401k Plan data: CONNIE CURRAN & ASSOCIATES, LTD. DEFINED BENEFIT PENSION PLAN & TRUST plan

CONNIE CURRAN & ASSOCIATES, LTD. DEFINED BENEFIT PENSION PLAN & TRUST 401k Plan overview

Plan Name	CONNIE CURRAN & ASSOCIATES, LTD. DEFINED BENEFIT PENSION PLAN & TRUST
Plan identification number	003

CONNIE CURRAN & ASSOCIATES, LTD. DEFINED BENEFIT PENSION PLAN & TRUST Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Code section 414(k) arrangement - Benefits are based partly on the balance of the separate account of the participant (also include appropriate defined contribution pension feature codes).

401k Sponsoring company profile

CONNIE CURRAN & ASSOCIATES, LTD. has sponsored the creation of one or more 401k plans.

Company Name: CONNIE CURRAN & ASSOCIATES, LTD.

Employer identification number (EIN): 363787157

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONNIE CURRAN & ASSOCIATES, LTD. DEFINED BENEFIT PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2019-01-01 ANN CURRAN GLEICHERT 2020-07-15 ANN CURRAN GLEICHERT 2020-07-15
003 2018-01-01 ANN GLEICHERT 2019-10-15 ANN GLEICHERT 2019-10-15
003 2017-01-01 ANN GLEICHERT 2019-10-15 ANN GLEICHERT 2019-10-15
003 2016-01-01 ANN CURRAN GLEICHERT 2017-10-16 ANN CURRAN GLEICHERT 2017-10-16
003 2015-01-01 ANN CURRAN GLEICHERT 2016-10-17 ANN CURRAN GLEICHERT 2016-10-17
003 2015-01-01 ANN CURRAN GLEICHERT 2017-11-19 ANN CURRAN GLEICHERT 2017-11-19
003 2014-01-01 ANN CURRAN GLEICHERT 2016-10-17 ANN CURRAN GLEICHERT 2016-10-17
003 2014-01-01 ANN CURRAN GLEICHERT 2017-11-19 ANN CURRAN GLEICHERT 2017-11-19
003 2013-01-01 CONNIE CURRAN 2014-07-01 CONNIE CURRAN 2014-07-01
003 2012-01-01 CONNIE R. CURRAN 2013-10-02 CONNIE R. CURRAN 2013-10-02
003 2011-01-01 CONNIE CURRAN 2012-10-09 CONNIE CURRAN 2012-10-09
003 2010-01-01 CONNIE CURRAN 2011-10-14 CONNIE CURRAN 2011-10-14
003 2007-01-01 CONNIE CURRAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2019-01-01	ANN CURRAN GLEICHERT	2020-07-15	ANN CURRAN GLEICHERT	2020-07-15
003	2018-01-01	ANN GLEICHERT	2019-10-15	ANN GLEICHERT	2019-10-15
003	2017-01-01	ANN GLEICHERT	2019-10-15	ANN GLEICHERT	2019-10-15
003	2016-01-01	ANN CURRAN GLEICHERT	2017-10-16	ANN CURRAN GLEICHERT	2017-10-16
003	2015-01-01	ANN CURRAN GLEICHERT	2016-10-17	ANN CURRAN GLEICHERT	2016-10-17
003	2015-01-01	ANN CURRAN GLEICHERT	2017-11-19	ANN CURRAN GLEICHERT	2017-11-19
003	2014-01-01	ANN CURRAN GLEICHERT	2016-10-17	ANN CURRAN GLEICHERT	2016-10-17
003	2014-01-01	ANN CURRAN GLEICHERT	2017-11-19	ANN CURRAN GLEICHERT	2017-11-19
003	2013-01-01	CONNIE CURRAN	2014-07-01	CONNIE CURRAN	2014-07-01
003	2012-01-01	CONNIE R. CURRAN	2013-10-02	CONNIE R. CURRAN	2013-10-02
003	2011-01-01	CONNIE CURRAN	2012-10-09	CONNIE CURRAN	2012-10-09
003	2010-01-01	CONNIE CURRAN	2011-10-14	CONNIE CURRAN	2011-10-14
003	2007-01-01	CONNIE CURRAN

Plan Statistics for CONNIE CURRAN & ASSOCIATES, LTD. DEFINED BENEFIT PENSION PLAN & TRUST

401k plan membership statisitcs for CONNIE CURRAN & ASSOCIATES, LTD. DEFINED BENEFIT PENSION PLAN & TRUST

Measure Date Value
2019: CONNIE CURRAN & ASSOCIATES, LTD. DEFINED BENEFIT PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets 2019-12-31 890,314
Acturial value of plan assets 2019-12-31 890,314
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 522,061
Active participant vested funding target 2019-12-31 0
Number of active participants 2019-12-31 0
Total funding liabilities for active participants 2019-12-31 0
Total participant count 2019-12-31 1
Total funding target for all participants 2019-12-31 522,061
Balance at beginning of prior year after applicable adjustments 2019-12-31 74
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 74
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
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 71
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 0
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 0
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 0
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 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: CONNIE CURRAN & ASSOCIATES, LTD. DEFINED BENEFIT PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets 2018-12-31 890,314
Acturial value of plan assets 2018-12-31 890,314
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 522,061
Active participant vested funding target 2018-12-31 0
Number of active participants 2018-12-31 0
Total funding liabilities for active participants 2018-12-31 0
Total participant count 2018-12-31 1
Total funding target for all participants 2018-12-31 522,061
Balance at beginning of prior year after applicable adjustments 2018-12-31 67
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 67
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
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 74
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 0
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 0
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 0
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 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: CONNIE CURRAN & ASSOCIATES, LTD. DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets 2017-12-31 929,495
Acturial value of plan assets 2017-12-31 929,495
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 601,158
Active participant vested funding target 2017-12-31 0
Number of active participants 2017-12-31 0
Total funding liabilities for active participants 2017-12-31 0
Total participant count 2017-12-31 1
Total funding target for all participants 2017-12-31 601,158
Balance at beginning of prior year after applicable adjustments 2017-12-31 61
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 61
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 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 67
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 0
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 0
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 0
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: CONNIE CURRAN & ASSOCIATES, LTD. DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets 2016-12-31 846,517
Acturial value of plan assets 2016-12-31 846,517
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 677,683
Active participant vested funding target 2016-12-31 0
Number of active participants 2016-12-31 0
Total funding liabilities for active participants 2016-12-31 0
Total participant count 2016-12-31 1
Total funding target for all participants 2016-12-31 677,683
Balance at beginning of prior year after applicable adjustments 2016-12-31 61
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 61
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 61
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 0
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 0
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 0
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 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 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2007: CONNIE CURRAN & ASSOCIATES, LTD. DEFINED BENEFIT PENSION PLAN & TRUST 2007 401k membership
Total participants, beginning-of-year 2007-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 1
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 1
Total of all active and inactive participants 2007-01-01 2
Total participants 2007-01-01 2

Measure	Date	Value
2019: CONNIE CURRAN & ASSOCIATES, LTD. DEFINED BENEFIT PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets	2019-12-31	890,314
Acturial value of plan assets	2019-12-31	890,314
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	522,061
Active participant vested funding target	2019-12-31	0
Number of active participants	2019-12-31	0
Total funding liabilities for active participants	2019-12-31	0
Total participant count	2019-12-31	1
Total funding target for all participants	2019-12-31	522,061
Balance at beginning of prior year after applicable adjustments	2019-12-31	74
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	74
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
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	71
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	0
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	0
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	0
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	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: CONNIE CURRAN & ASSOCIATES, LTD. DEFINED BENEFIT PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets	2018-12-31	890,314
Acturial value of plan assets	2018-12-31	890,314
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	522,061
Active participant vested funding target	2018-12-31	0
Number of active participants	2018-12-31	0
Total funding liabilities for active participants	2018-12-31	0
Total participant count	2018-12-31	1
Total funding target for all participants	2018-12-31	522,061
Balance at beginning of prior year after applicable adjustments	2018-12-31	67
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	67
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
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	74
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	0
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	0
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	0
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	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: CONNIE CURRAN & ASSOCIATES, LTD. DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-12-31	929,495
Acturial value of plan assets	2017-12-31	929,495
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	601,158
Active participant vested funding target	2017-12-31	0
Number of active participants	2017-12-31	0
Total funding liabilities for active participants	2017-12-31	0
Total participant count	2017-12-31	1
Total funding target for all participants	2017-12-31	601,158
Balance at beginning of prior year after applicable adjustments	2017-12-31	61
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	61
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	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	67
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	0
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	0
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	0
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: CONNIE CURRAN & ASSOCIATES, LTD. DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets	2016-12-31	846,517
Acturial value of plan assets	2016-12-31	846,517
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	677,683
Active participant vested funding target	2016-12-31	0
Number of active participants	2016-12-31	0
Total funding liabilities for active participants	2016-12-31	0
Total participant count	2016-12-31	1
Total funding target for all participants	2016-12-31	677,683
Balance at beginning of prior year after applicable adjustments	2016-12-31	61
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	61
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	61
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	0
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	0
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	0
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	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	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2007: CONNIE CURRAN & ASSOCIATES, LTD. DEFINED BENEFIT PENSION PLAN & TRUST 2007 401k membership
Total participants, beginning-of-year	2007-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	1
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	1
Total of all active and inactive participants	2007-01-01	2
Total participants	2007-01-01	2

Financial Data on CONNIE CURRAN & ASSOCIATES, LTD. DEFINED BENEFIT PENSION PLAN & TRUST

Measure	Date	Value
2008 : CONNIE CURRAN & ASSOCIATES, LTD. DEFINED BENEFIT PENSION PLAN & TRUST 2008 401k financial data
Transfers to/from the plan	2008-12-31	$0
Total income from all sources	2008-12-31	$-269,051
Expenses. Total of all expenses incurred	2008-12-31	$9,632
Total plan assets at end of year	2008-12-31	$518,073
Total plan assets at beginning of year	2008-12-31	$796,756
Expenses. Other expenses not covered elsewhere	2008-12-31	$9,632
Other income received	2008-12-31	$-269,051
Net income (gross income less expenses)	2008-12-31	$-278,683
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$518,073
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$796,756
2007 : CONNIE CURRAN & ASSOCIATES, LTD. DEFINED BENEFIT PENSION PLAN & TRUST 2007 401k financial data
Total income from all sources	2007-12-31	$43,618
Expenses. Total of all expenses incurred	2007-12-31	$10,526
Total plan assets at end of year	2007-12-31	$796,756
Total plan assets at beginning of year	2007-12-31	$763,664
Expenses. Other expenses not covered elsewhere	2007-12-31	$10,526
Other income received	2007-12-31	$43,618
Net income (gross income less expenses)	2007-12-31	$33,092
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$796,756
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$763,664
2006 : CONNIE CURRAN & ASSOCIATES, LTD. DEFINED BENEFIT PENSION PLAN & TRUST 2006 401k financial data
Total income from all sources	2006-12-31	$104,575
Expenses. Total of all expenses incurred	2006-12-31	$1,116
Total plan assets at end of year	2006-12-31	$763,664
Total plan assets at beginning of year	2006-12-31	$660,205
Expenses. Other expenses not covered elsewhere	2006-12-31	$1,116
Other income received	2006-12-31	$104,575
Net income (gross income less expenses)	2006-12-31	$103,459
Net plan assets at end of year (total assets less liabilities)	2006-12-31	$763,664
Net plan assets at beginning of year (total assets less liabilities)	2006-12-31	$660,205

Form 5500 Responses for CONNIE CURRAN & ASSOCIATES, LTD. DEFINED BENEFIT PENSION PLAN & TRUST

2007: CONNIE CURRAN & ASSOCIATES, LTD. DEFINED BENEFIT PENSION PLAN & TRUST 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CONNIE CURRAN & ASSOCIATES, LTD.
Employer identification number (EIN):	363787157
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services