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CARROLLTON ENTERPRISES 401(K) PLAN 401k Plan overview

Plan NameCARROLLTON ENTERPRISES 401(K) PLAN
Plan identification number 001

CARROLLTON ENTERPRISES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

CARROLLTON ENTERPRISES MANAGEMENT SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:CARROLLTON ENTERPRISES MANAGEMENT SERVICES, LLC
Employer identification number (EIN):450970712
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARROLLTON ENTERPRISES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01IAN KELLY2024-07-18
0012022-01-01IAN KELLY2023-07-26
0012021-01-01IAN KELLY2022-07-08
0012020-01-01IAN KELLY2021-06-17
0012019-01-01IAN KELLY2020-07-02
0012018-01-01IAN KELLY2019-07-17
0012017-01-01IAN KELLY2018-07-20

Plan Statistics for CARROLLTON ENTERPRISES 401(K) PLAN

401k plan membership statisitcs for CARROLLTON ENTERPRISES 401(K) PLAN

Measure Date Value
2025: CARROLLTON ENTERPRISES 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-229
Total number of particpants at end of year2025-07-2210
Number of Participants With Account Balances2025-07-226
2024: CARROLLTON ENTERPRISES 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-1812
Total number of particpants at end of year2024-07-189
Number of Participants With Account Balances2024-07-186
2022: CARROLLTON ENTERPRISES 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-0810
Total number of particpants at end of year2022-07-0812
Number of Participants With Account Balances2022-07-086

Financial Data on CARROLLTON ENTERPRISES 401(K) PLAN

Measure Date Value
2025 : CARROLLTON ENTERPRISES 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-220
Total liabilities as of the end of the plan year2025-07-220
Total liabilities as of the beginning of the plan year2025-07-220
Total expenses incurred by plan in this plan year2025-07-2246997
Net assets as of the end of the plan year2025-07-22787051
Total assets as of the beginning of the plan year2025-07-22577388
Value of plan covered by a fidelity bond2025-07-22250000
Participant contributions to plan in this plan year2025-07-22117226
Other expenses paid from plan in this plan year2025-07-220
Other contributions to plan in this plan year2025-07-220
Other income to plan in this plan year2025-07-2290446
Plan net income in this plan year2025-07-22209663
Net assets as of the end of the plan year2025-07-22787051
Net assets as of the beginning of the plan year2025-07-22577388
Employer contributions to plan in this plan year2025-07-2248988
Fees paid to broker by Benefit Provider2025-07-223571
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-227712
2024 : CARROLLTON ENTERPRISES 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-180
Total liabilities as of the end of the plan year2024-07-180
Total liabilities as of the beginning of the plan year2024-07-180
Total expenses incurred by plan in this plan year2024-07-1831943
Net assets as of the end of the plan year2024-07-18577388
Total assets as of the beginning of the plan year2024-07-18320485
Value of plan covered by a fidelity bond2024-07-18250000
Participant contributions to plan in this plan year2024-07-18100310
Other expenses paid from plan in this plan year2024-07-180
Other contributions to plan in this plan year2024-07-1854315
Other income to plan in this plan year2024-07-1889870
Plan net income in this plan year2024-07-18256903
Net assets as of the end of the plan year2024-07-18577388
Net assets as of the beginning of the plan year2024-07-18320485
Employer contributions to plan in this plan year2024-07-1844351
Fees paid to broker by Benefit Provider2024-07-182507
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-185407
2022 : CARROLLTON ENTERPRISES 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-080
Total liabilities as of the end of the plan year2022-07-080
Total liabilities as of the beginning of the plan year2022-07-080
Total expenses incurred by plan in this plan year2022-07-0813393
Net assets as of the end of the plan year2022-07-08271504
Total assets as of the beginning of the plan year2022-07-08180454
Value of plan covered by a fidelity bond2022-07-08250000
Participant contributions to plan in this plan year2022-07-0870150
Other expenses paid from plan in this plan year2022-07-080
Other contributions to plan in this plan year2022-07-080
Other income to plan in this plan year2022-07-0834293
Plan net income in this plan year2022-07-0891050
Net assets as of the end of the plan year2022-07-08271504
Net assets as of the beginning of the plan year2022-07-08180454
Employer contributions to plan in this plan year2022-07-080
Fees paid to broker by Benefit Provider2022-07-081229
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-083774

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