401k Plan data: THE CURTIS CORRADO INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN plan

THE CURTIS CORRADO INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE CURTIS CORRADO INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

THE CURTIS CORRADO INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

CURTIS CORRADO INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: CURTIS CORRADO INSURANCE AGENCY, INC.

Employer identification number (EIN): 841546205

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about CURTIS CORRADO INSURANCE AGENCY, INC.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 2000-05-23

Company Identification Number: 20001103707

Legal Registered Office Address: 1951 S Humboldt St

Denver
United States of America (USA)
80210

More information about CURTIS CORRADO INSURANCE AGENCY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CURTIS CORRADO INSURANCE AGENCY, 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 2024-01-01
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 CURTIS CORRADO 2013-10-08 CURTIS CORRADO 2013-10-08
001 2011-01-01 CURTIS CORRADO 2012-07-31
001 2010-01-01 CURTIS CORRADO
001 2009-01-01 CURTIS CORRADO

Plan Statistics for THE CURTIS CORRADO INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE CURTIS CORRADO INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2010: THE CURTIS CORRADO INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
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 0
Total of all active and inactive participants 2010-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 4
Number of participants with account balances 2010-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE CURTIS CORRADO INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
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 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2010: THE CURTIS CORRADO INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
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	0
Total of all active and inactive participants	2010-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	4
Number of participants with account balances	2010-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE CURTIS CORRADO INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
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	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE CURTIS CORRADO INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2010 : THE CURTIS CORRADO INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$39,688
Expenses. Total of all expenses incurred	2010-12-31	$3,250
Benefits paid (including direct rollovers)	2010-12-31	$3,250
Total plan assets at end of year	2010-12-31	$232,579
Total plan assets at beginning of year	2010-12-31	$196,141
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$19,500
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$14,908
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$36,438
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$232,579
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$196,141
Total contributions received or receivable from employer(s)	2010-12-31	$5,280
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for THE CURTIS CORRADO INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN

2010: THE CURTIS CORRADO INSURANCE AGENCY, 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: THE CURTIS CORRADO INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CURTIS CORRADO INSURANCE AGENCY, INC.
Employer identification number (EIN):	841546205
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	2000-05-23
Company Identification Number:	20001103707
Legal Registered Office Address:	1951 S Humboldt St Denver United States of America (USA) 80210

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	CURTIS CORRADO	2013-10-08	CURTIS CORRADO	2013-10-08
001	2011-01-01	CURTIS CORRADO	2012-07-31
001	2010-01-01	CURTIS CORRADO
001	2009-01-01	CURTIS CORRADO