401k Plan data: G. COLE CASEY, APC DEFINED BENEFIT PENSION PLAN plan

G. COLE CASEY, APC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	G. COLE CASEY, APC DEFINED BENEFIT PENSION PLAN
Plan identification number	001

G. COLE CASEY, APC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Plan covering Self-Employed individuals. 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

CASEY & WOOD, LLP has sponsored the creation of one or more 401k plans.

Company Name: CASEY & WOOD, LLP

Employer identification number (EIN): 464920129

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan G. COLE CASEY, APC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 GARY BERMAN 2017-09-13 G. COLE CASEY 2017-09-13
001 2015-01-01 GARY BERMAN 2016-10-13 G. COLE CASEY 2016-10-13
001 2014-01-01 GARY BERMAN 2015-10-20 G. COLE CASEY 2015-10-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	GARY BERMAN	2017-09-13	G. COLE CASEY	2017-09-13
001	2015-01-01	GARY BERMAN	2016-10-13	G. COLE CASEY	2016-10-13
001	2014-01-01	GARY BERMAN	2015-10-20	G. COLE CASEY	2015-10-20

Plan Statistics for G. COLE CASEY, APC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for G. COLE CASEY, APC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2016: G. COLE CASEY, APC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 889,148
Acturial value of plan assets 2016-12-31 889,148
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 10
Fundng target for terminated vested participants 2016-12-31 54,144
Active participant vested funding target 2016-12-31 656,613
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 663,526
Total participant count 2016-12-31 12
Total funding target for all participants 2016-12-31 717,670
Balance at beginning of prior year after applicable adjustments 2016-12-31 68
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 68
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 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
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 63
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 0
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 0
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 0
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
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: G. COLE CASEY, APC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	889,148
Acturial value of plan assets	2016-12-31	889,148
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	10
Fundng target for terminated vested participants	2016-12-31	54,144
Active participant vested funding target	2016-12-31	656,613
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	663,526
Total participant count	2016-12-31	12
Total funding target for all participants	2016-12-31	717,670
Balance at beginning of prior year after applicable adjustments	2016-12-31	68
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	68
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	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
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	63
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	0
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	0
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	0
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Potentially related plans

G. COLEBROOK ENTERPRISES CORP. RETIREMENT PLAN [EIN = 834172566]

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Company Name:	CASEY & WOOD, LLP
Employer identification number (EIN):	464920129
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers