Connie Curran & Associates, Ltd.
Plan context: Connie Curran & Associates Ltd. Defined Benefit Pension Plan & Trust
EIN 36-3787157 • Birchwood, WI • 16 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
1
2019 Assets
$1,327,840
2019 Contributions
$110,001
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Connie Curran & Associates Ltd. Defined Benefit Pension Plan & Trust | - | 0 | $0 | $0 | - |
| 2018 | 1 | 1 | $1,327,840 | $0 | - |
| Connie Curran & Associates Ltd. Defined Benefit Pension Plan & Trust | - | 1 | $1,327,840 | $0 | - |
| 2017 | 1 | 1 | $1,386,276 | $0 | - |
| Connie Curran & Associates Ltd. Defined Benefit Pension Plan & Trust | - | 1 | $1,386,276 | $0 | - |
| 2016 | 1 | 1 | $1,262,520 | $110,001 | $110,001iApproximate average salary by contribution assumption: employee only about $2,750,025 at 4% or $1,833,350 at 6%; with 50% employer match about $1,833,350 at 4% or $1,222,233 at 6%; with 100% employer match about $1,375,013 at 4% or $916,675 at 6%. |
| Connie Curran & Associates Ltd. Defined Benefit Pension Plan & Trust | - | 1 | $1,262,520 | $110,001 | $110,001iApproximate average salary by contribution assumption: employee only about $2,750,025 at 4% or $1,833,350 at 6%; with 50% employer match about $1,833,350 at 4% or $1,222,233 at 6%; with 100% employer match about $1,375,013 at 4% or $916,675 at 6%. |
| 2015 | 1 | 1 | $1,152,519 | $0 | - |
| Connie Curran & Associates Ltd. Defined Benefit Pension Plan & Trust | - | 1 | $1,152,519 | $0 | - |
| 2014 | 1 | 1 | $1,161,893 | $0 | - |
| Connie Curran & Associates Ltd. Defined Benefit Pension Plan & Trust | - | 1 | $1,161,893 | $0 | - |
| 2013 | 1 | 1 | $1,121,968 | $95,370 | $95,370iApproximate average salary by contribution assumption: employee only about $2,384,250 at 4% or $1,589,500 at 6%; with 50% employer match about $1,589,500 at 4% or $1,059,667 at 6%; with 100% employer match about $1,192,125 at 4% or $794,750 at 6%. |
| Connie Curran & Associates Ltd. Defined Benefit Pension Plan & Trust | - | 1 | $1,121,968 | $95,370 | $95,370iApproximate average salary by contribution assumption: employee only about $2,384,250 at 4% or $1,589,500 at 6%; with 50% employer match about $1,589,500 at 4% or $1,059,667 at 6%; with 100% employer match about $1,192,125 at 4% or $794,750 at 6%. |
| 2012 | 1 | 1 | $1,398,699 | $109,976 | $109,976iApproximate average salary by contribution assumption: employee only about $2,749,400 at 4% or $1,832,933 at 6%; with 50% employer match about $1,832,933 at 4% or $1,221,956 at 6%; with 100% employer match about $1,374,700 at 4% or $916,467 at 6%. |
| Connie Curran & Associates Ltd. Defined Benefit Pension Plan & Trust | - | 1 | $1,398,699 | $109,976 | $109,976iApproximate average salary by contribution assumption: employee only about $2,749,400 at 4% or $1,832,933 at 6%; with 50% employer match about $1,832,933 at 4% or $1,221,956 at 6%; with 100% employer match about $1,374,700 at 4% or $916,467 at 6%. |
| 2011 | 1 | 1 | $1,194,253 | $115,844 | $115,844iApproximate average salary by contribution assumption: employee only about $2,896,100 at 4% or $1,930,733 at 6%; with 50% employer match about $1,930,733 at 4% or $1,287,156 at 6%; with 100% employer match about $1,448,050 at 4% or $965,367 at 6%. |
| Connie Curran & Associates Ltd. Defined Benefit Pension Plan & Trust | - | 1 | $1,194,253 | $115,844 | $115,844iApproximate average salary by contribution assumption: employee only about $2,896,100 at 4% or $1,930,733 at 6%; with 50% employer match about $1,930,733 at 4% or $1,287,156 at 6%; with 100% employer match about $1,448,050 at 4% or $965,367 at 6%. |
| 2010 | 1 | 1 | $518,073 | $0 | - |
| Connie Curran & Associates Ltd. Defined Benefit Pension Plan & Trust | - | 1 | $518,073 | - | - |
| 2009 | 1 | 1 | $639,988 | $0 | - |
| Connie Curran & Associates Ltd. Defined Benefit Pension Plan & Trust | - | 1 | $639,988 | $0 | - |
| 2008 | 1 | 1 | $518,073 | $0 | - |
| Connie Curran & Associates Ltd. Defined Benefit Pension Plan & Trust | - | 1 | $518,073 | - | - |
| 2006 | 1 | 1 | $763,664 | $0 | - |
| Connie Curran & Associates Ltd. Defined Benefit Pension Plan & Trust | - | 1 | $763,664 | - | - |
| 2004 | 1 | 1 | $617,164 | $738 | $738iApproximate average salary by contribution assumption: employee only about $18,450 at 4% or $12,300 at 6%; with 50% employer match about $12,300 at 4% or $8,200 at 6%; with 100% employer match about $9,225 at 4% or $6,150 at 6%. |
| Connie Curran & Associates Ltd. Defined Benefit Pension Plan & Trust | - | 1 | $617,164 | $738 | $738iApproximate average salary by contribution assumption: employee only about $18,450 at 4% or $12,300 at 6%; with 50% employer match about $12,300 at 4% or $8,200 at 6%; with 100% employer match about $9,225 at 4% or $6,150 at 6%. |
| 2003 | 1 | 1 | $0 | $0 | - |
| Connie Curran & Associates Ltd. Defined Benefit Pension Plan & Trust | - | 1 | - | - | - |
| 2002 | 1 | 1 | $0 | $0 | - |
| Connie Curran & Associates Ltd. Defined Benefit Pension Plan & Trust | - | 1 | - | - | - |