401k Plan data: LARRY LEE MCCALLISTER, M.D. PROFIT SHARING PLAN plan

LARRY LEE MCCALLISTER, M.D. PROFIT SHARING PLAN 401k Plan overview

Plan Name	LARRY LEE MCCALLISTER, M.D. PROFIT SHARING PLAN
Plan identification number	002

LARRY LEE MCCALLISTER, M.D. PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LARRY LEE MCCALLISTER, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: LARRY LEE MCCALLISTER, M.D., P.C.

Employer identification number (EIN): 351586520

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LARRY LEE MCCALLISTER, M.D. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 LARRY LEE MCCALLISTER MD 2017-05-22
002 2015-01-01 LARRY LEE MCCALLISTER MD 2016-07-25
002 2014-01-01 LARRY LEE MCCALLISTER MD
002 2013-01-01 LARRY LEE MCCALLISTER MD
002 2012-01-01 LARRY LEE MCCALLISTER MD
002 2010-01-01 LARRY LEE MCCALLISTER MD
002 2009-01-01 LARRY LEE MCCALLISTER MD
002 2009-01-01 LARRY LEE MCCALLISTER MD

Plan Statistics for LARRY LEE MCCALLISTER, M.D. PROFIT SHARING PLAN

401k plan membership statisitcs for LARRY LEE MCCALLISTER, M.D. PROFIT SHARING PLAN

Measure Date Value
2014: LARRY LEE MCCALLISTER, M.D. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LARRY LEE MCCALLISTER, M.D. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LARRY LEE MCCALLISTER, M.D. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2010: LARRY LEE MCCALLISTER, M.D. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: LARRY LEE MCCALLISTER, M.D. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: LARRY LEE MCCALLISTER, M.D. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LARRY LEE MCCALLISTER, M.D. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LARRY LEE MCCALLISTER, M.D. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2010: LARRY LEE MCCALLISTER, M.D. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: LARRY LEE MCCALLISTER, M.D. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LARRY LEE MCCALLISTER, M.D. PROFIT SHARING PLAN

Measure	Date	Value
2014 : LARRY LEE MCCALLISTER, M.D. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$37,650
Expenses. Total of all expenses incurred	2014-12-31	$46,979
Benefits paid (including direct rollovers)	2014-12-31	$45,777
Total plan assets at end of year	2014-12-31	$1,053,303
Total plan assets at beginning of year	2014-12-31	$1,062,632
Value of fidelity bond covering the plan	2014-12-31	$100,000
Other income received	2014-12-31	$37,650
Net income (gross income less expenses)	2014-12-31	$-9,329
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,053,303
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,062,632
Assets. Value of participant loans	2014-12-31	$27,190
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,202
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : LARRY LEE MCCALLISTER, M.D. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$-5,531
Expenses. Total of all expenses incurred	2013-12-31	$47,845
Benefits paid (including direct rollovers)	2013-12-31	$47,035
Total plan assets at end of year	2013-12-31	$1,062,632
Total plan assets at beginning of year	2013-12-31	$1,116,008
Value of fidelity bond covering the plan	2013-12-31	$80,000
Other income received	2013-12-31	$-5,531
Net income (gross income less expenses)	2013-12-31	$-53,376
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,062,632
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,116,008
Assets. Value of participant loans	2013-12-31	$23,202
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$810
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : LARRY LEE MCCALLISTER, M.D. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$19,678
Expenses. Total of all expenses incurred	2012-12-31	$72,925
Benefits paid (including direct rollovers)	2012-12-31	$72,725
Total plan assets at end of year	2012-12-31	$1,116,008
Total plan assets at beginning of year	2012-12-31	$1,169,255
Value of fidelity bond covering the plan	2012-12-31	$80,000
Other income received	2012-12-31	$19,678
Net income (gross income less expenses)	2012-12-31	$-53,247
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,116,008
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,169,255
Assets. Value of participant loans	2012-12-31	$34,595
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2010 : LARRY LEE MCCALLISTER, M.D. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$0
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$36,338
Total plan assets at end of year	2010-12-31	$1,163,521
Total plan assets at beginning of year	2010-12-31	$1,157,324
Value of fidelity bond covering the plan	2010-12-31	$80,000
Other income received	2010-12-31	$43,877
Net income (gross income less expenses)	2010-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,157,324
Total contributions received or receivable from employer(s)	2010-12-31	$-1,192
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$150
2009 : LARRY LEE MCCALLISTER, M.D. PROFIT SHARING PLAN 2009 401k financial data
Total income from all sources	2009-12-31	$118,625
Expenses. Total of all expenses incurred	2009-12-31	$13,163
Benefits paid (including direct rollovers)	2009-12-31	$12,398
Total plan assets at end of year	2009-12-31	$1,157,324
Total plan assets at beginning of year	2009-12-31	$1,051,862
Value of fidelity bond covering the plan	2009-12-31	$80,000
Other income received	2009-12-31	$47,208
Net income (gross income less expenses)	2009-12-31	$105,462
Net plan assets at end of year (total assets less liabilities)	2009-12-31	$1,157,324
Net plan assets at beginning of year (total assets less liabilities)	2009-12-31	$1,051,862
Total contributions received or receivable from employer(s)	2009-12-31	$71,417
Expenses. Administrative service providers (salaries,fees and commissions)	2009-12-31	$765

Form 5500 Responses for LARRY LEE MCCALLISTER, M.D. PROFIT SHARING PLAN

2014: LARRY LEE MCCALLISTER, M.D. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LARRY LEE MCCALLISTER, M.D. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LARRY LEE MCCALLISTER, M.D. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2010: LARRY LEE MCCALLISTER, M.D. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LARRY LEE MCCALLISTER, M.D. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LARRY LEE MCCALLISTER, M.D., P.C.
Employer identification number (EIN):	351586520
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	LARRY LEE MCCALLISTER MD	2017-05-22
002	2015-01-01	LARRY LEE MCCALLISTER MD	2016-07-25
002	2014-01-01	LARRY LEE MCCALLISTER MD
002	2013-01-01	LARRY LEE MCCALLISTER MD
002	2012-01-01	LARRY LEE MCCALLISTER MD
002	2010-01-01	LARRY LEE MCCALLISTER MD
002	2009-01-01	LARRY LEE MCCALLISTER MD
002	2009-01-01	LARRY LEE MCCALLISTER MD