401k Plan data: CRADDOCK FAMILY OFFICE CASH BALANCE PLAN plan

CRADDOCK FAMILY OFFICE CASH BALANCE PLAN 401k Plan overview

Plan Name	CRADDOCK FAMILY OFFICE CASH BALANCE PLAN
Plan identification number	001

CRADDOCK FAMILY OFFICE CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

CRADDOCK FAMILY OFFICE, INC. has sponsored the creation of one or more 401k plans.

Company Name: CRADDOCK FAMILY OFFICE, INC.

Employer identification number (EIN): 451584557

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Additional information about CRADDOCK FAMILY OFFICE, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2011-04-04

Company Identification Number: P11000033061

Legal Registered Office Address: 4965 BAYSHORE BLVD

TAMPA

33611

More information about CRADDOCK FAMILY OFFICE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CRADDOCK FAMILY OFFICE CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01
001 2015-01-01 F. HOOD CRADDOCK 2016-10-11
001 2014-01-01 F. HOOD CRADDOCK 2015-10-08
001 2014-01-01 F. HOOD CRADDOCK 2015-10-08
001 2013-01-01 FRENCH H. CRADDOCK 2014-09-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2016-01-01
001	2015-01-01	F. HOOD CRADDOCK	2016-10-11
001	2014-01-01	F. HOOD CRADDOCK	2015-10-08
001	2014-01-01	F. HOOD CRADDOCK	2015-10-08
001	2013-01-01	FRENCH H. CRADDOCK	2014-09-24

Plan Statistics for CRADDOCK FAMILY OFFICE CASH BALANCE PLAN

401k plan membership statisitcs for CRADDOCK FAMILY OFFICE CASH BALANCE PLAN

Measure Date Value
2016: CRADDOCK FAMILY OFFICE CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 455,022
Acturial value of plan assets 2016-12-31 455,022
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 657
Active participant vested funding target 2016-12-31 394,435
Number of active participants 2016-12-31 1
Total funding liabilities for active participants 2016-12-31 394,435
Total participant count 2016-12-31 2
Total funding target for all participants 2016-12-31 395,092
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 80,177
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 84,025
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 65,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 59,694
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 91,899
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 31,969
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 31,969
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 59,694
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2016: CRADDOCK FAMILY OFFICE CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	455,022
Acturial value of plan assets	2016-12-31	455,022
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	657
Active participant vested funding target	2016-12-31	394,435
Number of active participants	2016-12-31	1
Total funding liabilities for active participants	2016-12-31	394,435
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	395,092
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	80,177
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	84,025
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	65,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	59,694
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	91,899
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	31,969
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	31,969
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	59,694
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	CRADDOCK FAMILY OFFICE, INC.
Employer identification number (EIN):	451584557
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2011-04-04
Company Identification Number:	P11000033061
Legal Registered Office Address:	4965 BAYSHORE BLVD TAMPA 33611