THE COLLEGE OF SANTA FE PRIOR SERVICE RETIREMENT PLAN 401k Plan overview

THE COLLEGE OF SANTA FE PRIOR SERVICE RETIREMENT PLAN Benefits

401k Sponsoring company profile

Company Name:	THE COLLEGE OF SANTA FE C/O LONG, POUND & KOMER, P.A.
Employer identification number (EIN):	850120718
NAIC Classification:	611000

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2017-01-01	CLARENCE LITHGOW	2018-06-12
003	2016-01-01	CLARENCE LITHGOW	2018-06-08
003	2015-01-01	CLARENCE LITHGOW	2016-07-19
003	2014-01-01	CLARENCE LITHGOW	2015-10-13	CLARENCE LITHGOW	2015-10-13
003	2013-01-01	CLARENCE LITHGOW	2014-09-29	CLARENCE LITHGOW	2014-09-29
003	2012-01-01	CLARENCE LITHGOW	2013-07-30	CLARENCE LITHGOW	2013-07-30
003	2011-01-01	CLARENCE LITHGOW	2012-10-10	CLARENCE LITHGOW	2012-10-10
003	2010-01-01	CLARENCE LITHGOW	2011-10-12	CLARENCE LITHGOW	2011-10-12

Plan Statistics for THE COLLEGE OF SANTA FE PRIOR SERVICE RETIREMENT PLAN

Measure	Date	Value
2016: THE COLLEGE OF SANTA FE PRIOR SERVICE RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	98,844
Acturial value of plan assets	2016-12-31	98,844
Number of terminated vested participants	2016-12-31	5
Fundng target for terminated vested participants	2016-12-31	61,640
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	61,640
Balance at beginning of prior year after applicable adjustments	2016-12-31	18,681
Amount remaining of carryover balance	2016-12-31	18,681
Amount remaining of prefunding balance	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
Balance of carryovers at beginning of current year	2016-12-31	19,501
Balance of prefunding at beginning of current year	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Additional cash requirement	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0

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