401k Plan data: 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. plan

401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. 401k Plan overview

Plan Name	401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A.
Plan identification number	003

401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
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.

401k Sponsoring company profile

CARLTON FIELDS, P.A. has sponsored the creation of one or more 401k plans.

Company Name: CARLTON FIELDS, P.A.

Employer identification number (EIN): 591233896

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about CARLTON FIELDS, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1969-01-17

Company Identification Number: 600794

Legal Registered Office Address: 100 S. Ashley Drive

Tampa

33602

More information about CARLTON FIELDS, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2013-02-01 COREY HOLTHAUS
003 2012-02-01 COREY HOLTHAUS
003 2011-02-01 CRISTIN C. KEANE
003 2009-02-01 CRISTIN C. KEANE

Plan id#	Filing Submission Date	Name of Administrator
003	2013-02-01	COREY HOLTHAUS
003	2012-02-01	COREY HOLTHAUS
003	2011-02-01	CRISTIN C. KEANE
003	2009-02-01	CRISTIN C. KEANE

Plan Statistics for 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A.

401k plan membership statisitcs for 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A.

Measure Date Value
2013: 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. 2013 401k membership
Total participants, beginning-of-year 2013-02-01 178
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 0
Number of retired or separated participants receiving benefits 2013-02-01 0
Number of other retired or separated participants entitled to future benefits 2013-02-01 0
Total of all active and inactive participants 2013-02-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-02-01 0
Total participants 2013-02-01 0
Number of participants with account balances 2013-02-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-02-01 0
2012: 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. 2012 401k membership
Total participants, beginning-of-year 2012-02-01 189
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 152
Number of retired or separated participants receiving benefits 2012-02-01 0
Number of other retired or separated participants entitled to future benefits 2012-02-01 26
Total of all active and inactive participants 2012-02-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-02-01 0
Total participants 2012-02-01 178
Number of participants with account balances 2012-02-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-02-01 0
2011: 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. 2011 401k membership
Total participants, beginning-of-year 2011-02-01 184
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 154
Number of retired or separated participants receiving benefits 2011-02-01 0
Number of other retired or separated participants entitled to future benefits 2011-02-01 35
Total of all active and inactive participants 2011-02-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-02-01 0
Total participants 2011-02-01 189
Number of participants with account balances 2011-02-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-02-01 0
2009: 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. 2009 401k membership
Total participants, beginning-of-year 2009-02-01 135
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 145
Number of retired or separated participants receiving benefits 2009-02-01 0
Number of other retired or separated participants entitled to future benefits 2009-02-01 33
Total of all active and inactive participants 2009-02-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-02-01 0
Total participants 2009-02-01 178
Number of participants with account balances 2009-02-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-02-01 0

Measure	Date	Value
2013: 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. 2013 401k membership
Total participants, beginning-of-year	2013-02-01	178
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	0
Number of retired or separated participants receiving benefits	2013-02-01	0
Number of other retired or separated participants entitled to future benefits	2013-02-01	0
Total of all active and inactive participants	2013-02-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-02-01	0
Total participants	2013-02-01	0
Number of participants with account balances	2013-02-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-02-01	0
2012: 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. 2012 401k membership
Total participants, beginning-of-year	2012-02-01	189
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	152
Number of retired or separated participants receiving benefits	2012-02-01	0
Number of other retired or separated participants entitled to future benefits	2012-02-01	26
Total of all active and inactive participants	2012-02-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-02-01	0
Total participants	2012-02-01	178
Number of participants with account balances	2012-02-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-02-01	0
2011: 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. 2011 401k membership
Total participants, beginning-of-year	2011-02-01	184
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	154
Number of retired or separated participants receiving benefits	2011-02-01	0
Number of other retired or separated participants entitled to future benefits	2011-02-01	35
Total of all active and inactive participants	2011-02-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-02-01	0
Total participants	2011-02-01	189
Number of participants with account balances	2011-02-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-02-01	0
2009: 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. 2009 401k membership
Total participants, beginning-of-year	2009-02-01	135
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	145
Number of retired or separated participants receiving benefits	2009-02-01	0
Number of other retired or separated participants entitled to future benefits	2009-02-01	33
Total of all active and inactive participants	2009-02-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-02-01	0
Total participants	2009-02-01	178
Number of participants with account balances	2009-02-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-02-01	0

Financial Data on 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A.

Measure	Date	Value
2014 : 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-01-31	$0
Total transfer of assets from this plan	2014-01-31	$3,221,453
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-01-31	$0
Total income from all sources (including contributions)	2014-01-31	$0
Total loss/gain on sale of assets	2014-01-31	$0
Total of all expenses incurred	2014-01-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-01-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-01-31	$0
Value of total assets at end of year	2014-01-31	$0
Value of total assets at beginning of year	2014-01-31	$3,221,453
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-01-31	$0
Total interest from all sources	2014-01-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-01-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-01-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-01-31	$3,221,453
Was this plan covered by a fidelity bond	2014-01-31	Yes
Value of fidelity bond cover	2014-01-31	$500,000
If this is an individual account plan, was there a blackout period	2014-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-01-31	No
Participant contributions at end of year	2014-01-31	$0
Participant contributions at beginning of year	2014-01-31	$76,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-01-31	No
Value of net income/loss	2014-01-31	$0
Value of net assets at end of year (total assets less liabilities)	2014-01-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-01-31	$3,221,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-01-31	No
Were any leases to which the plan was party in default or uncollectible	2014-01-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-01-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-01-31	$3,144,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-01-31	No
Was there a failure to transmit to the plan any participant contributions	2014-01-31	No
Has the plan failed to provide any benefit when due under the plan	2014-01-31	No
Did the plan have assets held for investment	2014-01-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-01-31	Disclaimer
Accountancy firm name	2014-01-31	PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN	2014-01-31	134008324
2013 : 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. 2013 401k financial data
Total transfer of assets from this plan	2013-01-31	$485,149
Total income from all sources (including contributions)	2013-01-31	$969,874
Total of all expenses incurred	2013-01-31	$304,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-01-31	$285,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-01-31	$631,449
Value of total assets at end of year	2013-01-31	$3,221,453
Value of total assets at beginning of year	2013-01-31	$3,041,472
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-01-31	$18,779
Total interest from all sources	2013-01-31	$501
Total dividends received (eg from common stock, registered investment company shares)	2013-01-31	$53,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-01-31	No
Was this plan covered by a fidelity bond	2013-01-31	Yes
Value of fidelity bond cover	2013-01-31	$500,000
If this is an individual account plan, was there a blackout period	2013-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-01-31	No
Contributions received from participants	2013-01-31	$583,984
Participant contributions at end of year	2013-01-31	$76,958
Participant contributions at beginning of year	2013-01-31	$3,070
Income. Received or receivable in cash from other sources (including rollovers)	2013-01-31	$265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-01-31	No
Value of net income/loss	2013-01-31	$665,131
Value of net assets at end of year (total assets less liabilities)	2013-01-31	$3,221,453
Value of net assets at beginning of year (total assets less liabilities)	2013-01-31	$3,041,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-01-31	No
Were any leases to which the plan was party in default or uncollectible	2013-01-31	No
Investment advisory and management fees	2013-01-31	$18,779
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-01-31	$3,144,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-01-31	$3,038,402
Interest on participant loans	2013-01-31	$501
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-01-31	$284,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-01-31	No
Was there a failure to transmit to the plan any participant contributions	2013-01-31	No
Has the plan failed to provide any benefit when due under the plan	2013-01-31	No
Contributions received in cash from employer	2013-01-31	$47,200
Income. Dividends from common stock	2013-01-31	$53,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-01-31	$285,964
Did the plan have assets held for investment	2013-01-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-01-31	Disclaimer
Accountancy firm name	2013-01-31	PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN	2013-01-31	134008324
2012 : 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-01-31	$21,025
Total unrealized appreciation/depreciation of assets	2012-01-31	$21,025
Total transfer of assets from this plan	2012-01-31	$257,530
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-01-31	$0
Total income from all sources (including contributions)	2012-01-31	$865,350
Total loss/gain on sale of assets	2012-01-31	$0
Total of all expenses incurred	2012-01-31	$260,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-01-31	$249,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-01-31	$787,807
Value of total assets at end of year	2012-01-31	$3,041,472
Value of total assets at beginning of year	2012-01-31	$2,693,772
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-01-31	$10,870
Total interest from all sources	2012-01-31	$291
Total dividends received (eg from common stock, registered investment company shares)	2012-01-31	$43,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-01-31	No
Was this plan covered by a fidelity bond	2012-01-31	Yes
Value of fidelity bond cover	2012-01-31	$500,000
If this is an individual account plan, was there a blackout period	2012-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-01-31	No
Contributions received from participants	2012-01-31	$683,628
Participant contributions at end of year	2012-01-31	$3,070
Participant contributions at beginning of year	2012-01-31	$6,420
Income. Received or receivable in cash from other sources (including rollovers)	2012-01-31	$57,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-01-31	No
Value of net income/loss	2012-01-31	$605,230
Value of net assets at end of year (total assets less liabilities)	2012-01-31	$3,041,472
Value of net assets at beginning of year (total assets less liabilities)	2012-01-31	$2,693,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-01-31	No
Were any leases to which the plan was party in default or uncollectible	2012-01-31	No
Investment advisory and management fees	2012-01-31	$10,870
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-01-31	$3,038,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-01-31	$2,687,352
Interest on participant loans	2012-01-31	$291
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-01-31	$13,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-01-31	No
Was there a failure to transmit to the plan any participant contributions	2012-01-31	No
Has the plan failed to provide any benefit when due under the plan	2012-01-31	No
Contributions received in cash from employer	2012-01-31	$46,254
Income. Dividends from common stock	2012-01-31	$43,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-01-31	$249,250
Did the plan have assets held for investment	2012-01-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-01-31	Disclaimer
Accountancy firm name	2012-01-31	PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN	2012-01-31	134008324
2011 : 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-01-31	$320,435
Total unrealized appreciation/depreciation of assets	2011-01-31	$320,435
Total transfer of assets from this plan	2011-01-31	$158,661
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-01-31	$0
Total income from all sources (including contributions)	2011-01-31	$1,076,654
Total loss/gain on sale of assets	2011-01-31	$0
Total of all expenses incurred	2011-01-31	$211,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-01-31	$204,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-01-31	$721,272
Value of total assets at end of year	2011-01-31	$2,693,772
Value of total assets at beginning of year	2011-01-31	$1,987,477
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-01-31	$7,696
Total interest from all sources	2011-01-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-01-31	$34,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-01-31	No
Was this plan covered by a fidelity bond	2011-01-31	Yes
Value of fidelity bond cover	2011-01-31	$500,000
If this is an individual account plan, was there a blackout period	2011-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-01-31	No
Contributions received from participants	2011-01-31	$604,308
Participant contributions at end of year	2011-01-31	$6,420
Participant contributions at beginning of year	2011-01-31	$29,430
Income. Received or receivable in cash from other sources (including rollovers)	2011-01-31	$74,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-01-31	No
Value of net income/loss	2011-01-31	$864,956
Value of net assets at end of year (total assets less liabilities)	2011-01-31	$2,693,772
Value of net assets at beginning of year (total assets less liabilities)	2011-01-31	$1,987,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-01-31	No
Were any leases to which the plan was party in default or uncollectible	2011-01-31	No
Investment advisory and management fees	2011-01-31	$7,696
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-01-31	$2,687,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-01-31	$1,958,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-01-31	No
Was there a failure to transmit to the plan any participant contributions	2011-01-31	No
Has the plan failed to provide any benefit when due under the plan	2011-01-31	No
Contributions received in cash from employer	2011-01-31	$42,039
Income. Dividends from common stock	2011-01-31	$34,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-01-31	$204,002
Did the plan have assets held for investment	2011-01-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-01-31	Disclaimer
Accountancy firm name	2011-01-31	PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN	2011-01-31	134008324
2010 : 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-01-31	$0

Form 5500 Responses for 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A.

2013: 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Submission has been amended	No
2013-02-01	This submission is the final filing	Yes
2013-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-02-01	Plan is a collectively bargained plan	No
2013-02-01	Plan funding arrangement – Trust	Yes
2013-02-01	Plan benefit arrangement - Trust	Yes
2012: 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Submission has been amended	No
2012-02-01	This submission is the final filing	No
2012-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-02-01	Plan is a collectively bargained plan	No
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes
2011: 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Submission has been amended	No
2011-02-01	This submission is the final filing	No
2011-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-02-01	Plan is a collectively bargained plan	No
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes
2009: 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Submission has been amended	No
2009-02-01	This submission is the final filing	No
2009-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-02-01	Plan is a collectively bargained plan	No
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	CARLTON FIELDS, P.A.
Employer identification number (EIN):	591233896
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1969-01-17
Company Identification Number:	600794
Legal Registered Office Address:	100 S. Ashley Drive Tampa 33602