401k Plan data: CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA plan

CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA 401k Plan overview

Plan Name	CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA
Plan identification number	002

CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA 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.
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.
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

CONSTANTIN WALSH-LOWE, LLC has sponsored the creation of one or more 401k plans.

Company Name: CONSTANTIN WALSH-LOWE, LLC

Employer identification number (EIN): 133969447

NAIC Classification: 517000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 CARMEN WEMETT 2023-10-16
002 2021-01-01 CARMEN WEMETT 2022-08-18 CARMEN WEMETT 2022-08-18
002 2020-01-01 CARMEN WEMETT 2021-06-21 CARMEN WEMETT 2021-06-21
002 2019-01-01 CARMEN WEMETT 2020-07-31 CARMEN WEMETT 2020-07-31
002 2018-01-01 CARMEN WEMETT 2019-07-15
002 2017-01-01 CARMEN WEMETT 2018-10-12 CARMEN WEMETT 2018-10-12
002 2016-01-01 CARMEN WEMETT CARMEN WEMETT 2017-10-13
002 2015-01-01 CARMEN WEMETT
002 2014-01-01 CARMEN WEMETT
002 2013-01-01 CARMEN WEMETT
002 2012-01-01 CARMEN WEMETT
002 2011-01-01 CARMEN WEMETT CARMEN WEMETT 2012-10-15
002 2010-01-01 CARMEN WEMETT 2011-10-14 CARMEN WEMETT 2011-10-14
002 2009-01-01 CARMEN GONZALEZ
002 2009-01-01 CARMEN GONZALEZ DONNA WOLENSKI 2010-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	CARMEN WEMETT	2023-10-16
002	2021-01-01	CARMEN WEMETT	2022-08-18	CARMEN WEMETT	2022-08-18
002	2020-01-01	CARMEN WEMETT	2021-06-21	CARMEN WEMETT	2021-06-21
002	2019-01-01	CARMEN WEMETT	2020-07-31	CARMEN WEMETT	2020-07-31
002	2018-01-01	CARMEN WEMETT	2019-07-15
002	2017-01-01	CARMEN WEMETT	2018-10-12	CARMEN WEMETT	2018-10-12
002	2016-01-01	CARMEN WEMETT		CARMEN WEMETT	2017-10-13
002	2015-01-01	CARMEN WEMETT
002	2014-01-01	CARMEN WEMETT
002	2013-01-01	CARMEN WEMETT
002	2012-01-01	CARMEN WEMETT
002	2011-01-01	CARMEN WEMETT		CARMEN WEMETT	2012-10-15
002	2010-01-01	CARMEN WEMETT	2011-10-14	CARMEN WEMETT	2011-10-14
002	2009-01-01	CARMEN GONZALEZ
002	2009-01-01	CARMEN GONZALEZ		DONNA WOLENSKI	2010-10-11

Plan Statistics for CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA

401k plan membership statisitcs for CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA

Measure Date Value
2016: CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 7
Total of all active and inactive participants 2016-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 10
Number of participants with account balances 2016-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 11
Number of participants with account balances 2015-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA 2014 401k membership
Total participants, beginning-of-year 2014-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 10
Total of all active and inactive participants 2014-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 12
Number of participants with account balances 2014-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA 2013 401k membership
Total participants, beginning-of-year 2013-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 13
Total of all active and inactive participants 2013-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 15
Number of participants with account balances 2013-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA 2012 401k membership
Total participants, beginning-of-year 2012-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 13
Total of all active and inactive participants 2012-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 15
Number of participants with account balances 2012-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA 2011 401k membership
Total participants, beginning-of-year 2011-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 16
Total of all active and inactive participants 2011-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 19
Number of participants with account balances 2011-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA 2009 401k membership
Total participants, beginning-of-year 2009-01-01 30
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 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 19
Total of all active and inactive participants 2009-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 29
Number of participants with account balances 2009-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	7
Total of all active and inactive participants	2016-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	10
Number of participants with account balances	2016-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	11
Number of participants with account balances	2015-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA 2014 401k membership
Total participants, beginning-of-year	2014-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	10
Total of all active and inactive participants	2014-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	12
Number of participants with account balances	2014-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA 2013 401k membership
Total participants, beginning-of-year	2013-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	13
Total of all active and inactive participants	2013-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	15
Number of participants with account balances	2013-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA 2012 401k membership
Total participants, beginning-of-year	2012-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	13
Total of all active and inactive participants	2012-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	15
Number of participants with account balances	2012-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA 2011 401k membership
Total participants, beginning-of-year	2011-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	16
Total of all active and inactive participants	2011-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	19
Number of participants with account balances	2011-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA 2009 401k membership
Total participants, beginning-of-year	2009-01-01	30
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	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	19
Total of all active and inactive participants	2009-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	29
Number of participants with account balances	2009-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA

Measure	Date	Value
2016 : CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA 2016 401k financial data
Total income from all sources	2016-12-31	$50,899
Expenses. Total of all expenses incurred	2016-12-31	$36,099
Benefits paid (including direct rollovers)	2016-12-31	$31,443
Total plan assets at end of year	2016-12-31	$824,196
Total plan assets at beginning of year	2016-12-31	$809,396
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$50,899
Net income (gross income less expenses)	2016-12-31	$14,800
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$824,196
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$809,396
Assets. Value of participant loans	2016-12-31	$5,048
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$4,656
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA 2015 401k financial data
Total income from all sources	2015-12-31	$1,651
Expenses. Total of all expenses incurred	2015-12-31	$23,537
Benefits paid (including direct rollovers)	2015-12-31	$18,632
Total plan assets at end of year	2015-12-31	$809,396
Total plan assets at beginning of year	2015-12-31	$831,282
Value of fidelity bond covering the plan	2015-12-31	$5,000,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$1,651
Net income (gross income less expenses)	2015-12-31	$-21,886
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$809,396
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$831,282
Assets. Value of participant loans	2015-12-31	$7,027
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$4,905
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
2014 : CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA 2014 401k financial data
Total income from all sources	2014-12-31	$62,229
Expenses. Total of all expenses incurred	2014-12-31	$272,005
Benefits paid (including direct rollovers)	2014-12-31	$266,832
Total plan assets at end of year	2014-12-31	$831,282
Total plan assets at beginning of year	2014-12-31	$1,041,058
Value of fidelity bond covering the plan	2014-12-31	$260,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$62,229
Net income (gross income less expenses)	2014-12-31	$-209,776
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$831,282
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,041,058
Assets. Value of participant loans	2014-12-31	$5,034
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$5,173
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA 2013 401k financial data
Total income from all sources	2013-12-31	$185,889
Expenses. Total of all expenses incurred	2013-12-31	$6,373
Benefits paid (including direct rollovers)	2013-12-31	$867
Total plan assets at end of year	2013-12-31	$1,041,058
Total plan assets at beginning of year	2013-12-31	$861,542
Value of fidelity bond covering the plan	2013-12-31	$260,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$185,889
Net income (gross income less expenses)	2013-12-31	$179,516
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,041,058
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$861,542
Assets. Value of participant loans	2013-12-31	$6,235
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,506
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA 2012 401k financial data
Total income from all sources	2012-12-31	$126,295
Expenses. Total of all expenses incurred	2012-12-31	$487,929
Benefits paid (including direct rollovers)	2012-12-31	$481,781
Total plan assets at end of year	2012-12-31	$861,542
Total plan assets at beginning of year	2012-12-31	$1,223,176
Value of fidelity bond covering the plan	2012-12-31	$260,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$126,295
Net income (gross income less expenses)	2012-12-31	$-361,634
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$861,542
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,223,176
Assets. Value of participant loans	2012-12-31	$2,118
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$6,148
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA 2011 401k financial data
Total income from all sources	2011-12-31	$9,160
Expenses. Total of all expenses incurred	2011-12-31	$225,840
Benefits paid (including direct rollovers)	2011-12-31	$219,087
Total plan assets at end of year	2011-12-31	$1,223,176
Total plan assets at beginning of year	2011-12-31	$1,439,856
Value of fidelity bond covering the plan	2011-12-31	$260,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$177
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$9,160
Net income (gross income less expenses)	2011-12-31	$-216,680
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,223,176
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,439,856
Assets. Value of participant loans	2011-12-31	$4,435
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$6,576
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2009 : CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA

2016: CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CONSTANTIN WALSH-LOWE, LLC 401(K) CAPITAL ACCUMULA 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

FL 9613

Policy instance

Insurance contract or identification number	FL 9613
Number of Individuals Covered	11
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

FL 9613

Policy instance

Insurance contract or identification number	FL 9613
Number of Individuals Covered	12
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

FL 9613

Policy instance

Insurance contract or identification number	FL 9613
Number of Individuals Covered	15
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

FL 9613

Policy instance

Insurance contract or identification number	FL 9613
Number of Individuals Covered	15
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

FL 9613

Policy instance

Insurance contract or identification number	FL 9613
Number of Individuals Covered	19
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CONSTANTIN WALSH-LOWE, LLC
Employer identification number (EIN):	133969447
NAIC Classification:	517000