401k Plan data: BAGGETT, MCCALL LLC 401(K) PLAN plan

BAGGETT, MCCALL LLC 401(K) PLAN 401k Plan overview

Plan Name	BAGGETT, MCCALL LLC 401(K) PLAN
Plan identification number	004

BAGGETT, MCCALL LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

BAGGETT MCCALL LLC has sponsored the creation of one or more 401k plans.

Company Name: BAGGETT MCCALL LLC

Employer identification number (EIN): 263936991

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAGGETT, MCCALL LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01 ERIN M. ALLEY
004 2017-01-01 ERIN M. ALLEY
004 2016-01-01 ERIN M. ALLEY
004 2015-01-01 ERIN M. ALLEY
004 2014-01-01 ERIN M. ALLEY
004 2013-01-01 ERIN M. ALLEY 2014-07-24
004 2012-01-01 ERIN M. ALLEY 2013-06-18
004 2011-01-01 ERIN M. ALLEY 2012-07-10
004 2010-01-01 ROBERT MCCALL
004 2009-01-01 ROBERT MCCALL ROBERT MCCALL 2010-07-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2022-01-01
004	2022-01-01
004	2021-01-01
004	2020-01-01
004	2019-01-01
004	2018-01-01	ERIN M. ALLEY
004	2017-01-01	ERIN M. ALLEY
004	2016-01-01	ERIN M. ALLEY
004	2015-01-01	ERIN M. ALLEY
004	2014-01-01	ERIN M. ALLEY
004	2013-01-01	ERIN M. ALLEY	2014-07-24
004	2012-01-01	ERIN M. ALLEY	2013-06-18
004	2011-01-01	ERIN M. ALLEY	2012-07-10
004	2010-01-01	ROBERT MCCALL
004	2009-01-01	ROBERT MCCALL		ROBERT MCCALL	2010-07-30

Plan Statistics for BAGGETT, MCCALL LLC 401(K) PLAN

401k plan membership statisitcs for BAGGETT, MCCALL LLC 401(K) PLAN

Measure Date Value
2022: BAGGETT, MCCALL LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 33
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 7
Total of all active and inactive participants 2022-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 40
Number of participants with account balances 2022-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BAGGETT, MCCALL LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 31
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 4
Total of all active and inactive participants 2021-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 35
Number of participants with account balances 2021-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BAGGETT, MCCALL LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 33
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 3
Total of all active and inactive participants 2020-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 36
Number of participants with account balances 2020-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BAGGETT, MCCALL LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 31
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 3
Total of all active and inactive participants 2019-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 34
Number of participants with account balances 2019-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BAGGETT, MCCALL LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 30
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 4
Total of all active and inactive participants 2018-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 34
Number of participants with account balances 2018-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BAGGETT, MCCALL LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 37
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 2
Total of all active and inactive participants 2017-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 39
Number of participants with account balances 2017-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BAGGETT, MCCALL LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 35
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 1
Total of all active and inactive participants 2016-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 36
Number of participants with account balances 2016-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BAGGETT, MCCALL LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 34
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 2
Total of all active and inactive participants 2015-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 36
Number of participants with account balances 2015-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BAGGETT, MCCALL LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 36
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 36
Number of participants with account balances 2014-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2010: BAGGETT, MCCALL LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 29
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 1
Total of all active and inactive participants 2010-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 30
Number of participants with account balances 2010-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BAGGETT, MCCALL LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 22
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 6
Total of all active and inactive participants 2009-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 28
Number of participants with account balances 2009-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: BAGGETT, MCCALL LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	33
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	7
Total of all active and inactive participants	2022-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	40
Number of participants with account balances	2022-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BAGGETT, MCCALL LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	31
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	4
Total of all active and inactive participants	2021-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	35
Number of participants with account balances	2021-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BAGGETT, MCCALL LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	33
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	3
Total of all active and inactive participants	2020-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	36
Number of participants with account balances	2020-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BAGGETT, MCCALL LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	31
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	3
Total of all active and inactive participants	2019-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	34
Number of participants with account balances	2019-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BAGGETT, MCCALL LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	30
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	4
Total of all active and inactive participants	2018-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	34
Number of participants with account balances	2018-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BAGGETT, MCCALL LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	37
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	2
Total of all active and inactive participants	2017-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	39
Number of participants with account balances	2017-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BAGGETT, MCCALL LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	35
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	1
Total of all active and inactive participants	2016-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	36
Number of participants with account balances	2016-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BAGGETT, MCCALL LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	34
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	2
Total of all active and inactive participants	2015-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	36
Number of participants with account balances	2015-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BAGGETT, MCCALL LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	36
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	36
Number of participants with account balances	2014-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2010: BAGGETT, MCCALL LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	29
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	1
Total of all active and inactive participants	2010-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	30
Number of participants with account balances	2010-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BAGGETT, MCCALL LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	22
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	6
Total of all active and inactive participants	2009-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	28
Number of participants with account balances	2009-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BAGGETT, MCCALL LLC 401(K) PLAN

Measure	Date	Value
2022 : BAGGETT, MCCALL LLC 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-536,339
Expenses. Total of all expenses incurred	2022-12-31	$27,792
Benefits paid (including direct rollovers)	2022-12-31	$7,688
Total plan assets at end of year	2022-12-31	$5,366,785
Total plan assets at beginning of year	2022-12-31	$5,930,916
Value of fidelity bond covering the plan	2022-12-31	$600,000
Total contributions received or receivable from participants	2022-12-31	$239,146
Noncash contributions received	2022-12-31	$-899,249
Net income (gross income less expenses)	2022-12-31	$-564,131
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,366,785
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,930,916
Total contributions received or receivable from employer(s)	2022-12-31	$123,764
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$20,104
2021 : BAGGETT, MCCALL LLC 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,340,370
Expenses. Total of all expenses incurred	2021-12-31	$590,114
Benefits paid (including direct rollovers)	2021-12-31	$562,577
Total plan assets at end of year	2021-12-31	$5,930,916
Total plan assets at beginning of year	2021-12-31	$5,180,660
Value of fidelity bond covering the plan	2021-12-31	$600,000
Total contributions received or receivable from participants	2021-12-31	$210,016
Other income received	2021-12-31	$1,030,651
Net income (gross income less expenses)	2021-12-31	$750,256
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,930,916
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,180,660
Total contributions received or receivable from employer(s)	2021-12-31	$99,703
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$27,537
2020 : BAGGETT, MCCALL LLC 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$877,799
Expenses. Total of all expenses incurred	2020-12-31	$55,442
Benefits paid (including direct rollovers)	2020-12-31	$29,959
Total plan assets at end of year	2020-12-31	$5,180,660
Total plan assets at beginning of year	2020-12-31	$4,358,303
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$205,043
Other income received	2020-12-31	$575,977
Net income (gross income less expenses)	2020-12-31	$822,357
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,180,660
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,358,303
Total contributions received or receivable from employer(s)	2020-12-31	$96,779
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$25,483
2019 : BAGGETT, MCCALL LLC 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,031,545
Expenses. Total of all expenses incurred	2019-12-31	$92,512
Benefits paid (including direct rollovers)	2019-12-31	$69,830
Total plan assets at end of year	2019-12-31	$4,358,303
Total plan assets at beginning of year	2019-12-31	$3,419,270
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$193,848
Other income received	2019-12-31	$743,766
Net income (gross income less expenses)	2019-12-31	$939,033
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,358,303
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,419,270
Total contributions received or receivable from employer(s)	2019-12-31	$93,931
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$22,682
2018 : BAGGETT, MCCALL LLC 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$60,497
Expenses. Total of all expenses incurred	2018-12-31	$967,473
Benefits paid (including direct rollovers)	2018-12-31	$941,776
Total plan assets at end of year	2018-12-31	$3,419,270
Total plan assets at beginning of year	2018-12-31	$4,326,246
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$198,487
Other income received	2018-12-31	$-231,552
Net income (gross income less expenses)	2018-12-31	$-906,976
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,419,270
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,326,246
Total contributions received or receivable from employer(s)	2018-12-31	$93,562
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$25,697
2017 : BAGGETT, MCCALL LLC 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$920,074
Expenses. Total of all expenses incurred	2017-12-31	$124,306
Benefits paid (including direct rollovers)	2017-12-31	$110,000
Total plan assets at end of year	2017-12-31	$4,326,247
Total plan assets at beginning of year	2017-12-31	$3,530,479
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$229,951
Other income received	2017-12-31	$591,288
Net income (gross income less expenses)	2017-12-31	$795,768
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,326,247
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,530,479
Total contributions received or receivable from employer(s)	2017-12-31	$98,835
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$14,306
2016 : BAGGETT, MCCALL LLC 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$585,452
Expenses. Total of all expenses incurred	2016-12-31	$31,323
Benefits paid (including direct rollovers)	2016-12-31	$30,711
Total plan assets at end of year	2016-12-31	$3,530,479
Total plan assets at beginning of year	2016-12-31	$2,976,350
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$221,443
Other income received	2016-12-31	$266,771
Net income (gross income less expenses)	2016-12-31	$554,129
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,530,479
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,976,350
Total contributions received or receivable from employer(s)	2016-12-31	$97,238
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$612
2015 : BAGGETT, MCCALL LLC 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$320,205
Expenses. Total of all expenses incurred	2015-12-31	$35,326
Benefits paid (including direct rollovers)	2015-12-31	$34,564
Total plan assets at end of year	2015-12-31	$2,976,350
Total plan assets at beginning of year	2015-12-31	$2,691,471
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$222,320
Noncash contributions received	2015-12-31	$-6,585
Net income (gross income less expenses)	2015-12-31	$284,879
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,976,350
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,691,471
Total contributions received or receivable from employer(s)	2015-12-31	$104,470
Value of certain deemed distributions of participant loans	2015-12-31	$762
2014 : BAGGETT, MCCALL LLC 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$449,830
Expenses. Total of all expenses incurred	2014-12-31	$19,262
Benefits paid (including direct rollovers)	2014-12-31	$17,484
Total plan assets at end of year	2014-12-31	$2,691,471
Total plan assets at beginning of year	2014-12-31	$2,260,903
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$223,183
Other income received	2014-12-31	$137,434
Net income (gross income less expenses)	2014-12-31	$430,568
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,691,471
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,260,903
Total contributions received or receivable from employer(s)	2014-12-31	$89,213
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,778
2010 : BAGGETT, MCCALL LLC 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$266,743
Expenses. Total of all expenses incurred	2010-12-31	$64,707
Benefits paid (including direct rollovers)	2010-12-31	$64,707
Total plan assets at end of year	2010-12-31	$985,848
Total plan assets at beginning of year	2010-12-31	$783,812
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$79,203
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$10,666
Other income received	2010-12-31	$135,285
Net income (gross income less expenses)	2010-12-31	$202,036
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$985,848
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$783,812
Total contributions received or receivable from employer(s)	2010-12-31	$41,589
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : BAGGETT, MCCALL LLC 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for BAGGETT, MCCALL LLC 401(K) PLAN

2022: BAGGETT, MCCALL LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BAGGETT, MCCALL LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BAGGETT, MCCALL LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BAGGETT, MCCALL LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BAGGETT, MCCALL LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BAGGETT, MCCALL LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BAGGETT, MCCALL LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BAGGETT, MCCALL LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BAGGETT, MCCALL LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2010: BAGGETT, MCCALL LLC 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: BAGGETT, MCCALL LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-022160

Policy instance

Insurance contract or identification number	GA-022160
Number of Individuals Covered	30
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $3,455
Total amount of fees paid to insurance company	USD $1,544
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,455
Insurance broker organization code?	3
Amount paid for insurance broker fees	1544
Additional information about fees paid to insurance broker	SALES/MARKETING
Insurance broker name	EDWARD D JONES & CO

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Company Name:	BAGGETT MCCALL LLC
Employer identification number (EIN):	263936991
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers