401k Plan data: CALO 401(K) PLAN plan

CALO 401(K) PLAN 401k Plan overview

Plan Name	CALO 401(K) PLAN
Plan identification number	001

CALO 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CHANGE ACADEMY AT LAKE OF THE OZARKS, LLC has sponsored the creation of one or more 401k plans.

Company Name: CHANGE ACADEMY AT LAKE OF THE OZARKS, LLC

Employer identification number (EIN): 263297560

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about CHANGE ACADEMY AT LAKE OF THE OZARKS, LLC

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 2017-01-10

Company Identification Number: 128203296

Legal Registered Office Address: 160 SW SCALEHOUSE LOOP

BEND
United States of America (USA)
97702

More information about CHANGE ACADEMY AT LAKE OF THE OZARKS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALO 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 RYAN PENHALLOGEN 2023-10-04
001 2021-01-01 RYAN PENHALLOGEN 2022-10-04
001 2020-01-01 RYAN PENHALLOGEN 2021-10-07
001 2019-01-01 RYAN PENHALLOGEN 2020-10-07
001 2019-01-01
001 2018-01-01
001 2017-01-01 VICKI WAGNER
001 2017-01-01 ROBIN GIORGIONE
001 2016-01-01 PHIL TISUE
001 2016-01-01
001 2015-01-01 PHIL TISUE
001 2014-01-01 PHIL TISUE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	RYAN PENHALLOGEN	2023-10-04
001	2021-01-01	RYAN PENHALLOGEN	2022-10-04
001	2020-01-01	RYAN PENHALLOGEN	2021-10-07
001	2019-01-01	RYAN PENHALLOGEN	2020-10-07
001	2019-01-01
001	2018-01-01
001	2017-01-01	VICKI WAGNER
001	2017-01-01	ROBIN GIORGIONE
001	2016-01-01	PHIL TISUE
001	2016-01-01
001	2015-01-01	PHIL TISUE
001	2014-01-01	PHIL TISUE

Plan Statistics for CALO 401(K) PLAN

401k plan membership statisitcs for CALO 401(K) PLAN

Measure Date Value
2022: CALO 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,312
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,347
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 154
Total of all active and inactive participants 2022-01-01 1,501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,501
Number of participants with account balances 2022-01-01 549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 39
2021: CALO 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,277
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,099
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 151
Total of all active and inactive participants 2021-01-01 1,250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,250
Number of participants with account balances 2021-01-01 448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 42
2020: CALO 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,164
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,031
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 197
Total of all active and inactive participants 2020-01-01 1,228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,228
Number of participants with account balances 2020-01-01 482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 44
2019: CALO 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 647
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 591
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 58
Total of all active and inactive participants 2019-01-01 649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 649
Number of participants with account balances 2019-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 8
2018: CALO 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 592
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 416
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 162
Total of all active and inactive participants 2018-01-01 578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 578
Number of participants with account balances 2018-01-01 402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 91
2017: CALO 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 353
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 312
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 210
Total of all active and inactive participants 2017-01-01 522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 522
Number of participants with account balances 2017-01-01 441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 23
2016: CALO 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 242
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 479
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 67
Total of all active and inactive participants 2016-01-01 546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 546
Number of participants with account balances 2016-01-01 310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: CALO 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 244
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 78
Total of all active and inactive participants 2015-01-01 323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 323
Number of participants with account balances 2015-01-01 255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 65
2014: CALO 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 145
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 47
Total of all active and inactive participants 2014-01-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 192
Number of participants with account balances 2014-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 52

Measure	Date	Value
2022: CALO 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,312
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,347
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	154
Total of all active and inactive participants	2022-01-01	1,501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,501
Number of participants with account balances	2022-01-01	549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	39
2021: CALO 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,277
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,099
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	151
Total of all active and inactive participants	2021-01-01	1,250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,250
Number of participants with account balances	2021-01-01	448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	42
2020: CALO 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,164
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,031
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	197
Total of all active and inactive participants	2020-01-01	1,228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,228
Number of participants with account balances	2020-01-01	482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	44
2019: CALO 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	647
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	591
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	58
Total of all active and inactive participants	2019-01-01	649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	649
Number of participants with account balances	2019-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	8
2018: CALO 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	592
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	416
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	162
Total of all active and inactive participants	2018-01-01	578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	578
Number of participants with account balances	2018-01-01	402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	91
2017: CALO 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	353
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	312
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	210
Total of all active and inactive participants	2017-01-01	522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	522
Number of participants with account balances	2017-01-01	441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	23
2016: CALO 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	242
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	479
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	67
Total of all active and inactive participants	2016-01-01	546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	546
Number of participants with account balances	2016-01-01	310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: CALO 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	244
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	78
Total of all active and inactive participants	2015-01-01	323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	323
Number of participants with account balances	2015-01-01	255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	65
2014: CALO 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	145
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	47
Total of all active and inactive participants	2014-01-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	192
Number of participants with account balances	2014-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	52

Financial Data on CALO 401(K) PLAN

Measure	Date	Value
2022 : CALO 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$85,672
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$18,627
Total income from all sources (including contributions)	2022-12-31	$717,308
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,149,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,012,777
Value of total corrective distributions	2022-12-31	$28,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,387,605
Value of total assets at end of year	2022-12-31	$10,042,575
Value of total assets at beginning of year	2022-12-31	$10,407,668
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$108,124
Total interest from all sources	2022-12-31	$8,979
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$116,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$116,083
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,660,323
Participant contributions at end of year	2022-12-31	$142
Participant contributions at beginning of year	2022-12-31	$840
Participant contributions at end of year	2022-12-31	$272
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$408,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$59,563
Total non interest bearing cash at end of year	2022-12-31	$121,312
Total non interest bearing cash at beginning of year	2022-12-31	$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-432,138
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,956,903
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,389,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$3,518,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,997,781
Interest on participant loans	2022-12-31	$21
Interest earned on other investments	2022-12-31	$8,958
Value of interest in common/collective trusts at end of year	2022-12-31	$5,893,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$509,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$409,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,063,969
Net investment gain or loss from common/collective trusts	2022-12-31	$-731,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$318,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,012,777
Contract administrator fees	2022-12-31	$108,124
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$26,109
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$18,627
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	TANNER LLC
Accountancy firm EIN	2022-12-31	202253063
2021 : CALO 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$18,627
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$8,222
Total income from all sources (including contributions)	2021-12-31	$2,975,810
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,251,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,124,034
Value of total corrective distributions	2021-12-31	$18,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,787,203
Value of total assets at end of year	2021-12-31	$10,407,668
Value of total assets at beginning of year	2021-12-31	$8,673,179
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$109,065
Total interest from all sources	2021-12-31	$9,678
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$747,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$747,440
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,229,077
Participant contributions at end of year	2021-12-31	$840
Participant contributions at beginning of year	2021-12-31	$12,032
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$315,426
Total non interest bearing cash at end of year	2021-12-31	$3
Total non interest bearing cash at beginning of year	2021-12-31	$3,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,724,084
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,389,041
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,664,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,997,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,266,251
Interest on participant loans	2021-12-31	$298
Interest earned on other investments	2021-12-31	$9,380
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$409,044
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$389,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$431,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$242,700
Employer contributions (assets) at beginning of year	2021-12-31	$1,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,124,034
Contract administrator fees	2021-12-31	$109,065
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$18,627
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$8,222
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	TANNER LLC
Accountancy firm EIN	2021-12-31	202253063
2020 : CALO 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$3,681,774
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$8,222
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$46,091
Total income from all sources (including contributions)	2020-12-31	$2,737,473
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,153,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,064,508
Value of total corrective distributions	2020-12-31	$4,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,425,122
Value of total assets at end of year	2020-12-31	$8,673,179
Value of total assets at beginning of year	2020-12-31	$3,444,934
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$84,245
Total interest from all sources	2020-12-31	$10,797
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$484,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$484,595
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,090,542
Participant contributions at end of year	2020-12-31	$12,032
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$28,285
Total non interest bearing cash at end of year	2020-12-31	$3,890
Total non interest bearing cash at beginning of year	2020-12-31	$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,584,340
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,664,957
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,398,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$8,266,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,130,805
Interest on participant loans	2020-12-31	$1,303
Interest earned on other investments	2020-12-31	$9,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$389,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$314,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$816,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$306,295
Employer contributions (assets) at end of year	2020-12-31	$1,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,064,508
Contract administrator fees	2020-12-31	$84,245
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$8,222
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$46,091
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	TANNER LLC
Accountancy firm EIN	2020-12-31	202253063
2019 : CALO 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$3,131,786
Total transfer of assets from this plan	2019-12-31	$3,131,786
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$2,927
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$2,927
Total income from all sources (including contributions)	2019-12-31	$1,400,576
Total income from all sources (including contributions)	2019-12-31	$1,400,576
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$464,863
Total of all expenses incurred	2019-12-31	$464,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$388,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$388,821
Expenses. Certain deemed distributions of participant loans	2019-12-31	$2,203
Expenses. Certain deemed distributions of participant loans	2019-12-31	$2,203
Value of total corrective distributions	2019-12-31	$91,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$874,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$874,898
Value of total assets at end of year	2019-12-31	$0
Value of total assets at end of year	2019-12-31	$0
Value of total assets at beginning of year	2019-12-31	$2,199,000
Value of total assets at beginning of year	2019-12-31	$2,199,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$73,839
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$73,839
Total interest from all sources	2019-12-31	$2,148
Total interest from all sources	2019-12-31	$2,148
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$70,172
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$70,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$70,172
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$70,172
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$648,810
Contributions received from participants	2019-12-31	$648,810
Participant contributions at beginning of year	2019-12-31	$38,025
Participant contributions at beginning of year	2019-12-31	$38,025
Participant contributions at beginning of year	2019-12-31	$11,094
Participant contributions at beginning of year	2019-12-31	$11,094
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$25,230
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$25,230
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$2,927
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$2,927
Other income not declared elsewhere	2019-12-31	$6,357
Other income not declared elsewhere	2019-12-31	$6,357
Administrative expenses (other) incurred	2019-12-31	$73,839
Administrative expenses (other) incurred	2019-12-31	$73,839
Total non interest bearing cash at end of year	2019-12-31	$3
Total non interest bearing cash at beginning of year	2019-12-31	$17,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$935,713
Value of net income/loss	2019-12-31	$935,713
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$0
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,196,073
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,196,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,130,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,109,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,109,336
Interest on participant loans	2019-12-31	$2,148
Interest on participant loans	2019-12-31	$2,148
Interest earned on other investments	2019-12-31	$8,031
Value of interest in common/collective trusts at beginning of year	2019-12-31	$36,106
Value of interest in common/collective trusts at beginning of year	2019-12-31	$36,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$314,126
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$320,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$445,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$445,009
Net investment gain or loss from common/collective trusts	2019-12-31	$1,992
Net investment gain or loss from common/collective trusts	2019-12-31	$1,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$200,858
Contributions received in cash from employer	2019-12-31	$200,858
Employer contributions (assets) at beginning of year	2019-12-31	$4,439
Employer contributions (assets) at beginning of year	2019-12-31	$4,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$388,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$388,821
Contract administrator fees	2019-12-31	$46,729
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$46,091
Did the plan have assets held for investment	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	TANNER LLC
Accountancy firm name	2019-12-31	TANNER LLC
Accountancy firm EIN	2019-12-31	202253063
Accountancy firm EIN	2019-12-31	202253063
2018 : CALO 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$2,927
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$858,144
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$202,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$158,477
Expenses. Certain deemed distributions of participant loans	2018-12-31	$3,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,014,984
Value of total assets at end of year	2018-12-31	$2,199,000
Value of total assets at beginning of year	2018-12-31	$1,540,560
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$40,240
Total interest from all sources	2018-12-31	$1,243
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$58,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$58,515
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$576,543
Participant contributions at end of year	2018-12-31	$38,025
Participant contributions at beginning of year	2018-12-31	$17,387
Participant contributions at end of year	2018-12-31	$11,094
Participant contributions at beginning of year	2018-12-31	$17,836
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$276,057
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$2,927
Other income not declared elsewhere	2018-12-31	$1,252
Administrative expenses (other) incurred	2018-12-31	$40,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$655,513
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,196,073
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,540,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,109,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,466,548
Interest on participant loans	2018-12-31	$1,243
Value of interest in common/collective trusts at end of year	2018-12-31	$36,106
Value of interest in common/collective trusts at beginning of year	2018-12-31	$32,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-218,631
Net investment gain or loss from common/collective trusts	2018-12-31	$781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$162,384
Employer contributions (assets) at end of year	2018-12-31	$4,439
Employer contributions (assets) at beginning of year	2018-12-31	$6,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$158,477
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	COULTER & JUSTUS, P.C.
Accountancy firm EIN	2018-12-31	621532536
2017 : CALO 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$704,635
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$57,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$38,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$547,002
Value of total assets at end of year	2017-12-31	$1,516,199
Value of total assets at beginning of year	2017-12-31	$868,660
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$18,639
Total interest from all sources	2017-12-31	$75
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$30,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$30,232
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$87,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$402,156
Participant contributions at end of year	2017-12-31	$17,387
Participant contributions at beginning of year	2017-12-31	$8,199
Participant contributions at end of year	2017-12-31	$17,836
Participant contributions at beginning of year	2017-12-31	$90,004
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$473
Administrative expenses (other) incurred	2017-12-31	$18,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$647,539
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,516,199
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$868,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,466,548
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$711,062
Interest on participant loans	2017-12-31	$75
Value of interest in common/collective trusts at end of year	2017-12-31	$32,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$22,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$127,172
Net investment gain or loss from common/collective trusts	2017-12-31	$154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$144,373
Employer contributions (assets) at end of year	2017-12-31	$6,525
Employer contributions (assets) at beginning of year	2017-12-31	$37,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$38,457
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	COULTER & JUSTUS, P.C.
Accountancy firm EIN	2017-12-31	621532536
2016 : CALO 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$509,468
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$124,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$105,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$460,464
Value of total assets at end of year	2016-12-31	$868,660
Value of total assets at beginning of year	2016-12-31	$483,430
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$19,221
Total interest from all sources	2016-12-31	$686
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$327,298
Participant contributions at end of year	2016-12-31	$8,199
Participant contributions at beginning of year	2016-12-31	$6,713
Participant contributions at end of year	2016-12-31	$90,004
Participant contributions at beginning of year	2016-12-31	$14,366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$385,230
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$868,660
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$483,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$711,062
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$424,968
Interest on participant loans	2016-12-31	$158
Interest earned on other investments	2016-12-31	$528
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$22,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$31,604
Net investment gain/loss from pooled separate accounts	2016-12-31	$48,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$133,166
Employer contributions (assets) at end of year	2016-12-31	$37,311
Employer contributions (assets) at beginning of year	2016-12-31	$5,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$105,017
Contract administrator fees	2016-12-31	$19,221
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	COULTER & JUSTUS
Accountancy firm EIN	2016-12-31	621532536
2015 : CALO 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	$316,657
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$68,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$54,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$323,759
Value of total assets at end of year	2015-12-31	$483,430
Value of total assets at beginning of year	2015-12-31	$235,216
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$14,291
Total interest from all sources	2015-12-31	$530
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$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	$230,738
Participant contributions at end of year	2015-12-31	$6,713
Participant contributions at beginning of year	2015-12-31	$0
Participant contributions at end of year	2015-12-31	$14,366
Participant contributions at beginning of year	2015-12-31	$8,142
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,084
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	$248,214
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$483,430
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$235,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$424,968
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$219,367
Interest on participant loans	2015-12-31	$14
Interest earned on other investments	2015-12-31	$516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$31,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$4,881
Net investment gain/loss from pooled separate accounts	2015-12-31	$-7,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$91,937
Employer contributions (assets) at end of year	2015-12-31	$5,779
Employer contributions (assets) at beginning of year	2015-12-31	$2,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$54,152
Contract administrator fees	2015-12-31	$14,291
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
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	COULTER & JUSTUS
Accountancy firm EIN	2015-12-31	621532536
2014 : CALO 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	$245,466
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$10,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$5,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$242,668
Value of total assets at end of year	2014-12-31	$235,216
Value of total assets at beginning of year	2014-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$4,998
Total interest from all sources	2014-12-31	$16
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$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	$174,275
Participant contributions at end of year	2014-12-31	$8,142
Participant contributions at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$235,216
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$235,216
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$219,367
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Interest earned on other investments	2014-12-31	$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$4,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$0
Net investment gain/loss from pooled separate accounts	2014-12-31	$2,782
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	Yes
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	$68,393
Employer contributions (assets) at end of year	2014-12-31	$2,826
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$5,252
Contract administrator fees	2014-12-31	$4,998
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	COULTER & JUSTUS
Accountancy firm EIN	2014-12-31	621532536

Form 5500 Responses for CALO 401(K) PLAN

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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810190

Policy instance

Insurance contract or identification number	810190
Number of Individuals Covered	1501
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810190

Policy instance

Insurance contract or identification number	810190
Number of Individuals Covered	1250
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810190

Policy instance

Insurance contract or identification number	810190
Number of Individuals Covered	1228
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810190

Policy instance

Insurance contract or identification number	810190
Number of Individuals Covered	649
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932413-053

Policy instance

Insurance contract or identification number	932413-053
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-10-01
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?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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?	Yes

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Company Name:	CHANGE ACADEMY AT LAKE OF THE OZARKS, LLC
Employer identification number (EIN):	263297560
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	2017-01-10
Company Identification Number:	128203296
Legal Registered Office Address:	160 SW SCALEHOUSE LOOP BEND United States of America (USA) 97702