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CURBSTONE FINANCIAL MANAGEMENT CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameCURBSTONE FINANCIAL MANAGEMENT CORPORATION 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

CURBSTONE FINANCIAL MANAGEMENT CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.

401k Sponsoring company profile

CURBSTONE FINANCIAL MANAGEMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:CURBSTONE FINANCIAL MANAGEMENT CORPORATION
Employer identification number (EIN):020367417
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CURBSTONE FINANCIAL MANAGEMENT CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01THOMAS M. LEWRY2024-04-24 THOMAS LEWRY2024-04-24
0012022-01-01THOMAS M. LEWRY2023-05-25 THOMAS LEWRY2023-05-25
0012021-01-01THOMAS M. LEWRY2022-06-16
0012020-01-01THOMAS M. LEWRY2021-06-04
0012019-01-01THOMAS M. LEWRY2020-05-28 THOMAS M LEWRY2020-05-28
0012018-01-01THOMAS M. LEWRY2019-09-06
0012017-01-01THOMAS M. LEWRY2018-08-15
0012016-01-01THOMAS M LEWRY2017-02-27 THOMAS M LEWRY2017-02-27
0012015-01-01THOMAS M LEWRY2016-05-02 THOMAS M LEWRY2016-05-02
0012014-01-01THOMAS LEWRY THOMAS LEWRY2015-07-14
0012013-01-01THOMAS LEWRY THOMAS LEWRY2014-04-09
0012012-01-01THOMAS LEWRY THOMAS LEWRY2013-06-18
0012011-01-01THOMAS LEWRY THOMAS LEWRY2012-05-23
0012009-01-01THOMAS LEWRY THOMAS LEWRY2010-07-23

Plan Statistics for CURBSTONE FINANCIAL MANAGEMENT CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for CURBSTONE FINANCIAL MANAGEMENT CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2014: CURBSTONE FINANCIAL MANAGEMENT CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CURBSTONE FINANCIAL MANAGEMENT CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-017
Total of all active and inactive participants2013-01-017
Total participants2013-01-017
Number of participants with account balances2013-01-016
2012: CURBSTONE FINANCIAL MANAGEMENT CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-017
Total participants2012-01-017
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CURBSTONE FINANCIAL MANAGEMENT CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-016
Total participants2011-01-016
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CURBSTONE FINANCIAL MANAGEMENT CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-016
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on CURBSTONE FINANCIAL MANAGEMENT CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2014 : CURBSTONE FINANCIAL MANAGEMENT CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$94,908
Expenses. Total of all expenses incurred2014-12-31$96
Total plan assets at end of year2014-12-31$590,272
Total plan assets at beginning of year2014-12-31$495,460
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$78,185
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-17,251
Net income (gross income less expenses)2014-12-31$94,812
Net plan assets at end of year (total assets less liabilities)2014-12-31$590,272
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$495,460
Assets. Value of participant loans2014-12-31$1,132
Total contributions received or receivable from employer(s)2014-12-31$33,974
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$96
2013 : CURBSTONE FINANCIAL MANAGEMENT CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$142,421
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$495,460
Total plan assets at beginning of year2013-12-31$353,039
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$79,924
Other income received2013-12-31$30,352
Net income (gross income less expenses)2013-12-31$142,421
Net plan assets at end of year (total assets less liabilities)2013-12-31$495,460
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$353,039
Assets. Value of participant loans2013-12-31$2,607
Total contributions received or receivable from employer(s)2013-12-31$32,145
2012 : CURBSTONE FINANCIAL MANAGEMENT CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$92,966
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$353,039
Total plan assets at beginning of year2012-12-31$260,073
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$55,739
Other income received2012-12-31$7,365
Net income (gross income less expenses)2012-12-31$92,966
Net plan assets at end of year (total assets less liabilities)2012-12-31$353,039
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$260,073
Assets. Value of participant loans2012-12-31$4,019
Total contributions received or receivable from employer(s)2012-12-31$29,862
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CURBSTONE FINANCIAL MANAGEMENT CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total income from all sources2011-12-31$-48,588
Expenses. Total of all expenses incurred2011-12-31$933,335
Benefits paid (including direct rollovers)2011-12-31$933,335
Total plan assets at end of year2011-12-31$260,073
Total plan assets at beginning of year2011-12-31$1,241,996
Value of fidelity bond covering the plan2011-12-31$300,000
Total contributions received or receivable from participants2011-12-31$49,977
Other income received2011-12-31$-123,318
Net income (gross income less expenses)2011-12-31$-981,923
Net plan assets at end of year (total assets less liabilities)2011-12-31$260,073
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,241,996
Assets. Value of participant loans2011-12-31$5,387
Total contributions received or receivable from employer(s)2011-12-31$24,753
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$633,185
2010 : CURBSTONE FINANCIAL MANAGEMENT CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$164,031
Expenses. Total of all expenses incurred2010-12-31$4,376
Benefits paid (including direct rollovers)2010-12-31$4,090
Total plan assets at end of year2010-12-31$1,241,996
Total plan assets at beginning of year2010-12-31$1,082,341
Value of fidelity bond covering the plan2010-12-31$300,000
Total contributions received or receivable from participants2010-12-31$42,049
Expenses. Other expenses not covered elsewhere2010-12-31$286
Other income received2010-12-31$100,056
Net income (gross income less expenses)2010-12-31$159,655
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,241,996
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,082,341
Assets. Value of participant loans2010-12-31$6,684
Assets. Value of assets in partnership/joint-venture interests2010-12-31$324,000
Total contributions received or receivable from employer(s)2010-12-31$21,926

Form 5500 Responses for CURBSTONE FINANCIAL MANAGEMENT CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

2014: CURBSTONE FINANCIAL MANAGEMENT CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CURBSTONE FINANCIAL MANAGEMENT CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CURBSTONE FINANCIAL MANAGEMENT CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CURBSTONE FINANCIAL MANAGEMENT CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 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 is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CURBSTONE FINANCIAL MANAGEMENT CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR06037485
Policy instance 1
Insurance contract or identification numberVR06037485
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Insurance broker organization code?7
Insurance broker nameCURBSTONE FINANCIAL MANAGEMENT
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR06037485
Policy instance 1
Insurance contract or identification numberVR06037485
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $393
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $393
Amount paid for insurance broker fees0
Insurance broker organization code?7
Insurance broker nameCURBSTONE FINANCIAL MANAGEMENT
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR06037485
Policy instance 1
Insurance contract or identification numberVR06037485
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Insurance broker nameCURBSTONE FINANCIAL MANAGEMENT CORP
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR02010317
Policy instance 1
Insurance contract or identification numberVR02010317
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $66
Are there contracts with allocated funds for individual policies?Yes
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR06037485
Policy instance 2
Insurance contract or identification numberVR06037485
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes

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