401k Plan data: LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST plan

LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST 401k Plan overview

Plan Name	LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST
Plan identification number	003

LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

LARIMER CAPITAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: LARIMER CAPITAL CORPORATION

Employer identification number (EIN): 841028373

NAIC Classification: 523120
NAIC Description: Securities Brokerage

Additional information about LARIMER CAPITAL CORPORATION

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 1986-05-16

Company Identification Number: 19871673024

Legal Registered Office Address: 1720 S Bellaire St Ste 1110

Denver
United States of America (USA)
80222

More information about LARIMER CAPITAL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2019-01-01 ADAM CARMEL 2020-05-01
003 2018-01-01 ADAM CARMEL 2019-10-04
003 2017-01-01 ADAM CARMEL 2018-10-05
003 2016-01-01 ADAM CARMEL 2017-10-10
003 2015-01-01 ADAM CARMEL 2016-07-26
003 2014-01-01 ADAM M. CARMEL 2015-07-30
003 2013-01-01 ADAM M. CARMEL
003 2012-01-01 ADAM M. CARMEL
003 2011-01-01 ADAM M. CARMEL
003 2010-01-01 ADAM M. CARMEL
003 2009-01-01 ADAM M. CARMEL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2019-01-01	ADAM CARMEL	2020-05-01
003	2018-01-01	ADAM CARMEL	2019-10-04
003	2017-01-01	ADAM CARMEL	2018-10-05
003	2016-01-01	ADAM CARMEL	2017-10-10
003	2015-01-01	ADAM CARMEL	2016-07-26
003	2014-01-01	ADAM M. CARMEL	2015-07-30
003	2013-01-01	ADAM M. CARMEL
003	2012-01-01	ADAM M. CARMEL
003	2011-01-01	ADAM M. CARMEL
003	2010-01-01	ADAM M. CARMEL
003	2009-01-01	ADAM M. CARMEL

Plan Statistics for LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST

401k plan membership statisitcs for LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST

Measure Date Value
2019: LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets 2019-12-31 23,703
Acturial value of plan assets 2019-12-31 23,703
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 25,250
Number of active participants 2019-12-31 2
Total funding liabilities for active participants 2019-12-31 25,250
Total participant count 2019-12-31 2
Total funding target for all participants 2019-12-31 25,250
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 290,331
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 290,331
Present value of excess contributions 2019-12-31 41,749
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 44,079
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 300,725
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 25,724
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 24,444
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 0
Net shortfall amortization installment of oustanding balance 2019-12-31 1,547
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 230
Additional cash requirement 2019-12-31 230
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 24,444
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets 2018-12-31 1,720,118
Acturial value of plan assets 2018-12-31 1,720,118
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 1,369,286
Number of active participants 2018-12-31 1
Total funding liabilities for active participants 2018-12-31 1,369,286
Total participant count 2018-12-31 1
Total funding target for all participants 2018-12-31 1,369,286
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 280,296
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 280,296
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 290,331
Total employer contributions 2018-12-31 44,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 41,749
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 0
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 41,749
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-12-31 1,660,607
Acturial value of plan assets 2017-12-31 1,660,607
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 1,297,125
Number of active participants 2017-12-31 1
Total funding liabilities for active participants 2017-12-31 1,297,125
Total participant count 2017-12-31 1
Total funding target for all participants 2017-12-31 1,297,125
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 275,340
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 275,340
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 280,296
Total employer contributions 2017-12-31 0
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 0
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets 2016-12-31 1,631,197
Acturial value of plan assets 2016-12-31 1,631,197
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,232,163
Number of active participants 2016-12-31 1
Total funding liabilities for active participants 2016-12-31 1,232,163
Total participant count 2016-12-31 1
Total funding target for all participants 2016-12-31 1,232,163
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 273,101
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 273,101
Present value of excess contributions 2016-12-31 86,393
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 90,937
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 275,340
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
Total funding amount beforereflecting carryover/prefunding balances 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
2013: LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
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 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets	2019-12-31	23,703
Acturial value of plan assets	2019-12-31	23,703
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	25,250
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	25,250
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	25,250
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	290,331
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	290,331
Present value of excess contributions	2019-12-31	41,749
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	44,079
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	300,725
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	25,724
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	24,444
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	0
Net shortfall amortization installment of oustanding balance	2019-12-31	1,547
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	230
Additional cash requirement	2019-12-31	230
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	24,444
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-12-31	1,720,118
Acturial value of plan assets	2018-12-31	1,720,118
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	1,369,286
Number of active participants	2018-12-31	1
Total funding liabilities for active participants	2018-12-31	1,369,286
Total participant count	2018-12-31	1
Total funding target for all participants	2018-12-31	1,369,286
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	280,296
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	280,296
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	290,331
Total employer contributions	2018-12-31	44,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	41,749
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	0
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	41,749
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-12-31	1,660,607
Acturial value of plan assets	2017-12-31	1,660,607
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,297,125
Number of active participants	2017-12-31	1
Total funding liabilities for active participants	2017-12-31	1,297,125
Total participant count	2017-12-31	1
Total funding target for all participants	2017-12-31	1,297,125
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	275,340
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	275,340
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	280,296
Total employer contributions	2017-12-31	0
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets	2016-12-31	1,631,197
Acturial value of plan assets	2016-12-31	1,631,197
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,232,163
Number of active participants	2016-12-31	1
Total funding liabilities for active participants	2016-12-31	1,232,163
Total participant count	2016-12-31	1
Total funding target for all participants	2016-12-31	1,232,163
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	273,101
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	273,101
Present value of excess contributions	2016-12-31	86,393
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	90,937
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	275,340
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
Total funding amount beforereflecting carryover/prefunding balances	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
2013: LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
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	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST

Measure	Date	Value
2013 : LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$211,121
Expenses. Total of all expenses incurred	2013-12-31	$145,128
Benefits paid (including direct rollovers)	2013-12-31	$144,476
Total plan assets at end of year	2013-12-31	$1,221,001
Total plan assets at beginning of year	2013-12-31	$1,155,008
Value of fidelity bond covering the plan	2013-12-31	$122,100
Total contributions received or receivable from participants	2013-12-31	$0
Assets. Value of loans (other than to participants)	2013-12-31	$9,387
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	$36,121
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$65,993
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,221,001
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,155,008
Total contributions received or receivable from employer(s)	2013-12-31	$175,000
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	$652
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$36,861
Expenses. Total of all expenses incurred	2012-12-31	$107
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,155,008
Total plan assets at beginning of year	2012-12-31	$1,118,254
Value of fidelity bond covering the plan	2012-12-31	$115,500
Total contributions received or receivable from participants	2012-12-31	$0
Assets. Value of loans (other than to participants)	2012-12-31	$10,491
Expenses. Other expenses not covered elsewhere	2012-12-31	$107
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$-23,139
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$36,754
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,155,008
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,118,254
Total contributions received or receivable from employer(s)	2012-12-31	$60,000
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$253,156
Expenses. Total of all expenses incurred	2011-12-31	$173
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,118,254
Total plan assets at beginning of year	2011-12-31	$865,271
Value of fidelity bond covering the plan	2011-12-31	$110,000
Total contributions received or receivable from participants	2011-12-31	$0
Assets. Value of loans (other than to participants)	2011-12-31	$11,674
Expenses. Other expenses not covered elsewhere	2011-12-31	$173
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$18,922
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$252,983
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,118,254
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$865,271
Assets. Value of real-estate (other than employer real property)	2011-12-31	$50,000
Total contributions received or receivable from employer(s)	2011-12-31	$234,234
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$187,272
Expenses. Total of all expenses incurred	2010-12-31	$144
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$865,271
Total plan assets at beginning of year	2010-12-31	$678,143
Total contributions received or receivable from participants	2010-12-31	$0
Assets. Value of loans (other than to participants)	2010-12-31	$12,844
Expenses. Other expenses not covered elsewhere	2010-12-31	$144
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$49,127
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$187,128
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$865,271
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$678,143
Assets. Value of real-estate (other than employer real property)	2010-12-31	$50,000
Total contributions received or receivable from employer(s)	2010-12-31	$138,145
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST 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 LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST

2013: LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LARIMER CAPITAL CORPORATION DEFINED BENEFIT PENSION PLAN AND TRUST 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LARIMER CAPITAL CORPORATION
Employer identification number (EIN):	841028373
NAIC Classification:	523120
NAIC Description:	Securities Brokerage

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	1986-05-16
Company Identification Number:	19871673024
Legal Registered Office Address:	1720 S Bellaire St Ste 1110 Denver United States of America (USA) 80222