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C & T 401(K) SAVINGS PLAN 401k Plan overview

Plan NameC & T 401(K) SAVINGS PLAN
Plan identification number 001

C & T 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined 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

CURTIS & TOMPKINS, LTD. has sponsored the creation of one or more 401k plans.

Company Name:CURTIS & TOMPKINS, LTD.
Employer identification number (EIN):942345088
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C & T 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01MAGDALEN CHAN
0012014-01-01MAGDALEN CHAN
0012013-01-01MAGDALEN CHAN
0012012-01-01MAGDALEN CHAN MAGDALEN CHAN2013-06-25
0012011-01-01MAGDALEN CHAN
0012010-01-01MAGDALEN CHAN
0012009-01-01MAGDALEN CHAN

Financial Data on C & T 401(K) SAVINGS PLAN

Measure Date Value
2015 : C & T 401(K) SAVINGS PLAN 2015 401k financial data
Transfers to/from the plan2015-11-30$0
Total plan liabilities at end of year2015-11-30$0
Total plan liabilities at beginning of year2015-11-30$0
Total income from all sources2015-11-30$129,639
Expenses. Total of all expenses incurred2015-11-30$4,004,878
Benefits paid (including direct rollovers)2015-11-30$4,000,115
Total plan assets at end of year2015-11-30$0
Total plan assets at beginning of year2015-11-30$3,875,239
Value of fidelity bond covering the plan2015-11-30$400,000
Total contributions received or receivable from participants2015-11-30$112,612
Expenses. Other expenses not covered elsewhere2015-11-30$0
Contributions received from other sources (not participants or employers)2015-11-30$0
Other income received2015-11-30$3,309
Noncash contributions received2015-11-30$0
Net income (gross income less expenses)2015-11-30$-3,875,239
Net plan assets at end of year (total assets less liabilities)2015-11-30$0
Net plan assets at beginning of year (total assets less liabilities)2015-11-30$3,875,239
Assets. Value of participant loans2015-11-30$0
Total contributions received or receivable from employer(s)2015-11-30$13,718
Value of certain deemed distributions of participant loans2015-11-30$0
Value of corrective distributions2015-11-30$2,797
Expenses. Administrative service providers (salaries,fees and commissions)2015-11-30$1,966
2014 : C & T 401(K) SAVINGS PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$402,638
Expenses. Total of all expenses incurred2014-12-31$57,052
Benefits paid (including direct rollovers)2014-12-31$45,110
Total plan assets at end of year2014-12-31$3,875,239
Total plan assets at beginning of year2014-12-31$3,529,653
Value of fidelity bond covering the plan2014-12-31$400,000
Total contributions received or receivable from participants2014-12-31$198,422
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$179,248
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$345,586
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,875,239
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,529,653
Assets. Value of participant loans2014-12-31$88,762
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$24,968
Value of certain deemed distributions of participant loans2014-12-31$11,313
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$629
2013 : C & T 401(K) SAVINGS PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$782,844
Expenses. Total of all expenses incurred2013-12-31$60,341
Benefits paid (including direct rollovers)2013-12-31$55,117
Total plan assets at end of year2013-12-31$3,529,653
Total plan assets at beginning of year2013-12-31$2,807,150
Value of fidelity bond covering the plan2013-12-31$350,000
Total contributions received or receivable from participants2013-12-31$185,897
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$574,356
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$722,503
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,529,653
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,807,150
Assets. Value of participant loans2013-12-31$148,060
Total contributions received or receivable from employer(s)2013-12-31$22,591
Value of certain deemed distributions of participant loans2013-12-31$67
Value of corrective distributions2013-12-31$4,158
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$999
2012 : C & T 401(K) SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$528,104
Expenses. Total of all expenses incurred2012-12-31$296,872
Benefits paid (including direct rollovers)2012-12-31$293,095
Total plan assets at end of year2012-12-31$2,807,150
Total plan assets at beginning of year2012-12-31$2,575,918
Value of fidelity bond covering the plan2012-12-31$350,000
Total contributions received or receivable from participants2012-12-31$181,171
Other income received2012-12-31$322,893
Net income (gross income less expenses)2012-12-31$231,232
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,807,150
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,575,918
Assets. Value of participant loans2012-12-31$101,873
Total contributions received or receivable from employer(s)2012-12-31$24,040
Value of corrective distributions2012-12-31$3,483
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$294
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : C & T 401(K) SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$70,406
Expenses. Total of all expenses incurred2011-12-31$22,340
Benefits paid (including direct rollovers)2011-12-31$10,198
Total plan assets at end of year2011-12-31$2,575,918
Total plan assets at beginning of year2011-12-31$2,527,852
Value of fidelity bond covering the plan2011-12-31$350,000
Total contributions received or receivable from participants2011-12-31$156,074
Other income received2011-12-31$-108,581
Net income (gross income less expenses)2011-12-31$48,066
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,575,918
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,527,852
Assets. Value of participant loans2011-12-31$80,052
Total contributions received or receivable from employer(s)2011-12-31$22,913
Value of corrective distributions2011-12-31$11,592
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$550
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : C & T 401(K) SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$456,953
Expenses. Total of all expenses incurred2010-12-31$196,738
Benefits paid (including direct rollovers)2010-12-31$182,518
Total plan assets at end of year2010-12-31$2,527,852
Total plan assets at beginning of year2010-12-31$2,267,637
Value of fidelity bond covering the plan2010-12-31$350,000
Total contributions received or receivable from participants2010-12-31$141,447
Other income received2010-12-31$295,923
Net income (gross income less expenses)2010-12-31$260,215
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,527,852
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,267,637
Assets. Value of participant loans2010-12-31$55,174
Total contributions received or receivable from employer(s)2010-12-31$19,583
Value of corrective distributions2010-12-31$14,017
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$203
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : C & T 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for C & T 401(K) SAVINGS PLAN

2015: C & T 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: C & T 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: C & T 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: C & T 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: C & T 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: C & T 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: C & T 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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