401k Plan data: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST plan

JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST
Plan identification number	001

JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 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
Plan covering Self-Employed individuals.
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

JAMES CARRIERO ESQ. has sponsored the creation of one or more 401k plans.

Company Name: JAMES CARRIERO ESQ.

Employer identification number (EIN): 112526841

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JAMES CARRIERO JAMES CARRIERO 2018-07-16
001 2016-01-01 JAMES CARRIERO JAMES CARRIERO 2017-07-11
001 2015-01-01 JAMES CARRIERO JAMES CARRIERO 2016-07-12
001 2014-01-01 JAMES CARRIERO JAMES CARRIERO 2015-07-16
001 2013-01-01 JAMES CARRIERO JAMES CARRIERO 2014-07-24
001 2012-01-01 JAMES CARRIERO JAMES CARRIERO 2013-07-15
001 2011-01-01 JAMES CARRIERO JAMES CARRIERO 2012-07-31
001 2009-01-01 JAMES CARRIERO JAMES CARRIERO 2010-07-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JAMES CARRIERO	JAMES CARRIERO	2018-07-16
001	2016-01-01	JAMES CARRIERO	JAMES CARRIERO	2017-07-11
001	2015-01-01	JAMES CARRIERO	JAMES CARRIERO	2016-07-12
001	2014-01-01	JAMES CARRIERO	JAMES CARRIERO	2015-07-16
001	2013-01-01	JAMES CARRIERO	JAMES CARRIERO	2014-07-24
001	2012-01-01	JAMES CARRIERO	JAMES CARRIERO	2013-07-15
001	2011-01-01	JAMES CARRIERO	JAMES CARRIERO	2012-07-31
001	2009-01-01	JAMES CARRIERO	JAMES CARRIERO	2010-07-14

Plan Statistics for JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST

Measure Date Value
2020: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
2019: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Total of all active and inactive participants 2019-01-01 2
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
2018: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Total of all active and inactive participants 2018-01-01 2
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
2017: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Total of all active and inactive participants 2017-01-01 2
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
2016: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Total of all active and inactive participants 2016-01-01 2
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
2015: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Total of all active and inactive participants 2015-01-01 2
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
2014: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Total of all active and inactive participants 2013-01-01 2
Total participants 2013-01-01 2
2012: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
2011: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
2009: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2

Measure	Date	Value
2020: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
2019: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Total of all active and inactive participants	2019-01-01	2
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
2018: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Total of all active and inactive participants	2018-01-01	2
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
2017: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Total of all active and inactive participants	2017-01-01	2
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
2016: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Total of all active and inactive participants	2016-01-01	2
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
2015: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Total of all active and inactive participants	2015-01-01	2
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
2014: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Total of all active and inactive participants	2013-01-01	2
Total participants	2013-01-01	2
2012: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
2011: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
2009: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2

Financial Data on JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST

Measure	Date	Value
2020 : JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2020 401k financial data
Total income from all sources	2020-09-30	$99,089
Expenses. Total of all expenses incurred	2020-09-30	$1,499,864
Benefits paid (including direct rollovers)	2020-09-30	$1,499,739
Total plan assets at end of year	2020-09-30	$0
Total plan assets at beginning of year	2020-09-30	$1,400,775
Other income received	2020-09-30	$99,089
Net income (gross income less expenses)	2020-09-30	$-1,400,775
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$1,400,775
Total contributions received or receivable from employer(s)	2020-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-09-30	$125
2019 : JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$537,741
Expenses. Total of all expenses incurred	2019-12-31	$139
Total plan assets at end of year	2019-12-31	$1,400,775
Total plan assets at beginning of year	2019-12-31	$863,173
Other income received	2019-12-31	$517,741
Net income (gross income less expenses)	2019-12-31	$537,602
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,400,775
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$863,173
Total contributions received or receivable from employer(s)	2019-12-31	$20,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$139
2018 : JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-63,321
Total plan assets at end of year	2018-12-31	$863,173
Total plan assets at beginning of year	2018-12-31	$926,494
Other income received	2018-12-31	$-83,321
Net income (gross income less expenses)	2018-12-31	$-63,321
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$863,173
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$926,494
Total contributions received or receivable from employer(s)	2018-12-31	$20,000
2017 : JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$225,983
Total plan assets at end of year	2017-12-31	$926,494
Total plan assets at beginning of year	2017-12-31	$700,511
Other income received	2017-12-31	$205,983
Net income (gross income less expenses)	2017-12-31	$225,983
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$926,494
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$700,511
Total contributions received or receivable from employer(s)	2017-12-31	$20,000
2016 : JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$114,960
Total plan assets at end of year	2016-12-31	$700,511
Total plan assets at beginning of year	2016-12-31	$585,551
Other income received	2016-12-31	$94,960
Net income (gross income less expenses)	2016-12-31	$114,960
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$700,511
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$585,551
Total contributions received or receivable from employer(s)	2016-12-31	$20,000
2015 : JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$10,574
Total plan assets at end of year	2015-12-31	$585,551
Total plan assets at beginning of year	2015-12-31	$574,977
Other income received	2015-12-31	$-9,426
Net income (gross income less expenses)	2015-12-31	$10,574
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$585,551
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$574,977
Total contributions received or receivable from employer(s)	2015-12-31	$20,000
2014 : JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$119,195
Total plan assets at end of year	2014-12-31	$574,977
Total plan assets at beginning of year	2014-12-31	$455,782
Other income received	2014-12-31	$119,195
Net income (gross income less expenses)	2014-12-31	$119,195
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$574,977
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$455,782
2013 : JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$67,401
Total plan assets at end of year	2013-12-31	$455,782
Total plan assets at beginning of year	2013-12-31	$388,381
Other income received	2013-12-31	$67,401
Net income (gross income less expenses)	2013-12-31	$67,401
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$455,782
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$388,381
2012 : JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$79,996
Total plan assets at end of year	2012-12-31	$388,381
Total plan assets at beginning of year	2012-12-31	$308,385
Other income received	2012-12-31	$79,996
Net income (gross income less expenses)	2012-12-31	$79,996
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$388,381
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$308,385
2011 : JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$34,745
Total plan assets at end of year	2011-12-31	$308,385
Total plan assets at beginning of year	2011-12-31	$273,640
Other income received	2011-12-31	$34,745
Net income (gross income less expenses)	2011-12-31	$34,745
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$308,385
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$273,640
2010 : JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$61,155
Total plan assets at end of year	2010-12-31	$273,640
Total plan assets at beginning of year	2010-12-31	$212,485
Other income received	2010-12-31	$61,155
Net income (gross income less expenses)	2010-12-31	$61,155
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$273,640
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$212,485

Form 5500 Responses for JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST

2020: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JAMES CARRIERO ESQ.- PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JAMES CARRIERO ESQ.
Employer identification number (EIN):	112526841
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers