401k Plan data: MCCALLA, RAYMER, LLC 401(K) PLAN plan

MCCALLA, RAYMER, LLC 401(K) PLAN 401k Plan overview

Plan Name	MCCALLA, RAYMER, LLC 401(K) PLAN
Plan identification number	001

MCCALLA, RAYMER, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MCCALLA RAYMER LEIBERT PIERCE, LLC has sponsored the creation of one or more 401k plans.

Company Name: MCCALLA RAYMER LEIBERT PIERCE, LLC

Employer identification number (EIN): 582145201

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCCALLA, RAYMER, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MARTY STONE 2023-10-04
001 2021-01-01 MARTY STONE 2022-10-14
001 2021-01-01 MARTY STONE 2023-05-01
001 2020-01-01 MARTY STONE 2021-06-24
001 2019-01-01 MARTY STONE 2020-09-15
001 2018-01-01 MARTY STONE 2019-10-08
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 MARTY STONE
001 2014-01-01
001 2013-01-01
001 2012-01-01 MARTY STONE 2013-10-15
001 2011-01-01 MARTY STONE 2012-10-10
001 2010-01-01 MARTY STONE 2011-07-29
001 2007-01-01 MARTY STONE
001 2007-01-01 MARTY STONE MARTY STONE 2010-04-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	MARTY STONE	2023-10-04
001	2021-01-01	MARTY STONE	2022-10-14
001	2021-01-01	MARTY STONE	2023-05-01
001	2020-01-01	MARTY STONE	2021-06-24
001	2019-01-01	MARTY STONE	2020-09-15
001	2018-01-01	MARTY STONE	2019-10-08
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	MARTY STONE
001	2014-01-01
001	2013-01-01
001	2012-01-01	MARTY STONE	2013-10-15
001	2011-01-01	MARTY STONE	2012-10-10
001	2010-01-01	MARTY STONE	2011-07-29
001	2007-01-01	MARTY STONE
001	2007-01-01	MARTY STONE		MARTY STONE	2010-04-02

Plan Statistics for MCCALLA, RAYMER, LLC 401(K) PLAN

401k plan membership statisitcs for MCCALLA, RAYMER, LLC 401(K) PLAN

Measure Date Value
2022: MCCALLA, RAYMER, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 700
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 512
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 329
Total of all active and inactive participants 2022-01-01 841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 841
Number of participants with account balances 2022-01-01 583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: MCCALLA, RAYMER, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 772
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 377
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 315
Total of all active and inactive participants 2021-01-01 692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 692
Number of participants with account balances 2021-01-01 535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: MCCALLA, RAYMER, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 943
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 390
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 382
Total of all active and inactive participants 2020-01-01 772
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 772
Number of participants with account balances 2020-01-01 610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 30
2019: MCCALLA, RAYMER, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 976
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 638
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 294
Total of all active and inactive participants 2019-01-01 932
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 932
Number of participants with account balances 2019-01-01 649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 13
2018: MCCALLA, RAYMER, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 881
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 670
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 287
Total of all active and inactive participants 2018-01-01 957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 957
Number of participants with account balances 2018-01-01 644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 29
2017: MCCALLA, RAYMER, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 742
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 607
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 263
Total of all active and inactive participants 2017-01-01 870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 870
Number of participants with account balances 2017-01-01 589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 101
2016: MCCALLA, RAYMER, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 715
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 499
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 219
Total of all active and inactive participants 2016-01-01 718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 718
Number of participants with account balances 2016-01-01 427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 58
2015: MCCALLA, RAYMER, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 550
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 354
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 69
Total of all active and inactive participants 2015-01-01 423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 423
Number of participants with account balances 2015-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 21
2014: MCCALLA, RAYMER, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 435
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 407
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 49
Total of all active and inactive participants 2014-01-01 456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 456
Number of participants with account balances 2014-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 16
2013: MCCALLA, RAYMER, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 421
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 360
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 35
Total of all active and inactive participants 2013-01-01 395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 395
Number of participants with account balances 2013-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 6
2007: MCCALLA, RAYMER, LLC 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 45
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 53
Total of all active and inactive participants 2007-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 98
Number of participants with account balances 2007-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 69

Measure	Date	Value
2022: MCCALLA, RAYMER, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	700
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	512
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	329
Total of all active and inactive participants	2022-01-01	841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	841
Number of participants with account balances	2022-01-01	583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: MCCALLA, RAYMER, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	772
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	377
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	315
Total of all active and inactive participants	2021-01-01	692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	692
Number of participants with account balances	2021-01-01	535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: MCCALLA, RAYMER, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	943
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	390
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	382
Total of all active and inactive participants	2020-01-01	772
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	772
Number of participants with account balances	2020-01-01	610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	30
2019: MCCALLA, RAYMER, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	976
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	638
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	294
Total of all active and inactive participants	2019-01-01	932
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	932
Number of participants with account balances	2019-01-01	649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	13
2018: MCCALLA, RAYMER, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	881
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	670
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	287
Total of all active and inactive participants	2018-01-01	957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	957
Number of participants with account balances	2018-01-01	644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	29
2017: MCCALLA, RAYMER, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	742
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	607
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	263
Total of all active and inactive participants	2017-01-01	870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	870
Number of participants with account balances	2017-01-01	589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	101
2016: MCCALLA, RAYMER, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	715
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	499
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	219
Total of all active and inactive participants	2016-01-01	718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	718
Number of participants with account balances	2016-01-01	427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	58
2015: MCCALLA, RAYMER, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	550
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	354
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	69
Total of all active and inactive participants	2015-01-01	423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	423
Number of participants with account balances	2015-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	21
2014: MCCALLA, RAYMER, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	435
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	407
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	49
Total of all active and inactive participants	2014-01-01	456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	456
Number of participants with account balances	2014-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	16
2013: MCCALLA, RAYMER, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	421
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	360
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	35
Total of all active and inactive participants	2013-01-01	395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	395
Number of participants with account balances	2013-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	6
2007: MCCALLA, RAYMER, LLC 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	45
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	53
Total of all active and inactive participants	2007-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	98
Number of participants with account balances	2007-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	69

Financial Data on MCCALLA, RAYMER, LLC 401(K) PLAN

Measure	Date	Value
2022 : MCCALLA, RAYMER, LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$193,688
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$9,542
Total income from all sources (including contributions)	2022-12-31	$-4,092,414
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,396,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,380,453
Expenses. Certain deemed distributions of participant loans	2022-12-31	$3,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,244,338
Value of total assets at end of year	2022-12-31	$29,110,571
Value of total assets at beginning of year	2022-12-31	$35,415,432
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$13,052
Total interest from all sources	2022-12-31	$12,617
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,000,000
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	$1,182,457
Participant contributions at end of year	2022-12-31	$309,220
Participant contributions at beginning of year	2022-12-31	$327,400
Participant contributions at end of year	2022-12-31	$2,647
Participant contributions at beginning of year	2022-12-31	$109,907
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$280,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$193,688
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$13,052
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$9,542
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	$-6,489,007
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$28,916,883
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$35,405,890
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 pooled separate accounts at end of year	2022-12-31	$14,566
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$14,682
Interest on participant loans	2022-12-31	$12,488
Interest earned on other investments	2022-12-31	$129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$28,692,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$34,865,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,349,369
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	No
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	$781,537
Employer contributions (assets) at end of year	2022-12-31	$91,304
Employer contributions (assets) at beginning of year	2022-12-31	$97,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,380,453
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	JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN	2022-12-31	453976013
2021 : MCCALLA, RAYMER, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$9,542
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$6,551,909
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,803,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,788,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,932,872
Value of total assets at end of year	2021-12-31	$35,415,432
Value of total assets at beginning of year	2021-12-31	$30,657,533
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$15,015
Total interest from all sources	2021-12-31	$14,149
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
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	$1,235,487
Participant contributions at end of year	2021-12-31	$327,400
Participant contributions at beginning of year	2021-12-31	$244,815
Participant contributions at end of year	2021-12-31	$109,907
Participant contributions at beginning of year	2021-12-31	$173,097
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$25,820
Administrative expenses (other) incurred	2021-12-31	$15,015
Liabilities. Value of operating payables at end of year	2021-12-31	$9,542
Liabilities. Value of operating payables at beginning of year	2021-12-31	$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	2021-12-31	No
Value of net income/loss	2021-12-31	$4,748,357
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$35,405,890
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$30,657,533
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 pooled separate accounts at end of year	2021-12-31	$14,682
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$14,521
Interest on participant loans	2021-12-31	$13,988
Interest earned on other investments	2021-12-31	$161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$34,865,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$30,119,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,604,888
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	$671,565
Employer contributions (assets) at end of year	2021-12-31	$97,767
Employer contributions (assets) at beginning of year	2021-12-31	$105,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,788,537
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	Disclaimer
Accountancy firm name	2021-12-31	JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN	2021-12-31	453976013
2020 : MCCALLA, RAYMER, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$6,388,419
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,606,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,583,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,265,665
Value of total assets at end of year	2020-12-31	$30,657,533
Value of total assets at beginning of year	2020-12-31	$27,875,180
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$22,748
Total interest from all sources	2020-12-31	$16,804
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
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	$1,371,971
Participant contributions at end of year	2020-12-31	$244,815
Participant contributions at beginning of year	2020-12-31	$306,689
Participant contributions at end of year	2020-12-31	$173,097
Participant contributions at beginning of year	2020-12-31	$200,934
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$134,773
Administrative expenses (other) incurred	2020-12-31	$22,748
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	$2,782,353
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$30,657,533
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$27,875,180
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 pooled separate accounts at end of year	2020-12-31	$14,521
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$14,590
Interest on participant loans	2020-12-31	$16,615
Interest earned on other investments	2020-12-31	$189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$30,119,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$27,231,880
Net investment gain/loss from pooled separate accounts	2020-12-31	$4,105,950
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	$758,921
Employer contributions (assets) at end of year	2020-12-31	$105,466
Employer contributions (assets) at beginning of year	2020-12-31	$121,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,583,318
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	Disclaimer
Accountancy firm name	2020-12-31	JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN	2020-12-31	453976013
2019 : MCCALLA, RAYMER, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$7,638,534
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,801,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,778,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,920,000
Value of total assets at end of year	2019-12-31	$27,875,180
Value of total assets at beginning of year	2019-12-31	$22,038,177
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$22,983
Total interest from all sources	2019-12-31	$18,887
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
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	$1,760,610
Participant contributions at end of year	2019-12-31	$306,689
Participant contributions at beginning of year	2019-12-31	$339,600
Participant contributions at end of year	2019-12-31	$200,934
Participant contributions at beginning of year	2019-12-31	$188,404
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$186,240
Administrative expenses (other) incurred	2019-12-31	$22,983
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	$5,837,003
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$27,875,180
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$22,038,177
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 pooled separate accounts at end of year	2019-12-31	$14,590
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$21,080
Interest on participant loans	2019-12-31	$18,643
Interest earned on other investments	2019-12-31	$244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$27,231,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$21,374,967
Net investment gain/loss from pooled separate accounts	2019-12-31	$4,699,647
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	$973,150
Employer contributions (assets) at end of year	2019-12-31	$121,087
Employer contributions (assets) at beginning of year	2019-12-31	$114,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,778,548
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	JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN	2019-12-31	453976013
2018 : MCCALLA, RAYMER, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$2,168,228
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,272,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,247,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,671,096
Value of total assets at end of year	2018-12-31	$22,038,177
Value of total assets at beginning of year	2018-12-31	$22,141,960
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$24,472
Total interest from all sources	2018-12-31	$13,889
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,000,000
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	$1,666,955
Participant contributions at end of year	2018-12-31	$339,600
Participant contributions at beginning of year	2018-12-31	$247,315
Participant contributions at end of year	2018-12-31	$188,404
Participant contributions at beginning of year	2018-12-31	$223,025
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,086,932
Administrative expenses (other) incurred	2018-12-31	$24,472
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	$-103,783
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$22,038,177
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$22,141,960
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 pooled separate accounts at end of year	2018-12-31	$21,080
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$24,495
Interest on participant loans	2018-12-31	$13,644
Interest earned on other investments	2018-12-31	$245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$21,374,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$21,504,196
Net investment gain/loss from pooled separate accounts	2018-12-31	$-1,516,757
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	$917,209
Employer contributions (assets) at end of year	2018-12-31	$114,126
Employer contributions (assets) at beginning of year	2018-12-31	$142,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,247,539
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	JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN	2018-12-31	453976013
2017 : MCCALLA, RAYMER, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$11,308,975
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,354,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,335,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,529,168
Value of total assets at end of year	2017-12-31	$22,141,960
Value of total assets at beginning of year	2017-12-31	$13,187,859
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$19,293
Total interest from all sources	2017-12-31	$5,432
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$2,000,000
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	$1,384,433
Participant contributions at end of year	2017-12-31	$247,315
Participant contributions at beginning of year	2017-12-31	$94,119
Participant contributions at end of year	2017-12-31	$223,025
Participant contributions at beginning of year	2017-12-31	$166,258
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$403,096
Administrative expenses (other) incurred	2017-12-31	$19,293
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	$8,954,101
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$22,141,960
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$13,187,859
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 pooled separate accounts at end of year	2017-12-31	$24,495
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$112,737
Interest on participant loans	2017-12-31	$4,686
Interest earned on other investments	2017-12-31	$746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$21,504,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$12,737,527
Net investment gain/loss from pooled separate accounts	2017-12-31	$8,774,375
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	$741,639
Employer contributions (assets) at end of year	2017-12-31	$142,929
Employer contributions (assets) at beginning of year	2017-12-31	$77,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,335,581
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	JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN	2017-12-31	453976013
2016 : MCCALLA, RAYMER, LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$10,237,629
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,115,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,102,541
Value of total corrective distributions	2016-12-31	$5,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,437,620
Value of total assets at end of year	2016-12-31	$13,187,859
Value of total assets at beginning of year	2016-12-31	$4,065,463
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$7,664
Total interest from all sources	2016-12-31	$4,568
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,054,326
Participant contributions at end of year	2016-12-31	$94,119
Participant contributions at beginning of year	2016-12-31	$90,690
Participant contributions at end of year	2016-12-31	$166,258
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$30,775
Administrative expenses (other) incurred	2016-12-31	$7,664
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	$9,122,396
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$13,187,859
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,065,463
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 pooled separate accounts at end of year	2016-12-31	$112,737
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$3,857,948
Interest on participant loans	2016-12-31	$3,222
Interest earned on other investments	2016-12-31	$1,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$12,737,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$116,825
Net investment gain/loss from pooled separate accounts	2016-12-31	$8,795,441
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	Yes
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	$352,519
Employer contributions (assets) at end of year	2016-12-31	$77,218
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,102,541
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
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	JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN	2016-12-31	453976013
2015 : MCCALLA, RAYMER, LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$727,135
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$173,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$167,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$769,024
Value of total assets at end of year	2015-12-31	$4,065,463
Value of total assets at beginning of year	2015-12-31	$3,511,698
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$5,556
Total interest from all sources	2015-12-31	$3,016
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
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	$588,108
Participant contributions at end of year	2015-12-31	$90,690
Participant contributions at beginning of year	2015-12-31	$44,365
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$36,728
Administrative expenses (other) incurred	2015-12-31	$5,556
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	$553,765
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,065,463
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,511,698
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
Value of interest in pooled separate accounts at end of year	2015-12-31	$3,857,948
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$3,354,185
Interest on participant loans	2015-12-31	$2,499
Interest earned on other investments	2015-12-31	$517
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$116,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$113,148
Net investment gain/loss from pooled separate accounts	2015-12-31	$-44,905
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	Yes
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	$144,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$167,814
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
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	JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN	2015-12-31	453976013
2014 : MCCALLA, RAYMER, LLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$919,039
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$191,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$187,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$734,035
Value of total assets at end of year	2014-12-31	$3,511,698
Value of total assets at beginning of year	2014-12-31	$2,783,969
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,755
Total interest from all sources	2014-12-31	$2,105
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$504,594
Participant contributions at end of year	2014-12-31	$44,365
Participant contributions at beginning of year	2014-12-31	$30,456
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$115,104
Administrative expenses (other) incurred	2014-12-31	$3,755
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	$727,729
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,511,698
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,783,969
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
Value of interest in pooled separate accounts at end of year	2014-12-31	$3,354,185
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$2,686,200
Interest on participant loans	2014-12-31	$899
Interest earned on other investments	2014-12-31	$1,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$113,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$67,313
Net investment gain/loss from pooled separate accounts	2014-12-31	$182,899
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	$114,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$187,555
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	No
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	JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN	2014-12-31	453976013
2013 : MCCALLA, RAYMER, LLC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,166,994
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$136,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$134,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$693,007
Value of total assets at end of year	2013-12-31	$2,783,969
Value of total assets at beginning of year	2013-12-31	$1,753,397
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,152
Total interest from all sources	2013-12-31	$699
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$327,332
Participant contributions at end of year	2013-12-31	$30,456
Participant contributions at beginning of year	2013-12-31	$10,149
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$302,251
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	$1,030,572
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,783,969
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,753,397
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
Investment advisory and management fees	2013-12-31	$2,152
Value of interest in pooled separate accounts at end of year	2013-12-31	$2,686,200
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,743,248
Interest on participant loans	2013-12-31	$699
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$67,313
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$0
Net investment gain/loss from pooled separate accounts	2013-12-31	$473,288
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	Yes
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	$63,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$134,270
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	JASON UNDERWOOD, CPA, PLLC
Accountancy firm EIN	2013-12-31	453976013
2007 : MCCALLA, RAYMER, LLC 401(K) PLAN 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2007-12-31	$0

Form 5500 Responses for MCCALLA, RAYMER, LLC 401(K) PLAN

2022: MCCALLA, RAYMER, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – 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: MCCALLA, RAYMER, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – 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: MCCALLA, RAYMER, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – 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: MCCALLA, RAYMER, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – 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: MCCALLA, RAYMER, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – 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: MCCALLA, RAYMER, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – 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: MCCALLA, RAYMER, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – 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: MCCALLA, RAYMER, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – 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: MCCALLA, RAYMER, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – 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: MCCALLA, RAYMER, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – 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
2007: MCCALLA, RAYMER, LLC 401(K) PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	Yes
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

92336-01

Policy instance

Insurance contract or identification number	92336-01
Number of Individuals Covered	512
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

92336-01

Policy instance

Insurance contract or identification number	92336-01
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Number of Individuals Covered	377

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

92336-01

Policy instance

Insurance contract or identification number	92336-01
Number of Individuals Covered	42
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

92336-01

Policy instance

Insurance contract or identification number	92336-01
Number of Individuals Covered	44
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $41
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $41
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

92336-01

Policy instance

Insurance contract or identification number	92336-01
Number of Individuals Covered	46
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $56
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $56
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

92336-01

Policy instance

Insurance contract or identification number	92336-01
Number of Individuals Covered	870
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	KEVIN OSER

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

92336-01

Policy instance

Insurance contract or identification number	92336-01
Number of Individuals Covered	423
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	KEVIN OSER

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

92336-01

Policy instance

Insurance contract or identification number	92336-01
Number of Individuals Covered	157
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $7,668
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,668
Insurance broker organization code?	3
Insurance broker name	KEVIN OSER

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

92336-01

Policy instance

Insurance contract or identification number	92336-01
Number of Individuals Covered	114
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $5,283
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,283
Insurance broker organization code?	3
Insurance broker name	KEVIN OSER

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Company Name:	MCCALLA RAYMER LEIBERT PIERCE, LLC
Employer identification number (EIN):	582145201
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers