401k Plan data: LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST plan

LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 401k Plan overview

Plan Name	LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST
Plan identification number	001

LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

LISTER HEALTHCARE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: LISTER HEALTHCARE CORPORATION

Employer identification number (EIN): 631053058

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

Additional information about LISTER HEALTHCARE CORPORATION

Jurisdiction of Incorporation: Alabama Secretary of State

Incorporation Date: 1991-02-19

Company Identification Number: 141-634

Legal Registered Office Address: 1104 BRADSHAW DRIVE FLORENCE,

United States of America (USA)
35630

More information about LISTER HEALTHCARE CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 SUSAN HALL 2024-04-12
001 2022-01-01 SUSAN HALL 2023-07-27
001 2021-01-01 SUSAN HALL 2022-10-10
001 2020-01-01 SUSAN HALL 2021-10-12
001 2019-01-01 SUSAN HALL 2020-10-12
001 2018-01-01 SUSAN HALL 2019-07-31
001 2017-01-01 SUSAN HALL 2018-10-05
001 2016-01-01 SUSAN HALL 2017-09-05
001 2015-01-01 SUSAN HALL 2016-07-28
001 2014-01-01 SUSAN HALL
001 2013-01-01 SUSAN HALL
001 2012-01-01 SUSAN HALL
001 2011-01-01 SUSAN HALL
001 2009-01-01 DEVI LOCKLEY
001 2009-01-01 SUSAN N HALL VP

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	SUSAN HALL	2024-04-12
001	2022-01-01	SUSAN HALL	2023-07-27
001	2021-01-01	SUSAN HALL	2022-10-10
001	2020-01-01	SUSAN HALL	2021-10-12
001	2019-01-01	SUSAN HALL	2020-10-12
001	2018-01-01	SUSAN HALL	2019-07-31
001	2017-01-01	SUSAN HALL	2018-10-05
001	2016-01-01	SUSAN HALL	2017-09-05
001	2015-01-01	SUSAN HALL	2016-07-28
001	2014-01-01	SUSAN HALL
001	2013-01-01	SUSAN HALL
001	2012-01-01	SUSAN HALL
001	2011-01-01	SUSAN HALL
001	2009-01-01	DEVI LOCKLEY
001	2009-01-01	SUSAN N HALL VP

Plan Statistics for LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST

401k plan membership statisitcs for LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST

Measure Date Value
2025: LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 2025 401k membership
Total number of particpants at beginning of year 2025-03-25 81
Total number of particpants at end of year 2025-03-25 74
Number of Participants With Account Balances 2025-03-25 35
2024: LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 2024 401k membership
Total number of particpants at beginning of year 2024-04-12 77
Total number of particpants at end of year 2024-04-12 77
Number of Participants With Account Balances 2024-04-12 40
2022: LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 2022 401k membership
Total number of particpants at beginning of year 2022-10-10 67
Total number of particpants at end of year 2022-10-10 70
Number of Participants With Account Balances 2022-10-10 40
2014: LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 69
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 18
Total of all active and inactive participants 2014-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 89
Number of participants with account balances 2014-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 92
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 16
Total of all active and inactive participants 2013-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 110
Number of participants with account balances 2013-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 97
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 9
Total of all active and inactive participants 2012-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 107
Number of participants with account balances 2012-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 101
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 10
Total of all active and inactive participants 2011-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 111
Number of participants with account balances 2011-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 112
Number of retired or separated participants receiving benefits 2009-01-01 4
Number of other retired or separated participants entitled to future benefits 2009-01-01 18
Total of all active and inactive participants 2009-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 134
Number of participants with account balances 2009-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 2025 401k membership
Total number of particpants at beginning of year	2025-03-25	81
Total number of particpants at end of year	2025-03-25	74
Number of Participants With Account Balances	2025-03-25	35
2024: LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 2024 401k membership
Total number of particpants at beginning of year	2024-04-12	77
Total number of particpants at end of year	2024-04-12	77
Number of Participants With Account Balances	2024-04-12	40
2022: LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 2022 401k membership
Total number of particpants at beginning of year	2022-10-10	67
Total number of particpants at end of year	2022-10-10	70
Number of Participants With Account Balances	2022-10-10	40
2014: LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	69
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	18
Total of all active and inactive participants	2014-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	89
Number of participants with account balances	2014-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	92
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	16
Total of all active and inactive participants	2013-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	110
Number of participants with account balances	2013-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	97
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	9
Total of all active and inactive participants	2012-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	107
Number of participants with account balances	2012-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	101
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	10
Total of all active and inactive participants	2011-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	111
Number of participants with account balances	2011-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	112
Number of retired or separated participants receiving benefits	2009-01-01	4
Number of other retired or separated participants entitled to future benefits	2009-01-01	18
Total of all active and inactive participants	2009-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	134
Number of participants with account balances	2009-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST

Measure	Date	Value
2025 : LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-03-25	436666
Net assets as of the end of the plan year	2025-03-25	2739877
Total assets as of the beginning of the plan year	2025-03-25	2762066
Value of plan covered by a fidelity bond	2025-03-25	300500
Participant contributions to plan in this plan year	2025-03-25	156321
Value of participant loans at end of plan year	2025-03-25	18783
Other expenses paid from plan in this plan year	2025-03-25	926
Other income to plan in this plan year	2025-03-25	258156
Plan net income in this plan year	2025-03-25	-22189
Net assets as of the end of the plan year	2025-03-25	2739877
Net assets as of the beginning of the plan year	2025-03-25	2762066
2024 : LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-04-12	0
Total expenses incurred by plan in this plan year	2024-04-12	391180
Net assets as of the end of the plan year	2024-04-12	2762066
Total assets as of the beginning of the plan year	2024-04-12	2631423
Value of plan covered by a fidelity bond	2024-04-12	300500
Participant contributions to plan in this plan year	2024-04-12	200249
Value of participant loans at end of plan year	2024-04-12	29239
Other expenses paid from plan in this plan year	2024-04-12	0
Other contributions to plan in this plan year	2024-04-12	0
Other income to plan in this plan year	2024-04-12	321574
Plan net income in this plan year	2024-04-12	130643
Net assets as of the end of the plan year	2024-04-12	2762066
Net assets as of the beginning of the plan year	2024-04-12	2631423
Employer contributions to plan in this plan year	2024-04-12	0
Expensese paid to adminstrative service provicers from plan in this plan year	2024-04-12	678
2022 : LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 2022 401k financial data
Total transfers to/from plan in this plan year	2022-10-10	0
Total liabilities as of the end of the plan year	2022-10-10	0
Total liabilities as of the beginning of the plan year	2022-10-10	0
Total expenses incurred by plan in this plan year	2022-10-10	394216
Net assets as of the end of the plan year	2022-10-10	3046060
Total assets as of the beginning of the plan year	2022-10-10	2879600
Value of plan covered by a fidelity bond	2022-10-10	300000
Participant contributions to plan in this plan year	2022-10-10	154361
Value of participant loans at end of plan year	2022-10-10	1537
Other expenses paid from plan in this plan year	2022-10-10	0
Other contributions to plan in this plan year	2022-10-10	0
Other income to plan in this plan year	2022-10-10	406315
Plan net income in this plan year	2022-10-10	166460
Net assets as of the end of the plan year	2022-10-10	3046060
Net assets as of the beginning of the plan year	2022-10-10	2879600
Employer contributions to plan in this plan year	2022-10-10	0
Expensese paid to adminstrative service provicers from plan in this plan year	2022-10-10	12086
2014 : LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 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	$237,772
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$671,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$630,669
Value of total corrective distributions	2014-12-31	$23,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$134,419
Value of total assets at end of year	2014-12-31	$1,797,301
Value of total assets at beginning of year	2014-12-31	$2,230,904
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$17,417
Total interest from all sources	2014-12-31	$2,161
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$6,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$6,848
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$350,000
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	$134,419
Participant contributions at end of year	2014-12-31	$39,270
Participant contributions at beginning of year	2014-12-31	$42,128
Participant contributions at end of year	2014-12-31	$7,871
Participant contributions at beginning of year	2014-12-31	$9,847
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$2,103
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$2,165
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	$-433,603
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,797,301
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,230,904
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 registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,746,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,172,727
Interest on participant loans	2014-12-31	$2,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$1,991
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$4,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$4,037
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$30
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$94,344
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$630,669
Contract administrator fees	2014-12-31	$17,417
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	MDA PROFESSIONAL GROUP P C
Accountancy firm EIN	2014-12-31	630681783
2013 : LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$541,266
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$70,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$17,439
Value of total corrective distributions	2013-12-31	$30,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$192,000
Value of total assets at end of year	2013-12-31	$2,230,904
Value of total assets at beginning of year	2013-12-31	$1,760,071
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$22,889
Total interest from all sources	2013-12-31	$2,469
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$87,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$87,975
Administrative expenses professional fees incurred	2013-12-31	$500
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$200,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$192,000
Participant contributions at end of year	2013-12-31	$42,128
Participant contributions at beginning of year	2013-12-31	$65,149
Participant contributions at end of year	2013-12-31	$9,847
Participant contributions at beginning of year	2013-12-31	$15,313
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$2,165
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$1,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$470,833
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,230,904
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,760,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,172,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,675,121
Interest on participant loans	2013-12-31	$2,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$4,037
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$3,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$3,473
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$258,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$17,439
Contract administrator fees	2013-12-31	$22,389
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MDA PROFESSIONAL GROUP P C
Accountancy firm EIN	2013-12-31	630681783
2012 : LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$376,532
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$96,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$45,568
Value of total corrective distributions	2012-12-31	$31,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$196,947
Value of total assets at end of year	2012-12-31	$1,760,071
Value of total assets at beginning of year	2012-12-31	$1,479,932
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$19,803
Total interest from all sources	2012-12-31	$2,607
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$39,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$39,376
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$200,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$196,947
Participant contributions at end of year	2012-12-31	$65,149
Participant contributions at beginning of year	2012-12-31	$62,844
Participant contributions at end of year	2012-12-31	$15,313
Participant contributions at beginning of year	2012-12-31	$23,926
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$1,015
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$1,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$280,139
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,760,071
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,479,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$19,303
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,675,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,370,557
Interest on participant loans	2012-12-31	$2,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$3,473
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$20,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$20,773
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$-125
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$137,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$45,568
Contract administrator fees	2012-12-31	$500
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MDA PROFESSIONAL GROUP P C
Accountancy firm EIN	2012-12-31	630681783
2011 : LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$129,558
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$93,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$39,107
Value of total corrective distributions	2011-12-31	$37,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$205,566
Value of total assets at end of year	2011-12-31	$1,479,932
Value of total assets at beginning of year	2011-12-31	$1,444,287
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$17,713
Total interest from all sources	2011-12-31	$2,059
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$27,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$27,407
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$200,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$205,391
Participant contributions at end of year	2011-12-31	$62,844
Participant contributions at beginning of year	2011-12-31	$32,566
Participant contributions at end of year	2011-12-31	$23,926
Participant contributions at beginning of year	2011-12-31	$12,475
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$1,832
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$871
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$35,645
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,479,932
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,444,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$16,527
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,370,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,391,346
Interest on participant loans	2011-12-31	$2,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$20,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$7,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$7,029
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$-648
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-105,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$39,107
Contract administrator fees	2011-12-31	$1,186
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MDA PROFESSIONAL GROUP P C
Accountancy firm EIN	2011-12-31	630681783
2010 : LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$2,218
Total income from all sources (including contributions)	2010-12-31	$400,307
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$284,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$233,343
Expenses. Certain deemed distributions of participant loans	2010-12-31	$3,307
Value of total corrective distributions	2010-12-31	$31,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$246,870
Value of total assets at end of year	2010-12-31	$1,444,287
Value of total assets at beginning of year	2010-12-31	$1,330,202
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$15,441
Total interest from all sources	2010-12-31	$1,037
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$18,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$18,085
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$200,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$203,151
Participant contributions at end of year	2010-12-31	$32,566
Participant contributions at beginning of year	2010-12-31	$38,769
Participant contributions at end of year	2010-12-31	$12,475
Participant contributions at beginning of year	2010-12-31	$14,077
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$43,719
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$871
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$884
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$2,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$116,303
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,444,287
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,327,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$1,048
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,391,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,255,868
Interest on participant loans	2010-12-31	$1,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$7,029
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$20,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$20,604
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$-182
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$134,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$233,343
Contract administrator fees	2010-12-31	$14,393
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MDA PROFESSIONAL GROUP P C
Accountancy firm EIN	2010-12-31	630681783
2009 : LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST

2014: LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 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
2013: LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LISTER HEALTHCARE CORPORATION EMPLOYEE SAVINGS TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	GA-834939
Policy instance	1

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Company Name:	LISTER HEALTHCARE CORPORATION
Employer identification number (EIN):	631053058
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Alabama Secretary of State
Incorporation Date:	1991-02-19
Company Identification Number:	141-634
Legal Registered Office Address:	1104 BRADSHAW DRIVE FLORENCE, United States of America (USA) 35630