401k Plan data: CARR & CARR ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST plan

CARR & CARR ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	CARR & CARR ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

CARR & CARR ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

CARR & CARR ATTORNEYS has sponsored the creation of one or more 401k plans.

Company Name: CARR & CARR ATTORNEYS

Employer identification number (EIN): 320301889

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARR & CARR ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01
001 2015-01-01 PATRICK CARR
001 2014-01-01 PATRICK CARR
001 2013-01-01 PATRICK CARR
001 2012-01-01 CARR CARR ATTORNEYS
001 2011-01-01 CARR CARR ATTORNEYS

Plan Statistics for CARR & CARR ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for CARR & CARR ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2015: CARR & CARR ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 29
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 32
Number of participants with account balances 2015-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CARR & CARR ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 33
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 38
Number of participants with account balances 2014-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CARR & CARR ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 38
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 43
Number of participants with account balances 2013-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CARR & CARR ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 39
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 6
Total of all active and inactive participants 2012-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 45
Number of participants with account balances 2012-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CARR & CARR ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 38
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 8
Total of all active and inactive participants 2011-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 46
Number of participants with account balances 2011-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2015: CARR & CARR ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	29
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	32
Number of participants with account balances	2015-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CARR & CARR ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	33
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	38
Number of participants with account balances	2014-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CARR & CARR ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	38
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	43
Number of participants with account balances	2013-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CARR & CARR ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	39
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	6
Total of all active and inactive participants	2012-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	45
Number of participants with account balances	2012-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CARR & CARR ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	38
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	8
Total of all active and inactive participants	2011-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	46
Number of participants with account balances	2011-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on CARR & CARR ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2015 : CARR & CARR ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-2,307,680
Expenses. Total of all expenses incurred	2015-12-31	$25,010
Benefits paid (including direct rollovers)	2015-12-31	$5,440
Total plan assets at end of year	2015-12-31	$766
Total plan assets at beginning of year	2015-12-31	$2,333,456
Value of fidelity bond covering the plan	2015-12-31	$233,346
Total contributions received or receivable from participants	2015-12-31	$24,798
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-2,332,478
Net income (gross income less expenses)	2015-12-31	$-2,332,690
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$766
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,333,456
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$9,606
Value of corrective distributions	2015-12-31	$9,833
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$131
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
2014 : CARR & CARR ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST 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	$274,115
Expenses. Total of all expenses incurred	2014-12-31	$154,868
Benefits paid (including direct rollovers)	2014-12-31	$110,131
Total plan assets at end of year	2014-12-31	$2,333,456
Total plan assets at beginning of year	2014-12-31	$2,214,209
Value of fidelity bond covering the plan	2014-12-31	$221,421
Total contributions received or receivable from participants	2014-12-31	$69,968
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$204,147
Net income (gross income less expenses)	2014-12-31	$119,247
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,333,456
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,214,209
Assets. Value of participant loans	2014-12-31	$41,140
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$36,046
Value of corrective distributions	2014-12-31	$8,431
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$260
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : CARR & CARR ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$542,420
Expenses. Total of all expenses incurred	2013-12-31	$37,118
Benefits paid (including direct rollovers)	2013-12-31	$991
Total plan assets at end of year	2013-12-31	$2,214,209
Total plan assets at beginning of year	2013-12-31	$1,708,907
Value of fidelity bond covering the plan	2013-12-31	$170,891
Total contributions received or receivable from participants	2013-12-31	$72,251
Expenses. Other expenses not covered elsewhere	2013-12-31	$65
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$470,169
Net income (gross income less expenses)	2013-12-31	$505,302
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,214,209
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,708,907
Assets. Value of participant loans	2013-12-31	$76,963
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$36,062
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : CARR & CARR ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$286,473
Expenses. Total of all expenses incurred	2012-12-31	$22,361
Benefits paid (including direct rollovers)	2012-12-31	$2,599
Total plan assets at end of year	2012-12-31	$1,708,907
Total plan assets at beginning of year	2012-12-31	$1,444,795
Value of fidelity bond covering the plan	2012-12-31	$144,480
Total contributions received or receivable from participants	2012-12-31	$76,105
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$210,368
Net income (gross income less expenses)	2012-12-31	$264,112
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,708,907
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,444,795
Assets. Value of participant loans	2012-12-31	$100,360
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$19,697
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : CARR & CARR ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$55,136
Expenses. Total of all expenses incurred	2011-12-31	$71,727
Benefits paid (including direct rollovers)	2011-12-31	$42,826
Total plan assets at end of year	2011-12-31	$1,444,795
Total plan assets at beginning of year	2011-12-31	$1,461,386
Value of fidelity bond covering the plan	2011-12-31	$146,139
Total contributions received or receivable from participants	2011-12-31	$86,391
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-31,255
Net income (gross income less expenses)	2011-12-31	$-16,591
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,444,795
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,461,386
Assets. Value of participant loans	2011-12-31	$39,089
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$28,836
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : CARR & CARR ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$271,942
Expenses. Total of all expenses incurred	2010-12-31	$20,539
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,461,386
Total plan assets at beginning of year	2010-12-31	$1,209,983
Value of fidelity bond covering the plan	2010-12-31	$120,998
Total contributions received or receivable from participants	2010-12-31	$106,570
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$165,372
Net income (gross income less expenses)	2010-12-31	$251,403
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,461,386
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,209,983
Assets. Value of participant loans	2010-12-31	$8,254
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$20,539
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for CARR & CARR ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST

2015: CARR & CARR ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CARR & CARR ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CARR & CARR ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CARR & CARR ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CARR & CARR ATTORNEYS 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CARR & CARR ATTORNEYS
Employer identification number (EIN):	320301889
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator
001	2016-01-01
001	2015-01-01	PATRICK CARR
001	2014-01-01	PATRICK CARR
001	2013-01-01	PATRICK CARR
001	2012-01-01	CARR CARR ATTORNEYS
001	2011-01-01	CARR CARR ATTORNEYS