401k Plan data: CORPORATE AND ENDOWMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN plan

CORPORATE AND ENDOWMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CORPORATE AND ENDOWMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

CORPORATE AND ENDOWMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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

CORPORATE AND ENDOWMENT SOLUTIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name: CORPORATE AND ENDOWMENT SOLUTIONS, INC.

Employer identification number (EIN): 371399718

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORPORATE AND ENDOWMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01 STEVE CORRELL 2019-06-21
001 2017-01-01 BARBARA O'BRIEN 2018-07-24 BARBARA O'BRIEN 2018-07-24
001 2016-01-01 BARBARA O'BRIEN 2017-10-12 BARBARA O'BRIEN 2017-10-12
001 2015-01-01 BARBARA O'BRIEN 2016-07-26 BARBARA O'BRIEN 2016-07-26
001 2014-01-01 BARBARA O'BRIEN 2015-09-29 BARBARA O'BRIEN 2015-09-29
001 2013-01-01 BARBARA O'BRIEN BARBARA O'BRIEN 2014-10-10
001 2012-01-01 BARBARA O'BRIEN BARBARA O'BRIEN 2013-10-08
001 2011-01-01 BARBARA O'BRIEN BARBARA O'BRIEN 2012-07-11
001 2010-01-01 BARBARA O'BRIEN BARBARA O'BRIEN 2011-10-04
001 2009-01-01 BARBARA O'BRIEN BARBARA O'BRIEN 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01	STEVE CORRELL	2019-06-21
001	2017-01-01	BARBARA O'BRIEN	2018-07-24	BARBARA O'BRIEN	2018-07-24
001	2016-01-01	BARBARA O'BRIEN	2017-10-12	BARBARA O'BRIEN	2017-10-12
001	2015-01-01	BARBARA O'BRIEN	2016-07-26	BARBARA O'BRIEN	2016-07-26
001	2014-01-01	BARBARA O'BRIEN	2015-09-29	BARBARA O'BRIEN	2015-09-29
001	2013-01-01	BARBARA O'BRIEN		BARBARA O'BRIEN	2014-10-10
001	2012-01-01	BARBARA O'BRIEN		BARBARA O'BRIEN	2013-10-08
001	2011-01-01	BARBARA O'BRIEN		BARBARA O'BRIEN	2012-07-11
001	2010-01-01	BARBARA O'BRIEN		BARBARA O'BRIEN	2011-10-04
001	2009-01-01	BARBARA O'BRIEN		BARBARA O'BRIEN	2010-10-15

Plan Statistics for CORPORATE AND ENDOWMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CORPORATE AND ENDOWMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: CORPORATE AND ENDOWMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CORPORATE AND ENDOWMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CORPORATE AND ENDOWMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
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 3
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: CORPORATE AND ENDOWMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 3
Total of all active and inactive participants 2010-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 12
Number of participants with account balances 2010-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: CORPORATE AND ENDOWMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: CORPORATE AND ENDOWMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CORPORATE AND ENDOWMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CORPORATE AND ENDOWMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
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	3
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: CORPORATE AND ENDOWMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	3
Total of all active and inactive participants	2010-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	12
Number of participants with account balances	2010-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: CORPORATE AND ENDOWMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CORPORATE AND ENDOWMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : CORPORATE AND ENDOWMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$204,017
Expenses. Total of all expenses incurred	2013-12-31	$23,173
Benefits paid (including direct rollovers)	2013-12-31	$18,437
Total plan assets at end of year	2013-12-31	$813,977
Total plan assets at beginning of year	2013-12-31	$633,133
Value of fidelity bond covering the plan	2013-12-31	$75,000
Total contributions received or receivable from participants	2013-12-31	$69,780
Contributions received from other sources (not participants or employers)	2013-12-31	$789
Other income received	2013-12-31	$100,702
Net income (gross income less expenses)	2013-12-31	$180,844
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$813,977
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$633,133
Total contributions received or receivable from employer(s)	2013-12-31	$32,746
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$4,736
2012 : CORPORATE AND ENDOWMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$157,001
Expenses. Total of all expenses incurred	2012-12-31	$112,588
Benefits paid (including direct rollovers)	2012-12-31	$109,308
Total plan assets at end of year	2012-12-31	$633,133
Total plan assets at beginning of year	2012-12-31	$588,720
Value of fidelity bond covering the plan	2012-12-31	$75,000
Total contributions received or receivable from participants	2012-12-31	$68,826
Other income received	2012-12-31	$63,400
Net income (gross income less expenses)	2012-12-31	$44,413
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$633,133
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$588,720
Total contributions received or receivable from employer(s)	2012-12-31	$24,775
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,280
2011 : CORPORATE AND ENDOWMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$79,124
Expenses. Total of all expenses incurred	2011-12-31	$5,782
Benefits paid (including direct rollovers)	2011-12-31	$2,962
Total plan assets at end of year	2011-12-31	$588,720
Total plan assets at beginning of year	2011-12-31	$515,378
Value of fidelity bond covering the plan	2011-12-31	$75,000
Total contributions received or receivable from participants	2011-12-31	$68,066
Other income received	2011-12-31	$-6,326
Net income (gross income less expenses)	2011-12-31	$73,342
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$588,720
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$515,378
Total contributions received or receivable from employer(s)	2011-12-31	$17,384
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,820
2010 : CORPORATE AND ENDOWMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$156,129
Expenses. Total of all expenses incurred	2010-12-31	$8,460
Benefits paid (including direct rollovers)	2010-12-31	$6,222
Total plan assets at end of year	2010-12-31	$515,378
Total plan assets at beginning of year	2010-12-31	$367,709
Value of fidelity bond covering the plan	2010-12-31	$25,000
Total contributions received or receivable from participants	2010-12-31	$71,079
Other income received	2010-12-31	$69,401
Net income (gross income less expenses)	2010-12-31	$147,669
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$515,378
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$367,709
Total contributions received or receivable from employer(s)	2010-12-31	$15,649
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,238

Form 5500 Responses for CORPORATE AND ENDOWMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN

2013: CORPORATE AND ENDOWMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CORPORATE AND ENDOWMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CORPORATE AND ENDOWMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CORPORATE AND ENDOWMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CORPORATE AND ENDOWMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CORPORATE AND ENDOWMENT SOLUTIONS, INC.
Employer identification number (EIN):	371399718
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages