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CARE & SHARE SHOPPES RETIREMENT PLAN 401k Plan overview

Plan NameCARE & SHARE SHOPPES RETIREMENT PLAN
Plan identification number 001

CARE & SHARE SHOPPES RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CARE & SHARE SHOPPES, INC has sponsored the creation of one or more 401k plans.

Company Name:CARE & SHARE SHOPPES, INC
Employer identification number (EIN):232192200
NAIC Classification:453310
NAIC Description:Used Merchandise Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARE & SHARE SHOPPES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SARAH BERGIN2024-10-09
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DONNA HALTEMAN2018-06-27 DONNA HALTEMAN2018-06-27
0012016-01-01DONNA HALTEMAN2017-05-05
0012015-01-01DONNA HALTEMAN2016-05-10 DONNA HALTEMAN2016-05-10
0012013-05-01DONNA HALTEMAN2014-05-13 DONNA HALTEMAN2014-05-13

Plan Statistics for CARE & SHARE SHOPPES RETIREMENT PLAN

401k plan membership statisitcs for CARE & SHARE SHOPPES RETIREMENT PLAN

Measure Date Value
2025: CARE & SHARE SHOPPES RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-0168
Total number of particpants at end of year2025-10-0124
Number of Participants With Account Balances2025-10-0124
Total number of particpants at beginning of year2025-09-3059
Total number of particpants at end of year2025-09-3024
Number of Participants With Account Balances2025-09-3024
2024: CARE & SHARE SHOPPES RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0958
Total number of particpants at end of year2024-10-0964
Number of Participants With Account Balances2024-10-0924

Financial Data on CARE & SHARE SHOPPES RETIREMENT PLAN

Measure Date Value
2025 : CARE & SHARE SHOPPES RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-010
Total liabilities as of the end of the plan year2025-10-010
Total liabilities as of the beginning of the plan year2025-10-010
Total expenses incurred by plan in this plan year2025-10-0180258
Net assets as of the end of the plan year2025-10-01994069
Total assets as of the beginning of the plan year2025-10-01876299
Value of plan covered by a fidelity bond2025-10-0187700
Participant contributions to plan in this plan year2025-10-0144541
Value of participant loans at end of plan year2025-10-012602
Other expenses paid from plan in this plan year2025-10-010
Other contributions to plan in this plan year2025-10-0111878
Other income to plan in this plan year2025-10-01123754
Plan net income in this plan year2025-10-01117770
Net assets as of the end of the plan year2025-10-01994069
Net assets as of the beginning of the plan year2025-10-01876299
Employer contributions to plan in this plan year2025-10-0117855
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-01490
Total transfers to/from plan in this plan year2025-09-300
Total liabilities as of the end of the plan year2025-09-300
Total liabilities as of the beginning of the plan year2025-09-300
Total expenses incurred by plan in this plan year2025-09-3024866
Net assets as of the end of the plan year2025-09-30876299
Total assets as of the beginning of the plan year2025-09-30716711
Value of plan covered by a fidelity bond2025-09-3071700
Participant contributions to plan in this plan year2025-09-3048310
Value of participant loans at end of plan year2025-09-304944
Other expenses paid from plan in this plan year2025-09-300
Other contributions to plan in this plan year2025-09-300
Other income to plan in this plan year2025-09-30117329
Plan net income in this plan year2025-09-30159588
Net assets as of the end of the plan year2025-09-30876299
Net assets as of the beginning of the plan year2025-09-30716711
Employer contributions to plan in this plan year2025-09-3018815
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-30230
2024 : CARE & SHARE SHOPPES RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-090
Total liabilities as of the end of the plan year2024-10-090
Total liabilities as of the beginning of the plan year2024-10-090
Total expenses incurred by plan in this plan year2024-10-0924866
Net assets as of the end of the plan year2024-10-09876925
Total assets as of the beginning of the plan year2024-10-09716711
Value of plan covered by a fidelity bond2024-10-0971700
Participant contributions to plan in this plan year2024-10-0948310
Value of participant loans at end of plan year2024-10-094944
Other expenses paid from plan in this plan year2024-10-090
Other contributions to plan in this plan year2024-10-090
Other income to plan in this plan year2024-10-09117329
Plan net income in this plan year2024-10-09160214
Net assets as of the end of the plan year2024-10-09876925
Net assets as of the beginning of the plan year2024-10-09716711
Employer contributions to plan in this plan year2024-10-0919441
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-09230

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