401k Plan data: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN plan

HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN
Plan identification number	002

HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DRS. HOWELL, ALLEN, ALLEN, SCHOETTLE & LANFORD, P.C., D.B.A HOWELL ALL has sponsored the creation of one or more 401k plans.

Company Name: DRS. HOWELL, ALLEN, ALLEN, SCHOETTLE & LANFORD, P.C., D.B.A HOWELL ALL

Employer identification number (EIN): 621153363

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 MARLESE ALLEN
002 2016-01-01 MARLESE ALLEN
002 2015-01-01 SCOTT BUTLER, CFO GREGORY LANFORD 2016-10-14
002 2014-01-01 SCOTT BUTLER, CFO GREGORY LANFORD 2015-09-25
002 2014-01-01 SCOTT BUTLER, CFO GREGORY LANFORD 2015-09-25
002 2013-01-01 SCOTT BUTLER, CFO GREGORY LANFORD 2014-09-12
002 2012-01-01 SCOTT BUTLER, CFO GREGORY B. LANFORD, MD 2013-09-26
002 2011-01-01 SCOTT A. BUTLER GREGORY B. LANFORD 2012-10-05
002 2010-01-01 SCOTT BUTLER, CFO GREGORY B. LANFORD, MD 2011-09-19
002 2009-01-01 SCOTT BUTLER, CFO GREGORY B. LANFORD, MD 2010-10-11

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	MARLESE ALLEN
002	2016-01-01	MARLESE ALLEN
002	2015-01-01	SCOTT BUTLER, CFO	GREGORY LANFORD	2016-10-14
002	2014-01-01	SCOTT BUTLER, CFO	GREGORY LANFORD	2015-09-25
002	2014-01-01	SCOTT BUTLER, CFO	GREGORY LANFORD	2015-09-25
002	2013-01-01	SCOTT BUTLER, CFO	GREGORY LANFORD	2014-09-12
002	2012-01-01	SCOTT BUTLER, CFO	GREGORY B. LANFORD, MD	2013-09-26
002	2011-01-01	SCOTT A. BUTLER	GREGORY B. LANFORD	2012-10-05
002	2010-01-01	SCOTT BUTLER, CFO	GREGORY B. LANFORD, MD	2011-09-19
002	2009-01-01	SCOTT BUTLER, CFO	GREGORY B. LANFORD, MD	2010-10-11

Plan Statistics for HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN

Measure Date Value
2022: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 19
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 11
Total of all active and inactive participants 2022-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 30
Number of participants with account balances 2022-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 20
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 8
Total of all active and inactive participants 2021-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 28
Number of participants with account balances 2021-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 20
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 16
Total of all active and inactive participants 2020-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 36
Number of participants with account balances 2020-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 17
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 7
Total of all active and inactive participants 2019-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 24
Number of participants with account balances 2019-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 31
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 9
Total of all active and inactive participants 2018-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 40
Number of participants with account balances 2018-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 27
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 9
Total of all active and inactive participants 2017-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 36
Number of participants with account balances 2017-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 27
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 10
Total of all active and inactive participants 2016-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 37
Number of participants with account balances 2016-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 25
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 70
Total of all active and inactive participants 2015-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 95
Number of participants with account balances 2015-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 7
2014: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 92
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 38
Total of all active and inactive participants 2014-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 130
Number of participants with account balances 2014-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6
2013: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 108
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 24
Total of all active and inactive participants 2013-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 132
Number of participants with account balances 2013-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 9
2012: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 113
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 20
Total of all active and inactive participants 2012-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 133
Number of participants with account balances 2012-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 6
2011: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 107
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 25
Total of all active and inactive participants 2011-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 133
Number of participants with account balances 2011-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2010: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 245
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 106
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 82
Total of all active and inactive participants 2010-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 188
Number of participants with account balances 2010-01-01 188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 7
2009: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 258
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 173
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 70
Total of all active and inactive participants 2009-01-01 243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 243
Number of participants with account balances 2009-01-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 37

Measure	Date	Value
2022: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	19
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	11
Total of all active and inactive participants	2022-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	30
Number of participants with account balances	2022-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	20
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	8
Total of all active and inactive participants	2021-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	28
Number of participants with account balances	2021-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	20
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	16
Total of all active and inactive participants	2020-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	36
Number of participants with account balances	2020-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	17
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	7
Total of all active and inactive participants	2019-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	24
Number of participants with account balances	2019-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	31
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	9
Total of all active and inactive participants	2018-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	40
Number of participants with account balances	2018-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	27
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	9
Total of all active and inactive participants	2017-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	36
Number of participants with account balances	2017-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	27
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	10
Total of all active and inactive participants	2016-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	37
Number of participants with account balances	2016-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	25
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	70
Total of all active and inactive participants	2015-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	95
Number of participants with account balances	2015-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	7
2014: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	92
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	38
Total of all active and inactive participants	2014-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	130
Number of participants with account balances	2014-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6
2013: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	108
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	24
Total of all active and inactive participants	2013-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	132
Number of participants with account balances	2013-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	9
2012: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	113
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	20
Total of all active and inactive participants	2012-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	133
Number of participants with account balances	2012-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	6
2011: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	107
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	25
Total of all active and inactive participants	2011-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	133
Number of participants with account balances	2011-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2010: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	245
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	106
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	82
Total of all active and inactive participants	2010-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	188
Number of participants with account balances	2010-01-01	188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	7
2009: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	258
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	173
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	70
Total of all active and inactive participants	2009-01-01	243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	243
Number of participants with account balances	2009-01-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	37

Financial Data on HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2022 : HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-2,438,734
Expenses. Total of all expenses incurred	2022-12-31	$652,046
Benefits paid (including direct rollovers)	2022-12-31	$597,285
Total plan assets at end of year	2022-12-31	$15,561,075
Total plan assets at beginning of year	2022-12-31	$18,651,855
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$431,370
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$15,000
Other income received	2022-12-31	$-3,570,950
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-3,090,780
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$15,561,075
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$18,651,855
Assets. Value of participant loans	2022-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$685,846
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$54,761
2021 : HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$3,301,174
Expenses. Total of all expenses incurred	2021-12-31	$1,936,088
Benefits paid (including direct rollovers)	2021-12-31	$1,881,371
Total plan assets at end of year	2021-12-31	$18,651,855
Total plan assets at beginning of year	2021-12-31	$17,286,769
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$440,760
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$2,261,880
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$1,365,086
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$18,651,855
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$17,286,769
Assets. Value of participant loans	2021-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$598,534
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$54,717
2020 : HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$3,580,254
Expenses. Total of all expenses incurred	2020-12-31	$1,180,453
Benefits paid (including direct rollovers)	2020-12-31	$1,122,141
Total plan assets at end of year	2020-12-31	$17,286,769
Total plan assets at beginning of year	2020-12-31	$14,886,968
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$372,201
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$2,644,308
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$2,399,801
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$17,286,769
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$14,886,968
Assets. Value of participant loans	2020-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$563,745
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$44
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$58,268
2019 : HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$3,632,573
Expenses. Total of all expenses incurred	2019-12-31	$816,390
Benefits paid (including direct rollovers)	2019-12-31	$766,360
Total plan assets at end of year	2019-12-31	$14,886,968
Total plan assets at beginning of year	2019-12-31	$12,070,785
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$353,138
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$2,718,791
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$2,816,183
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$14,886,968
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$12,070,785
Total contributions received or receivable from employer(s)	2019-12-31	$560,644
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$50,030
2018 : HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$1,385
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$45,612
Expenses. Total of all expenses incurred	2018-12-31	$243,276
Benefits paid (including direct rollovers)	2018-12-31	$195,481
Total plan assets at end of year	2018-12-31	$12,070,785
Total plan assets at beginning of year	2018-12-31	$12,267,064
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$346,680
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-835,927
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-197,664
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$12,070,785
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$12,267,064
Total contributions received or receivable from employer(s)	2018-12-31	$534,859
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$47,795
2017 : HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$2,756,301
Expenses. Total of all expenses incurred	2017-12-31	$4,056,155
Benefits paid (including direct rollovers)	2017-12-31	$4,010,145
Total plan assets at end of year	2017-12-31	$12,267,064
Total plan assets at beginning of year	2017-12-31	$13,566,918
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$306,917
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$1,950,489
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-1,299,854
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$12,267,064
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$13,566,918
Total contributions received or receivable from employer(s)	2017-12-31	$498,895
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$46,010
2016 : HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$1,188,683
Expenses. Total of all expenses incurred	2016-12-31	$2,411,402
Benefits paid (including direct rollovers)	2016-12-31	$2,394,284
Total plan assets at end of year	2016-12-31	$13,566,918
Total plan assets at beginning of year	2016-12-31	$14,789,637
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$323,287
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$25,624
Other income received	2016-12-31	$187,955
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-1,222,719
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$13,566,918
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$14,789,637
Total contributions received or receivable from employer(s)	2016-12-31	$651,817
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$17,118
2015 : HOWELL ALLEN CLINIC PROFIT SHARING 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	$993,322
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,581,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,493,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,242,314
Value of total assets at end of year	2015-12-31	$14,789,637
Value of total assets at beginning of year	2015-12-31	$16,377,472
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$87,271
Total interest from all sources	2015-12-31	$22
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
Administrative expenses professional fees incurred	2015-12-31	$15,063
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$493,792
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$10,332,610
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$10,370,501
Other income not declared elsewhere	2015-12-31	$-236,386
Administrative expenses (other) incurred	2015-12-31	$10
Total non interest bearing cash at end of year	2015-12-31	$10,026
Total non interest bearing cash at beginning of year	2015-12-31	$2,489
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	$-1,587,835
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$14,789,637
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$16,377,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$57,126
Value of interest in pooled separate accounts at end of year	2015-12-31	$4,443,001
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$6,000,865
Interest earned on other investments	2015-12-31	$22
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$4,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$3,617
Net investment gain/loss from pooled separate accounts	2015-12-31	$-12,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$748,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,493,886
Contract administrator fees	2015-12-31	$15,072
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	KRAFT CPAS
Accountancy firm EIN	2015-12-31	620713250
2014 : HOWELL ALLEN CLINIC PROFIT SHARING 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	$1,730,526
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$454,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$370,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,109,683
Value of total assets at end of year	2014-12-31	$16,377,472
Value of total assets at beginning of year	2014-12-31	$15,101,941
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$84,695
Total interest from all sources	2014-12-31	$448
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
Administrative expenses professional fees incurred	2014-12-31	$14,797
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
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	$460,279
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$10,370,501
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$9,547,130
Other income not declared elsewhere	2014-12-31	$311,844
Administrative expenses (other) incurred	2014-12-31	$24
Total non interest bearing cash at end of year	2014-12-31	$2,489
Total non interest bearing cash at beginning of year	2014-12-31	$3,429
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	$1,275,531
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$16,377,472
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$15,101,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$54,460
Value of interest in pooled separate accounts at end of year	2014-12-31	$6,000,865
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$5,548,159
Interest earned on other investments	2014-12-31	$448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$3,617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$3,223
Net investment gain/loss from pooled separate accounts	2014-12-31	$308,551
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	$649,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$370,300
Contract administrator fees	2014-12-31	$15,414
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	KRAFT CPAS
Accountancy firm EIN	2014-12-31	620713250
2013 : HOWELL ALLEN CLINIC PROFIT SHARING 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	$3,090,536
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$3,110,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,022,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,193,204
Value of total assets at end of year	2013-12-31	$15,101,941
Value of total assets at beginning of year	2013-12-31	$15,122,363
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$88,017
Total interest from all sources	2013-12-31	$22
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
Administrative expenses professional fees incurred	2013-12-31	$16,507
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
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	$426,403
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$9,547,130
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$10,846,527
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$119,436
Other income not declared elsewhere	2013-12-31	$992,917
Total non interest bearing cash at end of year	2013-12-31	$3,429
Total non interest bearing cash at beginning of year	2013-12-31	$4,231
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	$-20,422
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$15,101,941
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$15,122,363
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	$56,828
Value of interest in pooled separate accounts at end of year	2013-12-31	$5,548,159
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$4,268,734
Interest earned on other investments	2013-12-31	$22
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$3,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,871
Net investment gain/loss from pooled separate accounts	2013-12-31	$904,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$647,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,022,941
Contract administrator fees	2013-12-31	$14,682
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CARTER, LANKFORD CPAS, P.C.
Accountancy firm EIN	2013-12-31	810672037
2012 : HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,623,176
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$206,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$125,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,037,687
Value of total assets at end of year	2012-12-31	$15,122,363
Value of total assets at beginning of year	2012-12-31	$12,705,374
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$80,804
Total interest from all sources	2012-12-31	$39
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Administrative expenses professional fees incurred	2012-12-31	$37,555
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$407,331
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$10,846,527
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$9,212,204
Other income not declared elsewhere	2012-12-31	$1,080,164
Total non interest bearing cash at end of year	2012-12-31	$4,231
Total non interest bearing cash at beginning of year	2012-12-31	$22,053
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,416,989
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$15,122,363
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$12,705,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$29,499
Value of interest in pooled separate accounts at end of year	2012-12-31	$4,268,734
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$3,468,658
Interest earned on other investments	2012-12-31	$39
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,459
Net investment gain/loss from pooled separate accounts	2012-12-31	$505,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$630,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$125,383
Contract administrator fees	2012-12-31	$13,750
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CARTER, LANKFORD CPAS, P.C.
Accountancy firm EIN	2012-12-31	810672037
2011 : HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$689,017
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$616,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$494,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$994,887
Value of total assets at end of year	2011-12-31	$12,705,374
Value of total assets at beginning of year	2011-12-31	$12,632,617
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$121,559
Total interest from all sources	2011-12-31	$69
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Administrative expenses professional fees incurred	2011-12-31	$19,008
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$397,207
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$9,212,204
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$8,927,745
Other income not declared elsewhere	2011-12-31	$-197,466
Total non interest bearing cash at end of year	2011-12-31	$22,053
Total non interest bearing cash at beginning of year	2011-12-31	$9,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$72,757
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$12,705,374
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$12,632,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$71,493
Value of interest in pooled separate accounts at end of year	2011-12-31	$3,468,658
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$3,690,045
Interest earned on other investments	2011-12-31	$69
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$5,269
Net investment gain/loss from pooled separate accounts	2011-12-31	$-108,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$597,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$494,701
Contract administrator fees	2011-12-31	$31,058
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CARTER, LANKFORD CPAS, P.C.
Accountancy firm EIN	2011-12-31	810672037
2010 : HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,388,467
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,177,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,066,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,234,026
Value of total assets at end of year	2010-12-31	$12,632,617
Value of total assets at beginning of year	2010-12-31	$11,421,838
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$111,607
Total interest from all sources	2010-12-31	$78
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Administrative expenses professional fees incurred	2010-12-31	$14,566
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$418,418
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$8,927,745
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$8,158,035
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$13,276
Other income not declared elsewhere	2010-12-31	$690,098
Total non interest bearing cash at end of year	2010-12-31	$9,558
Total non interest bearing cash at beginning of year	2010-12-31	$13,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,210,779
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$12,632,617
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$11,421,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$70,176
Value of interest in pooled separate accounts at end of year	2010-12-31	$3,690,045
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$3,246,576
Interest earned on other investments	2010-12-31	$78
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$5,269
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$3,641
Net investment gain/loss from pooled separate accounts	2010-12-31	$464,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$802,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,066,081
Contract administrator fees	2010-12-31	$26,865
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CARTER, LANKFORD CPAS, P.C.
Accountancy firm EIN	2010-12-31	810672037
2009 : HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN

2022: HOWELL ALLEN CLINIC PROFIT SHARING 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HOWELL ALLEN CLINIC PROFIT SHARING 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HOWELL ALLEN CLINIC PROFIT SHARING 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HOWELL ALLEN CLINIC PROFIT SHARING 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HOWELL ALLEN CLINIC PROFIT SHARING 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: HOWELL ALLEN CLINIC PROFIT SHARING 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: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – 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: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: HOWELL ALLEN CLINIC PROFIT SHARING 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

64501

Policy instance

Insurance contract or identification number	64501
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $15,284
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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
Commission paid to Insurance Broker	USD $15,284
Insurance broker organization code?	7
Insurance broker name	TRUSTCORE INVESTMENTS, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

64501

Policy instance

Insurance contract or identification number	64501
Number of Individuals Covered	120
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $15,504
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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
Commission paid to Insurance Broker	USD $15,504
Insurance broker organization code?	7
Insurance broker name	TRUSTCORE INVESTMENTS, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

64501

Policy instance

Insurance contract or identification number	64501
Number of Individuals Covered	125
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $14,488
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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
Commission paid to Insurance Broker	USD $14,488
Insurance broker organization code?	7
Insurance broker name

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

64501

Policy instance

Insurance contract or identification number	64501
Number of Individuals Covered	126
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $14,905
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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
Commission paid to Insurance Broker	USD $14,905
Insurance broker organization code?	7
Insurance broker name

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

64501

Policy instance

Insurance contract or identification number	64501
Number of Individuals Covered	122
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $31,141
Total amount of fees paid to insurance company	USD $30
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

64501

Policy instance

Insurance contract or identification number	64501
Number of Individuals Covered	197
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $26,472
Total amount of fees paid to insurance company	USD $15
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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
Commission paid to Insurance Broker	USD $26,472
Insurance broker organization code?	7
Amount paid for insurance broker fees	15
Additional information about fees paid to insurance broker	TPA FEE
Insurance broker name	BRYAN, PENDLETON, SWATS

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Company Name:	DRS. HOWELL, ALLEN, ALLEN, SCHOETTLE & LANFORD, P.C., D.B.A HOWELL ALL
Employer identification number (EIN):	621153363
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)