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RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION
Plan identification number 007

RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.

401k Sponsoring company profile

CARLISLE, LLC has sponsored the creation of one or more 401k plans.

Company Name:CARLISLE, LLC
Employer identification number (EIN):230457510
NAIC Classification:339900

Additional information about CARLISLE, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1986-09-02
Company Identification Number: M37735
Legal Registered Office Address: 3546 SOUTH OCEAN BLVD., APT. 801

PALM BEACH

33480

More information about CARLISLE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072022-01-01
0072021-01-01
0072020-01-01
0072019-01-01
0072018-01-01
0072017-01-01AMELIA MURILLO
0072016-01-01AMELIA MURILLO
0072015-01-01AMELIA MURILLO AMELIA MURILLO2016-10-13
0072014-01-01JULIA CHANDLER JULIA CHANDLER2015-10-12
0072013-01-01JULIA CHANDLER JULIA CHANDLER2014-10-14
0072012-01-01JULIA CHANDLER JULIA CHANDLER2013-10-09
0072011-01-01JULIA CHANDLER
0072010-01-01JULIA CHANDLER
0072009-01-01JULIA CHANDLER

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2022 401k membership
Market value of plan assets2022-12-31149,196,229
Acturial value of plan assets2022-12-31152,057,591
Funding target for retired participants and beneficiaries receiving payment2022-12-3162,083,878
Number of terminated vested participants2022-12-31790
Fundng target for terminated vested participants2022-12-3123,820,571
Active participant vested funding target2022-12-3134,536,474
Number of active participants2022-12-31311
Total funding liabilities for active participants2022-12-3134,552,303
Total participant count2022-12-312,596
Total funding target for all participants2022-12-31120,456,752
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3135,522,791
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-313,536,728
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3131,986,063
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3131,995,658
Total employer contributions2022-12-315,550,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-315,220,911
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-312,285,130
Net shortfall amortization installment of oustanding balance2022-12-31394,819
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-312,487,590
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-31238,832
Additional cash requirement2022-12-312,248,758
Contributions allocatedtoward minimum required contributions for current year2022-12-315,220,911
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-012,574
Total number of active participants reported on line 7a of the Form 55002022-01-01277
Number of retired or separated participants receiving benefits2022-01-011,132
Number of other retired or separated participants entitled to future benefits2022-01-01712
Total of all active and inactive participants2022-01-012,121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01316
Total participants2022-01-012,437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2021 401k membership
Market value of plan assets2021-12-31162,410,140
Acturial value of plan assets2021-12-31151,079,888
Funding target for retired participants and beneficiaries receiving payment2021-12-3164,828,229
Number of terminated vested participants2021-12-31741
Fundng target for terminated vested participants2021-12-3119,544,678
Active participant vested funding target2021-12-3140,123,463
Number of active participants2021-12-31439
Total funding liabilities for active participants2021-12-3140,838,193
Total participant count2021-12-312,743
Total funding target for all participants2021-12-31125,211,100
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3135,162,097
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-313,781,540
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3131,380,557
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3135,522,791
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-312,524,230
Net shortfall amortization installment of oustanding balance2021-12-319,654,003
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-313,536,728
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-313,536,728
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-012,724
Total number of active participants reported on line 7a of the Form 55002021-01-01311
Number of retired or separated participants receiving benefits2021-01-011,178
Number of other retired or separated participants entitled to future benefits2021-01-01778
Total of all active and inactive participants2021-01-012,267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01307
Total participants2021-01-012,574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2020 401k membership
Market value of plan assets2020-12-31156,452,795
Acturial value of plan assets2020-12-31152,192,114
Funding target for retired participants and beneficiaries receiving payment2020-12-3166,808,842
Number of terminated vested participants2020-12-31814
Fundng target for terminated vested participants2020-12-3120,427,941
Active participant vested funding target2020-12-3140,613,907
Number of active participants2020-12-31492
Total funding liabilities for active participants2020-12-3141,244,435
Total participant count2020-12-312,919
Total funding target for all participants2020-12-31128,481,218
Balance at beginning of prior year after applicable adjustments2020-12-31359,445
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3134,185,562
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-31359,445
Prefunding balanced used to offset prior years funding requirement2020-12-313,723,727
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3130,461,835
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3135,162,097
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-312,648,739
Net shortfall amortization installment of oustanding balance2020-12-3111,451,201
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-313,781,540
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-313,781,540
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-012,900
Total number of active participants reported on line 7a of the Form 55002020-01-01439
Number of retired or separated participants receiving benefits2020-01-011,219
Number of other retired or separated participants entitled to future benefits2020-01-01732
Total of all active and inactive participants2020-01-012,390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01334
Total participants2020-01-012,724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2019 401k membership
Market value of plan assets2019-12-31148,604,221
Acturial value of plan assets2019-12-31155,784,489
Funding target for retired participants and beneficiaries receiving payment2019-12-3169,853,808
Number of terminated vested participants2019-12-31895
Fundng target for terminated vested participants2019-12-3122,961,130
Active participant vested funding target2019-12-3141,883,234
Number of active participants2019-12-31529
Total funding liabilities for active participants2019-12-3142,486,727
Total participant count2019-12-313,059
Total funding target for all participants2019-12-31135,301,665
Balance at beginning of prior year after applicable adjustments2019-12-313,356,498
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3134,993,922
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-312,988,553
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-31367,945
Amount remaining of prefunding balance2019-12-3134,993,922
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-31359,445
Balance of prefunding at beginning of current year2019-12-3134,185,562
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-312,779,962
Net shortfall amortization installment of oustanding balance2019-12-3114,062,183
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-315,064,895
Carryover balance elected to use to offset funding requirement2019-12-31359,445
Prefunding balance elected to use to offset funding requirement2019-12-314,708,501
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-013,040
Total number of active participants reported on line 7a of the Form 55002019-01-01492
Number of retired or separated participants receiving benefits2019-01-011,272
Number of other retired or separated participants entitled to future benefits2019-01-01805
Total of all active and inactive participants2019-01-012,569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01331
Total participants2019-01-012,900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2018 401k membership
Market value of plan assets2018-12-31165,638,133
Acturial value of plan assets2018-12-31160,980,808
Funding target for retired participants and beneficiaries receiving payment2018-12-3170,940,375
Number of terminated vested participants2018-12-31872
Fundng target for terminated vested participants2018-12-3120,833,326
Active participant vested funding target2018-12-3143,692,521
Number of active participants2018-12-31683
Total funding liabilities for active participants2018-12-3144,801,199
Total participant count2018-12-313,208
Total funding target for all participants2018-12-31136,574,900
Balance at beginning of prior year after applicable adjustments2018-12-315,969,841
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3131,806,873
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-312,919,034
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-313,050,807
Amount remaining of prefunding balance2018-12-3131,806,873
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-313,356,498
Balance of prefunding at beginning of current year2018-12-3134,993,922
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-312,988,553
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-312,988,553
Carryover balance elected to use to offset funding requirement2018-12-312,988,553
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-013,190
Total number of active participants reported on line 7a of the Form 55002018-01-01529
Number of retired or separated participants receiving benefits2018-01-011,301
Number of other retired or separated participants entitled to future benefits2018-01-01885
Total of all active and inactive participants2018-01-012,715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01325
Total participants2018-01-013,040
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2017 401k membership
Market value of plan assets2017-12-31163,247,404
Acturial value of plan assets2017-12-31166,196,327
Funding target for retired participants and beneficiaries receiving payment2017-12-3168,415,000
Number of terminated vested participants2017-12-31901
Fundng target for terminated vested participants2017-12-3120,266,157
Active participant vested funding target2017-12-3143,161,500
Number of active participants2017-12-31747
Total funding liabilities for active participants2017-12-3144,568,651
Total participant count2017-12-313,320
Total funding target for all participants2017-12-31133,249,808
Balance at beginning of prior year after applicable adjustments2017-12-318,592,477
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3129,538,329
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-313,048,420
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-315,544,057
Amount remaining of prefunding balance2017-12-3129,538,329
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-315,969,841
Balance of prefunding at beginning of current year2017-12-3131,806,873
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-312,919,034
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-312,919,034
Carryover balance elected to use to offset funding requirement2017-12-312,919,034
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-013,307
Total number of active participants reported on line 7a of the Form 55002017-01-01683
Number of retired or separated participants receiving benefits2017-01-011,320
Number of other retired or separated participants entitled to future benefits2017-01-01861
Total of all active and inactive participants2017-01-012,864
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01326
Total participants2017-01-013,190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2016 401k membership
Market value of plan assets2016-12-31162,763,366
Acturial value of plan assets2016-12-31168,442,429
Funding target for retired participants and beneficiaries receiving payment2016-12-3170,220,148
Number of terminated vested participants2016-12-31908
Fundng target for terminated vested participants2016-12-3119,509,698
Active participant vested funding target2016-12-3143,247,766
Number of active participants2016-12-31810
Total funding liabilities for active participants2016-12-3145,104,856
Total participant count2016-12-313,424
Total funding target for all participants2016-12-31134,834,702
Balance at beginning of prior year after applicable adjustments2016-12-3111,516,789
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3129,630,183
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-312,897,592
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-318,619,197
Amount remaining of prefunding balance2016-12-3129,630,183
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-318,592,477
Balance of prefunding at beginning of current year2016-12-3129,538,329
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-313,048,420
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-313,048,420
Carryover balance elected to use to offset funding requirement2016-12-313,048,420
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-013,411
Total number of active participants reported on line 7a of the Form 55002016-01-01747
Number of retired or separated participants receiving benefits2016-01-011,354
Number of other retired or separated participants entitled to future benefits2016-01-01893
Total of all active and inactive participants2016-01-012,994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01313
Total participants2016-01-013,307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2015 401k membership
Total participants, beginning-of-year2015-01-013,421
Total number of active participants reported on line 7a of the Form 55002015-01-01810
Number of retired or separated participants receiving benefits2015-01-011,396
Number of other retired or separated participants entitled to future benefits2015-01-01901
Total of all active and inactive participants2015-01-013,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01304
Total participants2015-01-013,411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2014 401k membership
Total participants, beginning-of-year2014-01-013,124
Total number of active participants reported on line 7a of the Form 55002014-01-01868
Number of retired or separated participants receiving benefits2014-01-011,388
Number of other retired or separated participants entitled to future benefits2014-01-01876
Total of all active and inactive participants2014-01-013,132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01289
Total participants2014-01-013,421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2013 401k membership
Total participants, beginning-of-year2013-01-013,914
Total number of active participants reported on line 7a of the Form 55002013-01-01835
Number of retired or separated participants receiving benefits2013-01-011,207
Number of other retired or separated participants entitled to future benefits2013-01-01808
Total of all active and inactive participants2013-01-012,850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01274
Total participants2013-01-013,124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2012 401k membership
Total participants, beginning-of-year2012-01-014,739
Total number of active participants reported on line 7a of the Form 55002012-01-011,212
Number of retired or separated participants receiving benefits2012-01-011,483
Number of other retired or separated participants entitled to future benefits2012-01-01897
Total of all active and inactive participants2012-01-013,592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01322
Total participants2012-01-013,914
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2011 401k membership
Total participants, beginning-of-year2011-01-015,126
Total number of active participants reported on line 7a of the Form 55002011-01-011,308
Number of retired or separated participants receiving benefits2011-01-011,465
Number of other retired or separated participants entitled to future benefits2011-01-011,614
Total of all active and inactive participants2011-01-014,387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01352
Total participants2011-01-014,739
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2010 401k membership
Total participants, beginning-of-year2010-01-014,432
Total number of active participants reported on line 7a of the Form 55002010-01-011,625
Number of retired or separated participants receiving benefits2010-01-011,407
Number of other retired or separated participants entitled to future benefits2010-01-011,756
Total of all active and inactive participants2010-01-014,788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01338
Total participants2010-01-015,126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0124
2009: RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2009 401k membership
Total participants, beginning-of-year2009-01-013,680
Total number of active participants reported on line 7a of the Form 55002009-01-011,660
Number of retired or separated participants receiving benefits2009-01-011,090
Number of other retired or separated participants entitled to future benefits2009-01-011,439
Total of all active and inactive participants2009-01-014,189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01243
Total participants2009-01-014,432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0158

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION

Measure Date Value
2022 : RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-18,122,368
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$12,592,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,667,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,550,000
Value of total assets at end of year2022-12-31$118,480,898
Value of total assets at beginning of year2022-12-31$149,196,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$925,710
Total interest from all sources2022-12-31$157
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,741,078
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,741,078
Administrative expenses professional fees incurred2022-12-31$42,939
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$233,890
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$225,341
Administrative expenses (other) incurred2022-12-31$253,612
Total non interest bearing cash at end of year2022-12-31$560,577
Total non interest bearing cash at beginning of year2022-12-31$562,149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-30,715,331
Value of net assets at end of year (total assets less liabilities)2022-12-31$118,480,898
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$149,196,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$305,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$114,136,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$148,408,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$96
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$157
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-26,413,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,550,000
Employer contributions (assets) at end of year2022-12-31$3,550,000
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,667,253
Contract administrator fees2022-12-31$323,534
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$380,165
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$13,594,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,765,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$149,196,229
Value of total assets at beginning of year2021-12-31$162,410,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$828,477
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,097,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,097,066
Administrative expenses professional fees incurred2021-12-31$50,437
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$225,341
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$273,918
Administrative expenses (other) incurred2021-12-31$265,531
Total non interest bearing cash at end of year2021-12-31$562,149
Total non interest bearing cash at beginning of year2021-12-31$587,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-13,213,910
Value of net assets at end of year (total assets less liabilities)2021-12-31$149,196,229
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$162,410,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$337,629
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$148,408,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$161,549,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-2,716,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$12,765,598
Contract administrator fees2021-12-31$174,880
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$19,762,393
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$13,805,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,968,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$162,410,139
Value of total assets at beginning of year2020-12-31$156,452,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$836,797
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,677,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,677,172
Administrative expenses professional fees incurred2020-12-31$42,095
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$273,918
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$303,408
Administrative expenses (other) incurred2020-12-31$272,479
Total non interest bearing cash at end of year2020-12-31$587,117
Total non interest bearing cash at beginning of year2020-12-31$603,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,957,344
Value of net assets at end of year (total assets less liabilities)2020-12-31$162,410,139
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$156,452,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$343,122
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$161,549,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$155,546,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$16,085,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,968,252
Contract administrator fees2020-12-31$179,101
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DIXON HUGHES GOODMAN
Accountancy firm EIN2020-12-31560747981
2019 : RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$21,889,331
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$14,040,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,064,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$156,452,795
Value of total assets at beginning of year2019-12-31$148,604,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$976,641
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,040,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,040,981
Administrative expenses professional fees incurred2019-12-31$27,135
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$303,408
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$313,875
Administrative expenses (other) incurred2019-12-31$375,869
Total non interest bearing cash at end of year2019-12-31$603,174
Total non interest bearing cash at beginning of year2019-12-31$616,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,848,574
Value of net assets at end of year (total assets less liabilities)2019-12-31$156,452,795
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$148,604,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$333,664
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$155,546,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$147,674,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$17,848,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,064,116
Contract administrator fees2019-12-31$239,973
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN
Accountancy firm EIN2019-12-31560747981
2018 : RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-3,647,519
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$13,386,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,494,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$148,604,221
Value of total assets at beginning of year2018-12-31$165,638,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$892,041
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,063,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,063,615
Administrative expenses professional fees incurred2018-12-31$45,779
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$313,875
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$434,885
Administrative expenses (other) incurred2018-12-31$267,975
Total non interest bearing cash at end of year2018-12-31$616,163
Total non interest bearing cash at beginning of year2018-12-31$600,838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-17,033,912
Value of net assets at end of year (total assets less liabilities)2018-12-31$148,604,221
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$165,638,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$335,984
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$147,674,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$164,602,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,711,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,494,352
Contract administrator fees2018-12-31$242,303
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DIXON HUGHES GOODMAN
Accountancy firm EIN2018-12-31560747981
2017 : RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$15,696,737
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$13,306,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,435,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$165,638,133
Value of total assets at beginning of year2017-12-31$163,247,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$870,794
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,668,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,668,039
Administrative expenses professional fees incurred2017-12-31$39,954
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$434,885
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$452,719
Administrative expenses (other) incurred2017-12-31$261,155
Total non interest bearing cash at end of year2017-12-31$600,838
Total non interest bearing cash at beginning of year2017-12-31$616,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,390,730
Value of net assets at end of year (total assets less liabilities)2017-12-31$165,638,133
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$163,247,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$326,040
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$164,602,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$162,178,495
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,028,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,435,213
Contract administrator fees2017-12-31$243,645
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DIXON HUGHES GOODMAN
Accountancy firm EIN2017-12-31560747981
2016 : RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$12,060,068
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$11,576,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,685,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$163,247,403
Value of total assets at beginning of year2016-12-31$162,763,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$890,746
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,781,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$5,781,021
Administrative expenses professional fees incurred2016-12-31$57,759
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$452,719
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$468,910
Administrative expenses (other) incurred2016-12-31$251,762
Total non interest bearing cash at end of year2016-12-31$616,189
Total non interest bearing cash at beginning of year2016-12-31$652,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$484,037
Value of net assets at end of year (total assets less liabilities)2016-12-31$163,247,403
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$162,763,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$326,741
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$162,178,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$161,642,268
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,279,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,685,285
Contract administrator fees2016-12-31$254,484
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DIXON HUGHES GOODMAN
Accountancy firm EIN2016-12-31560747981
2015 : RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$2,143,292
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$-2,660,009
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$11,853,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,949,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$162,763,366
Value of total assets at beginning of year2015-12-31$175,133,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$903,442
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,901,888
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$5,901,888
Administrative expenses professional fees incurred2015-12-31$81,387
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$468,910
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$474,751
Administrative expenses (other) incurred2015-12-31$257,011
Total non interest bearing cash at end of year2015-12-31$652,188
Total non interest bearing cash at beginning of year2015-12-31$631,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-14,513,066
Value of net assets at end of year (total assets less liabilities)2015-12-31$162,763,366
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$175,133,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$333,374
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$161,642,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$174,027,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,561,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$10,949,615
Contract administrator fees2015-12-31$231,670
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DIXON HUGHES GOODMAN
Accountancy firm EIN2015-12-31560747981
2014 : RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$27,921,226
Total transfer of assets from this plan2014-12-31$817,391
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$17,786,362
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$20,380,765
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$12,915,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,801,792
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$175,133,140
Value of total assets at beginning of year2014-12-31$158,350,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,113,619
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,807,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,807,360
Administrative expenses professional fees incurred2014-12-31$352,707
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$474,751
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$457,160
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$17,786,362
Administrative expenses (other) incurred2014-12-31$222,927
Total non interest bearing cash at end of year2014-12-31$631,110
Total non interest bearing cash at beginning of year2014-12-31$554,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$7,465,354
Value of net assets at end of year (total assets less liabilities)2014-12-31$175,133,140
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$140,563,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$306,508
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$174,027,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$157,338,928
Interest on participant loans2014-12-31$0
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$91
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$91
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$14,573,405
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,801,792
Contract administrator fees2014-12-31$231,477
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DIXON HUGHES GOODMAN
Accountancy firm EIN2014-12-31560747981
2013 : RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$17,786,362
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,786,362
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$54,005
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$13,307,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$12,383,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$158,350,313
Value of total assets at beginning of year2013-12-31$171,603,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$923,863
Total interest from all sources2013-12-31$0
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 year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$421,462
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$457,160
Other income not declared elsewhere2013-12-31$-422,716
Administrative expenses (other) incurred2013-12-31$127,557
Liabilities. Value of operating payables at end of year2013-12-31$17,786,362
Total non interest bearing cash at end of year2013-12-31$554,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-13,252,997
Value of net assets at end of year (total assets less liabilities)2013-12-31$140,563,951
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$171,603,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$374,844
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$157,338,928
Value of interest in master investment trust accounts at beginning of year2013-12-31$171,603,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$91
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,149,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$12,383,139
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DIXON HUGHES GOODMAN
Accountancy firm EIN2013-12-31560747981
2012 : RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$21,298,236
Total of all expenses incurred2012-12-31$26,192,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$25,418,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,000,000
Value of total assets at end of year2012-12-31$171,603,310
Value of total assets at beginning of year2012-12-31$176,497,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$774,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$774,599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-4,894,443
Value of net assets at end of year (total assets less liabilities)2012-12-31$171,603,310
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$176,497,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in master investment trust accounts at end of year2012-12-31$171,603,310
Value of interest in master investment trust accounts at beginning of year2012-12-31$175,497,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,000,000
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$25,418,080
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2012-12-31560747981
2011 : RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$24,819,302
Total of all expenses incurred2011-12-31$18,370,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$17,582,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,000,000
Value of total assets at end of year2011-12-31$176,497,753
Value of total assets at beginning of year2011-12-31$170,048,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$787,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$787,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$6,449,274
Value of net assets at end of year (total assets less liabilities)2011-12-31$176,497,753
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$170,048,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in master investment trust accounts at end of year2011-12-31$175,497,753
Value of interest in master investment trust accounts at beginning of year2011-12-31$169,048,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,000,000
Employer contributions (assets) at end of year2011-12-31$1,000,000
Employer contributions (assets) at beginning of year2011-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$17,582,298
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DIXON HUGHES
Accountancy firm EIN2011-12-31560747981
2010 : RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2010 401k financial data
Total transfer of assets to this plan2010-12-31$21,745,358
Total income from all sources (including contributions)2010-12-31$22,455,208
Total of all expenses incurred2010-12-31$11,625,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$10,751,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,801,750
Value of total assets at end of year2010-12-31$170,048,479
Value of total assets at beginning of year2010-12-31$137,472,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$873,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$873,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$10,830,194
Value of net assets at end of year (total assets less liabilities)2010-12-31$170,048,479
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$137,472,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$169,048,479
Value of interest in master investment trust accounts at beginning of year2010-12-31$136,474,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,801,750
Employer contributions (assets) at end of year2010-12-31$1,000,000
Employer contributions (assets) at beginning of year2010-12-31$998,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$10,751,276
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DIXON HUGHES
Accountancy firm EIN2010-12-31560747981
2009 : RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION

2022: RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE CORPORATION 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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