401k Plan data: THE CROWLEY RETIREMENT PLAN plan

THE CROWLEY RETIREMENT PLAN 401k Plan overview

Plan Name	THE CROWLEY RETIREMENT PLAN
Plan identification number	001

THE CROWLEY RETIREMENT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

CROWLEY WEALTH MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: CROWLEY WEALTH MANAGEMENT, INC.

Employer identification number (EIN): 510296694

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CROWLEY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 FRED CROWLEY 2019-05-20
001 2017-01-01 FRED CROWLEY 2018-10-11
001 2016-01-01 FRED CROWLEY 2017-07-13
001 2015-01-01 FRED CROWLEY 2016-09-07
001 2014-01-01 FRED CROWLEY 2015-09-08
001 2013-01-01 FRED CROWLEY 2014-06-17
001 2012-01-01 FRED CROWLEY 2013-10-08
001 2011-01-01 FRED CROWLEY 2012-06-14
001 2010-01-01 FRED CROWLEY 2011-07-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	FRED CROWLEY	2019-05-20
001	2017-01-01	FRED CROWLEY	2018-10-11
001	2016-01-01	FRED CROWLEY	2017-07-13
001	2015-01-01	FRED CROWLEY	2016-09-07
001	2014-01-01	FRED CROWLEY	2015-09-08
001	2013-01-01	FRED CROWLEY	2014-06-17
001	2012-01-01	FRED CROWLEY	2013-10-08
001	2011-01-01	FRED CROWLEY	2012-06-14
001	2010-01-01	FRED CROWLEY	2011-07-12

Plan Statistics for THE CROWLEY RETIREMENT PLAN

401k plan membership statisitcs for THE CROWLEY RETIREMENT PLAN

Measure Date Value
2020: THE CROWLEY RETIREMENT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,588,670
Acturial value of plan assets 2020-12-31 3,588,670
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 6,965
Active participant vested funding target 2020-12-31 2,494,232
Number of active participants 2020-12-31 4
Total funding liabilities for active participants 2020-12-31 2,494,232
Total participant count 2020-12-31 5
Total funding target for all participants 2020-12-31 2,501,197
Balance at beginning of prior year after applicable adjustments 2020-12-31 26,840
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 26,840
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 277,918
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 293,120
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 28,939
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 511,396
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 477,771
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 255,527
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 477,771
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: THE CROWLEY RETIREMENT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 3,059,232
Acturial value of plan assets 2019-12-31 3,059,232
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 2,099,170
Number of active participants 2019-12-31 5
Total funding liabilities for active participants 2019-12-31 2,099,170
Total participant count 2019-12-31 5
Total funding target for all participants 2019-12-31 2,099,170
Balance at beginning of prior year after applicable adjustments 2019-12-31 27,357
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 27,357
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 441,537
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 466,925
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 26,840
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 300,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 277,918
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 245,932
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 277,918
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: THE CROWLEY RETIREMENT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,655,324
Acturial value of plan assets 2018-12-31 2,655,324
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 1,845,740
Number of active participants 2018-12-31 5
Total funding liabilities for active participants 2018-12-31 1,845,740
Total participant count 2018-12-31 5
Total funding target for all participants 2018-12-31 1,845,740
Balance at beginning of prior year after applicable adjustments 2018-12-31 24,845
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 24,845
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 259,853
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 284,213
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 27,357
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 450,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 441,537
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 260,450
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 441,537
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: THE CROWLEY RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,991,257
Acturial value of plan assets 2017-12-31 1,991,257
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 165,653
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 1,410,393
Number of active participants 2017-12-31 4
Total funding liabilities for active participants 2017-12-31 1,410,393
Total participant count 2017-12-31 5
Total funding target for all participants 2017-12-31 1,576,046
Balance at beginning of prior year after applicable adjustments 2017-12-31 24,128
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 24,128
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 372,785
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 395,078
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 24,845
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 500,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 466,669
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 206,816
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 206,816
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 206,816
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 466,669
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: THE CROWLEY RETIREMENT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,574,350
Acturial value of plan assets 2016-12-31 1,574,350
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 171,227
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,092,169
Number of active participants 2016-12-31 4
Total funding liabilities for active participants 2016-12-31 1,092,169
Total participant count 2016-12-31 5
Total funding target for all participants 2016-12-31 1,263,396
Balance at beginning of prior year after applicable adjustments 2016-12-31 24,500
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 24,500
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 348,763
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 370,212
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 24,128
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 400,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 372,785
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 186,036
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 372,785
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2020: THE CROWLEY RETIREMENT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,588,670
Acturial value of plan assets	2020-12-31	3,588,670
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	6,965
Active participant vested funding target	2020-12-31	2,494,232
Number of active participants	2020-12-31	4
Total funding liabilities for active participants	2020-12-31	2,494,232
Total participant count	2020-12-31	5
Total funding target for all participants	2020-12-31	2,501,197
Balance at beginning of prior year after applicable adjustments	2020-12-31	26,840
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	26,840
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	277,918
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	293,120
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	28,939
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	511,396
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	477,771
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	255,527
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	477,771
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: THE CROWLEY RETIREMENT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	3,059,232
Acturial value of plan assets	2019-12-31	3,059,232
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	2,099,170
Number of active participants	2019-12-31	5
Total funding liabilities for active participants	2019-12-31	2,099,170
Total participant count	2019-12-31	5
Total funding target for all participants	2019-12-31	2,099,170
Balance at beginning of prior year after applicable adjustments	2019-12-31	27,357
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	27,357
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	441,537
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	466,925
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	26,840
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	300,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	277,918
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	245,932
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	277,918
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: THE CROWLEY RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,655,324
Acturial value of plan assets	2018-12-31	2,655,324
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	1,845,740
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	1,845,740
Total participant count	2018-12-31	5
Total funding target for all participants	2018-12-31	1,845,740
Balance at beginning of prior year after applicable adjustments	2018-12-31	24,845
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	24,845
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	259,853
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	284,213
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	27,357
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	450,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	441,537
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	260,450
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	441,537
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: THE CROWLEY RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,991,257
Acturial value of plan assets	2017-12-31	1,991,257
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	165,653
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,410,393
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	1,410,393
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	1,576,046
Balance at beginning of prior year after applicable adjustments	2017-12-31	24,128
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	24,128
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	372,785
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	395,078
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	24,845
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	500,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	466,669
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	206,816
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	206,816
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	206,816
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	466,669
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: THE CROWLEY RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,574,350
Acturial value of plan assets	2016-12-31	1,574,350
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	171,227
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,092,169
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	1,092,169
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	1,263,396
Balance at beginning of prior year after applicable adjustments	2016-12-31	24,500
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	24,500
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	348,763
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	370,212
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	24,128
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	400,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	372,785
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	186,036
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	372,785
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST [EIN = 330633379]

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Company Name:	CROWLEY WEALTH MANAGEMENT, INC.
Employer identification number (EIN):	510296694
NAIC Classification:	523900