?>
Logo

DON CARTER HEATING AND COOLING 401(K) PLAN 401k Plan overview

Plan NameDON CARTER HEATING AND COOLING 401(K) PLAN
Plan identification number 001

DON CARTER HEATING AND COOLING 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DON CARTER HEATING AND COOLING has sponsored the creation of one or more 401k plans.

Company Name:DON CARTER HEATING AND COOLING
Employer identification number (EIN):631192436
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DON CARTER HEATING AND COOLING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01WILLIAM COLE CARTER (COLE)2024-06-17 ADRIA REED2024-06-13
0012022-02-01WILLIAM COLE CARTER (COLE)2023-05-03 TINA L. COOK2023-04-25

Plan Statistics for DON CARTER HEATING AND COOLING 401(K) PLAN

401k plan membership statisitcs for DON CARTER HEATING AND COOLING 401(K) PLAN

Measure Date Value
2025: DON CARTER HEATING AND COOLING 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-1711
Total number of particpants at end of year2025-07-1714
Number of Participants With Account Balances2025-07-178
2024: DON CARTER HEATING AND COOLING 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-1711
Total number of particpants at end of year2024-06-1711
Number of Participants With Account Balances2024-06-178

Financial Data on DON CARTER HEATING AND COOLING 401(K) PLAN

Measure Date Value
2025 : DON CARTER HEATING AND COOLING 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-17620
Net assets as of the end of the plan year2025-07-17141328
Total assets as of the beginning of the plan year2025-07-1782239
Value of plan covered by a fidelity bond2025-07-1720000
Participant contributions to plan in this plan year2025-07-1728799
Other income to plan in this plan year2025-07-1712900
Plan net income in this plan year2025-07-1759089
Net assets as of the end of the plan year2025-07-17141328
Net assets as of the beginning of the plan year2025-07-1782239
Employer contributions to plan in this plan year2025-07-1718010
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-17620
2024 : DON CARTER HEATING AND COOLING 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-1712107
Net assets as of the end of the plan year2024-06-1782239
Total assets as of the beginning of the plan year2024-06-1744010
Value of plan covered by a fidelity bond2024-06-1715000
Participant contributions to plan in this plan year2024-06-1724798
Other income to plan in this plan year2024-06-1710261
Plan net income in this plan year2024-06-1738229
Net assets as of the end of the plan year2024-06-1782239
Net assets as of the beginning of the plan year2024-06-1744010
Employer contributions to plan in this plan year2024-06-1715277
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-171998

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3