Dunham Associates, Inc.

Registered In: Montana
Incorporation Date: 02/22/1999
Registration Type: Foreign
Foreign Jurisdiction: Minnesota
Company Type: Foreign Profit Corporation
Status: Active-Good Standing
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Corporation Service Company Registered Agent

26 W SIXTH AVE, HELENA, MT 59624

50 S 6TH ST # 1100, MINNEAPOLIS, MN 55402 View Map

Financial Information for Dunham Associates, Inc.

Form 5500

50 South Sixth St. Suite 1100, Minneapolis, Mn 55402 (612) 465-7550 EIN:46-0282077 Plan Admin:Katy Gainey

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameDUNHAM ASSOCIATES, INC. 401(K) PLAN Plan #002 Participants BOY/EOY146 / 176 Assets BOY/EOY$38,458,342 / $31,050,105	2022	DUNHAM ASSOCIATES, INC. 401(K) PLAN - Plan #002	146 / 176	$38,458,342 / $31,050,105
2022	Plan NameGROUP TERM LIFE INSURANCE PLAN Plan #502 Participants BOY/EOY140 / 0 Assets BOY/EOY$0 / $0	2022	GROUP TERM LIFE INSURANCE PLAN - Plan #502	140 / 0	$0 / $0
2022	Plan NameDENTAL PLAN Plan #504 Participants BOY/EOY119 / 0 Assets BOY/EOY$0 / $0	2022	DENTAL PLAN - Plan #504	119 / 0	$0 / $0
2022	Plan NameMEDICAL INSURANCE Plan #503 Participants BOY/EOY157 / 0 Assets BOY/EOY$0 / $0	2022	MEDICAL INSURANCE - Plan #503	157 / 0	$0 / $0
2022	Plan NameLONG TERM DISABILITY INSURANCE Plan #507 Participants BOY/EOY139 / 0 Assets BOY/EOY$0 / $0	2022	LONG TERM DISABILITY INSURANCE - Plan #507	139 / 0	$0 / $0
2021	Plan NameDUNHAM ASSOCIATES, INC. 401(K) PLAN Plan #002 Participants BOY/EOY140 / 146 Assets BOY/EOY$32,434,534 / $38,458,342	2021	DUNHAM ASSOCIATES, INC. 401(K) PLAN - Plan #002	140 / 146	$32,434,534 / $38,458,342
2021	Plan NameMEDICAL INSURANCE Plan #503 Participants BOY/EOY115 / 0 Assets BOY/EOY$0 / $0	2021	MEDICAL INSURANCE - Plan #503	115 / 0	$0 / $0
2021	Plan NameDENTAL PLAN Plan #504 Participants BOY/EOY99 / 0 Assets BOY/EOY$0 / $0	2021	DENTAL PLAN - Plan #504	99 / 0	$0 / $0
2021	Plan NameLONG TERM DISABILITY INSURANCE Plan #507 Participants BOY/EOY113 / 0 Assets BOY/EOY$0 / $0	2021	LONG TERM DISABILITY INSURANCE - Plan #507	113 / 0	$0 / $0
2021	Plan NameGROUP TERM LIFE INSURANCE PLAN Plan #502 Participants BOY/EOY114 / 0 Assets BOY/EOY$0 / $0	2021	GROUP TERM LIFE INSURANCE PLAN - Plan #502	114 / 0	$0 / $0
2020	Plan NameDUNHAM ASSOCIATES, INC. 401(K) PLAN Plan #002 Participants BOY/EOY136 / 140 Assets BOY/EOY$26,010,389 / $32,434,534	2020	DUNHAM ASSOCIATES, INC. 401(K) PLAN - Plan #002	136 / 140	$26,010,389 / $32,434,534
2020	Plan NameMEDICAL INSURANCE Plan #503 Participants BOY/EOY120 / 0 Assets BOY/EOY$0 / $0	2020	MEDICAL INSURANCE - Plan #503	120 / 0	$0 / $0
2020	Plan NameLONG TERM DISABILITY INSURANCE Plan #507 Participants BOY/EOY111 / 0 Assets BOY/EOY$0 / $0	2020	LONG TERM DISABILITY INSURANCE - Plan #507	111 / 0	$0 / $0
2020	Plan NameGROUP TERM LIFE INSURANCE PLAN Plan #502 Participants BOY/EOY111 / 0 Assets BOY/EOY$0 / $0	2020	GROUP TERM LIFE INSURANCE PLAN - Plan #502	111 / 0	$0 / $0
2020	Plan NameDENTAL PLAN Plan #504 Participants BOY/EOY109 / 0 Assets BOY/EOY$0 / $0	2020	DENTAL PLAN - Plan #504	109 / 0	$0 / $0
2019	Plan NameDUNHAM ASSOCIATES, INC. 401(K) PLAN Plan #002 Participants BOY/EOY136 / 136 Assets BOY/EOY$19,325,845 / $26,010,389	2019	DUNHAM ASSOCIATES, INC. 401(K) PLAN - Plan #002	136 / 136	$19,325,845 / $26,010,389
2019	Plan NameLONG TERM DISABILITY INSURANCE Plan #507 Participants BOY/EOY105 / 0 Assets BOY/EOY$0 / $0	2019	LONG TERM DISABILITY INSURANCE - Plan #507	105 / 0	$0 / $0
2019	Plan NameGROUP TERM LIFE INSURANCE PLAN Plan #502 Participants BOY/EOY105 / 0 Assets BOY/EOY$0 / $0	2019	GROUP TERM LIFE INSURANCE PLAN - Plan #502	105 / 0	$0 / $0
2019	Plan NameDENTAL PLAN Plan #504 Participants BOY/EOY100 / 0 Assets BOY/EOY$0 / $0	2019	DENTAL PLAN - Plan #504	100 / 0	$0 / $0
2019	Plan NameMEDICAL INSURANCE Plan #503 Participants BOY/EOY114 / 0 Assets BOY/EOY$0 / $0	2019	MEDICAL INSURANCE - Plan #503	114 / 0	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

DUNHAM ASSOCIATES, INC.

50 S 6th St Ste 1100, MINNEAPOLIS, MN 55402-1239 Industry:Engineering Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/10/2020	Approved$2,433,400 Forgiven$2,461,992 LenderAlerus Financial, National Association Jobs109	04/10/2020	$2,433,400	$2,461,992	Alerus Financial, National Association	109

PPP Loans based on Paycheck Protection Program.

Address Match:50 S 6th St # 1100 Minneapolis, MN

Dunham Associates, Inc. Registered in West Virginia	Charleston, WV Minneapolis, MN	View Report
Dunham Associates, Inc. Registered in Arizona	Minneapolis, MN Phoenix, AZ	View Report
Dunham Associates, Inc. Registered in Kansas	Minneapolis, MN Topeka, KS	View Report
Dunham Associates, Inc. Registered in Idaho	Minneapolis, MN Nampa, ID (1 more)	View Report
Dunham Associates, Inc. Registered in Alaska	Minneapolis, MN	View Report
Dunham Associates, Inc. Registered in Maine	Augusta, ME Minneapolis, MN	View Report

Related Business Names:

Dunham & Associates, Inc. Registered in New York	Bronx, NY	View Report
Dunham Associates, Inc Registered in Michigan	Lansing, MI East Lansing, MI (1 more)	View Report
Dunham Associates, Inc. Registered in Rhode Island	Minneapolis, MN	View Report
Dunham Associates, Inc. Registered in Iowa	Des Moines, IA	View Report
Dunham Associates, Inc. Registered in Washington	Minneapolis, MN	View Report
Dunham Associates, Inc. Registered in Wyoming	Cheyenne, WY Minneapolis, MN	View Report
Dunham Associates, Inc. Registered in Nevada	Minneapolis, MN	View Report
Dunham Associates, Inc. Registered in Minnesota	Minneapolis, MN	View Report
Dunham & Associates, Inc. Registered in Texas	Houston, TX	View Report
Dunham Associates, Inc. Registered in Colorado	Littleton, CO Minneapolis, MN	View Report
Dunham & Associates, Inc. Registered in Florida	Saint Petersburg, FL	View Report
Dunham Associates, Inc. Registered in Massachusetts	Waltham, MA	View Report
Dunham Associates, Inc. Registered in Idaho	Bloomington, MN Minneapolis, MN	View Report
Dunham Associates, Inc. Registered in Texas	Minneapolis, MN	View Report
Dunham Associates, Inc. Registered in Washington	Minneapolis, MN	View Report
Dunham Associates, Inc. Registered in Oklahoma	Minneapolis, MN Oklahoma City, OK	View Report
Dunham Associates, Inc. Registered in Georgia	Atlanta, GA Minneapolis, MN	View Report

Address Match:50 S 6th St Minneapolis, MN

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The following government agencies have contributed data:

Montana Secretary of State U.S. Department of Labor U.S. Small Business Administration

Dunham Associates, Inc.

Company Summary

Financial Information for Dunham Associates, Inc.

DUNHAM ASSOCIATES, INC.

DUNHAM ASSOCIATES, INC.