401k Plan data: CARROLL CARE CENTERS, INC CASH BALANCE PLAN plan

CARROLL CARE CENTERS, INC CASH BALANCE PLAN 401k Plan overview

Plan Name	CARROLL CARE CENTERS, INC CASH BALANCE PLAN
Plan identification number	001

CARROLL CARE CENTERS, INC CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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

CARROLL CARE CENTERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: CARROLL CARE CENTERS, INC.

Employer identification number (EIN): 431475585

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARROLL CARE CENTERS, INC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 FRANK W. CARROLL, JR 2024-10-07
001 2022-01-01 FRANK W. CARROLL, JR 2023-09-29
001 2021-01-01 FRANK W. CARROLL, JR 2022-09-30
001 2021-01-01 FRANK W. CARROLL, JR 2022-09-30
001 2020-01-01 FRANK W. CARROLL, JR 2021-09-27
001 2019-01-01 FRANK W. CARROLL, JR 2020-10-01
001 2018-01-01 FRANK W. CARROLL, JR 2019-10-15
001 2017-01-01 FRANK W. CARROLL, JR 2018-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	FRANK W. CARROLL, JR	2024-10-07
001	2022-01-01	FRANK W. CARROLL, JR	2023-09-29
001	2021-01-01	FRANK W. CARROLL, JR	2022-09-30
001	2021-01-01	FRANK W. CARROLL, JR	2022-09-30
001	2020-01-01	FRANK W. CARROLL, JR	2021-09-27
001	2019-01-01	FRANK W. CARROLL, JR	2020-10-01
001	2018-01-01	FRANK W. CARROLL, JR	2019-10-15
001	2017-01-01	FRANK W. CARROLL, JR	2018-10-11

Plan Statistics for CARROLL CARE CENTERS, INC CASH BALANCE PLAN

401k plan membership statisitcs for CARROLL CARE CENTERS, INC CASH BALANCE PLAN

Measure Date Value
2025: CARROLL CARE CENTERS, INC CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-09-29 36
Total number of particpants at end of year 2025-09-29 39
2024: CARROLL CARE CENTERS, INC CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-07 27
Total number of particpants at end of year 2024-10-07 36
2022: CARROLL CARE CENTERS, INC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 709,319
Acturial value of plan assets 2022-12-31 709,319
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 12
Fundng target for terminated vested participants 2022-12-31 19,042
Active participant vested funding target 2022-12-31 741,475
Number of active participants 2022-12-31 27
Total funding liabilities for active participants 2022-12-31 741,475
Total participant count 2022-12-31 39
Total funding target for all participants 2022-12-31 760,517
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 48,446
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 27,714
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 20,732
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 19,548
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 157,042
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 154,316
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 148,381
Net shortfall amortization installment of oustanding balance 2022-12-31 51,198
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 153,112
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 153,112
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 154,316
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total number of particpants at beginning of year 2022-09-30 30
Total number of particpants at end of year 2022-09-30 28
Number of Participants With Account Balances 2022-09-30 28
2021: CARROLL CARE CENTERS, INC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 617,584
Acturial value of plan assets 2021-12-31 617,584
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 9
Fundng target for terminated vested participants 2021-12-31 9,991
Active participant vested funding target 2021-12-31 556,048
Number of active participants 2021-12-31 28
Total funding liabilities for active participants 2021-12-31 556,404
Total participant count 2021-12-31 37
Total funding target for all participants 2021-12-31 566,395
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 121,920
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 121,920
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 121,920
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 73,474
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 48,446
Total employer contributions 2021-12-31 109,175
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 108,194
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 137,478
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 137,477
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 29,283
Additional cash requirement 2021-12-31 108,194
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 108,194
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: CARROLL CARE CENTERS, INC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 503,349
Acturial value of plan assets 2020-12-31 503,349
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 7
Fundng target for terminated vested participants 2020-12-31 9,482
Active participant vested funding target 2020-12-31 386,627
Number of active participants 2020-12-31 30
Total funding liabilities for active participants 2020-12-31 386,892
Total participant count 2020-12-31 37
Total funding target for all participants 2020-12-31 396,374
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 195,998
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 195,998
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 195,998
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 195,998
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 148,819
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 146,203
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 131,258
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 24,283
Additional cash requirement 2020-12-31 24,283
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 146,203
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: CARROLL CARE CENTERS, INC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 201,867
Acturial value of plan assets 2019-12-31 201,867
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 3
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 251,656
Number of active participants 2019-12-31 33
Total funding liabilities for active participants 2019-12-31 256,708
Total participant count 2019-12-31 36
Total funding target for all participants 2019-12-31 256,708
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 887
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 887
Present value of excess contributions 2019-12-31 12,834
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 12,834
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 12,834
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 13,265
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 340,683
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 332,084
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 126,712
Net shortfall amortization installment of oustanding balance 2019-12-31 54,841
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 136,086
Additional cash requirement 2019-12-31 136,086
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 332,084
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: CARROLL CARE CENTERS, INC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 96,409
Acturial value of plan assets 2018-12-31 96,409
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 0
Number of active participants 2018-12-31 23
Total funding liabilities for active participants 2018-12-31 119,336
Total participant count 2018-12-31 25
Total funding target for all participants 2018-12-31 119,336
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 15,466
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 15,466
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 15,466
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 14,579
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 887
Total employer contributions 2018-12-31 135,509
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 133,080
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 116,350
Net shortfall amortization installment of oustanding balance 2018-12-31 23,866
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 120,246
Additional cash requirement 2018-12-31 120,246
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 133,080
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: CARROLL CARE CENTERS, INC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 0
Acturial value of plan assets 2017-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 0
Number of active participants 2017-12-31 20
Total funding liabilities for active participants 2017-12-31 0
Total participant count 2017-12-31 20
Total funding target for all participants 2017-12-31 0
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 128,042
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 123,219
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 107,753
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 107,753
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 107,753
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 123,219
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0

Measure	Date	Value
2025: CARROLL CARE CENTERS, INC CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-09-29	36
Total number of particpants at end of year	2025-09-29	39
2024: CARROLL CARE CENTERS, INC CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-07	27
Total number of particpants at end of year	2024-10-07	36
2022: CARROLL CARE CENTERS, INC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	709,319
Acturial value of plan assets	2022-12-31	709,319
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	12
Fundng target for terminated vested participants	2022-12-31	19,042
Active participant vested funding target	2022-12-31	741,475
Number of active participants	2022-12-31	27
Total funding liabilities for active participants	2022-12-31	741,475
Total participant count	2022-12-31	39
Total funding target for all participants	2022-12-31	760,517
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	48,446
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	27,714
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	20,732
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	19,548
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	157,042
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	154,316
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	148,381
Net shortfall amortization installment of oustanding balance	2022-12-31	51,198
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	153,112
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	153,112
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	154,316
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total number of particpants at beginning of year	2022-09-30	30
Total number of particpants at end of year	2022-09-30	28
Number of Participants With Account Balances	2022-09-30	28
2021: CARROLL CARE CENTERS, INC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	617,584
Acturial value of plan assets	2021-12-31	617,584
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	9
Fundng target for terminated vested participants	2021-12-31	9,991
Active participant vested funding target	2021-12-31	556,048
Number of active participants	2021-12-31	28
Total funding liabilities for active participants	2021-12-31	556,404
Total participant count	2021-12-31	37
Total funding target for all participants	2021-12-31	566,395
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	121,920
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	121,920
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	121,920
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	73,474
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	48,446
Total employer contributions	2021-12-31	109,175
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	108,194
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	137,478
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	137,477
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	29,283
Additional cash requirement	2021-12-31	108,194
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	108,194
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: CARROLL CARE CENTERS, INC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	503,349
Acturial value of plan assets	2020-12-31	503,349
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	7
Fundng target for terminated vested participants	2020-12-31	9,482
Active participant vested funding target	2020-12-31	386,627
Number of active participants	2020-12-31	30
Total funding liabilities for active participants	2020-12-31	386,892
Total participant count	2020-12-31	37
Total funding target for all participants	2020-12-31	396,374
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	195,998
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	195,998
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	195,998
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	195,998
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	148,819
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	146,203
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	131,258
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	24,283
Additional cash requirement	2020-12-31	24,283
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	146,203
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: CARROLL CARE CENTERS, INC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	201,867
Acturial value of plan assets	2019-12-31	201,867
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	3
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	251,656
Number of active participants	2019-12-31	33
Total funding liabilities for active participants	2019-12-31	256,708
Total participant count	2019-12-31	36
Total funding target for all participants	2019-12-31	256,708
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	887
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	887
Present value of excess contributions	2019-12-31	12,834
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	12,834
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	12,834
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	13,265
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	340,683
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	332,084
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	126,712
Net shortfall amortization installment of oustanding balance	2019-12-31	54,841
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	136,086
Additional cash requirement	2019-12-31	136,086
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	332,084
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: CARROLL CARE CENTERS, INC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	96,409
Acturial value of plan assets	2018-12-31	96,409
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	0
Number of active participants	2018-12-31	23
Total funding liabilities for active participants	2018-12-31	119,336
Total participant count	2018-12-31	25
Total funding target for all participants	2018-12-31	119,336
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	15,466
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	15,466
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	15,466
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	14,579
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	887
Total employer contributions	2018-12-31	135,509
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	133,080
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	116,350
Net shortfall amortization installment of oustanding balance	2018-12-31	23,866
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	120,246
Additional cash requirement	2018-12-31	120,246
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	133,080
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: CARROLL CARE CENTERS, INC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	0
Acturial value of plan assets	2017-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	0
Number of active participants	2017-12-31	20
Total funding liabilities for active participants	2017-12-31	0
Total participant count	2017-12-31	20
Total funding target for all participants	2017-12-31	0
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	128,042
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	123,219
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	107,753
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	107,753
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	107,753
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	123,219
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0

Financial Data on CARROLL CARE CENTERS, INC CASH BALANCE PLAN

Measure	Date	Value
2025 : CARROLL CARE CENTERS, INC CASH BALANCE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-09-29	0
Total liabilities as of the end of the plan year	2025-09-29	0
Total liabilities as of the beginning of the plan year	2025-09-29	0
Total expenses incurred by plan in this plan year	2025-09-29	63708
Net assets as of the end of the plan year	2025-09-29	1204412
Total assets as of the beginning of the plan year	2025-09-29	1030339
Value of plan covered by a fidelity bond	2025-09-29	250000
Participant contributions to plan in this plan year	2025-09-29	0
Other expenses paid from plan in this plan year	2025-09-29	59285
Other contributions to plan in this plan year	2025-09-29	0
Other income to plan in this plan year	2025-09-29	70350
Plan net income in this plan year	2025-09-29	174073
Net assets as of the end of the plan year	2025-09-29	1204412
Net assets as of the beginning of the plan year	2025-09-29	1030339
Employer contributions to plan in this plan year	2025-09-29	167431
Fees paid to broker by Benefit Provider	2025-09-29	1779
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-29	0
2024 : CARROLL CARE CENTERS, INC CASH BALANCE PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-10-07	0
Total liabilities as of the end of the plan year	2024-10-07	0
Total liabilities as of the beginning of the plan year	2024-10-07	0
Total expenses incurred by plan in this plan year	2024-10-07	74503
Net assets as of the end of the plan year	2024-10-07	1030339
Total assets as of the beginning of the plan year	2024-10-07	867247
Value of plan covered by a fidelity bond	2024-10-07	250000
Participant contributions to plan in this plan year	2024-10-07	0
Other expenses paid from plan in this plan year	2024-10-07	59285
Other contributions to plan in this plan year	2024-10-07	0
Other income to plan in this plan year	2024-10-07	62980
Plan net income in this plan year	2024-10-07	163092
Net assets as of the end of the plan year	2024-10-07	1030339
Net assets as of the beginning of the plan year	2024-10-07	867247
Employer contributions to plan in this plan year	2024-10-07	174615
Fees paid to broker by Benefit Provider	2024-10-07	1779
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-07	0
2022 : CARROLL CARE CENTERS, INC CASH BALANCE PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-09-30	0
Total liabilities as of the end of the plan year	2022-09-30	0
Total liabilities as of the beginning of the plan year	2022-09-30	0
Total expenses incurred by plan in this plan year	2022-09-30	58817
Net assets as of the end of the plan year	2022-09-30	727675
Total assets as of the beginning of the plan year	2022-09-30	653110
Value of plan covered by a fidelity bond	2022-09-30	80000
Participant contributions to plan in this plan year	2022-09-30	0
Other expenses paid from plan in this plan year	2022-09-30	58817
Other contributions to plan in this plan year	2022-09-30	0
Other income to plan in this plan year	2022-09-30	24207
Plan net income in this plan year	2022-09-30	74565
Net assets as of the end of the plan year	2022-09-30	727675
Net assets as of the beginning of the plan year	2022-09-30	653110
Employer contributions to plan in this plan year	2022-09-30	109175
Expensese paid to adminstrative service provicers from plan in this plan year	2022-09-30	0

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CARROLL CARE PHARMACIES, LLC 401(K) PLAN [EIN = 201141106]

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Company Name:	CARROLL CARE CENTERS, INC.
Employer identification number (EIN):	431475585
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities