401k Plan data: THE CARLISLE AND FINCH CO. PROFIT SHARING PLAN plan

THE CARLISLE AND FINCH CO. PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE CARLISLE AND FINCH CO. PROFIT SHARING PLAN
Plan identification number	001

THE CARLISLE AND FINCH CO. PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

THE CARLISLE AND FINCH CO. has sponsored the creation of one or more 401k plans.

Company Name: THE CARLISLE AND FINCH CO.

Employer identification number (EIN): 310233800

NAIC Classification: 335900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CARLISLE AND FINCH CO. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KURTIS FINCH 2023-07-11 KURTIS FINCH 2023-07-11
001 2021-01-01 KURTIS FINCH 2022-07-13 KURTIS FINCH 2022-07-13
001 2020-01-01 KURTIS FINCH 2021-06-21 KURTIS FINCH 2021-06-21
001 2019-01-01 KURTIS FINCH 2020-07-30 KURTIS FINCH 2020-07-30
001 2018-01-01 KURTIS FINCH 2019-10-04 KURTIS FINCH 2019-10-04
001 2017-01-01 KURTIS FINCH 2018-10-11 KURTIS FINCH 2018-10-11
001 2016-01-01 TOM WELLINGHOFF 2017-04-18
001 2015-01-01 TOM WELLINGHOFF 2016-08-22
001 2014-01-01 TOM WELLINGHOFF 2015-07-06
001 2013-01-01 TOM WELLINGHOFF 2014-08-11
001 2012-01-01 TOM WELLINGHOFF 2013-09-11
001 2011-01-01 TOM WELLINGHOFF 2012-07-26 TOM WELLINGHOFF 2012-07-26
001 2010-01-01 TOM WELLINGHOFF 2011-08-31 TOM WELLINGHOFF 2011-08-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	KURTIS FINCH	2023-07-11	KURTIS FINCH	2023-07-11
001	2021-01-01	KURTIS FINCH	2022-07-13	KURTIS FINCH	2022-07-13
001	2020-01-01	KURTIS FINCH	2021-06-21	KURTIS FINCH	2021-06-21
001	2019-01-01	KURTIS FINCH	2020-07-30	KURTIS FINCH	2020-07-30
001	2018-01-01	KURTIS FINCH	2019-10-04	KURTIS FINCH	2019-10-04
001	2017-01-01	KURTIS FINCH	2018-10-11	KURTIS FINCH	2018-10-11
001	2016-01-01	TOM WELLINGHOFF	2017-04-18
001	2015-01-01	TOM WELLINGHOFF	2016-08-22
001	2014-01-01	TOM WELLINGHOFF	2015-07-06
001	2013-01-01	TOM WELLINGHOFF	2014-08-11
001	2012-01-01	TOM WELLINGHOFF	2013-09-11
001	2011-01-01	TOM WELLINGHOFF	2012-07-26	TOM WELLINGHOFF	2012-07-26
001	2010-01-01	TOM WELLINGHOFF	2011-08-31	TOM WELLINGHOFF	2011-08-31

Potentially related plans

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Company Name:	THE CARLISLE AND FINCH CO.
Employer identification number (EIN):	310233800
NAIC Classification:	335900