORKS INSURANCE S

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

Policy contract number

801420

Policy instance

Insurance contract or identification number	801420
Number of Individuals Covered	152
Insurance policy start date	2014-09-01
Insurance policy end date	2015-08-31
Total amount of commissions paid to insurance broker	USD $6,550
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,550
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	CETERA ADVISOR NETWORKS INSURANCE S

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

Policy contract number

801420

Policy instance

Insurance contract or identification number	801420
Number of Individuals Covered	146
Insurance policy start date	2013-09-01
Insurance policy end date	2014-08-31
Total amount of commissions paid to insurance broker	USD $7,200
Total amount of fees paid to insurance company	USD $837
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

801420

Policy instance

Insurance contract or identification number	801420
Number of Individuals Covered	129
Insurance policy start date	2012-09-01
Insurance policy end date	2013-08-31
Total amount of commissions paid to insurance broker	USD $7,918
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SUNDANCE INSTITUTE
Employer identification number (EIN):	870361394
NAIC Classification:	512100
NAIC Description:	Motion Picture and Video Industries

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C1608506