401k Plan data: LEE A. CELIO, M.D. PROFIT-SHARING PLAN plan

LEE A. CELIO, M.D. PROFIT-SHARING PLAN 401k Plan overview

Plan Name	LEE A. CELIO, M.D. PROFIT-SHARING PLAN
Plan identification number	002

LEE A. CELIO, M.D. PROFIT-SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Plan covering Self-Employed individuals. 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

LEE A. CELIO, M.D. has sponsored the creation of one or more 401k plans.

Company Name: LEE A. CELIO, M.D.

Employer identification number (EIN): 232453793

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE A. CELIO, M.D. PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 LEE A CELIO LEE A CELIO 2019-07-19
002 2017-01-01 LEE CELIO LEE CELIO 2018-06-02
002 2016-01-01 LEE CELIO LEE CELIO 2017-07-11
002 2015-01-01 LEE CELIO LEE CELIO 2016-07-07
002 2014-01-01 LEE A. CELIO LEE A . CELIO 2015-07-06
002 2013-01-01 LEE A. CELIO LEE A. CELIO 2014-07-18
002 2012-01-01 LEE A CELIO MD LEE A CELIO MD 2013-07-16
002 2011-01-01 LEE CELIO LEE CELIO 2012-07-19
002 2009-01-01 LEE CELIO LEE CELIO 2010-07-05

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	LEE A CELIO	LEE A CELIO	2019-07-19
002	2017-01-01	LEE CELIO	LEE CELIO	2018-06-02
002	2016-01-01	LEE CELIO	LEE CELIO	2017-07-11
002	2015-01-01	LEE CELIO	LEE CELIO	2016-07-07
002	2014-01-01	LEE A. CELIO	LEE A . CELIO	2015-07-06
002	2013-01-01	LEE A. CELIO	LEE A. CELIO	2014-07-18
002	2012-01-01	LEE A CELIO MD	LEE A CELIO MD	2013-07-16
002	2011-01-01	LEE CELIO	LEE CELIO	2012-07-19
002	2009-01-01	LEE CELIO	LEE CELIO	2010-07-05

Plan Statistics for LEE A. CELIO, M.D. PROFIT-SHARING PLAN

401k plan membership statisitcs for LEE A. CELIO, M.D. PROFIT-SHARING PLAN

Measure Date Value
2023: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 1
Total of all active and inactive participants 2023-01-01 1
Total participants 2023-01-01 1
Number of participants with account balances 2023-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 2
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 2
2021: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
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 0
Total of all active and inactive participants 2021-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Total of all active and inactive participants 2020-01-01 4
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Total of all active and inactive participants 2018-01-01 5
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
2017: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Total of all active and inactive participants 2017-01-01 5
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
2016: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
Number of employers contributing to the scheme 2015-01-01 0
2014: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 4
Total participants 2014-01-01 4
2013: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Total of all active and inactive participants 2013-01-01 4
Total participants 2013-01-01 4
2012: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Total of all active and inactive participants 2012-01-01 4
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
2011: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Total of all active and inactive participants 2011-01-01 4
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Total of all active and inactive participants 2009-01-01 4
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2023: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	1
Total of all active and inactive participants	2023-01-01	1
Total participants	2023-01-01	1
Number of participants with account balances	2023-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	2
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	2
2021: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
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	0
Total of all active and inactive participants	2021-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Total of all active and inactive participants	2020-01-01	4
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Total of all active and inactive participants	2018-01-01	5
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
2017: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Total of all active and inactive participants	2017-01-01	5
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
2016: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
Number of employers contributing to the scheme	2015-01-01	0
2014: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	4
Total participants	2014-01-01	4
2013: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Total of all active and inactive participants	2013-01-01	4
Total participants	2013-01-01	4
2012: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Total of all active and inactive participants	2012-01-01	4
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
2011: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Total of all active and inactive participants	2011-01-01	4
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Total of all active and inactive participants	2009-01-01	4
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4

Financial Data on LEE A. CELIO, M.D. PROFIT-SHARING PLAN

Measure	Date	Value
2023 : LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$42
Expenses. Total of all expenses incurred	2023-12-31	$210,888
Benefits paid (including direct rollovers)	2023-12-31	$210,888
Total plan assets at end of year	2023-12-31	$11,582
Total plan assets at beginning of year	2023-12-31	$222,428
Value of fidelity bond covering the plan	2023-12-31	$150,000
Other income received	2023-12-31	$42
Net income (gross income less expenses)	2023-12-31	$-210,846
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$11,582
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$222,428
2022 : LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$3,111
Expenses. Total of all expenses incurred	2022-12-31	$445,666
Benefits paid (including direct rollovers)	2022-12-31	$445,666
Total plan assets at end of year	2022-12-31	$222,428
Total plan assets at beginning of year	2022-12-31	$664,983
Value of fidelity bond covering the plan	2022-12-31	$150,000
Other income received	2022-12-31	$3,111
Net income (gross income less expenses)	2022-12-31	$-442,555
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$222,428
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$664,983
2021 : LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$23,560
Expenses. Total of all expenses incurred	2021-12-31	$77,417
Benefits paid (including direct rollovers)	2021-12-31	$77,417
Total plan assets at end of year	2021-12-31	$664,983
Total plan assets at beginning of year	2021-12-31	$718,840
Value of fidelity bond covering the plan	2021-12-31	$150,000
Other income received	2021-12-31	$-2,251
Net income (gross income less expenses)	2021-12-31	$-53,857
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$664,983
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$718,840
Total contributions received or receivable from employer(s)	2021-12-31	$25,811
2020 : LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2020 401k financial data
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$55,932
Total plan assets at end of year	2020-12-31	$718,840
Total plan assets at beginning of year	2020-12-31	$662,908
Value of fidelity bond covering the plan	2020-12-31	$150,000
Other income received	2020-12-31	$13,280
Net income (gross income less expenses)	2020-12-31	$55,932
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$718,840
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$662,908
Total contributions received or receivable from employer(s)	2020-12-31	$42,652
2019 : LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2019 401k financial data
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$46,623
Expenses. Total of all expenses incurred	2019-12-31	$36,329
Benefits paid (including direct rollovers)	2019-12-31	$36,329
Total plan assets at end of year	2019-12-31	$662,908
Total plan assets at beginning of year	2019-12-31	$652,614
Value of fidelity bond covering the plan	2019-12-31	$100,000
Other income received	2019-12-31	$3,142
Net income (gross income less expenses)	2019-12-31	$10,294
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$662,908
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$652,614
Total contributions received or receivable from employer(s)	2019-12-31	$43,481
2018 : LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2018 401k financial data
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$48,450
Expenses. Total of all expenses incurred	2018-12-31	$6,119
Benefits paid (including direct rollovers)	2018-12-31	$6,119
Total plan assets at end of year	2018-12-31	$652,614
Total plan assets at beginning of year	2018-12-31	$610,283
Value of fidelity bond covering the plan	2018-12-31	$100,000
Other income received	2018-12-31	$618
Net income (gross income less expenses)	2018-12-31	$42,331
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$652,614
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$610,283
Total contributions received or receivable from employer(s)	2018-12-31	$47,832
2017 : LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$58,128
Expenses. Total of all expenses incurred	2017-12-31	$9,852
Benefits paid (including direct rollovers)	2017-12-31	$9,852
Total plan assets at end of year	2017-12-31	$610,283
Total plan assets at beginning of year	2017-12-31	$562,007
Value of fidelity bond covering the plan	2017-12-31	$100,000
Other income received	2017-12-31	$4,897
Net income (gross income less expenses)	2017-12-31	$48,276
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$610,283
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$562,007
Total contributions received or receivable from employer(s)	2017-12-31	$53,231
2016 : LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$58,981
Expenses. Total of all expenses incurred	2016-12-31	$3,795
Benefits paid (including direct rollovers)	2016-12-31	$3,795
Total plan assets at end of year	2016-12-31	$562,007
Total plan assets at beginning of year	2016-12-31	$506,821
Value of fidelity bond covering the plan	2016-12-31	$100,000
Other income received	2016-12-31	$7,338
Net income (gross income less expenses)	2016-12-31	$55,186
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$562,007
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$506,821
Assets. Value of participant loans	2016-12-31	$3,795
Total contributions received or receivable from employer(s)	2016-12-31	$51,643
2015 : LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$43,001
Total plan assets at end of year	2015-12-31	$506,821
Total plan assets at beginning of year	2015-12-31	$463,820
Value of fidelity bond covering the plan	2015-12-31	$55,000
Other income received	2015-12-31	$-7,032
Net income (gross income less expenses)	2015-12-31	$43,001
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$506,821
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$463,820
Total contributions received or receivable from employer(s)	2015-12-31	$50,033
2014 : LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$52,522
Total plan assets at end of year	2014-12-31	$463,820
Total plan assets at beginning of year	2014-12-31	$411,298
Value of fidelity bond covering the plan	2014-12-31	$55,000
Other income received	2014-12-31	$-4,317
Net income (gross income less expenses)	2014-12-31	$52,522
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$463,820
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$411,298
Total contributions received or receivable from employer(s)	2014-12-31	$56,839
2013 : LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$22,408
Total plan assets at end of year	2013-12-31	$411,298
Total plan assets at beginning of year	2013-12-31	$388,890
Value of fidelity bond covering the plan	2013-12-31	$100,000
Other income received	2013-12-31	$-18,325
Net income (gross income less expenses)	2013-12-31	$22,408
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$411,298
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$388,890
Total contributions received or receivable from employer(s)	2013-12-31	$40,733
2012 : LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$24,520
Total plan assets at end of year	2012-12-31	$388,890
Total plan assets at beginning of year	2012-12-31	$364,370
Value of fidelity bond covering the plan	2012-12-31	$100,000
Other income received	2012-12-31	$4,053
Net income (gross income less expenses)	2012-12-31	$24,520
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$388,890
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$364,370
Total contributions received or receivable from employer(s)	2012-12-31	$20,467
2011 : LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$22,086
Total plan assets at end of year	2011-12-31	$364,370
Total plan assets at beginning of year	2011-12-31	$342,284
Value of fidelity bond covering the plan	2011-12-31	$35,000
Other income received	2011-12-31	$-14,570
Net income (gross income less expenses)	2011-12-31	$22,086
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$364,370
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$342,284
Total contributions received or receivable from employer(s)	2011-12-31	$36,656
2010 : LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$37,214
Expenses. Total of all expenses incurred	2010-12-31	$44
Total plan assets at end of year	2010-12-31	$342,284
Total plan assets at beginning of year	2010-12-31	$305,114
Value of fidelity bond covering the plan	2010-12-31	$250,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$44
Other income received	2010-12-31	$424
Net income (gross income less expenses)	2010-12-31	$37,170
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$342,284
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$305,114
Total contributions received or receivable from employer(s)	2010-12-31	$36,790

Form 5500 Responses for LEE A. CELIO, M.D. PROFIT-SHARING PLAN

2023: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LEE A. CELIO, M.D. PROFIT-SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LEE A. CELIO, M.D.
Employer identification number (EIN):	232453793
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)