CAREFREE AIR & WATER MANAGEMENT INC. has sponsored the creation of one or more 401k plans.
Additional information about CAREFREE AIR & WATER MANAGEMENT INC.
| Measure | Date | Value |
|---|
| 2025 : CAREFREE AIR 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-20 | 200 |
| Net assets as of the end of the plan year | 2025-06-20 | 552580 |
| Total assets as of the beginning of the plan year | 2025-06-20 | 463459 |
| Value of plan covered by a fidelity bond | 2025-06-20 | 20000 |
| Participant contributions to plan in this plan year | 2025-06-20 | 41456 |
| Value of participant loans at end of plan year | 2025-06-20 | 7362 |
| Other income to plan in this plan year | 2025-06-20 | 47865 |
| Plan net income in this plan year | 2025-06-20 | 89121 |
| Net assets as of the end of the plan year | 2025-06-20 | 552580 |
| Net assets as of the beginning of the plan year | 2025-06-20 | 463459 |
| Fees paid to broker by Benefit Provider | 2025-06-20 | 2520 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-20 | 200 |
| 2024 : CAREFREE AIR 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-07-09 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-09 | 0 |
| Net assets as of the end of the plan year | 2024-07-09 | 463459 |
| Total assets as of the beginning of the plan year | 2024-07-09 | 365108 |
| Value of plan covered by a fidelity bond | 2024-07-09 | 20000 |
| Participant contributions to plan in this plan year | 2024-07-09 | 41293 |
| Value of participant loans at end of plan year | 2024-07-09 | 5721 |
| Other income to plan in this plan year | 2024-07-09 | 57058 |
| Plan net income in this plan year | 2024-07-09 | 98351 |
| Net assets as of the end of the plan year | 2024-07-09 | 463459 |
| Net assets as of the beginning of the plan year | 2024-07-09 | 365108 |
| Fees paid to broker by Benefit Provider | 2024-07-09 | 1992 |
| 2021 : CAREFREE AIR 401(K) PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $88,174 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $40,660 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $40,084 |
| Total plan assets at end of year | 2021-12-31 | $415,764 |
| Total plan assets at beginning of year | 2021-12-31 | $368,250 |
| Value of fidelity bond covering the plan | 2021-12-31 | $42,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $41,724 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $46,450 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $47,514 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $415,764 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $368,250 |
| Assets. Value of participant loans | 2021-12-31 | $11,864 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $576 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : CAREFREE AIR 401(K) PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $95,766 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $5,901 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $5,556 |
| Total plan assets at end of year | 2020-12-31 | $368,250 |
| Total plan assets at beginning of year | 2020-12-31 | $278,385 |
| Value of fidelity bond covering the plan | 2020-12-31 | $28,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $55,613 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $40,153 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $89,865 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $368,250 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $278,385 |
| Assets. Value of participant loans | 2020-12-31 | $9,336 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-12-31 | $250 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $345 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : CAREFREE AIR 401(K) PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $92,237 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $30,917 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $30,589 |
| Total plan assets at end of year | 2019-12-31 | $265,035 |
| Total plan assets at beginning of year | 2019-12-31 | $203,715 |
| Value of fidelity bond covering the plan | 2019-12-31 | $21,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $49,989 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $42,248 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $61,320 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $265,035 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $203,715 |
| Assets. Value of participant loans | 2019-12-31 | $1,144 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2019-12-31 | $953 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $328 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : CAREFREE AIR 401(K) PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $43,843 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $3,863 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $2,658 |
| Total plan assets at end of year | 2018-12-31 | $203,715 |
| Total plan assets at beginning of year | 2018-12-31 | $163,735 |
| Value of fidelity bond covering the plan | 2018-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $59,261 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-15,418 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $39,980 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $203,715 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $163,735 |
| Assets. Value of participant loans | 2018-12-31 | $15,573 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $1,044 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $161 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : CAREFREE AIR 401(K) PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $164,186 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $451 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $163,735 |
| Total plan assets at beginning of year | 2017-12-31 | $0 |
| Value of fidelity bond covering the plan | 2017-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $29,085 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $135,101 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $163,735 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $163,735 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
| Assets. Value of participant loans | 2017-12-31 | $21,195 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $451 |
| 2021: CAREFREE AIR 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: CAREFREE AIR 401(K) PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: CAREFREE AIR 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: CAREFREE AIR 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: CAREFREE AIR 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | First time form 5500 has been submitted | Yes |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
