401k Plan data: THE CURTIS COMPANY PROFIT SHARING PLAN plan

THE CURTIS COMPANY PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE CURTIS COMPANY PROFIT SHARING PLAN
Plan identification number	001

THE CURTIS COMPANY PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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

CURTIS & CURTIS, INC. has sponsored the creation of one or more 401k plans.

Company Name: CURTIS & CURTIS, INC.

Employer identification number (EIN): 954637539

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CURTIS COMPANY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2009-01-01 WILLIAM CURTIS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2009-01-01	WILLIAM CURTIS

Plan Statistics for THE CURTIS COMPANY PROFIT SHARING PLAN

401k plan membership statisitcs for THE CURTIS COMPANY PROFIT SHARING PLAN

Measure Date Value
2009: THE CURTIS COMPANY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2009: THE CURTIS COMPANY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE CURTIS COMPANY PROFIT SHARING PLAN

Measure	Date	Value
2011 : THE CURTIS COMPANY PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-07-31	$0
Total plan liabilities at end of year	2011-07-31	$0
Total plan liabilities at beginning of year	2011-07-31	$0
Total income from all sources	2011-07-31	$-100,734
Expenses. Total of all expenses incurred	2011-07-31	$4,852
Benefits paid (including direct rollovers)	2011-07-31	$4,852
Total plan assets at end of year	2011-07-31	$0
Total plan assets at beginning of year	2011-07-31	$105,586
Value of fidelity bond covering the plan	2011-07-31	$200,000
Total contributions received or receivable from participants	2011-07-31	$0
Expenses. Other expenses not covered elsewhere	2011-07-31	$0
Contributions received from other sources (not participants or employers)	2011-07-31	$0
Other income received	2011-07-31	$-100,734
Noncash contributions received	2011-07-31	$0
Net income (gross income less expenses)	2011-07-31	$-105,586
Net plan assets at end of year (total assets less liabilities)	2011-07-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2011-07-31	$105,586
Total contributions received or receivable from employer(s)	2011-07-31	$0
Value of certain deemed distributions of participant loans	2011-07-31	$0
Value of corrective distributions	2011-07-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-07-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-07-31	$0
2010 : THE CURTIS COMPANY PROFIT SHARING PLAN 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	$96,985
Expenses. Total of all expenses incurred	2010-12-31	$237,544
Benefits paid (including direct rollovers)	2010-12-31	$230,276
Total plan assets at end of year	2010-12-31	$105,586
Total plan assets at beginning of year	2010-12-31	$246,145
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$7,268
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$96,985
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-140,559
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$105,586
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$246,145
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$105,586
Total contributions received or receivable from employer(s)	2010-12-31	$0
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

Form 5500 Responses for THE CURTIS COMPANY PROFIT SHARING PLAN

2009: THE CURTIS COMPANY PROFIT SHARING 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:	CURTIS & CURTIS, INC.
Employer identification number (EIN):	954637539
NAIC Classification:	541600