401k Plan data: THE DUTRA GROUP 401(K) PLAN plan

THE DUTRA GROUP 401(K) PLAN 401k Plan overview

Plan Name	THE DUTRA GROUP 401(K) PLAN
Plan identification number	001

THE DUTRA GROUP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

THE DUTRA GROUP has sponsored the creation of one or more 401k plans.

Company Name: THE DUTRA GROUP

Employer identification number (EIN): 942278920

NAIC Classification: 236200

Additional information about THE DUTRA GROUP

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1973-10-04

Company Identification Number: C0690488

Legal Registered Office Address: 818 W Seventh St Ste 930

Los Angeles
United States of America (USA)
90017

More information about THE DUTRA GROUP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE DUTRA GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 BILL DUTRA 2023-10-11
001 2021-01-01 BILL DUTRA 2022-11-09
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 BILL DUTRA
001 2016-01-01 BILL DUTRA
001 2015-01-01 BILL DUTRA
001 2014-01-01 BILL DUTRA
001 2013-01-01 BILL DUTRA
001 2012-01-01 BILL DUTRA
001 2011-01-01 MARGE SLOMINSKI 2012-10-10
001 2010-01-01 MARGE SLOMINSKI 2011-09-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	BILL DUTRA	2023-10-11
001	2021-01-01	BILL DUTRA	2022-11-09
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	BILL DUTRA
001	2016-01-01	BILL DUTRA
001	2015-01-01	BILL DUTRA
001	2014-01-01	BILL DUTRA
001	2013-01-01	BILL DUTRA
001	2012-01-01	BILL DUTRA
001	2011-01-01	MARGE SLOMINSKI	2012-10-10
001	2010-01-01	MARGE SLOMINSKI	2011-09-28

Plan Statistics for THE DUTRA GROUP 401(K) PLAN

401k plan membership statisitcs for THE DUTRA GROUP 401(K) PLAN

Measure Date Value
2022: THE DUTRA GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 133
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 121
Total of all active and inactive participants 2022-01-01 255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 255
Number of participants with account balances 2022-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 12
2021: THE DUTRA GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 228
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 144
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 42
Total of all active and inactive participants 2021-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 186
Number of participants with account balances 2021-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 9
2020: THE DUTRA GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 202
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 2020-01-01 228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 228
Number of participants with account balances 2020-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: THE DUTRA GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 147
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 27
Total of all active and inactive participants 2019-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 174
Number of participants with account balances 2019-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE DUTRA GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 150
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 29
Total of all active and inactive participants 2018-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 179
Number of participants with account balances 2018-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: THE DUTRA GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 124
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 30
Total of all active and inactive participants 2017-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 154
Number of participants with account balances 2017-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: THE DUTRA GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 129
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 27
Total of all active and inactive participants 2016-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 156
Number of participants with account balances 2016-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: THE DUTRA GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 120
Number of retired or separated participants receiving benefits 2015-01-01 25
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 145
Number of participants with account balances 2015-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: THE DUTRA GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 101
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 35
Total of all active and inactive participants 2014-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 139
Number of participants with account balances 2014-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 13
2013: THE DUTRA GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 121
Number of other retired or separated participants entitled to future benefits 2013-01-01 26
Total of all active and inactive participants 2013-01-01 147
Total participants 2013-01-01 147
Number of participants with account balances 2013-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5
2012: THE DUTRA GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 132
Number of other retired or separated participants entitled to future benefits 2012-01-01 18
Total of all active and inactive participants 2012-01-01 150
Total participants 2012-01-01 150
Number of participants with account balances 2012-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1

Measure	Date	Value
2022: THE DUTRA GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	133
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	121
Total of all active and inactive participants	2022-01-01	255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	255
Number of participants with account balances	2022-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	12
2021: THE DUTRA GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	228
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	144
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	42
Total of all active and inactive participants	2021-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	186
Number of participants with account balances	2021-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	9
2020: THE DUTRA GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	202
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	228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	228
Number of participants with account balances	2020-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: THE DUTRA GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	147
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	27
Total of all active and inactive participants	2019-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	174
Number of participants with account balances	2019-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE DUTRA GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	150
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	29
Total of all active and inactive participants	2018-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	179
Number of participants with account balances	2018-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: THE DUTRA GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	124
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	30
Total of all active and inactive participants	2017-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	154
Number of participants with account balances	2017-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: THE DUTRA GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	129
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	27
Total of all active and inactive participants	2016-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	156
Number of participants with account balances	2016-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: THE DUTRA GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	120
Number of retired or separated participants receiving benefits	2015-01-01	25
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	145
Number of participants with account balances	2015-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: THE DUTRA GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	101
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	35
Total of all active and inactive participants	2014-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	139
Number of participants with account balances	2014-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	13
2013: THE DUTRA GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	121
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	147
Total participants	2013-01-01	147
Number of participants with account balances	2013-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5
2012: THE DUTRA GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	132
Number of other retired or separated participants entitled to future benefits	2012-01-01	18
Total of all active and inactive participants	2012-01-01	150
Total participants	2012-01-01	150
Number of participants with account balances	2012-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1

Financial Data on THE DUTRA GROUP 401(K) PLAN

Measure	Date	Value
2022 : THE DUTRA GROUP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-4,391,011
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,200,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,063,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,230,033
Value of total assets at end of year	2022-12-31	$29,413,885
Value of total assets at beginning of year	2022-12-31	$35,005,869
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$137,231
Total interest from all sources	2022-12-31	$20,054
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$28,653
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	$1,539,451
Participant contributions at end of year	2022-12-31	$261,806
Participant contributions at beginning of year	2022-12-31	$332,422
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$98,669
Total non interest bearing cash at end of year	2022-12-31	$17,264
Total non interest bearing cash at beginning of year	2022-12-31	$16,476
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
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-5,591,984
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$29,413,885
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$35,005,869
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
Investment advisory and management fees	2022-12-31	$26,357
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,133,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,794,713
Value of interest in pooled separate accounts at end of year	2022-12-31	$26,931,417
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$31,795,014
Interest on participant loans	2022-12-31	$13,590
Interest earned on other investments	2022-12-31	$6,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-548,659
Net investment gain or loss from common/collective trusts	2022-12-31	$-6,121,092
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	$591,913
Employer contributions (assets) at end of year	2022-12-31	$70,080
Employer contributions (assets) at beginning of year	2022-12-31	$67,244
Income. Dividends from preferred stock	2022-12-31	$28,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,063,742
Contract administrator fees	2022-12-31	$110,874
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : THE DUTRA GROUP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$6,933,301
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,239,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,091,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,266,885
Value of total assets at end of year	2021-12-31	$34,938,625
Value of total assets at beginning of year	2021-12-31	$29,244,399
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$147,331
Total interest from all sources	2021-12-31	$13,497
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$20,043
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,484,622
Participant contributions at end of year	2021-12-31	$332,422
Participant contributions at beginning of year	2021-12-31	$250,048
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$288,638
Total non interest bearing cash at end of year	2021-12-31	$16,476
Total non interest bearing cash at beginning of year	2021-12-31	$32,848
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
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$5,694,226
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$34,938,625
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$29,244,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$25,897
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,794,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,615,503
Value of interest in pooled separate accounts at end of year	2021-12-31	$31,795,014
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$26,318,791
Interest on participant loans	2021-12-31	$13,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$298,215
Net investment gain/loss from pooled separate accounts	2021-12-31	$4,334,661
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	$493,625
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$27,209
Income. Dividends from common stock	2021-12-31	$20,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,091,744
Contract administrator fees	2021-12-31	$121,434
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	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : THE DUTRA GROUP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$6,696,713
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$619,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$521,466
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,214,873
Value of total assets at end of year	2020-12-31	$29,244,399
Value of total assets at beginning of year	2020-12-31	$23,166,887
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$97,735
Total interest from all sources	2020-12-31	$14,123
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	$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	$1,384,505
Participant contributions at end of year	2020-12-31	$250,048
Participant contributions at beginning of year	2020-12-31	$256,610
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$299,889
Administrative expenses (other) incurred	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$32,848
Total non interest bearing cash at beginning of year	2020-12-31	$44,609
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	$6,077,512
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$29,244,399
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$23,166,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$5,873
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,615,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,558,598
Value of interest in pooled separate accounts at end of year	2020-12-31	$26,318,791
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$20,272,366
Interest on participant loans	2020-12-31	$14,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$0
Net investment gain/loss from pooled separate accounts	2020-12-31	$4,467,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$530,479
Employer contributions (assets) at end of year	2020-12-31	$27,209
Employer contributions (assets) at beginning of year	2020-12-31	$34,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$521,466
Contract administrator fees	2020-12-31	$91,862
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
Accountancy firm name	2020-12-31	CLIFTONLARSONALLENLLP
Accountancy firm EIN	2020-12-31	410746749
2019 : THE DUTRA GROUP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$5,898,281
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,287,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,251,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,695,216
Value of total assets at end of year	2019-12-31	$23,166,887
Value of total assets at beginning of year	2019-12-31	$18,556,382
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$36,638
Total interest from all sources	2019-12-31	$14,983
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
Administrative expenses professional fees incurred	2019-12-31	$36,638
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	$1,252,290
Participant contributions at end of year	2019-12-31	$256,610
Participant contributions at beginning of year	2019-12-31	$354,528
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	$809
Administrative expenses (other) incurred	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$44,609
Total non interest bearing cash at beginning of year	2019-12-31	$4,924
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	$4,610,505
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$23,166,887
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$18,556,382
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	$2,558,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,277,168
Value of interest in pooled separate accounts at end of year	2019-12-31	$20,272,366
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$15,875,458
Income. Interest from loans (other than to participants)	2019-12-31	$14,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,188,082
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	Yes
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	$442,117
Employer contributions (assets) at end of year	2019-12-31	$34,704
Employer contributions (assets) at beginning of year	2019-12-31	$44,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,251,138
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : THE DUTRA GROUP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$827,833
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$723,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$720,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,154,344
Value of total assets at end of year	2018-12-31	$18,556,382
Value of total assets at beginning of year	2018-12-31	$18,451,855
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,956
Total interest from all sources	2018-12-31	$16,215
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
Administrative expenses professional fees incurred	2018-12-31	$2,956
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,210,423
Participant contributions at end of year	2018-12-31	$354,528
Participant contributions at beginning of year	2018-12-31	$337,149
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$5,205
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$521,696
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$4,924
Total non interest bearing cash at beginning of year	2018-12-31	$428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$104,527
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$18,556,382
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$18,451,855
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	$2,277,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,668,140
Value of interest in pooled separate accounts at end of year	2018-12-31	$15,875,458
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$15,402,742
Interest on participant loans	2018-12-31	$16,215
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,342,726
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	Yes
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	$422,225
Employer contributions (assets) at end of year	2018-12-31	$44,304
Employer contributions (assets) at beginning of year	2018-12-31	$38,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$720,350
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : THE DUTRA GROUP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$4,220,058
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,525,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,523,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,551,072
Value of total assets at end of year	2017-12-31	$18,451,855
Value of total assets at beginning of year	2017-12-31	$15,757,555
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,687
Total interest from all sources	2017-12-31	$12,843
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	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,147,341
Participant contributions at end of year	2017-12-31	$337,149
Participant contributions at beginning of year	2017-12-31	$270,900
Participant contributions at end of year	2017-12-31	$5,205
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$3,099
Administrative expenses (other) incurred	2017-12-31	$1,975
Total non interest bearing cash at end of year	2017-12-31	$428
Total non interest bearing cash at beginning of year	2017-12-31	$6,826
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	$2,694,300
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$18,451,855
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$15,757,555
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	$2,668,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,452,250
Value of interest in pooled separate accounts at end of year	2017-12-31	$15,402,742
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$13,009,410
Income. Interest from loans (other than to participants)	2017-12-31	$12,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,656,143
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	Yes
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	$400,632
Employer contributions (assets) at end of year	2017-12-31	$38,191
Employer contributions (assets) at beginning of year	2017-12-31	$18,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,523,071
Contract administrator fees	2017-12-31	$712
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : THE DUTRA GROUP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,539,231
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$765,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$763,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,447,372
Value of total assets at end of year	2016-12-31	$15,757,555
Value of total assets at beginning of year	2016-12-31	$13,983,370
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,791
Total interest from all sources	2016-12-31	$11,788
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
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	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,035,043
Participant contributions at end of year	2016-12-31	$270,900
Participant contributions at beginning of year	2016-12-31	$278,037
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$56,618
Administrative expenses (other) incurred	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$6,826
Total non interest bearing cash at beginning of year	2016-12-31	$4,867
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	$1,774,185
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$15,757,555
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$13,983,370
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 in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,452,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,498,354
Value of interest in pooled separate accounts at end of year	2016-12-31	$13,009,410
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$11,189,091
Income. Interest from loans (other than to participants)	2016-12-31	$11,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,080,071
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	$355,711
Employer contributions (assets) at end of year	2016-12-31	$18,169
Employer contributions (assets) at beginning of year	2016-12-31	$13,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$763,255
Contract administrator fees	2016-12-31	$1,791
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2016-12-31	410746749
2015 : THE DUTRA GROUP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,224,709
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$448,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$448,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,438,503
Value of total assets at end of year	2015-12-31	$13,983,370
Value of total assets at beginning of year	2015-12-31	$13,206,944
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$11,650
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$955,642
Participant contributions at end of year	2015-12-31	$278,037
Participant contributions at beginning of year	2015-12-31	$266,146
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$189,215
Administrative expenses (other) incurred	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$4,867
Total non interest bearing cash at beginning of year	2015-12-31	$4,639
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	$776,426
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$13,983,370
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$13,206,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,498,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$12,920,157
Value of interest in pooled separate accounts at end of year	2015-12-31	$11,189,091
Interest on participant loans	2015-12-31	$11,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-225,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$293,646
Employer contributions (assets) at end of year	2015-12-31	$13,021
Employer contributions (assets) at beginning of year	2015-12-31	$16,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$448,283
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	GALLINA LLP
Accountancy firm EIN	2015-12-31	942147510
2014 : THE DUTRA GROUP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,765,174
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$656,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$647,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,116,176
Value of total assets at end of year	2014-12-31	$13,206,944
Value of total assets at beginning of year	2014-12-31	$12,098,561
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$9,508
Total interest from all sources	2014-12-31	$8,612
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$9,508
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$830,596
Participant contributions at end of year	2014-12-31	$266,146
Participant contributions at beginning of year	2014-12-31	$186,943
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$7,621
Total non interest bearing cash at end of year	2014-12-31	$4,639
Total non interest bearing cash at beginning of year	2014-12-31	$1,289
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	$1,108,383
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$13,206,944
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$12,098,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$12,920,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$11,899,378
Interest on participant loans	2014-12-31	$8,612
Assets. Value of investments in 103.12 investment entities at end of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$640,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$285,580
Employer contributions (assets) at end of year	2014-12-31	$16,002
Employer contributions (assets) at beginning of year	2014-12-31	$3,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$647,283
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	GALLINA LLP
Accountancy firm EIN	2014-12-31	942147510
2013 : THE DUTRA GROUP 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$3,065,096
Total of all expenses incurred	2013-12-31	$914,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$901,900
Expenses. Certain deemed distributions of participant loans	2013-12-31	$5,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,243,927
Value of total assets at end of year	2013-12-31	$12,098,561
Value of total assets at beginning of year	2013-12-31	$9,948,213
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$7,608
Total interest from all sources	2013-12-31	$7,443
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$31,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$31,150
Administrative expenses professional fees incurred	2013-12-31	$1,375
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$861,984
Participant contributions at end of year	2013-12-31	$186,943
Participant contributions at beginning of year	2013-12-31	$149,608
Participant contributions at end of year	2013-12-31	$7,621
Participant contributions at beginning of year	2013-12-31	$39,696
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$117,668
Administrative expenses (other) incurred	2013-12-31	$18
Total non interest bearing cash at end of year	2013-12-31	$1,289
Total non interest bearing cash at beginning of year	2013-12-31	$4,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,150,348
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$12,098,561
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$9,948,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$5,933
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$11,899,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$9,742,241
Interest on participant loans	2013-12-31	$7,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,782,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$264,275
Employer contributions (assets) at end of year	2013-12-31	$3,330
Employer contributions (assets) at beginning of year	2013-12-31	$11,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$901,900
Contract administrator fees	2013-12-31	$282
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	GALLINA LLP
Accountancy firm EIN	2013-12-31	942147510
2012 : THE DUTRA GROUP 401(K) PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,394,821
Total of all expenses incurred	2012-12-31	$774,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$738,819
Expenses. Certain deemed distributions of participant loans	2012-12-31	$29,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,265,440
Value of total assets at end of year	2012-12-31	$9,948,213
Value of total assets at beginning of year	2012-12-31	$8,328,159
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$6,754
Total interest from all sources	2012-12-31	$6,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$1,450
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$756,384
Participant contributions at end of year	2012-12-31	$149,608
Participant contributions at beginning of year	2012-12-31	$151,480
Participant contributions at end of year	2012-12-31	$39,696
Participant contributions at beginning of year	2012-12-31	$13,481
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$277,219
Administrative expenses (other) incurred	2012-12-31	$0
Total non interest bearing cash at end of year	2012-12-31	$4,911
Total non interest bearing cash at beginning of year	2012-12-31	$6,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,620,054
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$9,948,213
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$8,328,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$5,032
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$9,742,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$8,151,767
Interest on participant loans	2012-12-31	$6,622
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$0
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,122,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$231,837
Employer contributions (assets) at end of year	2012-12-31	$11,757
Employer contributions (assets) at beginning of year	2012-12-31	$4,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$738,819
Contract administrator fees	2012-12-31	$272
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Liabilities. Value of acquisition indebtedness at beginning of year	2012-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	GALLINA LLP
Accountancy firm EIN	2012-12-31	942147510

Form 5500 Responses for THE DUTRA GROUP 401(K) PLAN

2022: THE DUTRA GROUP 401(K) 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE DUTRA GROUP 401(K) 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	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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE DUTRA GROUP 401(K) 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE DUTRA GROUP 401(K) 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE DUTRA GROUP 401(K) 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE DUTRA GROUP 401(K) 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE DUTRA GROUP 401(K) 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE DUTRA GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE DUTRA GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE DUTRA GROUP 401(K) 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE DUTRA GROUP 401(K) 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103831

Policy instance

Insurance contract or identification number	103831
Number of Individuals Covered	177
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $14,171
Total amount of fees paid to insurance company	USD $1,465
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,472
Amount paid for insurance broker fees	975
Additional information about fees paid to insurance broker	THIRD PARTY ADMINISTRATOR
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103831

Policy instance

Insurance contract or identification number	103831
Number of Individuals Covered	170
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $22,625
Total amount of fees paid to insurance company	USD $1,475
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,721
Amount paid for insurance broker fees	1475
Additional information about fees paid to insurance broker	THIRD PARTY ADMINISTRATOR
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103831

Policy instance

Insurance contract or identification number	103831
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $48,139
Total amount of fees paid to insurance company	USD $1,675
Commission paid to Insurance Broker	USD $37,557
Insurance broker organization code?	3
Amount paid for insurance broker fees	1675

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103831

Policy instance

Insurance contract or identification number	103831
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $41,243
Total amount of fees paid to insurance company	USD $10,687
Commission paid to Insurance Broker	USD $41,243
Insurance broker organization code?	3
Amount paid for insurance broker fees	10687
Additional information about fees paid to insurance broker	ADMINISTRATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103831

Policy instance

Insurance contract or identification number	103831
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $42,100
Total amount of fees paid to insurance company	USD $11,933
Commission paid to Insurance Broker	USD $42,100
Insurance broker organization code?	3
Amount paid for insurance broker fees	11933
Additional information about fees paid to insurance broker	ADMINISTRATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103831

Policy instance

Insurance contract or identification number	103831
Number of Individuals Covered	150
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $36,501
Total amount of fees paid to insurance company	USD $9,306
Commission paid to Insurance Broker	USD $5,595
Insurance broker organization code?	3
Amount paid for insurance broker fees	9306
Additional information about fees paid to insurance broker	ADMINISTRATION
Insurance broker name	R NETWORKS INSURANCE SERVICES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103831

Policy instance

Insurance contract or identification number	103831
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $27,305
Total amount of fees paid to insurance company	USD $7,485
Commission paid to Insurance Broker	USD $27,305
Insurance broker organization code?	3
Amount paid for insurance broker fees	7485
Additional information about fees paid to insurance broker	ADMINISTRATION
Insurance broker name	HICKS PENSION SERVICES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103831

Policy instance

Insurance contract or identification number	103831
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $24,863
Total amount of fees paid to insurance company	USD $6,538
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $24,863
Insurance broker organization code?	3
Amount paid for insurance broker fees	6538
Additional information about fees paid to insurance broker	ADMINISTRATION
Insurance broker name	HICKS PENSION SERVICES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103831

Policy instance

Insurance contract or identification number	103831
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $25,287
Total amount of fees paid to insurance company	USD $1,375
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $11,874
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL CORPORATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

103831

Policy instance

Insurance contract or identification number	103831
Number of Individuals Covered	137
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $37,216
Total amount of fees paid to insurance company	USD $1,495
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $17,043
Additional information about fees paid to insurance broker	BROKER
Insurance broker organization code?	3
Amount paid for insurance broker fees	1495
Insurance broker name	HICKS PENSION SERVICES

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Company Name:	THE DUTRA GROUP
Employer identification number (EIN):	942278920
NAIC Classification:	236200

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1973-10-04
Company Identification Number:	C0690488
Legal Registered Office Address:	818 W Seventh St Ste 930 Los Angeles United States of America (USA) 90017