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CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameCHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST
Plan identification number 002

CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

CHARTER OAK LANDSCAPE, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHARTER OAK LANDSCAPE, INC.
Employer identification number (EIN):060868390
NAIC Classification:424930
NAIC Description:Flower, Nursery Stock, and Florists' Supplies Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-09-01SCOTT BURLEIGH CPA2024-01-24 SCOTT BURLEIGH CPA2024-01-24
0022021-09-01SCOTT BURLEIGH CPA2022-12-14 SCOTT BURLEIGH CPA2022-12-14
0022020-09-01SCOTT BURLEIGH CPA2021-11-29 SCOTT BURLEIGH CPA2021-11-29
0022019-09-01SCOTT BURLEIGH2020-12-01 SCOTT BURLEIGH2020-12-01
0022018-09-01
0022017-09-01FRANK E. THOMANN FRANK E. THOMANN2018-12-20
0022016-09-01FRANK E. THOMANN FRANK E. THOMANN2017-11-06
0022015-09-01FRANK E. THOMANN FRANK E. THOMANN2016-11-28
0022014-09-01FRANK E. THOMANN FRANK E. THOMANN2015-11-16
0022013-09-01FRANK E. THOMANN FRANK E. THOMANN2014-12-10
0022012-09-01FRANK E. THOMANN FRANK E. THOMANN2013-11-25
0022011-09-01FRANK E. THOMANN FRANK E. THOMANN2012-12-15
0022009-09-01SCOTT BURLEIGH SCOTT BURLEIGH2010-12-29
0022009-09-01SCOTT BURLEIGH FRANK E. THOMANN2010-12-16

Financial Data on CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2023 : CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST 2023 401k financial data
Total income from all sources2023-08-31$7,364
Expenses. Total of all expenses incurred2023-08-31$32,000
Benefits paid (including direct rollovers)2023-08-31$32,000
Total plan assets at end of year2023-08-31$121,426
Total plan assets at beginning of year2023-08-31$146,062
Other income received2023-08-31$7,364
Net income (gross income less expenses)2023-08-31$-24,636
Net plan assets at end of year (total assets less liabilities)2023-08-31$121,426
Net plan assets at beginning of year (total assets less liabilities)2023-08-31$146,062
2022 : CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources2022-08-31$-10,340
Expenses. Total of all expenses incurred2022-08-31$25,000
Benefits paid (including direct rollovers)2022-08-31$25,000
Total plan assets at end of year2022-08-31$146,062
Total plan assets at beginning of year2022-08-31$181,402
Other income received2022-08-31$-10,340
Net income (gross income less expenses)2022-08-31$-35,340
Net plan assets at end of year (total assets less liabilities)2022-08-31$146,062
Net plan assets at beginning of year (total assets less liabilities)2022-08-31$181,402
Assets. Value of participant loans2022-08-31$32,000
2021 : CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources2021-08-31$24,160
Expenses. Total of all expenses incurred2021-08-31$20,000
Benefits paid (including direct rollovers)2021-08-31$20,000
Total plan assets at end of year2021-08-31$181,402
Total plan assets at beginning of year2021-08-31$177,242
Other income received2021-08-31$24,160
Net income (gross income less expenses)2021-08-31$4,160
Net plan assets at end of year (total assets less liabilities)2021-08-31$181,402
Net plan assets at beginning of year (total assets less liabilities)2021-08-31$177,242
Assets. Value of participant loans2021-08-31$57,000
2020 : CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources2020-08-31$15,554
Expenses. Total of all expenses incurred2020-08-31$13,000
Benefits paid (including direct rollovers)2020-08-31$13,000
Total plan assets at end of year2020-08-31$177,242
Total plan assets at beginning of year2020-08-31$174,688
Other income received2020-08-31$15,554
Net income (gross income less expenses)2020-08-31$2,554
Net plan assets at end of year (total assets less liabilities)2020-08-31$177,242
Net plan assets at beginning of year (total assets less liabilities)2020-08-31$174,688
Assets. Value of participant loans2020-08-31$77,000
2019 : CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources2019-08-31$737
Expenses. Total of all expenses incurred2019-08-31$37,000
Benefits paid (including direct rollovers)2019-08-31$37,000
Total plan assets at end of year2019-08-31$174,688
Total plan assets at beginning of year2019-08-31$210,951
Other income received2019-08-31$737
Net income (gross income less expenses)2019-08-31$-36,263
Net plan assets at end of year (total assets less liabilities)2019-08-31$174,688
Net plan assets at beginning of year (total assets less liabilities)2019-08-31$210,951
Assets. Value of participant loans2019-08-31$85,000
2018 : CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources2018-08-31$8,423
Expenses. Total of all expenses incurred2018-08-31$20,335
Benefits paid (including direct rollovers)2018-08-31$20,335
Total plan assets at end of year2018-08-31$210,951
Total plan assets at beginning of year2018-08-31$222,863
Other income received2018-08-31$8,423
Net income (gross income less expenses)2018-08-31$-11,912
Net plan assets at end of year (total assets less liabilities)2018-08-31$210,951
Net plan assets at beginning of year (total assets less liabilities)2018-08-31$222,863
Assets. Value of participant loans2018-08-31$105,000
2017 : CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources2017-08-31$5,252
Expenses. Total of all expenses incurred2017-08-31$23,600
Benefits paid (including direct rollovers)2017-08-31$23,600
Total plan assets at end of year2017-08-31$222,863
Total plan assets at beginning of year2017-08-31$241,211
Other income received2017-08-31$5,252
Net income (gross income less expenses)2017-08-31$-18,348
Net plan assets at end of year (total assets less liabilities)2017-08-31$222,863
Net plan assets at beginning of year (total assets less liabilities)2017-08-31$241,211
Assets. Value of participant loans2017-08-31$120,000
2016 : CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-08-31$5,204
Expenses. Total of all expenses incurred2016-08-31$14,600
Benefits paid (including direct rollovers)2016-08-31$14,600
Total plan assets at end of year2016-08-31$241,211
Total plan assets at beginning of year2016-08-31$250,607
Other income received2016-08-31$5,204
Net income (gross income less expenses)2016-08-31$-9,396
Net plan assets at end of year (total assets less liabilities)2016-08-31$241,211
Net plan assets at beginning of year (total assets less liabilities)2016-08-31$250,607
Assets. Value of participant loans2016-08-31$130,000
2015 : CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-08-31$-4,532
Expenses. Total of all expenses incurred2015-08-31$27,500
Benefits paid (including direct rollovers)2015-08-31$27,500
Total plan assets at end of year2015-08-31$250,607
Total plan assets at beginning of year2015-08-31$282,639
Other income received2015-08-31$-4,532
Net income (gross income less expenses)2015-08-31$-32,032
Net plan assets at end of year (total assets less liabilities)2015-08-31$250,607
Net plan assets at beginning of year (total assets less liabilities)2015-08-31$282,639
Assets. Value of participant loans2015-08-31$130,000
2014 : CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-08-31$10,874
Expenses. Total of all expenses incurred2014-08-31$32,500
Benefits paid (including direct rollovers)2014-08-31$32,500
Total plan assets at end of year2014-08-31$282,639
Total plan assets at beginning of year2014-08-31$304,265
Other income received2014-08-31$10,874
Net income (gross income less expenses)2014-08-31$-21,626
Net plan assets at end of year (total assets less liabilities)2014-08-31$282,639
Net plan assets at beginning of year (total assets less liabilities)2014-08-31$304,265
Assets. Value of participant loans2014-08-31$130,000
2013 : CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-08-31$11,229
Expenses. Total of all expenses incurred2013-08-31$53,070
Benefits paid (including direct rollovers)2013-08-31$53,070
Total plan assets at end of year2013-08-31$304,265
Total plan assets at beginning of year2013-08-31$346,106
Other income received2013-08-31$11,229
Net income (gross income less expenses)2013-08-31$-41,841
Net plan assets at end of year (total assets less liabilities)2013-08-31$304,265
Net plan assets at beginning of year (total assets less liabilities)2013-08-31$346,106
Assets. Value of participant loans2013-08-31$130,000
2012 : CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-08-31$14,108
Expenses. Total of all expenses incurred2012-08-31$68,110
Benefits paid (including direct rollovers)2012-08-31$68,110
Total plan assets at end of year2012-08-31$346,106
Total plan assets at beginning of year2012-08-31$400,108
Other income received2012-08-31$14,108
Net income (gross income less expenses)2012-08-31$-54,002
Net plan assets at end of year (total assets less liabilities)2012-08-31$346,106
Net plan assets at beginning of year (total assets less liabilities)2012-08-31$400,108
Assets. Value of participant loans2012-08-31$130,000
2011 : CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-08-31$21,307
Expenses. Total of all expenses incurred2011-08-31$12,500
Benefits paid (including direct rollovers)2011-08-31$12,500
Total plan assets at end of year2011-08-31$400,108
Total plan assets at beginning of year2011-08-31$391,301
Other income received2011-08-31$21,307
Net income (gross income less expenses)2011-08-31$8,807
Net plan assets at end of year (total assets less liabilities)2011-08-31$400,108
Net plan assets at beginning of year (total assets less liabilities)2011-08-31$391,301
Assets. Value of participant loans2011-08-31$130,000

Form 5500 Responses for CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST

2022: CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-09-01Type of plan entitySingle employer plan
2022-09-01Plan funding arrangement – TrustYes
2022-09-01Plan benefit arrangement - TrustYes
2021: CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement - TrustYes
2020: CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement - TrustYes
2019: CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement - TrustYes
2018: CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement - TrustYes
2017: CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement - TrustYes
2016: CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement - TrustYes
2015: CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement - TrustYes
2014: CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes
2013: CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes
2012: CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2011: CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2009: CHARTER OAK LANDSCAPE, INC. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

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