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THE OLIVER CARR COMPANY 401(K) PLAN 401k Plan overview

Plan NameTHE OLIVER CARR COMPANY 401(K) PLAN
Plan identification number 001

THE OLIVER CARR COMPANY 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE OLIVER CARR COMPANY has sponsored the creation of one or more 401k plans.

Company Name:THE OLIVER CARR COMPANY
Employer identification number (EIN):520745692
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE OLIVER CARR COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01EMILIA EDSON
0012023-01-01
0012023-01-01NICOLE GIULIANI
0012022-01-01
0012022-01-01NICOLE GIULIANI
0012021-01-01
0012021-01-01NICOLE GIULIANI
0012020-01-01NICOLE GIULIANI2021-10-04
0012019-01-01NICOLE GIULIANI2020-10-13
0012018-01-01NICOLE GIULIANI2019-10-08
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01NICOLE GIULIANI
0012013-01-01PATSY GROSS
0012012-01-01LESLIE A. WALLACE LESLIE A. WALLACE2013-10-15
0012011-01-01LESLIE A. WALLACE
0012009-01-01LESLIE A. WALLACE

Plan Statistics for THE OLIVER CARR COMPANY 401(K) PLAN

401k plan membership statisitcs for THE OLIVER CARR COMPANY 401(K) PLAN

Measure Date Value
2023: THE OLIVER CARR COMPANY 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01196
Total number of active participants reported on line 7a of the Form 55002023-01-01135
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0148
Total of all active and inactive participants2023-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01184
Number of participants with account balances2023-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: THE OLIVER CARR COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01176
Total number of active participants reported on line 7a of the Form 55002022-01-01134
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0162
Total of all active and inactive participants2022-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01196
Number of participants with account balances2022-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE OLIVER CARR COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01132
Total number of active participants reported on line 7a of the Form 55002021-01-01125
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0151
Total of all active and inactive participants2021-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01176
Number of participants with account balances2021-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: THE OLIVER CARR COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01219
Total number of active participants reported on line 7a of the Form 55002020-01-01137
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0147
Total of all active and inactive participants2020-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01185
Number of participants with account balances2020-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE OLIVER CARR COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01193
Total number of active participants reported on line 7a of the Form 55002019-01-01177
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0142
Total of all active and inactive participants2019-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01219
Number of participants with account balances2019-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE OLIVER CARR COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01181
Total number of active participants reported on line 7a of the Form 55002018-01-01143
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0150
Total of all active and inactive participants2018-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01193
Number of participants with account balances2018-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: THE OLIVER CARR COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01178
Total number of active participants reported on line 7a of the Form 55002017-01-01142
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0139
Total of all active and inactive participants2017-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01181
Number of participants with account balances2017-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: THE OLIVER CARR COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01192
Total number of active participants reported on line 7a of the Form 55002016-01-01143
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0135
Total of all active and inactive participants2016-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01178
Number of participants with account balances2016-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: THE OLIVER CARR COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01213
Total number of active participants reported on line 7a of the Form 55002015-01-01148
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01184
Number of participants with account balances2015-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: THE OLIVER CARR COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01189
Total number of active participants reported on line 7a of the Form 55002014-01-01166
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0147
Total of all active and inactive participants2014-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01213
Number of participants with account balances2014-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0116
2013: THE OLIVER CARR COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01172
Total number of active participants reported on line 7a of the Form 55002013-01-01165
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0124
Total of all active and inactive participants2013-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01189
Number of participants with account balances2013-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: THE OLIVER CARR COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01127
Total number of active participants reported on line 7a of the Form 55002012-01-01148
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01167
Number of participants with account balances2012-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: THE OLIVER CARR COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0194
Total number of active participants reported on line 7a of the Form 55002011-01-01113
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01127
Number of participants with account balances2011-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: THE OLIVER CARR COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0143
Total number of active participants reported on line 7a of the Form 55002009-01-0183
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0193
Number of participants with account balances2009-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on THE OLIVER CARR COMPANY 401(K) PLAN

Measure Date Value
2023 : THE OLIVER CARR COMPANY 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,660,322
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$299,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$267,669
Value of total corrective distributions2023-12-31$3,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,244,287
Value of total assets at end of year2023-12-31$10,748,518
Value of total assets at beginning of year2023-12-31$8,387,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$28,408
Total interest from all sources2023-12-31$19,908
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$252,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$252,743
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$774,503
Participant contributions at end of year2023-12-31$72,443
Participant contributions at beginning of year2023-12-31$43,418
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$75,928
Other income not declared elsewhere2023-12-31$13
Administrative expenses (other) incurred2023-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,360,602
Value of net assets at end of year (total assets less liabilities)2023-12-31$10,748,518
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$8,387,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$9,690,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$7,313,332
Interest on participant loans2023-12-31$6,353
Interest earned on other investments2023-12-31$13,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$985,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,031,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,143,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$393,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$267,669
Contract administrator fees2023-12-31$28,258
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31JOHNSON O'CONNOR FERON & CARUCCI LL
Accountancy firm EIN2023-12-31203985546
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$2,660,322
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$299,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$267,669
Value of total corrective distributions2023-01-01$3,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,244,287
Value of total assets at end of year2023-01-01$10,748,518
Value of total assets at beginning of year2023-01-01$8,387,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$28,408
Total interest from all sources2023-01-01$19,908
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$252,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$252,743
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$774,503
Participant contributions at end of year2023-01-01$72,443
Participant contributions at beginning of year2023-01-01$43,418
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$75,928
Other income not declared elsewhere2023-01-01$13
Administrative expenses (other) incurred2023-01-01$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$2,360,602
Value of net assets at end of year (total assets less liabilities)2023-01-01$10,748,518
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$8,387,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$9,690,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$7,313,332
Interest on participant loans2023-01-01$6,353
Interest earned on other investments2023-01-01$13,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$985,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$1,031,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,143,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01Yes
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$393,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$267,669
Contract administrator fees2023-01-01$28,258
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01JOHNSON O'CONNOR FERON & CARUCCI LL
Accountancy firm EIN2023-01-01203985546
2022 : THE OLIVER CARR COMPANY 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-160,131
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$984,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$948,055
Expenses. Certain deemed distributions of participant loans2022-12-31$680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,361,750
Value of total assets at end of year2022-12-31$8,387,916
Value of total assets at beginning of year2022-12-31$9,532,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$35,988
Total interest from all sources2022-12-31$13,312
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$248,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$248,255
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$733,663
Participant contributions at end of year2022-12-31$43,418
Participant contributions at beginning of year2022-12-31$98,164
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$225,737
Other income not declared elsewhere2022-12-31$697
Administrative expenses (other) incurred2022-12-31$35,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,144,854
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,387,916
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,532,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,313,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,410,012
Interest on participant loans2022-12-31$3,141
Interest earned on other investments2022-12-31$10,171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,031,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,024,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,784,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$402,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$948,055
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JOHNSON O'CONNOR FERON & CARUCCI LL
Accountancy firm EIN2022-12-31203985546
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-160,131
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$984,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$948,055
Expenses. Certain deemed distributions of participant loans2022-01-01$680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,361,750
Value of total assets at end of year2022-01-01$8,387,916
Value of total assets at beginning of year2022-01-01$9,532,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$35,988
Total interest from all sources2022-01-01$13,312
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$248,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$248,255
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$733,663
Participant contributions at end of year2022-01-01$43,418
Participant contributions at beginning of year2022-01-01$98,164
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$225,737
Other income not declared elsewhere2022-01-01$697
Administrative expenses (other) incurred2022-01-01$35,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-1,144,854
Value of net assets at end of year (total assets less liabilities)2022-01-01$8,387,916
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$9,532,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$7,313,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$8,410,012
Interest on participant loans2022-01-01$3,141
Interest earned on other investments2022-01-01$10,171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$1,031,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$1,024,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-1,784,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$402,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$948,055
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01JOHNSON O'CONNOR FERON & CARUCCI LL
Accountancy firm EIN2022-01-01203985546
2021 : THE OLIVER CARR COMPANY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,098,567
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,160,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,127,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$832,455
Value of total assets at end of year2021-12-31$9,532,770
Value of total assets at beginning of year2021-12-31$8,594,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$33,069
Total interest from all sources2021-12-31$18,051
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$315,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$315,660
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$535,238
Participant contributions at end of year2021-12-31$98,164
Participant contributions at beginning of year2021-12-31$130,815
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$6,609
Other income not declared elsewhere2021-12-31$-2,554
Administrative expenses (other) incurred2021-12-31$33,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$937,938
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,532,770
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,594,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,410,012
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$7,389,668
Interest on participant loans2021-12-31$5,677
Interest earned on other investments2021-12-31$12,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,024,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,063,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$934,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$297,217
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$4,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,127,560
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JOHNSON O'CONNOR FERON & CARUCCI LL
Accountancy firm EIN2021-12-31203985546
2020 : THE OLIVER CARR COMPANY 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,903,293
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$718,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$685,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$965,102
Value of total assets at end of year2020-12-31$8,594,832
Value of total assets at beginning of year2020-12-31$7,410,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$33,229
Total interest from all sources2020-12-31$7,207
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$565,809
Participant contributions at end of year2020-12-31$130,815
Participant contributions at beginning of year2020-12-31$147,383
Participant contributions at end of year2020-12-31$6,609
Participant contributions at beginning of year2020-12-31$6,021
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$84,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,184,746
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,594,832
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,410,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$7,389,668
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,377,549
Interest on participant loans2020-12-31$7,189
Interest earned on other investments2020-12-31$18
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,063,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$876,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$930,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$314,453
Employer contributions (assets) at end of year2020-12-31$4,111
Employer contributions (assets) at beginning of year2020-12-31$3,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$685,318
Contract administrator fees2020-12-31$33,229
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JOHNSON O'CONNOR FERON & CARUCCI LL
Accountancy firm EIN2020-12-31203985546
2019 : THE OLIVER CARR COMPANY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,154,570
Total income from all sources (including contributions)2019-12-31$2,154,570
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$447,481
Total of all expenses incurred2019-12-31$447,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$413,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$981,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$981,397
Value of total assets at end of year2019-12-31$7,410,086
Value of total assets at end of year2019-12-31$7,410,086
Value of total assets at beginning of year2019-12-31$5,702,997
Value of total assets at beginning of year2019-12-31$5,702,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$34,394
Total interest from all sources2019-12-31$11,937
Total interest from all sources2019-12-31$11,937
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$613,870
Contributions received from participants2019-12-31$613,870
Participant contributions at end of year2019-12-31$147,383
Participant contributions at beginning of year2019-12-31$118,167
Participant contributions at end of year2019-12-31$6,021
Participant contributions at end of year2019-12-31$6,021
Participant contributions at beginning of year2019-12-31$7,929
Participant contributions at beginning of year2019-12-31$7,929
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$50,386
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$50,386
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,707,089
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,410,086
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,410,086
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,702,997
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,702,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$6,377,549
Value of interest in pooled separate accounts at end of year2019-12-31$6,377,549
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,655,708
Interest on participant loans2019-12-31$11,937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$876,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$876,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$917,255
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$917,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,161,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$317,141
Contributions received in cash from employer2019-12-31$317,141
Employer contributions (assets) at end of year2019-12-31$3,133
Employer contributions (assets) at end of year2019-12-31$3,133
Employer contributions (assets) at beginning of year2019-12-31$3,938
Employer contributions (assets) at beginning of year2019-12-31$3,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$413,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$413,087
Contract administrator fees2019-12-31$34,394
Contract administrator fees2019-12-31$34,394
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JOHNSON O'CONNOR FERON & CARUCCI LL
Accountancy firm name2019-12-31JOHNSON O'CONNOR FERON & CARUCCI LL
Accountancy firm EIN2019-12-31203985546
Accountancy firm EIN2019-12-31203985546
2018 : THE OLIVER CARR COMPANY 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$615,262
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,027,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$999,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$964,567
Value of total assets at end of year2018-12-31$5,702,997
Value of total assets at beginning of year2018-12-31$6,114,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$27,664
Total interest from all sources2018-12-31$6,743
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$8,659
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$592,192
Participant contributions at end of year2018-12-31$118,167
Participant contributions at beginning of year2018-12-31$105,908
Participant contributions at end of year2018-12-31$7,929
Participant contributions at beginning of year2018-12-31$17,018
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$48,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-411,991
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,702,997
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,114,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$4,655,708
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,216,544
Interest on participant loans2018-12-31$6,743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$917,255
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$767,728
Net investment gain/loss from pooled separate accounts2018-12-31$-364,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$323,719
Employer contributions (assets) at end of year2018-12-31$3,938
Employer contributions (assets) at beginning of year2018-12-31$7,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$999,589
Contract administrator fees2018-12-31$27,664
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31JOHNSON O'CONNOR FERON & CARUCCI LL
Accountancy firm EIN2018-12-31203985546
2017 : THE OLIVER CARR COMPANY 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,733,967
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$610,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$602,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$914,518
Value of total assets at end of year2017-12-31$6,114,988
Value of total assets at beginning of year2017-12-31$4,991,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,286
Total interest from all sources2017-12-31$4,449
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$6,193
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$588,043
Participant contributions at end of year2017-12-31$105,908
Participant contributions at beginning of year2017-12-31$84,034
Participant contributions at end of year2017-12-31$17,018
Participant contributions at beginning of year2017-12-31$621
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$39,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,123,627
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,114,988
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,991,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$5,216,544
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,192,308
Income. Interest from loans (other than to participants)2017-12-31$4,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$767,728
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$713,818
Net investment gain/loss from pooled separate accounts2017-12-31$808,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$287,018
Employer contributions (assets) at end of year2017-12-31$7,790
Employer contributions (assets) at beginning of year2017-12-31$580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$602,054
Contract administrator fees2017-12-31$8,286
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31JOHNSON O'CONNOR FERON & CARUCCI LL
Accountancy firm EIN2017-12-31203985546
2016 : THE OLIVER CARR COMPANY 401(K) PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$166,799
Total income from all sources (including contributions)2016-12-31$1,624,670
Total of all expenses incurred2016-12-31$208,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$203,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,364,986
Value of total assets at end of year2016-12-31$4,991,361
Value of total assets at beginning of year2016-12-31$3,407,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,154
Total interest from all sources2016-12-31$2,564
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,676
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$515,504
Participant contributions at end of year2016-12-31$84,034
Participant contributions at beginning of year2016-12-31$64,980
Participant contributions at end of year2016-12-31$621
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$553,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,416,582
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,991,361
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,407,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$4,192,308
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,721,056
Interest on participant loans2016-12-31$2,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$713,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$621,944
Net investment gain/loss from pooled separate accounts2016-12-31$254,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$295,646
Employer contributions (assets) at end of year2016-12-31$580
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$203,934
Contract administrator fees2016-12-31$4,154
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JOHNSON O'CONNOR FERON & CARUCCI LL
Accountancy firm EIN2016-12-31203985546
2015 : THE OLIVER CARR COMPANY 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$712,614
Total of all expenses incurred2015-12-31$782,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$761,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$731,580
Value of total assets at end of year2015-12-31$3,407,980
Value of total assets at beginning of year2015-12-31$3,477,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,460
Total interest from all sources2015-12-31$3,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$455,372
Participant contributions at end of year2015-12-31$64,980
Participant contributions at beginning of year2015-12-31$73,605
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$1,551
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$28,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-69,832
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,407,980
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,477,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$2,721,056
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,753,230
Interest on participant loans2015-12-31$3,651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$621,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$652,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-22,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$247,765
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$-2,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$761,986
Contract administrator fees2015-12-31$20,460
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COUNCILOR, BUCHANAN & MITCHELL, PC
Accountancy firm EIN2015-12-31521711839
2014 : THE OLIVER CARR COMPANY 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$893,258
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$729,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$708,345
Expenses. Certain deemed distributions of participant loans2014-12-31$17,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$696,667
Value of total assets at end of year2014-12-31$3,477,812
Value of total assets at beginning of year2014-12-31$3,313,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,230
Total interest from all sources2014-12-31$3,326
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$444,741
Participant contributions at end of year2014-12-31$73,605
Participant contributions at beginning of year2014-12-31$53,451
Participant contributions at end of year2014-12-31$1,551
Participant contributions at beginning of year2014-12-31$3,510
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,621
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$163,824
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,477,812
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,313,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$2,753,230
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,699,964
Interest on participant loans2014-12-31$3,320
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$652,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$560,195
Net investment gain/loss from pooled separate accounts2014-12-31$193,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$247,305
Employer contributions (assets) at end of year2014-12-31$-2,914
Employer contributions (assets) at beginning of year2014-12-31$-3,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$708,345
Contract administrator fees2014-12-31$3,230
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31COUNCILOR, BUCHANAN & MITCHELL, PC
Accountancy firm EIN2014-12-31521711839
2013 : THE OLIVER CARR COMPANY 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,049,081
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$717,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$713,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$596,982
Value of total assets at end of year2013-12-31$3,313,988
Value of total assets at beginning of year2013-12-31$2,982,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,071
Total interest from all sources2013-12-31$4,274
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$8,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$8,407
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$387,703
Participant contributions at end of year2013-12-31$53,451
Participant contributions at beginning of year2013-12-31$66,897
Participant contributions at end of year2013-12-31$3,510
Participant contributions at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$331,102
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,313,988
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,982,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,552,416
Value of interest in pooled separate accounts at end of year2013-12-31$2,699,964
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$4,234
Interest earned on other investments2013-12-31$40
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$363,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$363,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$560,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$439,418
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$209,279
Employer contributions (assets) at end of year2013-12-31$-3,132
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$713,908
Contract administrator fees2013-12-31$4,071
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COUNCILOR, BUCHANAN & MITCHELL, PC
Accountancy firm EIN2013-12-31521711839
2012 : THE OLIVER CARR COMPANY 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$772,998
Total of all expenses incurred2012-12-31$523,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$520,768
Value of total corrective distributions2012-12-31$947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$446,656
Value of total assets at end of year2012-12-31$2,982,886
Value of total assets at beginning of year2012-12-31$2,733,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,856
Total interest from all sources2012-12-31$6,200
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$85,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$85,920
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$279,765
Participant contributions at end of year2012-12-31$66,897
Participant contributions at beginning of year2012-12-31$80,515
Administrative expenses (other) incurred2012-12-31$1,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$249,427
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,982,886
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,733,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,552,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,307,604
Interest on participant loans2012-12-31$6,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$363,573
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$345,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$345,340
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$36
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$234,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$166,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$520,768
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31COUNCILOR, BUCHANAN & MITCHELL, PC
Accountancy firm EIN2012-12-31521711839
2011 : THE OLIVER CARR COMPANY 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$415,518
Expenses. Total of all expenses incurred2011-12-31$403,192
Benefits paid (including direct rollovers)2011-12-31$400,038
Total plan assets at end of year2011-12-31$2,733,459
Total plan assets at beginning of year2011-12-31$2,721,133
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$263,901
Other income received2011-12-31$-10,932
Net income (gross income less expenses)2011-12-31$12,326
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,733,459
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,721,133
Assets. Value of participant loans2011-12-31$80,515
Total contributions received or receivable from employer(s)2011-12-31$162,549
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,154
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : THE OLIVER CARR COMPANY 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$730,757
Expenses. Total of all expenses incurred2010-12-31$79,153
Benefits paid (including direct rollovers)2010-12-31$75,600
Total plan assets at end of year2010-12-31$2,721,133
Total plan assets at beginning of year2010-12-31$2,069,529
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$283,726
Contributions received from other sources (not participants or employers)2010-12-31$20,212
Other income received2010-12-31$256,690
Net income (gross income less expenses)2010-12-31$651,604
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,721,133
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,069,529
Assets. Value of participant loans2010-12-31$72,486
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$1,230
Total contributions received or receivable from employer(s)2010-12-31$170,129
Value of certain deemed distributions of participant loans2010-12-31$3,102
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$451
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : THE OLIVER CARR COMPANY 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE OLIVER CARR COMPANY 401(K) PLAN

2023: THE OLIVER CARR COMPANY 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE OLIVER CARR COMPANY 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE OLIVER CARR COMPANY 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE OLIVER CARR COMPANY 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE OLIVER CARR COMPANY 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE OLIVER CARR COMPANY 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE OLIVER CARR COMPANY 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE OLIVER CARR COMPANY 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE OLIVER CARR COMPANY 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE OLIVER CARR COMPANY 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE OLIVER CARR COMPANY 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE OLIVER CARR COMPANY 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE OLIVER CARR COMPANY 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE OLIVER CARR COMPANY 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberDH1683
Policy instance 1
Insurance contract or identification numberDH1683
Number of Individuals Covered140
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberDH1683
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberDH1683
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number872360
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number872360
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number872360
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number872360
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number872360
Policy instance 1

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