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CARSON TAHOE INVESTMENTS INC. PENSION TRANSFER TRUST PLAN 401k Plan overview

Plan NameCARSON TAHOE INVESTMENTS INC. PENSION TRANSFER TRUST PLAN
Plan identification number 001

CARSON TAHOE INVESTMENTS INC. PENSION TRANSFER TRUST 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.

401k Sponsoring company profile

CARSON TAHOE INVESTMENTS INC. has sponsored the creation of one or more 401k plans.

Company Name:CARSON TAHOE INVESTMENTS INC.
Employer identification number (EIN):320401945
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARSON TAHOE INVESTMENTS INC. PENSION TRANSFER TRUST PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01STEVEN COUGHLIN
0012023-01-01
0012023-01-01STEVEN COUGHLIN
0012022-01-01
0012022-01-01STEVEN COUGHLIN
0012021-01-01
0012021-01-01STEVEN COUGHLIN
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEVEN COUGHLIN
0012017-01-01STEVEN COUGHLIN
0012016-01-01STEVEN COUGHLIN
0012015-01-01STEVEN COUGHLIN
0012014-01-01STEVEN COUGHLIN
0012013-02-13STEVEN COUGHLIN

Financial Data on CARSON TAHOE INVESTMENTS INC. PENSION TRANSFER TRUST PLAN

Measure Date Value
2023 : CARSON TAHOE INVESTMENTS INC. PENSION TRANSFER TRUST PLAN 2023 401k financial data
Total income from all sources2023-12-31$5,039
Expenses. Total of all expenses incurred2023-12-31$94
Total plan assets at end of year2023-12-31$488,051
Total plan assets at beginning of year2023-12-31$483,106
Value of fidelity bond covering the plan2023-12-31$50,000
Total contributions received or receivable from participants2023-12-31$2,547
Other income received2023-12-31$2,372
Net income (gross income less expenses)2023-12-31$4,945
Net plan assets at end of year (total assets less liabilities)2023-12-31$488,051
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$483,106
Assets. Value of employer securities2023-12-31$465,000
Total contributions received or receivable from employer(s)2023-12-31$120
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$94
2022 : CARSON TAHOE INVESTMENTS INC. PENSION TRANSFER TRUST PLAN 2022 401k financial data
Total income from all sources2022-12-31$44,877
Expenses. Total of all expenses incurred2022-12-31$10
Total plan assets at end of year2022-12-31$483,106
Total plan assets at beginning of year2022-12-31$438,239
Value of fidelity bond covering the plan2022-12-31$50,000
Total contributions received or receivable from participants2022-12-31$2,547
Other income received2022-12-31$42,210
Net income (gross income less expenses)2022-12-31$44,867
Net plan assets at end of year (total assets less liabilities)2022-12-31$483,106
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$438,239
Assets. Value of employer securities2022-12-31$465,000
Total contributions received or receivable from employer(s)2022-12-31$120
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$10
2021 : CARSON TAHOE INVESTMENTS INC. PENSION TRANSFER TRUST PLAN 2021 401k financial data
Total income from all sources2021-12-31$64,844
Expenses. Total of all expenses incurred2021-12-31$11
Total plan assets at end of year2021-12-31$438,239
Total plan assets at beginning of year2021-12-31$373,406
Value of fidelity bond covering the plan2021-12-31$50,000
Total contributions received or receivable from participants2021-12-31$2,547
Other income received2021-12-31$62,177
Net income (gross income less expenses)2021-12-31$64,833
Net plan assets at end of year (total assets less liabilities)2021-12-31$438,239
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$373,406
Assets. Value of employer securities2021-12-31$420,000
Total contributions received or receivable from employer(s)2021-12-31$120
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$11
2020 : CARSON TAHOE INVESTMENTS INC. PENSION TRANSFER TRUST PLAN 2020 401k financial data
Total income from all sources2020-12-31$4,242
Expenses. Total of all expenses incurred2020-12-31$7
Total plan assets at end of year2020-12-31$373,406
Total plan assets at beginning of year2020-12-31$369,171
Value of fidelity bond covering the plan2020-12-31$50,000
Total contributions received or receivable from participants2020-12-31$2,547
Other income received2020-12-31$1,575
Net income (gross income less expenses)2020-12-31$4,235
Net plan assets at end of year (total assets less liabilities)2020-12-31$373,406
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$369,171
Assets. Value of employer securities2020-12-31$360,000
Total contributions received or receivable from employer(s)2020-12-31$120
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$7
2019 : CARSON TAHOE INVESTMENTS INC. PENSION TRANSFER TRUST PLAN 2019 401k financial data
Total income from all sources2019-12-31$13,978
Expenses. Total of all expenses incurred2019-12-31$4
Total plan assets at end of year2019-12-31$369,171
Total plan assets at beginning of year2019-12-31$355,197
Value of fidelity bond covering the plan2019-12-31$50,000
Total contributions received or receivable from participants2019-12-31$2,547
Other income received2019-12-31$11,311
Net income (gross income less expenses)2019-12-31$13,974
Net plan assets at end of year (total assets less liabilities)2019-12-31$369,171
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$355,197
Assets. Value of employer securities2019-12-31$360,000
Total contributions received or receivable from employer(s)2019-12-31$120
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$4
2018 : CARSON TAHOE INVESTMENTS INC. PENSION TRANSFER TRUST PLAN 2018 401k financial data
Total income from all sources2018-12-31$-107,639
Expenses. Total of all expenses incurred2018-12-31$2
Total plan assets at end of year2018-12-31$355,197
Total plan assets at beginning of year2018-12-31$462,838
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$2,547
Other income received2018-12-31$-110,306
Net income (gross income less expenses)2018-12-31$-107,641
Net plan assets at end of year (total assets less liabilities)2018-12-31$355,197
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$462,838
Assets. Value of employer securities2018-12-31$350,000
Total contributions received or receivable from employer(s)2018-12-31$120
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2
2017 : CARSON TAHOE INVESTMENTS INC. PENSION TRANSFER TRUST PLAN 2017 401k financial data
Total income from all sources2017-12-31$23,838
Total plan assets at end of year2017-12-31$462,838
Total plan assets at beginning of year2017-12-31$439,000
Value of fidelity bond covering the plan2017-12-31$40,000
Total contributions received or receivable from participants2017-12-31$2,547
Contributions received from other sources (not participants or employers)2017-12-31$14,912
Other income received2017-12-31$21,171
Net income (gross income less expenses)2017-12-31$23,838
Net plan assets at end of year (total assets less liabilities)2017-12-31$462,838
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$439,000
Assets. Value of employer securities2017-12-31$460,000
Total contributions received or receivable from employer(s)2017-12-31$120
2016 : CARSON TAHOE INVESTMENTS INC. PENSION TRANSFER TRUST PLAN 2016 401k financial data
Total income from all sources2016-12-31$79,000
Total plan assets at end of year2016-12-31$439,000
Total plan assets at beginning of year2016-12-31$360,000
Value of fidelity bond covering the plan2016-12-31$40,000
Contributions received from other sources (not participants or employers)2016-12-31$77,183
Other income received2016-12-31$1,817
Net income (gross income less expenses)2016-12-31$79,000
Net plan assets at end of year (total assets less liabilities)2016-12-31$439,000
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$360,000
Assets. Value of employer securities2016-12-31$439,000
2015 : CARSON TAHOE INVESTMENTS INC. PENSION TRANSFER TRUST PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$0
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$360,000
Total plan assets at beginning of year2015-12-31$360,000
Value of fidelity bond covering the plan2015-12-31$40,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$0
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$0
Net plan assets at end of year (total assets less liabilities)2015-12-31$360,000
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$360,000
Assets. Value of employer securities2015-12-31$360,000
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : CARSON TAHOE INVESTMENTS INC. PENSION TRANSFER TRUST PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$0
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$360,000
Total plan assets at beginning of year2014-12-31$360,000
Value of fidelity bond covering the plan2014-12-31$40,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$0
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$0
Net plan assets at end of year (total assets less liabilities)2014-12-31$360,000
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$360,000
Assets. Value of employer securities2014-12-31$360,000
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : CARSON TAHOE INVESTMENTS INC. PENSION TRANSFER TRUST PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$360,000
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$360,000
Total plan assets at beginning of year2013-12-31$0
Value of fidelity bond covering the plan2013-12-31$40,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$358,794
Other income received2013-12-31$1,206
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$360,000
Net plan assets at end of year (total assets less liabilities)2013-12-31$360,000
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$0
Assets. Value of employer securities2013-12-31$360,000
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0

Form 5500 Responses for CARSON TAHOE INVESTMENTS INC. PENSION TRANSFER TRUST PLAN

2023: CARSON TAHOE INVESTMENTS INC. PENSION TRANSFER TRUST PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CARSON TAHOE INVESTMENTS INC. PENSION TRANSFER TRUST PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CARSON TAHOE INVESTMENTS INC. PENSION TRANSFER TRUST PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CARSON TAHOE INVESTMENTS INC. PENSION TRANSFER TRUST PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CARSON TAHOE INVESTMENTS INC. PENSION TRANSFER TRUST PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CARSON TAHOE INVESTMENTS INC. PENSION TRANSFER TRUST PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CARSON TAHOE INVESTMENTS INC. PENSION TRANSFER TRUST PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CARSON TAHOE INVESTMENTS INC. PENSION TRANSFER TRUST PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CARSON TAHOE INVESTMENTS INC. PENSION TRANSFER TRUST PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CARSON TAHOE INVESTMENTS INC. PENSION TRANSFER TRUST PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CARSON TAHOE INVESTMENTS INC. PENSION TRANSFER TRUST PLAN 2013 form 5500 responses
2013-02-13Type of plan entitySingle employer plan
2013-02-13First time form 5500 has been submittedYes
2013-02-13This return/report is a short plan year return/report (less than 12 months)Yes
2013-02-13Plan funding arrangement – TrustYes
2013-02-13Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered295
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered334
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1

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