401k Plan data: CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN plan

CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN
Plan identification number	001

CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING 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.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

CALLISTER, NEBEKER & MCCULLOUGH has sponsored the creation of one or more 401k plans.

Company Name: CALLISTER, NEBEKER & MCCULLOUGH

Employer identification number (EIN): 870304195

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 BRET J LEIFSON 2017-07-12 BRET J LEIFSON 2017-07-12
001 2015-01-01 BRET J LEIFSON BRET J LEIFSON 2016-07-20
001 2014-01-01 BRET LEIFSON BRET LEIFSON 2015-08-17
001 2014-01-01 BRET LEIFSON BRET LEIFSON 2016-07-06
001 2013-01-01 KOREY LOWDER
001 2012-01-01 D. KOREY LOWDER
001 2011-01-01 KOREY LOWDER
001 2010-01-01 KOREY LOWDER
001 2009-01-01 KOREY LOWDER KOREY LOWDER 2010-07-07
001 2009-01-01 KOREY LOWDER
001 2009-01-01 KOREY LOWDER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	BRET J LEIFSON	2017-07-12	BRET J LEIFSON	2017-07-12
001	2015-01-01	BRET J LEIFSON		BRET J LEIFSON	2016-07-20
001	2014-01-01	BRET LEIFSON		BRET LEIFSON	2015-08-17
001	2014-01-01	BRET LEIFSON		BRET LEIFSON	2016-07-06
001	2013-01-01	KOREY LOWDER
001	2012-01-01	D. KOREY LOWDER
001	2011-01-01	KOREY LOWDER
001	2010-01-01	KOREY LOWDER
001	2009-01-01	KOREY LOWDER		KOREY LOWDER	2010-07-07
001	2009-01-01	KOREY LOWDER
001	2009-01-01	KOREY LOWDER

Plan Statistics for CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 68
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 22
Total of all active and inactive participants 2015-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 90
Number of participants with account balances 2015-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 76
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 44
Total of all active and inactive participants 2014-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 120
Number of participants with account balances 2014-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 83
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 29
Total of all active and inactive participants 2013-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 112
Number of participants with account balances 2013-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 107
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 107
Total participants 2012-01-01 107
Number of participants with account balances 2012-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 82
Number of retired or separated participants receiving benefits 2011-01-01 25
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 107
Number of participants with account balances 2011-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 8
2010: CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 109
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 3
Total of all active and inactive participants 2010-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 112
Number of participants with account balances 2010-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 85
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 24
Total of all active and inactive participants 2009-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 109
Number of participants with account balances 2009-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2015: CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	68
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	22
Total of all active and inactive participants	2015-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	90
Number of participants with account balances	2015-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	76
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	44
Total of all active and inactive participants	2014-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	120
Number of participants with account balances	2014-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	83
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	29
Total of all active and inactive participants	2013-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	112
Number of participants with account balances	2013-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	107
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	107
Total participants	2012-01-01	107
Number of participants with account balances	2012-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	82
Number of retired or separated participants receiving benefits	2011-01-01	25
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	107
Number of participants with account balances	2011-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	8
2010: CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	109
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	3
Total of all active and inactive participants	2010-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	112
Number of participants with account balances	2010-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	85
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	24
Total of all active and inactive participants	2009-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	109
Number of participants with account balances	2009-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2015 : CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING 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	$1,003,862
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,171,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,117,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,086,310
Value of total assets at end of year	2015-12-31	$23,548,426
Value of total assets at beginning of year	2015-12-31	$24,716,098
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$54,323
Total interest from all sources	2015-12-31	$6,384
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$308,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$308,525
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	$641,225
Participant contributions at end of year	2015-12-31	$221,114
Participant contributions at beginning of year	2015-12-31	$171,731
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$1,384,611
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$2,139,206
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$75,207
Other income not declared elsewhere	2015-12-31	$5,196
Administrative expenses (other) incurred	2015-12-31	$54,323
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	$-1,167,672
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$23,548,426
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$24,716,098
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 registered invesment companies (eg mutual funds) at end of year	2015-12-31	$18,984,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$19,549,164
Interest on participant loans	2015-12-31	$6,377
Value of interest in common/collective trusts at end of year	2015-12-31	$2,887,908
Value of interest in common/collective trusts at beginning of year	2015-12-31	$2,788,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$70,651
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$67,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$67,670
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-425,574
Net investment gain/loss from pooled separate accounts	2015-12-31	$-18,328
Net investment gain or loss from common/collective trusts	2015-12-31	$41,349
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	$369,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,117,211
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	WSRP, LLC
Accountancy firm EIN	2015-12-31	870517754
2014 : CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$511,778
Total income from all sources	2014-12-31	$2,568,931
Expenses. Total of all expenses incurred	2014-12-31	$1,337,776
Benefits paid (including direct rollovers)	2014-12-31	$1,294,016
Total plan assets at end of year	2014-12-31	$24,879,091
Total plan assets at beginning of year	2014-12-31	$23,136,158
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$763,554
Expenses. Other expenses not covered elsewhere	2014-12-31	$43,760
Other income received	2014-12-31	$1,576,927
Net income (gross income less expenses)	2014-12-31	$1,231,155
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$24,879,091
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$23,136,158
Assets. Value of participant loans	2014-12-31	$171,731
Total contributions received or receivable from employer(s)	2014-12-31	$228,450
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$5,497,739
Expenses. Total of all expenses incurred	2013-12-31	$1,857,327
Benefits paid (including direct rollovers)	2013-12-31	$1,821,873
Total plan assets at end of year	2013-12-31	$23,136,158
Total plan assets at beginning of year	2013-12-31	$19,495,746
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$813,084
Expenses. Other expenses not covered elsewhere	2013-12-31	$35,454
Contributions received from other sources (not participants or employers)	2013-12-31	$217,699
Other income received	2013-12-31	$3,454,085
Net income (gross income less expenses)	2013-12-31	$3,640,412
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$23,136,158
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$19,495,746
Assets. Value of participant loans	2013-12-31	$233,346
Total contributions received or receivable from employer(s)	2013-12-31	$1,012,871
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$3,628,293
Expenses. Total of all expenses incurred	2012-12-31	$2,926,348
Benefits paid (including direct rollovers)	2012-12-31	$2,923,414
Total plan assets at end of year	2012-12-31	$19,495,746
Total plan assets at beginning of year	2012-12-31	$18,793,801
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$726,850
Other income received	2012-12-31	$2,088,194
Net income (gross income less expenses)	2012-12-31	$701,945
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$19,495,746
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$18,793,801
Assets. Value of participant loans	2012-12-31	$279,132
Total contributions received or receivable from employer(s)	2012-12-31	$813,249
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,934
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$1,668,141
Expenses. Total of all expenses incurred	2011-12-31	$1,389,138
Benefits paid (including direct rollovers)	2011-12-31	$1,388,562
Total plan assets at end of year	2011-12-31	$18,793,801
Total plan assets at beginning of year	2011-12-31	$18,514,798
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$925,272
Contributions received from other sources (not participants or employers)	2011-12-31	$281,008
Other income received	2011-12-31	$-128,640
Net income (gross income less expenses)	2011-12-31	$279,003
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$18,793,801
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$18,514,798
Assets. Value of participant loans	2011-12-31	$136,767
Total contributions received or receivable from employer(s)	2011-12-31	$590,501
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$576
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$3,609,757
Expenses. Total of all expenses incurred	2010-12-31	$450,001
Benefits paid (including direct rollovers)	2010-12-31	$439,388
Total plan assets at end of year	2010-12-31	$18,514,798
Total plan assets at beginning of year	2010-12-31	$15,355,042
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$718,059
Expenses. Other expenses not covered elsewhere	2010-12-31	$10,613
Contributions received from other sources (not participants or employers)	2010-12-31	$257,579
Other income received	2010-12-31	$1,598,325
Net income (gross income less expenses)	2010-12-31	$3,159,756
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$18,514,798
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$15,355,042
Assets. Value of participant loans	2010-12-31	$92,197
Total contributions received or receivable from employer(s)	2010-12-31	$1,035,794
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING 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 CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN

2015: CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING 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: CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING 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: CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING 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: CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
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: CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
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: CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
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: CALLISTER, NEBEKER & MCCULLOUGH 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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

ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

I155509-0X

Policy instance

Insurance contract or identification number	I155509-0X
Number of Individuals Covered	5
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
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?	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 $0
Insurance broker organization code?	3
Insurance broker name	LES LEROY BARBER

ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

I155509-0X

Policy instance

Insurance contract or identification number	I155509-0X
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
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?	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 $0
Insurance broker organization code?	3
Insurance broker name	LES LEROY BARBER

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

039166

Policy instance

Insurance contract or identification number	039166
Number of Individuals Covered	0
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
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?	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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

I155509-0X

Policy instance

Insurance contract or identification number	I155509-0X
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $224
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?	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 $56
Insurance broker organization code?	3
Insurance broker name	LES LEROY BARBER

ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

155509-OX

Policy instance

Insurance contract or identification number	155509-OX
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

039166

Policy instance

Insurance contract or identification number	039166
Number of Individuals Covered	93
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

62867099

Policy instance

Insurance contract or identification number	62867099
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31

ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

155509-OX

Policy instance

Insurance contract or identification number	155509-OX
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

3070597

Policy instance

Insurance contract or identification number	3070597
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

38217567

Policy instance

Insurance contract or identification number	38217567
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

26273

Policy instance

Insurance contract or identification number	26273
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

039166

Policy instance

Insurance contract or identification number	039166
Number of Individuals Covered	93
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

039166

Policy instance

Insurance contract or identification number	039166
Number of Individuals Covered	90
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

62867099

Policy instance

Insurance contract or identification number	62867099
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

3070597

Policy instance

Insurance contract or identification number	3070597
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

38217567

Policy instance

Insurance contract or identification number	38217567
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

26273

Policy instance

Insurance contract or identification number	26273
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31

ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

155509-OX

Policy instance

Insurance contract or identification number	155509-OX
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31

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Company Name:	CALLISTER, NEBEKER & MCCULLOUGH
Employer identification number (EIN):	870304195
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers