DAVID M CARTER AGENCY INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 year | 2025-08-05 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-05 | 268657 |
| Net assets as of the end of the plan year | 2025-08-05 | 0 |
| Total assets as of the beginning of the plan year | 2025-08-05 | 269270 |
| Value of plan covered by a fidelity bond | 2025-08-05 | 20000 |
| Participant contributions to plan in this plan year | 2025-08-05 | 0 |
| Other expenses paid from plan in this plan year | 2025-08-05 | 39 |
| Other contributions to plan in this plan year | 2025-08-05 | 0 |
| Other income to plan in this plan year | 2025-08-05 | -2076 |
| Plan net income in this plan year | 2025-08-05 | -269270 |
| Net assets as of the end of the plan year | 2025-08-05 | 0 |
| Net assets as of the beginning of the plan year | 2025-08-05 | 269270 |
| Employer contributions to plan in this plan year | 2025-08-05 | 1463 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-05 | 1660 |
| Total transfers to/from plan in this plan year | 2025-03-31 | 0 |
| Total expenses incurred by plan in this plan year | 2025-03-31 | 3326 |
| Net assets as of the end of the plan year | 2025-03-31 | 269270 |
| Total assets as of the beginning of the plan year | 2025-03-31 | 241399 |
| Value of plan covered by a fidelity bond | 2025-03-31 | 20000 |
| Participant contributions to plan in this plan year | 2025-03-31 | 0 |
| Other expenses paid from plan in this plan year | 2025-03-31 | 0 |
| Other contributions to plan in this plan year | 2025-03-31 | 0 |
| Other income to plan in this plan year | 2025-03-31 | 31197 |
| Plan net income in this plan year | 2025-03-31 | 27871 |
| Net assets as of the end of the plan year | 2025-03-31 | 269270 |
| Net assets as of the beginning of the plan year | 2025-03-31 | 241399 |
| Employer contributions to plan in this plan year | 2025-03-31 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-31 | 3326 |
| Total transfers to/from plan in this plan year | 2025-03-21 | 0 |
| Total expenses incurred by plan in this plan year | 2025-03-21 | 2642 |
| Net assets as of the end of the plan year | 2025-03-21 | 241399 |
| Total assets as of the beginning of the plan year | 2025-03-21 | 182866 |
| Value of plan covered by a fidelity bond | 2025-03-21 | 20000 |
| Participant contributions to plan in this plan year | 2025-03-21 | 22500 |
| Other expenses paid from plan in this plan year | 2025-03-21 | 0 |
| Other contributions to plan in this plan year | 2025-03-21 | 0 |
| Other income to plan in this plan year | 2025-03-21 | 36725 |
| Plan net income in this plan year | 2025-03-21 | 58533 |
| Net assets as of the end of the plan year | 2025-03-21 | 241399 |
| Net assets as of the beginning of the plan year | 2025-03-21 | 182866 |
| Employer contributions to plan in this plan year | 2025-03-21 | 1950 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-21 | 2642 |
| 2022 : DAVID M CARTER AGENCY INC 401K PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-08-01 | 124251 |
| Net assets as of the end of the plan year | 2022-08-01 | 166750 |
| Total assets as of the beginning of the plan year | 2022-08-01 | 222210 |
| Value of plan covered by a fidelity bond | 2022-08-01 | 20000 |
| Participant contributions to plan in this plan year | 2022-08-01 | 28227 |
| Other expenses paid from plan in this plan year | 2022-08-01 | 0 |
| Other contributions to plan in this plan year | 2022-08-01 | 0 |
| Other income to plan in this plan year | 2022-08-01 | 33838 |
| Plan net income in this plan year | 2022-08-01 | -55460 |
| Net assets as of the end of the plan year | 2022-08-01 | 166750 |
| Net assets as of the beginning of the plan year | 2022-08-01 | 222210 |
| Employer contributions to plan in this plan year | 2022-08-01 | 6726 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-01 | 2092 |