401k Plan data: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST plan

STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST
Plan identification number	001

STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 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.

401k Sponsoring company profile

STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST has sponsored the creation of one or more 401k plans.

Company Name: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST

Employer identification number (EIN): 930951226

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 STEVEN L. NEAL 2024-03-20
001 2022-01-01 STEVEN L. NEAL 2023-03-26
001 2021-01-01 STEVEN L. NEAL 2022-03-23
001 2020-01-01 STEVEN L. NEAL 2021-04-14
001 2019-01-01 STEVEN L. NEAL 2020-03-04
001 2018-01-01
001 2017-01-01
001 2016-01-01 STEVEN L. NEAL
001 2015-01-01 STEVEN L. NEAL
001 2014-01-01 STEVEN L. NEAL
001 2013-01-01 STEVEN L. NEAL STEVEN L. NEAL 2014-07-11
001 2012-01-01 STEVEN L. NEAL STEVEN L. NEAL 2013-07-24
001 2011-01-01 STEVEN L. NEAL STEVEN L. NEAL 2012-07-24
001 2010-01-01 STEVEN L. NEAL STEVEN L. NEAL 2011-07-15
001 2009-01-01 STEVEN L. NEAL STEVEN L. NEAL 2010-07-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	STEVEN L. NEAL	2024-03-20
001	2022-01-01	STEVEN L. NEAL	2023-03-26
001	2021-01-01	STEVEN L. NEAL	2022-03-23
001	2020-01-01	STEVEN L. NEAL	2021-04-14
001	2019-01-01	STEVEN L. NEAL	2020-03-04
001	2018-01-01
001	2017-01-01
001	2016-01-01	STEVEN L. NEAL
001	2015-01-01	STEVEN L. NEAL
001	2014-01-01	STEVEN L. NEAL
001	2013-01-01	STEVEN L. NEAL		STEVEN L. NEAL	2014-07-11
001	2012-01-01	STEVEN L. NEAL		STEVEN L. NEAL	2013-07-24
001	2011-01-01	STEVEN L. NEAL		STEVEN L. NEAL	2012-07-24
001	2010-01-01	STEVEN L. NEAL		STEVEN L. NEAL	2011-07-15
001	2009-01-01	STEVEN L. NEAL		STEVEN L. NEAL	2010-07-09

Plan Statistics for STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2023: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 6
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 2
Total of all active and inactive participants 2023-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 8
Number of participants with account balances 2023-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 6
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 8
Number of participants with account balances 2022-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6
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 1
Total of all active and inactive participants 2021-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 7
Number of participants with account balances 2021-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
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 0
Total of all active and inactive participants 2020-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
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 0
Total of all active and inactive participants 2019-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 7
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 0
Total of all active and inactive participants 2018-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 7
Number of participants with account balances 2018-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7
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 0
Total of all active and inactive participants 2017-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 7
Number of participants with account balances 2017-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
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 0
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 0
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
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: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 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 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 8
Number of participants with account balances 2010-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2023: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	6
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	2
Total of all active and inactive participants	2023-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	8
Number of participants with account balances	2023-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	6
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	8
Number of participants with account balances	2022-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6
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	1
Total of all active and inactive participants	2021-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	7
Number of participants with account balances	2021-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
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	0
Total of all active and inactive participants	2020-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
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	0
Total of all active and inactive participants	2019-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	7
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	0
Total of all active and inactive participants	2018-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	7
Number of participants with account balances	2018-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7
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	0
Total of all active and inactive participants	2017-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	7
Number of participants with account balances	2017-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
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	0
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	0
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
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: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 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	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	8
Number of participants with account balances	2010-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2023 : STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2023 401k financial data
Total income from all sources	2023-12-31	$247,244
Expenses. Total of all expenses incurred	2023-12-31	$522,925
Benefits paid (including direct rollovers)	2023-12-31	$522,925
Total plan assets at end of year	2023-12-31	$536,469
Total plan assets at beginning of year	2023-12-31	$812,150
Value of fidelity bond covering the plan	2023-12-31	$54,000
Total contributions received or receivable from participants	2023-12-31	$61,876
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Other income received	2023-12-31	$170,899
Net income (gross income less expenses)	2023-12-31	$-275,681
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$536,469
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$812,150
Total contributions received or receivable from employer(s)	2023-12-31	$14,469
2022 : STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-164,715
Expenses. Total of all expenses incurred	2022-12-31	$0
Benefits paid (including direct rollovers)	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$812,150
Total plan assets at beginning of year	2022-12-31	$976,865
Value of fidelity bond covering the plan	2022-12-31	$82,000
Total contributions received or receivable from participants	2022-12-31	$56,806
Other income received	2022-12-31	$-274,492
Net income (gross income less expenses)	2022-12-31	$-164,715
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$812,150
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$976,865
Assets. Value of participant loans	2022-12-31	$59,277
Total contributions received or receivable from employer(s)	2022-12-31	$52,971
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$125,374
Expenses. Total of all expenses incurred	2021-12-31	$0
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$976,865
Total plan assets at beginning of year	2021-12-31	$851,491
Value of fidelity bond covering the plan	2021-12-31	$98,000
Total contributions received or receivable from participants	2021-12-31	$65,168
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Other income received	2021-12-31	$45,443
Net income (gross income less expenses)	2021-12-31	$125,374
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$976,865
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$851,491
Assets. Value of participant loans	2021-12-31	$80,113
Total contributions received or receivable from employer(s)	2021-12-31	$14,763
2020 : STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$298,814
Expenses. Total of all expenses incurred	2020-12-31	$150
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$851,491
Total plan assets at beginning of year	2020-12-31	$552,827
Value of fidelity bond covering the plan	2020-12-31	$85,000
Total contributions received or receivable from participants	2020-12-31	$62,840
Other income received	2020-12-31	$220,297
Net income (gross income less expenses)	2020-12-31	$298,664
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$851,491
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$552,827
Assets. Value of participant loans	2020-12-31	$103,708
Total contributions received or receivable from employer(s)	2020-12-31	$15,677
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$150
2019 : STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$181,595
Expenses. Total of all expenses incurred	2019-12-31	$11
Benefits paid (including direct rollovers)	2019-12-31	$11
Total plan assets at end of year	2019-12-31	$552,827
Total plan assets at beginning of year	2019-12-31	$371,243
Value of fidelity bond covering the plan	2019-12-31	$56,000
Total contributions received or receivable from participants	2019-12-31	$69,590
Other income received	2019-12-31	$95,709
Net income (gross income less expenses)	2019-12-31	$181,584
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$552,827
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$371,243
Assets. Value of participant loans	2019-12-31	$7,658
Total contributions received or receivable from employer(s)	2019-12-31	$16,296
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
2018 : STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$33,758
Expenses. Total of all expenses incurred	2018-12-31	$472
Benefits paid (including direct rollovers)	2018-12-31	$472
Total plan assets at end of year	2018-12-31	$371,243
Total plan assets at beginning of year	2018-12-31	$337,957
Value of fidelity bond covering the plan	2018-12-31	$38,000
Total contributions received or receivable from participants	2018-12-31	$64,267
Other income received	2018-12-31	$-45,281
Net income (gross income less expenses)	2018-12-31	$33,286
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$371,243
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$337,957
Assets. Value of participant loans	2018-12-31	$11,756
Total contributions received or receivable from employer(s)	2018-12-31	$14,772
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$173,630
Expenses. Total of all expenses incurred	2017-12-31	$400,000
Benefits paid (including direct rollovers)	2017-12-31	$400,000
Total plan assets at end of year	2017-12-31	$337,957
Total plan assets at beginning of year	2017-12-31	$564,327
Value of fidelity bond covering the plan	2017-12-31	$34,000
Total contributions received or receivable from participants	2017-12-31	$70,543
Other income received	2017-12-31	$64,617
Net income (gross income less expenses)	2017-12-31	$-226,370
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$337,957
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$564,327
Assets. Value of participant loans	2017-12-31	$17,842
Total contributions received or receivable from employer(s)	2017-12-31	$38,470
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$100,995
Expenses. Total of all expenses incurred	2016-12-31	$20,000
Benefits paid (including direct rollovers)	2016-12-31	$19,767
Total plan assets at end of year	2016-12-31	$564,327
Total plan assets at beginning of year	2016-12-31	$483,332
Value of fidelity bond covering the plan	2016-12-31	$50,000
Total contributions received or receivable from participants	2016-12-31	$64,500
Other income received	2016-12-31	$24,537
Net income (gross income less expenses)	2016-12-31	$80,995
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$564,327
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$483,332
Assets. Value of participant loans	2016-12-31	$24,312
Total contributions received or receivable from employer(s)	2016-12-31	$11,958
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$233
2015 : STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$62,801
Expenses. Total of all expenses incurred	2015-12-31	$150
Total plan assets at end of year	2015-12-31	$483,332
Total plan assets at beginning of year	2015-12-31	$420,681
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$60,021
Other income received	2015-12-31	$-8,884
Net income (gross income less expenses)	2015-12-31	$62,651
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$483,332
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$420,681
Assets. Value of participant loans	2015-12-31	$8,423
Total contributions received or receivable from employer(s)	2015-12-31	$11,664
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$150
2014 : STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$66,061
Expenses. Total of all expenses incurred	2014-12-31	$12,674
Benefits paid (including direct rollovers)	2014-12-31	$12,559
Total plan assets at end of year	2014-12-31	$420,681
Total plan assets at beginning of year	2014-12-31	$367,294
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$50,284
Noncash contributions received	2014-12-31	$4,713
Net income (gross income less expenses)	2014-12-31	$53,387
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$420,681
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$367,294
Assets. Value of participant loans	2014-12-31	$5,775
Total contributions received or receivable from employer(s)	2014-12-31	$11,064
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$115
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$84,247
Expenses. Total of all expenses incurred	2013-12-31	$12
Total plan assets at end of year	2013-12-31	$367,294
Total plan assets at beginning of year	2013-12-31	$283,059
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$10,865
Other income received	2013-12-31	$24,861
Net income (gross income less expenses)	2013-12-31	$84,235
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$367,294
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$283,059
Assets. Value of participant loans	2013-12-31	$10,336
Total contributions received or receivable from employer(s)	2013-12-31	$48,521
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$12
2012 : STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$43,679
Expenses. Total of all expenses incurred	2012-12-31	$250,012
Benefits paid (including direct rollovers)	2012-12-31	$250,000
Total plan assets at end of year	2012-12-31	$283,059
Total plan assets at beginning of year	2012-12-31	$489,392
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$31,753
Expenses. Other expenses not covered elsewhere	2012-12-31	$12
Other income received	2012-12-31	$2,767
Net income (gross income less expenses)	2012-12-31	$-206,333
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$283,059
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$489,392
Assets. Value of participant loans	2012-12-31	$22,038
Total contributions received or receivable from employer(s)	2012-12-31	$9,159
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$53,988
Expenses. Total of all expenses incurred	2011-12-31	$14,307
Benefits paid (including direct rollovers)	2011-12-31	$14,295
Total plan assets at end of year	2011-12-31	$489,392
Total plan assets at beginning of year	2011-12-31	$449,711
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$50,373
Other income received	2011-12-31	$-8,018
Net income (gross income less expenses)	2011-12-31	$39,681
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$489,392
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$449,711
Assets. Value of participant loans	2011-12-31	$36,340
Total contributions received or receivable from employer(s)	2011-12-31	$11,633
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$12
2010 : STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$98,444
Expenses. Total of all expenses incurred	2010-12-31	$6,713
Benefits paid (including direct rollovers)	2010-12-31	$6,551
Total plan assets at end of year	2010-12-31	$449,711
Total plan assets at beginning of year	2010-12-31	$357,980
Total contributions received or receivable from participants	2010-12-31	$59,162
Contributions received from other sources (not participants or employers)	2010-12-31	$26,208
Other income received	2010-12-31	$1,756
Net income (gross income less expenses)	2010-12-31	$91,731
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$449,711
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$357,980
Assets. Value of participant loans	2010-12-31	$32,980
Total contributions received or receivable from employer(s)	2010-12-31	$11,318
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$162
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST

2023: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 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: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 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: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 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: STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST 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:	STEVEN L. NEAL 401K PROFIT SHARING PLAN & TRUST
Employer identification number (EIN):	930951226
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)