401k Plan data: COLGAN FINANCIAL GROUP RETIREMENT PLAN plan

COLGAN FINANCIAL GROUP RETIREMENT PLAN 401k Plan overview

Plan Name	COLGAN FINANCIAL GROUP RETIREMENT PLAN
Plan identification number	001

COLGAN FINANCIAL GROUP RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.

401k Sponsoring company profile

COLGAN FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: COLGAN FINANCIAL GROUP, INC.

Employer identification number (EIN): 452752788

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLGAN FINANCIAL GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 ROBERT COLGAN
001 2014-01-01 ROBERT COLGAN
001 2013-01-01 ROBERT COLGAN
001 2012-01-01 ROBERT COLGAN

Plan id#	Filing Submission Date	Name of Administrator
001	2015-01-01	ROBERT COLGAN
001	2014-01-01	ROBERT COLGAN
001	2013-01-01	ROBERT COLGAN
001	2012-01-01	ROBERT COLGAN

Plan Statistics for COLGAN FINANCIAL GROUP RETIREMENT PLAN

401k plan membership statisitcs for COLGAN FINANCIAL GROUP RETIREMENT PLAN

Measure Date Value
2015: COLGAN FINANCIAL GROUP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Total of all active and inactive participants 2015-01-01 1
Total participants 2015-01-01 1
2014: COLGAN FINANCIAL GROUP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Total of all active and inactive participants 2014-01-01 1
Total participants 2014-01-01 1
2013: COLGAN FINANCIAL GROUP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Total of all active and inactive participants 2013-01-01 1
Total participants 2013-01-01 1
2012: COLGAN FINANCIAL GROUP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Total of all active and inactive participants 2012-01-01 1
Total participants 2012-01-01 1

Measure	Date	Value
2015: COLGAN FINANCIAL GROUP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Total of all active and inactive participants	2015-01-01	1
Total participants	2015-01-01	1
2014: COLGAN FINANCIAL GROUP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Total of all active and inactive participants	2014-01-01	1
Total participants	2014-01-01	1
2013: COLGAN FINANCIAL GROUP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Total of all active and inactive participants	2013-01-01	1
Total participants	2013-01-01	1
2012: COLGAN FINANCIAL GROUP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Total of all active and inactive participants	2012-01-01	1
Total participants	2012-01-01	1

Financial Data on COLGAN FINANCIAL GROUP RETIREMENT PLAN

Measure	Date	Value
2015 : COLGAN FINANCIAL GROUP RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-18,595
Total plan assets at end of year	2015-12-31	$1,010,176
Total plan assets at beginning of year	2015-12-31	$1,028,771
Other income received	2015-12-31	$-18,595
Net income (gross income less expenses)	2015-12-31	$-18,595
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,010,176
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,028,771
Assets. Value of employer securities	2015-12-31	$1,009,876
2014 : COLGAN FINANCIAL GROUP RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$167,771
Expenses. Total of all expenses incurred	2014-12-31	$130
Total plan assets at end of year	2014-12-31	$1,028,771
Total plan assets at beginning of year	2014-12-31	$861,130
Other income received	2014-12-31	$167,771
Net income (gross income less expenses)	2014-12-31	$167,641
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,028,771
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$861,130
Assets. Value of employer securities	2014-12-31	$1,028,471
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$130
2013 : COLGAN FINANCIAL GROUP RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$11,201
Expenses. Total of all expenses incurred	2013-12-31	$230
Total plan assets at end of year	2013-12-31	$861,130
Total plan assets at beginning of year	2013-12-31	$850,159
Other income received	2013-12-31	$11,201
Net income (gross income less expenses)	2013-12-31	$10,971
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$861,130
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$850,159
Assets. Value of employer securities	2013-12-31	$860,700
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$230
2012 : COLGAN FINANCIAL GROUP RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$7,463
Expenses. Total of all expenses incurred	2012-12-31	$37
Total plan assets at end of year	2012-12-31	$1,161,659
Total plan assets at beginning of year	2012-12-31	$1,154,233
Contributions received from other sources (not participants or employers)	2012-12-31	$7,447
Other income received	2012-12-31	$16
Net income (gross income less expenses)	2012-12-31	$7,426
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,161,659
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,154,233
Assets. Value of employer securities	2012-12-31	$1,161,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$37

Form 5500 Responses for COLGAN FINANCIAL GROUP RETIREMENT PLAN

2015: COLGAN FINANCIAL GROUP RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: COLGAN FINANCIAL GROUP RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: COLGAN FINANCIAL GROUP RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: COLGAN FINANCIAL GROUP RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

COLGAN FINANCIAL GROUP RETIREMENT PLAN [EIN = 452752739]

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Company Name:	COLGAN FINANCIAL GROUP, INC.
Employer identification number (EIN):	452752788
NAIC Classification:	523900