CARRIAGE HOUSE CHILDRENS CENTER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER
| Measure | Date | Value |
|---|
| 2025 : TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-17 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-17 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-17 | 224819 |
| Net assets as of the end of the plan year | 2025-07-17 | 924275 |
| Total assets as of the beginning of the plan year | 2025-07-17 | 1041094 |
| Participant contributions to plan in this plan year | 2025-07-17 | 29647 |
| Other expenses paid from plan in this plan year | 2025-07-17 | 0 |
| Other contributions to plan in this plan year | 2025-07-17 | 8017 |
| Other income to plan in this plan year | 2025-07-17 | 70336 |
| Plan net income in this plan year | 2025-07-17 | -116819 |
| Net assets as of the end of the plan year | 2025-07-17 | 924275 |
| Net assets as of the beginning of the plan year | 2025-07-17 | 1041094 |
| Employer contributions to plan in this plan year | 2025-07-17 | 0 |
| Fees paid to broker by Benefit Provider | 2025-07-17 | 28 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-17 | 127 |
| 2024 : TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-18 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-18 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-18 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-18 | 49452 |
| Net assets as of the end of the plan year | 2024-07-18 | 1041094 |
| Total assets as of the beginning of the plan year | 2024-07-18 | 987654 |
| Participant contributions to plan in this plan year | 2024-07-18 | 25682 |
| Other expenses paid from plan in this plan year | 2024-07-18 | 0 |
| Other contributions to plan in this plan year | 2024-07-18 | 0 |
| Other income to plan in this plan year | 2024-07-18 | 77210 |
| Plan net income in this plan year | 2024-07-18 | 53440 |
| Net assets as of the end of the plan year | 2024-07-18 | 1041094 |
| Net assets as of the beginning of the plan year | 2024-07-18 | 987654 |
| Employer contributions to plan in this plan year | 2024-07-18 | 0 |
| Fees paid to broker by Benefit Provider | 2024-07-18 | 133 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-18 | 60 |
| 2020 : TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $225,839 |
| Total of all expenses incurred | 2020-12-31 | $143,124 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $142,996 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $22,364 |
| Value of total assets at end of year | 2020-12-31 | $2,376,057 |
| Value of total assets at beginning of year | 2020-12-31 | $2,293,342 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $128 |
| Total interest from all sources | 2020-12-31 | $27,924 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $22,364 |
| Participant contributions at end of year | 2020-12-31 | $0 |
| Participant contributions at beginning of year | 2020-12-31 | $2,870 |
| Administrative expenses (other) incurred | 2020-12-31 | $128 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $82,715 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,376,057 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,293,342 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $1,425,739 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $1,364,880 |
| Interest earned on other investments | 2020-12-31 | $27,924 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $950,318 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $925,592 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $175,551 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $142,996 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | KENNETH M. WASSERMAN, CPA |
| Accountancy firm EIN | 2020-12-31 | 251832693 |
| 2019 : TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $379,605 |
| Total income from all sources (including contributions) | 2019-12-31 | $379,605 |
| Total of all expenses incurred | 2019-12-31 | $53,015 |
| Total of all expenses incurred | 2019-12-31 | $53,015 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $52,882 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $52,882 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $65,869 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $65,869 |
| Value of total assets at end of year | 2019-12-31 | $2,293,342 |
| Value of total assets at end of year | 2019-12-31 | $2,293,342 |
| Value of total assets at beginning of year | 2019-12-31 | $1,966,752 |
| Value of total assets at beginning of year | 2019-12-31 | $1,966,752 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $133 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $133 |
| Total interest from all sources | 2019-12-31 | $27,523 |
| Total interest from all sources | 2019-12-31 | $27,523 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $34,418 |
| Contributions received from participants | 2019-12-31 | $34,418 |
| Participant contributions at end of year | 2019-12-31 | $2,870 |
| Participant contributions at end of year | 2019-12-31 | $2,870 |
| Participant contributions at beginning of year | 2019-12-31 | $2,870 |
| Participant contributions at beginning of year | 2019-12-31 | $2,870 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $31,451 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $31,451 |
| Administrative expenses (other) incurred | 2019-12-31 | $133 |
| Administrative expenses (other) incurred | 2019-12-31 | $133 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $326,590 |
| Value of net income/loss | 2019-12-31 | $326,590 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,293,342 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,293,342 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,966,752 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,966,752 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $1,364,880 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $1,364,880 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $1,040,720 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $1,040,720 |
| Interest earned on other investments | 2019-12-31 | $27,523 |
| Interest earned on other investments | 2019-12-31 | $27,523 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $925,592 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $925,592 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $923,162 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $923,162 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $286,213 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $286,213 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $52,882 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $52,882 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | KENNETH M. WASSERMAN, CPA |
| Accountancy firm name | 2019-12-31 | KENNETH M. WASSERMAN, CPA |
| Accountancy firm EIN | 2019-12-31 | 251832693 |
| Accountancy firm EIN | 2019-12-31 | 251832693 |
| 2018 : TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-12-31 | $70,861 |
| Total of all expenses incurred | 2018-12-31 | $112,833 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $112,689 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $138,551 |
| Value of total assets at end of year | 2018-12-31 | $1,966,752 |
| Value of total assets at beginning of year | 2018-12-31 | $2,008,724 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $144 |
| Total interest from all sources | 2018-12-31 | $27,174 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $36,340 |
| Participant contributions at end of year | 2018-12-31 | $2,870 |
| Participant contributions at beginning of year | 2018-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $102,211 |
| Administrative expenses (other) incurred | 2018-12-31 | $144 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-41,972 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,966,752 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,008,724 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $1,040,720 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $1,163,829 |
| Interest earned on other investments | 2018-12-31 | $27,174 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $923,162 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $844,895 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-94,864 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $112,689 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | KENNETH M. WASSERMAN, CPA |
| Accountancy firm EIN | 2018-12-31 | 251832693 |
| 2014 : TAX DEFERRED ANNUITY PLAN OF CARRIAGE HOUSE CHILDREN S CENTER 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $168,080 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $39,756 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $39,503 |
| Total plan assets at end of year | 2014-12-31 | $1,732,514 |
| Total plan assets at beginning of year | 2014-12-31 | $1,604,190 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $60,258 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $253 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $4,027 |
| Other income received | 2014-12-31 | $103,795 |
| Net income (gross income less expenses) | 2014-12-31 | $128,324 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,732,514 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,604,190 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
