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| Plan Name | T M CAREY & ASSOCIATES PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | T M CAREY & ASSOCIATES |
| Employer identification number (EIN): | 382978583 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2024-01-01 | GERALD BRAINARD III | |||
| 001 | 2023-01-01 | THOMAS CAREY | 2024-10-15 | THOMAS CAREY | 2024-10-15 |
| 001 | 2022-01-01 | GERALD BRAINARD III | 2023-12-20 | GERALD BRAINARD III | 2023-12-20 |
| 001 | 2021-01-01 | THOMAS M. CAREY | 2022-10-12 | ||
| 001 | 2020-01-01 | THOMAS M. CAREY | 2022-07-26 | THOMAS M. CAREY | 2022-07-26 |
| 001 | 2019-01-01 | THOMAS M. CAREY | 2020-10-11 | THOMAS M. CAREY | 2020-10-11 |
| 001 | 2018-01-01 | THOMAS M. CAREY | 2019-10-14 | THOMAS M. CAREY | 2019-10-14 |
| 001 | 2017-01-01 | THOMAS M. CAREY | 2018-10-15 | THOMAS M. CAREY | 2018-10-15 |
| 001 | 2016-01-01 | THOMAS M. CAREY | 2017-10-16 | THOMAS M. CAREY | 2017-10-16 |
| 001 | 2015-01-01 | ||||
| 001 | 2014-01-01 | ||||
| 001 | 2013-01-01 | ||||
| 001 | 2012-01-01 | THOMAS M. CAREY | 2013-10-15 | ||
| 001 | 2011-01-01 | THOMAS M. CAREY | 2012-10-15 | ||
| 001 | 2010-01-01 | THOMAS M. CAREY | 2011-10-17 |
| Measure | Date | Value |
|---|---|---|
| 2023 : T M CAREY & ASSOCIATES PROFIT SHARING PLAN 2023 401k financial data | ||
| Total income from all sources | 2023-12-31 | $174 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $2,499 |
| Total plan assets at beginning of year | 2023-12-31 | $2,325 |
| Other income received | 2023-12-31 | $174 |
| Net income (gross income less expenses) | 2023-12-31 | $174 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,499 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,325 |
| 2023: T M CAREY & ASSOCIATES PROFIT SHARING PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2023-01-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) | |||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 086602383 | ||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||
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