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CHARLES W. KARPER, INC. 401(K) PLAN 401k Plan overview

Plan NameCHARLES W. KARPER, INC. 401(K) PLAN
Plan identification number 001

CHARLES W. KARPER, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

CHARLES W. KARPER, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHARLES W. KARPER, INC.
Employer identification number (EIN):251210683
NAIC Classification:484110
NAIC Description:General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES W. KARPER, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01THOMAS SMITH2024-07-26
0012022-01-01THOMAS SMITH2023-06-23
0012021-01-01THOMAS SMITH2022-05-12
0012020-01-01THOMAS SMITH2021-06-16
0012019-01-01THOMAS SMITH2020-07-10
0012018-01-01THOMAS SMITH2019-06-20
0012017-01-01THOMAS SMITH2018-05-31 THOMAS SMITH2018-05-31
0012016-01-01THOMAS SMITH2017-07-13 THOMAS SMITH2017-07-13
0012015-01-01THOMAS SMITH2016-07-13 THOMAS SMITH2016-07-13
0012014-01-01THOMAS SMITH2015-07-07 THOMAS SMITH2015-07-07
0012013-01-01THOMAS SMITH2014-07-07 THOMAS SMITH2014-07-07
0012012-01-01THOMAS SMITH2013-07-16 THOMAS SMITH2013-07-16
0012011-01-01THOMAS SMITH2012-06-14 THOMAS SMITH2012-06-14
0012010-01-01JERYL MILLER2011-03-14 JERYL MILLER2011-03-14

Financial Data on CHARLES W. KARPER, INC. 401(K) PLAN

Measure Date Value
2024 : CHARLES W. KARPER, INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-2611073
Net assets as of the end of the plan year2024-07-261194955
Total assets as of the beginning of the plan year2024-07-261004246
Value of plan covered by a fidelity bond2024-07-26150000
Participant contributions to plan in this plan year2024-07-2621209
Other income to plan in this plan year2024-07-26160529
Plan net income in this plan year2024-07-26190709
Net assets as of the end of the plan year2024-07-261194955
Net assets as of the beginning of the plan year2024-07-261004246
Employer contributions to plan in this plan year2024-07-2620044
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-269198
2022 : CHARLES W. KARPER, INC. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-12474197
Net assets as of the end of the plan year2022-05-121123044
Total assets as of the beginning of the plan year2022-05-121342417
Value of plan covered by a fidelity bond2022-05-12150000
Participant contributions to plan in this plan year2022-05-1255478
Other contributions to plan in this plan year2022-05-12823
Other income to plan in this plan year2022-05-12179449
Plan net income in this plan year2022-05-12-219373
Net assets as of the end of the plan year2022-05-121123044
Net assets as of the beginning of the plan year2022-05-121342417
Employer contributions to plan in this plan year2022-05-1219074
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-129380

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