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DAVID MICHAEL CARR P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID MICHAEL CARR P.A. PROFIT SHARING PLAN
Plan identification number 001

DAVID MICHAEL CARR P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

DAVID MICHAEL CARR P.A. has sponsored the creation of one or more 401k plans.

Company Name:DAVID MICHAEL CARR P.A.
Employer identification number (EIN):591937008
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about DAVID MICHAEL CARR P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1979-10-01
Company Identification Number: 636788
Legal Registered Office Address: 11503 Humber Place

Temple Terrace

33617

More information about DAVID MICHAEL CARR P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID MICHAEL CARR P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01JAMES KIST2024-04-25 JAMES KIST2024-04-25
0012021-10-01JAMES KIST2022-12-15
0012020-10-01
0012019-10-01DAVID CARR2020-11-30 DAVID CARR2020-11-30
0012018-10-01VIRGINIA ANDERSON2020-07-09 VIRGINIA ANDERSON2020-07-09
0012017-10-01VIRGINIA ANDERSON2019-02-25
0012016-10-01DAVID CARR2018-05-31 DAVID CARR2018-05-31
0012015-10-01DAVID CARR2017-05-05 DAVID CARR2017-05-05
0012014-10-01DAVID CARR2016-05-12 DAVID CARR2016-05-12
0012013-10-01DAVID CARR DAVID CARR2015-01-08
0012012-10-01DAVID CARR DAVID CARR2014-06-11
0012011-10-01DAVID M CARR
0012010-10-01DAVID M CARR
0012009-10-01DAVID M CARR

Financial Data on DAVID MICHAEL CARR P.A. PROFIT SHARING PLAN

Measure Date Value
2014 : DAVID MICHAEL CARR P.A. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-09-30$230,432
Expenses. Total of all expenses incurred2014-09-30$18,076
Total plan assets at end of year2014-09-30$1,946,019
Total plan assets at beginning of year2014-09-30$1,733,663
Assets. Value of loans (other than to participants)2014-09-30$29,480
Expenses. Other expenses not covered elsewhere2014-09-30$18,076
Other income received2014-09-30$230,432
Net income (gross income less expenses)2014-09-30$212,356
Net plan assets at end of year (total assets less liabilities)2014-09-30$1,946,019
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$1,733,663
2013 : DAVID MICHAEL CARR P.A. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-09-30$199,450
Expenses. Total of all expenses incurred2013-09-30$15,590
Total plan assets at end of year2013-09-30$1,733,663
Total plan assets at beginning of year2013-09-30$1,549,803
Value of fidelity bond covering the plan2013-09-30$150,000
Expenses. Other expenses not covered elsewhere2013-09-30$15,590
Other income received2013-09-30$189,450
Net income (gross income less expenses)2013-09-30$183,860
Net plan assets at end of year (total assets less liabilities)2013-09-30$1,733,663
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$1,549,803
Total contributions received or receivable from employer(s)2013-09-30$10,000
2012 : DAVID MICHAEL CARR P.A. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-09-30$224,643
Expenses. Total of all expenses incurred2012-09-30$13,600
Benefits paid (including direct rollovers)2012-09-30$0
Total plan assets at end of year2012-09-30$1,549,803
Total plan assets at beginning of year2012-09-30$1,338,760
Value of fidelity bond covering the plan2012-09-30$150,000
Total contributions received or receivable from participants2012-09-30$0
Expenses. Other expenses not covered elsewhere2012-09-30$13,600
Other income received2012-09-30$224,643
Net income (gross income less expenses)2012-09-30$211,043
Net plan assets at end of year (total assets less liabilities)2012-09-30$1,549,803
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$1,338,760
Total contributions received or receivable from employer(s)2012-09-30$0
2011 : DAVID MICHAEL CARR P.A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-09-30$64,467
Expenses. Total of all expenses incurred2011-09-30$15,095
Total plan assets at end of year2011-09-30$1,338,760
Total plan assets at beginning of year2011-09-30$1,289,388
Value of fidelity bond covering the plan2011-09-30$250,000
Total contributions received or receivable from participants2011-09-30$0
Expenses. Other expenses not covered elsewhere2011-09-30$15,095
Other income received2011-09-30$27,467
Net income (gross income less expenses)2011-09-30$49,372
Net plan assets at end of year (total assets less liabilities)2011-09-30$1,338,760
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$1,289,388
Total contributions received or receivable from employer(s)2011-09-30$37,000

Form 5500 Responses for DAVID MICHAEL CARR P.A. PROFIT SHARING PLAN

2013: DAVID MICHAEL CARR P.A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: DAVID MICHAEL CARR P.A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: DAVID MICHAEL CARR P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: DAVID MICHAEL CARR P.A. PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: DAVID MICHAEL CARR P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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