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DAVID M CARTER AGENCY INC 401K PLAN 401k Plan overview

Plan NameDAVID M CARTER AGENCY INC 401K PLAN
Plan identification number 001

DAVID M CARTER AGENCY INC 401K 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.
  • 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

DAVID M CARTER AGENCY INC has sponsored the creation of one or more 401k plans.

Company Name:DAVID M CARTER AGENCY INC
Employer identification number (EIN):471325437
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID M CARTER AGENCY INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JILL CARTER2023-07-28
0012021-01-01JILL CARTER2022-08-01
0012020-01-01JILL CARTER2021-10-11
0012019-01-01DAVID CARTER2020-06-23
0012018-01-01DAVID CARTER2019-06-20
0012017-01-01DAVID CARTER2018-05-14 DAVID CARTER2018-05-14

Financial Data on DAVID M CARTER AGENCY INC 401K PLAN

Measure Date Value
2025 : DAVID M CARTER AGENCY INC 401K PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-050
Total expenses incurred by plan in this plan year2025-08-05268657
Net assets as of the end of the plan year2025-08-050
Total assets as of the beginning of the plan year2025-08-05269270
Value of plan covered by a fidelity bond2025-08-0520000
Participant contributions to plan in this plan year2025-08-050
Other expenses paid from plan in this plan year2025-08-0539
Other contributions to plan in this plan year2025-08-050
Other income to plan in this plan year2025-08-05-2076
Plan net income in this plan year2025-08-05-269270
Net assets as of the end of the plan year2025-08-050
Net assets as of the beginning of the plan year2025-08-05269270
Employer contributions to plan in this plan year2025-08-051463
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-051660
Total transfers to/from plan in this plan year2025-03-310
Total expenses incurred by plan in this plan year2025-03-313326
Net assets as of the end of the plan year2025-03-31269270
Total assets as of the beginning of the plan year2025-03-31241399
Value of plan covered by a fidelity bond2025-03-3120000
Participant contributions to plan in this plan year2025-03-310
Other expenses paid from plan in this plan year2025-03-310
Other contributions to plan in this plan year2025-03-310
Other income to plan in this plan year2025-03-3131197
Plan net income in this plan year2025-03-3127871
Net assets as of the end of the plan year2025-03-31269270
Net assets as of the beginning of the plan year2025-03-31241399
Employer contributions to plan in this plan year2025-03-310
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-313326
Total transfers to/from plan in this plan year2025-03-210
Total expenses incurred by plan in this plan year2025-03-212642
Net assets as of the end of the plan year2025-03-21241399
Total assets as of the beginning of the plan year2025-03-21182866
Value of plan covered by a fidelity bond2025-03-2120000
Participant contributions to plan in this plan year2025-03-2122500
Other expenses paid from plan in this plan year2025-03-210
Other contributions to plan in this plan year2025-03-210
Other income to plan in this plan year2025-03-2136725
Plan net income in this plan year2025-03-2158533
Net assets as of the end of the plan year2025-03-21241399
Net assets as of the beginning of the plan year2025-03-21182866
Employer contributions to plan in this plan year2025-03-211950
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-212642
2022 : DAVID M CARTER AGENCY INC 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-08-01124251
Net assets as of the end of the plan year2022-08-01166750
Total assets as of the beginning of the plan year2022-08-01222210
Value of plan covered by a fidelity bond2022-08-0120000
Participant contributions to plan in this plan year2022-08-0128227
Other expenses paid from plan in this plan year2022-08-010
Other contributions to plan in this plan year2022-08-010
Other income to plan in this plan year2022-08-0133838
Plan net income in this plan year2022-08-01-55460
Net assets as of the end of the plan year2022-08-01166750
Net assets as of the beginning of the plan year2022-08-01222210
Employer contributions to plan in this plan year2022-08-016726
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-012092

Potentially related plans

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