401k Plan data: CROWELL, WEEDON & CO DEFINED CONTRIBUTION PLAN plan

CROWELL, WEEDON & CO DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan Name	CROWELL, WEEDON & CO DEFINED CONTRIBUTION PLAN
Plan identification number	001

CROWELL, WEEDON & CO DEFINED CONTRIBUTION PLAN 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.
Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

CROWELL, WEEDON & CO. has sponsored the creation of one or more 401k plans.

Company Name: CROWELL, WEEDON & CO.

Employer identification number (EIN): 950660510

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CROWELL, WEEDON & CO DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 TONY KARANTONIS TONY KARANTONIS 2015-09-28
001 2013-01-01 TONY KARANTONIS TONY KARANTONIS 2014-10-14
001 2012-01-01 TONY KARANTONIS
001 2011-01-01 TONY KARANTONIS
001 2009-01-01 TONY KARANTONIS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	TONY KARANTONIS	TONY KARANTONIS	2015-09-28
001	2013-01-01	TONY KARANTONIS	TONY KARANTONIS	2014-10-14
001	2012-01-01	TONY KARANTONIS
001	2011-01-01	TONY KARANTONIS
001	2009-01-01	TONY KARANTONIS

Plan Statistics for CROWELL, WEEDON & CO DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for CROWELL, WEEDON & CO DEFINED CONTRIBUTION PLAN

Measure Date Value
2014: CROWELL, WEEDON & CO DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 149
Total of all active and inactive participants 2014-01-01 149
Total participants 2014-01-01 149
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CROWELL, WEEDON & CO DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 362
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 147
Total of all active and inactive participants 2013-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 149
Number of participants with account balances 2013-01-01 149
2012: CROWELL, WEEDON & CO DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 369
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 306
Number of retired or separated participants receiving benefits 2012-01-01 56
Total of all active and inactive participants 2012-01-01 362
Total participants 2012-01-01 362
Number of participants with account balances 2012-01-01 220
2011: CROWELL, WEEDON & CO DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 355
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 311
Number of retired or separated participants receiving benefits 2011-01-01 58
Total of all active and inactive participants 2011-01-01 369
Total participants 2011-01-01 369
Number of participants with account balances 2011-01-01 223
2009: CROWELL, WEEDON & CO DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 366
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 320
Number of retired or separated participants receiving benefits 2009-01-01 48
Total of all active and inactive participants 2009-01-01 368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 3
Total participants 2009-01-01 371
Number of participants with account balances 2009-01-01 247

Measure	Date	Value
2014: CROWELL, WEEDON & CO DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	149
Total of all active and inactive participants	2014-01-01	149
Total participants	2014-01-01	149
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CROWELL, WEEDON & CO DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	362
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	147
Total of all active and inactive participants	2013-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	149
Number of participants with account balances	2013-01-01	149
2012: CROWELL, WEEDON & CO DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	369
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	306
Number of retired or separated participants receiving benefits	2012-01-01	56
Total of all active and inactive participants	2012-01-01	362
Total participants	2012-01-01	362
Number of participants with account balances	2012-01-01	220
2011: CROWELL, WEEDON & CO DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	355
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	311
Number of retired or separated participants receiving benefits	2011-01-01	58
Total of all active and inactive participants	2011-01-01	369
Total participants	2011-01-01	369
Number of participants with account balances	2011-01-01	223
2009: CROWELL, WEEDON & CO DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	366
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	320
Number of retired or separated participants receiving benefits	2009-01-01	48
Total of all active and inactive participants	2009-01-01	368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	3
Total participants	2009-01-01	371
Number of participants with account balances	2009-01-01	247

Financial Data on CROWELL, WEEDON & CO DEFINED CONTRIBUTION PLAN

Measure	Date	Value
2014 : CROWELL, WEEDON & CO DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$292,444
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$16,804,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$16,804,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$0
Value of total assets at end of year	2014-12-31	$0
Value of total assets at beginning of year	2014-12-31	$16,512,312
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$649
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Participant contributions at beginning of year	2014-12-31	$36,895
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$13,768,587
Other income not declared elsewhere	2014-12-31	$298,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-16,512,312
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$16,512,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,706,830
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$649
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-6,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$16,804,756
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2014-12-31	910189318
2013 : CROWELL, WEEDON & CO DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$10,187,966
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$36,055,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$36,055,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,273,545
Value of total assets at end of year	2013-12-31	$16,512,312
Value of total assets at beginning of year	2013-12-31	$42,379,883
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$30,212
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,273,545
Participant contributions at end of year	2013-12-31	$36,895
Participant contributions at beginning of year	2013-12-31	$406,787
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$13,768,587
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$34,367,718
Other income not declared elsewhere	2013-12-31	$6,553,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-25,867,571
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$16,512,312
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$42,379,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,706,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$7,605,378
Interest on participant loans	2013-12-31	$24,390
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$5,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,330,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$36,055,537
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2013-12-31	910189318
2012 : CROWELL, WEEDON & CO DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$7,518,627
Total of all expenses incurred	2012-12-31	$2,878,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,878,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,941,509
Value of total assets at end of year	2012-12-31	$42,379,883
Value of total assets at beginning of year	2012-12-31	$37,739,517
Total interest from all sources	2012-12-31	$43,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,941,509
Participant contributions at end of year	2012-12-31	$406,787
Participant contributions at beginning of year	2012-12-31	$355,929
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$34,367,718
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$30,050,380
Other income not declared elsewhere	2012-12-31	$4,571,342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$4,640,366
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$42,379,883
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$37,739,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$7,605,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$7,333,208
Interest on participant loans	2012-12-31	$30,338
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$12,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$962,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,878,261
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2012-12-31	910189318
2011 : CROWELL, WEEDON & CO DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$98,690
Total of all expenses incurred	2011-12-31	$3,112,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$3,112,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,826,618
Value of total assets at end of year	2011-12-31	$37,739,517
Value of total assets at beginning of year	2011-12-31	$40,753,465
Total interest from all sources	2011-12-31	$46,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,826,618
Participant contributions at end of year	2011-12-31	$355,929
Participant contributions at beginning of year	2011-12-31	$351,915
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$30,050,380
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$31,570,500
Other income not declared elsewhere	2011-12-31	$-1,668,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-3,013,948
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$37,739,517
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$40,753,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$7,333,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$8,831,050
Interest on participant loans	2011-12-31	$36,579
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$9,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-105,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$3,112,638
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2011-12-31	910189318
2010 : CROWELL, WEEDON & CO DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$6,760,027
Total of all expenses incurred	2010-12-31	$1,201,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,201,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,086,612
Value of total assets at end of year	2010-12-31	$40,753,465
Value of total assets at beginning of year	2010-12-31	$35,194,674
Total interest from all sources	2010-12-31	$35,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,850,626
Participant contributions at end of year	2010-12-31	$351,915
Participant contributions at beginning of year	2010-12-31	$398,595
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$31,570,500
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$26,447,131
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$235,986
Other income not declared elsewhere	2010-12-31	$3,781,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$5,558,791
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$40,753,465
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$35,194,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$8,831,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$8,348,948
Interest on participant loans	2010-12-31	$33,485
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$2,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$856,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,201,236
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2010-12-31	910189318

Form 5500 Responses for CROWELL, WEEDON & CO DEFINED CONTRIBUTION PLAN

2014: CROWELL, WEEDON & CO DEFINED CONTRIBUTION PLAN 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	Yes
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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CROWELL, WEEDON & CO DEFINED CONTRIBUTION PLAN 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: CROWELL, WEEDON & CO DEFINED CONTRIBUTION PLAN 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: CROWELL, WEEDON & CO DEFINED CONTRIBUTION PLAN 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
2009: CROWELL, WEEDON & CO DEFINED CONTRIBUTION PLAN 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:	CROWELL, WEEDON & CO.
Employer identification number (EIN):	950660510
NAIC Classification:	812990
NAIC Description:	All Other Personal Services