401k Plan data: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN plan

CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 401k Plan overview

Plan Name	CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN
Plan identification number	001

CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CLM CENTER FOR LIFE MANAGEMENT has sponsored the creation of one or more 401k plans.

Company Name: CLM CENTER FOR LIFE MANAGEMENT

Employer identification number (EIN): 020301530

NAIC Classification: 621112
NAIC Description: Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MIKE BERGERON
001 2016-01-01 MIKE BERGERON
001 2015-01-01 MIKE BERGERON
001 2014-01-01 MICHAEL BERGERON
001 2013-01-01 MICHEAL BERGERON
001 2012-01-01 MICHAEL BERGERON MICHAEL BERGERON 2013-09-03
001 2011-01-01 MICHAEL BERGERON MICHAEL BERGERON 2012-08-13
001 2010-01-01 .MICHAEL BERGERON.B .MICHAEL BERGERON.B 2011-09-21
001 2009-01-01 MICHAEL BERGERON MICHAEL BERGERON 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MIKE BERGERON
001	2016-01-01	MIKE BERGERON
001	2015-01-01	MIKE BERGERON
001	2014-01-01	MICHAEL BERGERON
001	2013-01-01	MICHEAL BERGERON
001	2012-01-01	MICHAEL BERGERON	MICHAEL BERGERON	2013-09-03
001	2011-01-01	MICHAEL BERGERON	MICHAEL BERGERON	2012-08-13
001	2010-01-01	.MICHAEL BERGERON.B	.MICHAEL BERGERON.B	2011-09-21
001	2009-01-01	MICHAEL BERGERON	MICHAEL BERGERON	2010-10-14

Plan Statistics for CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN

401k plan membership statisitcs for CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN

Measure Date Value
2023: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 350
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 116
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 86
Total of all active and inactive participants 2023-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 202
Number of participants with account balances 2023-01-01 201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 309
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 276
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 74
Total of all active and inactive participants 2022-01-01 350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 350
Number of participants with account balances 2022-01-01 187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 273
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 244
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 65
Total of all active and inactive participants 2021-01-01 309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 309
Number of participants with account balances 2021-01-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 284
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 215
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 58
Total of all active and inactive participants 2020-01-01 273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 273
Number of participants with account balances 2020-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 303
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 227
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 57
Total of all active and inactive participants 2019-01-01 284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 284
Number of participants with account balances 2019-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 242
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 257
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 46
Total of all active and inactive participants 2018-01-01 303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 303
Number of participants with account balances 2018-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 225
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 205
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 37
Total of all active and inactive participants 2017-01-01 242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 242
Number of participants with account balances 2017-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 192
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 33
Total of all active and inactive participants 2016-01-01 225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 225
Number of participants with account balances 2016-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 80
Number of retired or separated participants receiving benefits 2015-01-01 34
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 114
Number of participants with account balances 2015-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 152
Number of retired or separated participants receiving benefits 2014-01-01 19
Total of all active and inactive participants 2014-01-01 171
Total participants 2014-01-01 171
Number of participants with account balances 2014-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 80
Number of retired or separated participants receiving benefits 2013-01-01 22
Total of all active and inactive participants 2013-01-01 102
Total participants 2013-01-01 102
Number of participants with account balances 2013-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 180
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 16
Total of all active and inactive participants 2012-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 196
Number of participants with account balances 2012-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 167
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 21
Total of all active and inactive participants 2011-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 188
Number of participants with account balances 2011-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 225
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 187
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 18
Total of all active and inactive participants 2010-01-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 205
Number of participants with account balances 2010-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 165
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 32
Total of all active and inactive participants 2009-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 197
Number of participants with account balances 2009-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	350
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	116
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	86
Total of all active and inactive participants	2023-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	202
Number of participants with account balances	2023-01-01	201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	309
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	276
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	74
Total of all active and inactive participants	2022-01-01	350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	350
Number of participants with account balances	2022-01-01	187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	273
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	244
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	65
Total of all active and inactive participants	2021-01-01	309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	309
Number of participants with account balances	2021-01-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	284
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	215
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	58
Total of all active and inactive participants	2020-01-01	273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	273
Number of participants with account balances	2020-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	303
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	227
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	57
Total of all active and inactive participants	2019-01-01	284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	284
Number of participants with account balances	2019-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	242
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	257
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	46
Total of all active and inactive participants	2018-01-01	303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	303
Number of participants with account balances	2018-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	225
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	205
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	37
Total of all active and inactive participants	2017-01-01	242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	242
Number of participants with account balances	2017-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	192
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	33
Total of all active and inactive participants	2016-01-01	225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	225
Number of participants with account balances	2016-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	80
Number of retired or separated participants receiving benefits	2015-01-01	34
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	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	114
Number of participants with account balances	2015-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	152
Number of retired or separated participants receiving benefits	2014-01-01	19
Total of all active and inactive participants	2014-01-01	171
Total participants	2014-01-01	171
Number of participants with account balances	2014-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	80
Number of retired or separated participants receiving benefits	2013-01-01	22
Total of all active and inactive participants	2013-01-01	102
Total participants	2013-01-01	102
Number of participants with account balances	2013-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	180
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	16
Total of all active and inactive participants	2012-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	196
Number of participants with account balances	2012-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	167
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	21
Total of all active and inactive participants	2011-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	188
Number of participants with account balances	2011-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	225
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	187
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	18
Total of all active and inactive participants	2010-01-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	205
Number of participants with account balances	2010-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	165
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	32
Total of all active and inactive participants	2009-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	197
Number of participants with account balances	2009-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN

Measure	Date	Value
2023 : CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$2,575,932
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$658,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$646,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$775,809
Value of total assets at end of year	2023-12-31	$10,862,499
Value of total assets at beginning of year	2023-12-31	$8,945,190
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$12,185
Total interest from all sources	2023-12-31	$20,360
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$299,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$299,562
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$548,142
Participant contributions at end of year	2023-12-31	$49,375
Participant contributions at beginning of year	2023-12-31	$46,486
Participant contributions at beginning of year	2023-12-31	$6,500
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$1,441
Total non interest bearing cash at end of year	2023-12-31	$27,265
Total non interest bearing cash at beginning of year	2023-12-31	$23,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,917,309
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$10,862,499
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$8,945,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$10,785,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$8,868,721
Interest on participant loans	2023-12-31	$1,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$18,462
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,480,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$226,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$646,438
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2023-12-31	043499945
2022 : CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-828,062
Total of all expenses incurred	2022-12-31	$326,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$312,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$978,971
Value of total assets at end of year	2022-12-31	$8,945,190
Value of total assets at beginning of year	2022-12-31	$10,099,824
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$13,805
Total interest from all sources	2022-12-31	$792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$13,805
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$509,981
Participant contributions at end of year	2022-12-31	$46,486
Participant contributions at beginning of year	2022-12-31	$64,138
Participant contributions at end of year	2022-12-31	$6,500
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$269,949
Other income not declared elsewhere	2022-12-31	$-1,807,825
Total non interest bearing cash at end of year	2022-12-31	$23,483
Total non interest bearing cash at beginning of year	2022-12-31	$23,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,154,634
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,945,190
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,099,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$8,868,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$10,012,275
Interest on participant loans	2022-12-31	$792
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	Yes
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	$199,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$312,767
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2022-12-31	043499945
2021 : CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$2,054,549
Total of all expenses incurred	2021-12-31	$337,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$323,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$697,110
Value of total assets at end of year	2021-12-31	$10,099,824
Value of total assets at beginning of year	2021-12-31	$8,382,887
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$14,099
Total interest from all sources	2021-12-31	$2,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$14,099
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
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	$502,946
Participant contributions at end of year	2021-12-31	$64,138
Participant contributions at beginning of year	2021-12-31	$56,957
Participant contributions at beginning of year	2021-12-31	$13,979
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$18,472
Other income not declared elsewhere	2021-12-31	$1,354,729
Total non interest bearing cash at end of year	2021-12-31	$23,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,716,937
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,099,824
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,382,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$10,012,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,306,593
Interest on participant loans	2021-12-31	$2,710
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	$175,692
Employer contributions (assets) at beginning of year	2021-12-31	$5,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$323,513
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2021-12-31	043499945
2020 : CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,725,429
Total of all expenses incurred	2020-12-31	$642,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$630,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$600,346
Value of total assets at end of year	2020-12-31	$8,382,887
Value of total assets at beginning of year	2020-12-31	$7,300,205
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$12,397
Total interest from all sources	2020-12-31	$15,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$12,397
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$468,211
Participant contributions at end of year	2020-12-31	$56,957
Participant contributions at beginning of year	2020-12-31	$79,697
Participant contributions at end of year	2020-12-31	$13,979
Other income not declared elsewhere	2020-12-31	$1,110,012
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	$1,082,682
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,382,887
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,300,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$8,306,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,220,508
Interest on participant loans	2020-12-31	$15,071
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	$132,135
Employer contributions (assets) at end of year	2020-12-31	$5,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$630,350
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	Unqualified
Accountancy firm name	2020-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2020-12-31	043499945
2019 : CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,857,299
Total of all expenses incurred	2019-12-31	$386,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$368,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$535,237
Value of total assets at end of year	2019-12-31	$7,300,205
Value of total assets at beginning of year	2019-12-31	$5,829,069
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$17,474
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	$17,474
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$403,666
Participant contributions at end of year	2019-12-31	$79,697
Participant contributions at beginning of year	2019-12-31	$91,911
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$17,246
Other income not declared elsewhere	2019-12-31	$1,322,062
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	$1,471,136
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,300,205
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,829,069
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	$7,220,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,737,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$114,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$368,689
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2019-12-31	043499945
2018 : CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2018 401k financial data
Total transfer of assets to this plan	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$135,418
Total of all expenses incurred	2018-12-31	$233,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$223,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$501,052
Value of total assets at end of year	2018-12-31	$5,829,069
Value of total assets at beginning of year	2018-12-31	$5,927,121
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$9,804
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	$9,804
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
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	$394,753
Participant contributions at end of year	2018-12-31	$91,911
Participant contributions at beginning of year	2018-12-31	$83,621
Other income not declared elsewhere	2018-12-31	$-365,634
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	$-98,052
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,829,069
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,927,121
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	$5,737,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,843,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$106,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$223,666
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2018-12-31	043499945
2017 : CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,392,319
Total of all expenses incurred	2017-12-31	$221,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$211,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$512,250
Value of total assets at end of year	2017-12-31	$5,927,121
Value of total assets at beginning of year	2017-12-31	$4,756,260
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$10,381
Total interest from all sources	2017-12-31	$809,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$10,381
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$365,053
Participant contributions at end of year	2017-12-31	$83,621
Participant contributions at beginning of year	2017-12-31	$139,343
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$50,467
Other income not declared elsewhere	2017-12-31	$70,162
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,170,861
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,927,121
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,756,260
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	$5,843,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,616,917
Interest on participant loans	2017-12-31	$5,065
Interest earned on other investments	2017-12-31	$804,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$96,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$211,077
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2017-12-31	043499945
2016 : CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$173,617
Total unrealized appreciation/depreciation of assets	2016-12-31	$173,617
Total income from all sources (including contributions)	2016-12-31	$885,090
Total loss/gain on sale of assets	2016-12-31	$21,252
Total of all expenses incurred	2016-12-31	$617,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$609,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$547,592
Value of total assets at end of year	2016-12-31	$4,756,260
Value of total assets at beginning of year	2016-12-31	$4,488,915
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$8,487
Total interest from all sources	2016-12-31	$5,163
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$137,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$137,466
Administrative expenses professional fees incurred	2016-12-31	$8,487
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$327,615
Participant contributions at end of year	2016-12-31	$139,343
Participant contributions at beginning of year	2016-12-31	$135,522
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$121,937
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$160
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	$267,345
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,756,260
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,488,915
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	$4,616,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,353,233
Interest on participant loans	2016-12-31	$5,163
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	$98,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$609,258
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$21,252
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2016-12-31	043499945
2015 : CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-223,121
Total unrealized appreciation/depreciation of assets	2015-12-31	$-223,121
Total income from all sources (including contributions)	2015-12-31	$424,904
Total loss/gain on sale of assets	2015-12-31	$43,110
Total of all expenses incurred	2015-12-31	$443,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$436,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$439,872
Value of total assets at end of year	2015-12-31	$4,488,915
Value of total assets at beginning of year	2015-12-31	$4,507,928
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$7,349
Total interest from all sources	2015-12-31	$4,650
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$160,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$160,721
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	$337,083
Participant contributions at end of year	2015-12-31	$135,522
Participant contributions at beginning of year	2015-12-31	$86,760
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$3,541
Other income not declared elsewhere	2015-12-31	$-328
Total non interest bearing cash at end of year	2015-12-31	$160
Total non interest bearing cash at beginning of year	2015-12-31	$24,548
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	$-19,013
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,488,915
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,507,928
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
Investment advisory and management fees	2015-12-31	$7,349
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,353,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,396,620
Interest on participant loans	2015-12-31	$4,650
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$0
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	$99,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$436,568
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
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
Aggregate proceeds on sale of assets	2015-12-31	$43,110
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2015-12-31	043499945
2014 : CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$44,244
Total unrealized appreciation/depreciation of assets	2014-12-31	$44,244
Total income from all sources (including contributions)	2014-12-31	$668,523
Total loss/gain on sale of assets	2014-12-31	$46,176
Total of all expenses incurred	2014-12-31	$530,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$520,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$412,666
Value of total assets at end of year	2014-12-31	$4,507,928
Value of total assets at beginning of year	2014-12-31	$4,370,135
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$10,469
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$165,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$165,437
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	$307,549
Participant contributions at end of year	2014-12-31	$86,760
Participant contributions at beginning of year	2014-12-31	$88,272
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$20,368
Total non interest bearing cash at end of year	2014-12-31	$24,548
Total non interest bearing cash at beginning of year	2014-12-31	$16,305
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	$137,793
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,507,928
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,370,135
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
Investment advisory and management fees	2014-12-31	$10,469
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,396,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,768,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$497,221
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	$84,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$520,261
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
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	Yes
Aggregate proceeds on sale of assets	2014-12-31	$987,615
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$941,439
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2014-12-31	043499945
2013 : CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$981,513
Total of all expenses incurred	2013-12-31	$188,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$176,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$293,126
Value of total assets at end of year	2013-12-31	$4,370,135
Value of total assets at beginning of year	2013-12-31	$3,576,698
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$11,417
Total interest from all sources	2013-12-31	$3,153
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$685,234
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	$685,234
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
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$272,037
Participant contributions at end of year	2013-12-31	$88,272
Participant contributions at beginning of year	2013-12-31	$75,142
Participant contributions at beginning of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Total non interest bearing cash at end of year	2013-12-31	$16,305
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	$793,437
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,370,135
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,576,698
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,768,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,738,662
Interest on participant loans	2013-12-31	$3,153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$497,221
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$762,894
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	$21,089
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$176,659
Contract administrator fees	2013-12-31	$11,417
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2013-12-31	043499945
2012 : CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$0
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
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	$674,509
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$329,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$313,728
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$257,038
Value of total assets at end of year	2012-12-31	$3,576,698
Value of total assets at beginning of year	2012-12-31	$3,232,059
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$16,142
Total income from rents	2012-12-31	$0
Total interest from all sources	2012-12-31	$23,615
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$40,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$40,151
Administrative expenses professional fees incurred	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	No
Value of fidelity bond cover	2012-12-31	$0
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
Amount of non-exempt transactions with any party-in-interest	2012-12-31	$0
Contributions received from participants	2012-12-31	$246,555
Participant contributions at end of year	2012-12-31	$75,142
Participant contributions at beginning of year	2012-12-31	$56,411
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$10,483
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$10
Administrative expenses (other) incurred	2012-12-31	$0
Liabilities. Value of operating payables at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$344,639
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,576,698
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,232,059
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2012-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2012-12-31	$0
Investment advisory and management fees	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,738,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,494,054
Interest on participant loans	2012-12-31	$2,837
Income. Interest from loans (other than to participants)	2012-12-31	$0
Interest earned on other investments	2012-12-31	$20,778
Income. Interest from US Government securities	2012-12-31	$0
Income. Interest from corporate debt instruments	2012-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$762,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$681,594
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$353,695
Net investment gain/loss from pooled separate accounts	2012-12-31	$0
Net investment gain or loss from common/collective trusts	2012-12-31	$0
Net gain/loss from 103.12 investment entities	2012-12-31	$0
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	$0
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$0
Income. Dividends from preferred stock	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$313,728
Contract administrator fees	2012-12-31	$16,142
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$0
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
Aggregate proceeds on sale of assets	2012-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$0
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	CARON & BLETZER, LLC
Accountancy firm EIN	2012-12-31	043499945
2011 : CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$0
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$185,383
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$659,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$637,996
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$904
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$253,712
Value of total assets at end of year	2011-12-31	$3,232,059
Value of total assets at beginning of year	2011-12-31	$3,705,968
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$20,392
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$22,646
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$44,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$44,154
Administrative expenses professional fees incurred	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	No
Value of fidelity bond cover	2011-12-31	$0
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Amount of non-exempt transactions with any party-in-interest	2011-12-31	$0
Contributions received from participants	2011-12-31	$236,478
Participant contributions at end of year	2011-12-31	$56,411
Participant contributions at beginning of year	2011-12-31	$12,061
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$1,603
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$17,234
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$40,788
Administrative expenses (other) incurred	2011-12-31	$0
Liabilities. Value of operating payables at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-473,909
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,232,059
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,705,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2011-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2011-12-31	$0
Investment advisory and management fees	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,494,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,912,992
Interest on participant loans	2011-12-31	$977
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned on other investments	2011-12-31	$21,669
Income. Interest from US Government securities	2011-12-31	$0
Income. Interest from corporate debt instruments	2011-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$681,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$768,062
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-175,917
Net investment gain/loss from pooled separate accounts	2011-12-31	$0
Net investment gain or loss from common/collective trusts	2011-12-31	$0
Net gain/loss from 103.12 investment entities	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$0
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$11,250
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$637,996
Contract administrator fees	2011-12-31	$20,392
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2011-12-31	043499945
2010 : CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$836,625
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$92,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$69,599
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$421,531
Value of total assets at end of year	2010-12-31	$3,705,968
Value of total assets at beginning of year	2010-12-31	$2,961,462
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$22,520
Total income from rents	2010-12-31	$0
Total interest from all sources	2010-12-31	$25,058
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$43,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$43,143
Administrative expenses professional fees incurred	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	No
Value of fidelity bond cover	2010-12-31	$0
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Amount of non-exempt transactions with any party-in-interest	2010-12-31	$0
Contributions received from participants	2010-12-31	$236,923
Participant contributions at end of year	2010-12-31	$12,061
Participant contributions at beginning of year	2010-12-31	$25,360
Participant contributions at end of year	2010-12-31	$1,603
Participant contributions at beginning of year	2010-12-31	$9,881
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$44,810
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$-192
Administrative expenses (other) incurred	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$744,506
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,705,968
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,961,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2010-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,912,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,157,202
Interest on participant loans	2010-12-31	$850
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$24,208
Income. Interest from US Government securities	2010-12-31	$0
Income. Interest from corporate debt instruments	2010-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$768,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$764,409
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$347,085
Net investment gain/loss from pooled separate accounts	2010-12-31	$0
Net investment gain or loss from common/collective trusts	2010-12-31	$0
Net gain/loss from 103.12 investment entities	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$139,798
Employer contributions (assets) at end of year	2010-12-31	$11,250
Employer contributions (assets) at beginning of year	2010-12-31	$4,610
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$69,599
Contract administrator fees	2010-12-31	$22,520
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CARON & BLETZER PLC
Accountancy firm EIN	2010-12-31	043499945
2009 : CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 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 CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN

2023: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 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: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
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 – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
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 – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CLM CENTER FOR LIFE MANAGEMENT
Employer identification number (EIN):	020301530
NAIC Classification:	621112
NAIC Description:	Offices of Physicians, Mental Health Specialists