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CCP 401(K) PLAN 401k Plan overview

Plan NameCCP 401(K) PLAN
Plan identification number 001

CCP 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

CARLSON, CALLADINE & PETERSON LLP has sponsored the creation of one or more 401k plans.

Company Name:CARLSON, CALLADINE & PETERSON LLP
Employer identification number (EIN):943348677
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CCP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LOUIS W TULLIUS2024-06-21 LOUIS W TULLIUS2024-06-21
0012022-01-01JENNIFER CONNON2023-07-11 JENNIFER CONNON2023-07-11
0012021-01-01JENNIFER CONNON2022-06-23 JENNIFER CONNON2022-06-23
0012020-01-01JENNIFER CONNON2021-06-23 JENNIFER CONNON2021-06-23
0012019-01-01PRISCILLA TAN2020-07-29
0012018-01-01LINDA J REPUBLICANO2019-09-19 LINDA J REPUBLICANO2019-09-19
0012017-01-01LINDA REPUBLICANO2018-09-13
0012016-01-01LINDA REPUBLICANO2017-10-11 LINDA REPUBLICANO2017-10-11
0012015-01-01LINDA J REPUBLICANO2016-10-14 LINDA J REPUBLICANO2016-10-14
0012014-01-01LINDA REPUBLICANO2015-10-13 LINDA REPUBLICANO2015-10-13
0012013-01-01LINDA REPUBLICANO2014-10-13 LINDA REPUBLICANO2014-10-13
0012012-01-01CAROLE WRIGHT2013-10-04 CAROLE WRIGHT2013-10-04
0012011-01-01SALLY BONDI2012-10-12 SALLY BONDI2012-10-12
0012010-01-01SALLY BONDI2011-10-14 DONALD CARLSON2011-10-14

Plan Statistics for CCP 401(K) PLAN

401k plan membership statisitcs for CCP 401(K) PLAN

Measure Date Value
2025: CCP 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1440
Total number of particpants at end of year2025-10-1436
Number of Participants With Account Balances2025-10-1435
Total number of particpants at beginning of year2025-10-0840
Total number of particpants at end of year2025-10-0836
Number of Participants With Account Balances2025-10-0835
2024: CCP 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-2143
Total number of particpants at end of year2024-06-2140
Number of Participants With Account Balances2024-06-2139
2022: CCP 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-2358
Total number of particpants at end of year2022-06-2351
Number of Participants With Account Balances2022-06-2351

Financial Data on CCP 401(K) PLAN

Measure Date Value
2025 : CCP 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-10-140
Total expenses incurred by plan in this plan year2025-10-142108189
Net assets as of the end of the plan year2025-10-1412146648
Total assets as of the beginning of the plan year2025-10-1412678949
Value of plan covered by a fidelity bond2025-10-14500000
Participant contributions to plan in this plan year2025-10-14180183
Other income to plan in this plan year2025-10-141221656
Plan net income in this plan year2025-10-14-532301
Net assets as of the end of the plan year2025-10-1412146648
Net assets as of the beginning of the plan year2025-10-1412678949
Value of employer contributions paid2025-10-140
Employer contributions to plan in this plan year2025-10-14174049
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-147868
Total liabilities as of the beginning of the plan year2025-10-080
Total expenses incurred by plan in this plan year2025-10-082108189
Net assets as of the end of the plan year2025-10-0812146648
Total assets as of the beginning of the plan year2025-10-0812678949
Value of plan covered by a fidelity bond2025-10-08500000
Participant contributions to plan in this plan year2025-10-08180183
Other income to plan in this plan year2025-10-081221656
Plan net income in this plan year2025-10-08-532301
Net assets as of the end of the plan year2025-10-0812146648
Net assets as of the beginning of the plan year2025-10-0812678949
Value of employer contributions paid2025-10-080
Employer contributions to plan in this plan year2025-10-08174049
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-087868
2024 : CCP 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-210
Total expenses incurred by plan in this plan year2024-06-213944118
Net assets as of the end of the plan year2024-06-2112678949
Total assets as of the beginning of the plan year2024-06-2114185551
Value of plan covered by a fidelity bond2024-06-21500000
Participant contributions to plan in this plan year2024-06-21268747
Other contributions to plan in this plan year2024-06-21139722
Other income to plan in this plan year2024-06-211710530
Plan net income in this plan year2024-06-21-1506602
Net assets as of the end of the plan year2024-06-2112678949
Net assets as of the beginning of the plan year2024-06-2114185551
Value of employer contributions paid2024-06-210
Employer contributions to plan in this plan year2024-06-21318517
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-217593
2022 : CCP 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-23422719
Net assets as of the end of the plan year2022-06-2316315491
Total assets as of the beginning of the plan year2022-06-2314588788
Value of plan covered by a fidelity bond2022-06-23500000
Participant contributions to plan in this plan year2022-06-23309527
Value of participant loans at end of plan year2022-06-2320631
Other expenses paid from plan in this plan year2022-06-230
Other income to plan in this plan year2022-06-231535684
Plan net income in this plan year2022-06-231726703
Net assets as of the end of the plan year2022-06-2316315491
Net assets as of the beginning of the plan year2022-06-2314588788
Value of employer contributions paid2022-06-230
Employer contributions to plan in this plan year2022-06-23304211
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-234521

Potentially related plans

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