?>
Logo

CARROLS CORPORATION RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameCARROLS CORPORATION RETIREMENT SAVINGS PLAN
Plan identification number 002

CARROLS CORPORATION RETIREMENT SAVINGS 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.
  • 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.
  • 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.
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

CARROLS CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:CARROLS CORPORATION
Employer identification number (EIN):160958146
NAIC Classification:722513
NAIC Description:Limited-Service Restaurants

Additional information about CARROLS CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 689424

More information about CARROLS CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARROLS CORPORATION RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01PAUL FLANDERS PAUL FLANDERS2018-10-11
0022016-01-01PAUL FLANDERS PAUL FLANDERS2017-09-27
0022015-01-01PAUL F. FLANDERS PAUL F. FLANDERS2016-09-12
0022014-01-01PAUL F. FLANDERS PAUL F. FLANDERS2015-08-05
0022013-01-01PAUL F. FLANDERS PAUL F. FLANDERS2014-07-28
0022012-01-01PAUL FLANDERS PAUL FLANDERS2013-07-30
0022011-01-01PAUL FLANDERS
0022009-01-01PAUL FLANDERS PAUL FLANDERS2010-08-25
0022009-01-01PAUL FLANDERS PAUL FLANDERS2011-11-18

Plan Statistics for CARROLS CORPORATION RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CARROLS CORPORATION RETIREMENT SAVINGS PLAN

Measure Date Value
2022: CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,729
Total number of active participants reported on line 7a of the Form 55002022-01-012,854
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-01346
Total of all active and inactive participants2022-01-013,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013,205
Number of participants with account balances2022-01-013,205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0142
2021: CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,831
Total number of active participants reported on line 7a of the Form 55002021-01-013,404
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01321
Total of all active and inactive participants2021-01-013,729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013,729
Number of participants with account balances2021-01-013,140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0138
2020: CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,607
Total number of active participants reported on line 7a of the Form 55002020-01-012,635
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01193
Total of all active and inactive participants2020-01-012,831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,831
Number of participants with account balances2020-01-012,831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0121
2019: CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,144
Total number of active participants reported on line 7a of the Form 55002019-01-012,420
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-01183
Total of all active and inactive participants2019-01-012,607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,607
Number of participants with account balances2019-01-012,607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0121
2018: CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,908
Total number of active participants reported on line 7a of the Form 55002018-01-011,898
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01242
Total of all active and inactive participants2018-01-012,144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,144
Number of participants with account balances2018-01-012,144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0134
2017: CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,694
Total number of active participants reported on line 7a of the Form 55002017-01-011,735
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01169
Total of all active and inactive participants2017-01-011,908
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,908
Number of participants with account balances2017-01-011,908
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0117
2016: CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,484
Total number of active participants reported on line 7a of the Form 55002016-01-011,535
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01157
Total of all active and inactive participants2016-01-011,694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,694
Number of participants with account balances2016-01-011,694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,755
Total number of active participants reported on line 7a of the Form 55002015-01-011,339
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01145
Total of all active and inactive participants2015-01-011,484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,484
Number of participants with account balances2015-01-011,484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0117
2014: CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,494
Total number of active participants reported on line 7a of the Form 55002014-01-011,624
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01131
Total of all active and inactive participants2014-01-011,755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,755
Number of participants with account balances2014-01-011,238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0172
2013: CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,578
Total number of active participants reported on line 7a of the Form 55002013-01-011,383
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01111
Total of all active and inactive participants2013-01-011,494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,494
Number of participants with account balances2013-01-011,122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0175
2012: CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,328
Total number of active participants reported on line 7a of the Form 55002012-01-011,471
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01107
Total of all active and inactive participants2012-01-011,578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,578
Number of participants with account balances2012-01-011,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0142
2011: CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,346
Total number of active participants reported on line 7a of the Form 55002011-01-011,155
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01173
Total of all active and inactive participants2011-01-011,328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,328
Number of participants with account balances2011-01-011,328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0147
2009: CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,940
Total number of active participants reported on line 7a of the Form 55002009-01-011,245
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01121
Total of all active and inactive participants2009-01-011,366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,366
Number of participants with account balances2009-01-011,366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0150

Financial Data on CARROLS CORPORATION RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,135,904
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,489,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,199,979
Expenses. Certain deemed distributions of participant loans2022-12-31$27,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,303,482
Value of total assets at end of year2022-12-31$66,498,556
Value of total assets at beginning of year2022-12-31$75,123,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$261,553
Total interest from all sources2022-12-31$351,004
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$335,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$335,208
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,048,541
Participant contributions at end of year2022-12-31$1,561,425
Participant contributions at beginning of year2022-12-31$1,545,480
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$353,752
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$3,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,624,908
Value of net assets at end of year (total assets less liabilities)2022-12-31$66,498,556
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$75,123,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,346,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,991,357
Value of interest in pooled separate accounts at end of year2022-12-31$40,128,515
Value of interest in pooled separate accounts at beginning of year2022-12-31$51,338,513
Interest on participant loans2022-12-31$68,504
Interest earned on other investments2022-12-31$282,500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$16,561,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$17,464,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-569,632
Net investment gain/loss from pooled separate accounts2022-12-31$-9,555,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,901,189
Employer contributions (assets) at end of year2022-12-31$1,901,189
Employer contributions (assets) at beginning of year2022-12-31$1,783,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,199,979
Contract administrator fees2022-12-31$258,523
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DERMODY BURKE & BROWN CPAS LLC
Accountancy firm EIN2022-12-31010723685
2021 : CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$16,261,227
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,703,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,623,136
Expenses. Certain deemed distributions of participant loans2021-12-31$994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,623,033
Value of total assets at end of year2021-12-31$75,123,464
Value of total assets at beginning of year2021-12-31$63,565,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$79,092
Total interest from all sources2021-12-31$336,649
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$293,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$293,563
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,647,940
Participant contributions at end of year2021-12-31$1,545,480
Participant contributions at beginning of year2021-12-31$1,488,194
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$176,551
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$158,191
Administrative expenses (other) incurred2021-12-31$79,092
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$21
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$11,558,005
Value of net assets at end of year (total assets less liabilities)2021-12-31$75,123,464
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$63,565,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,991,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,861,136
Value of interest in pooled separate accounts at end of year2021-12-31$51,338,513
Value of interest in pooled separate accounts at beginning of year2021-12-31$41,399,618
Interest on participant loans2021-12-31$73,206
Interest earned on other investments2021-12-31$263,442
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$17,464,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$15,950,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$123,564
Net investment gain/loss from pooled separate accounts2021-12-31$7,884,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,798,542
Employer contributions (assets) at end of year2021-12-31$1,783,430
Employer contributions (assets) at beginning of year2021-12-31$1,707,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,623,136
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DERMODY BURKE & BROWN CPAS LLC
Accountancy firm EIN2021-12-31010723685
2020 : CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$968,109
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$13,181,509
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,474,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,387,684
Expenses. Certain deemed distributions of participant loans2020-12-31$29,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,107,139
Value of total assets at end of year2020-12-31$63,565,459
Value of total assets at beginning of year2020-12-31$52,890,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$57,041
Total interest from all sources2020-12-31$360,861
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$41,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$41,970
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,044,090
Participant contributions at end of year2020-12-31$1,488,194
Participant contributions at beginning of year2020-12-31$1,436,301
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$355,553
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$158,191
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$57,041
Total non interest bearing cash at end of year2020-12-31$21
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,706,999
Value of net assets at end of year (total assets less liabilities)2020-12-31$63,565,459
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$52,890,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,861,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,581,316
Value of interest in pooled separate accounts at end of year2020-12-31$41,399,618
Value of interest in pooled separate accounts at beginning of year2020-12-31$34,809,072
Interest on participant loans2020-12-31$79,809
Interest earned on other investments2020-12-31$281,052
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$15,950,803
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$13,505,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$46,069
Net investment gain/loss from pooled separate accounts2020-12-31$5,625,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,707,496
Employer contributions (assets) at end of year2020-12-31$1,707,496
Employer contributions (assets) at beginning of year2020-12-31$1,558,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,387,684
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31INSERO AND CO. CPAS. LLP
Accountancy firm EIN2020-12-31475324570
2019 : CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$14,591,628
Total income from all sources (including contributions)2019-12-31$14,591,628
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,322,234
Total of all expenses incurred2019-12-31$3,322,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,253,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,253,100
Expenses. Certain deemed distributions of participant loans2019-12-31$6,750
Expenses. Certain deemed distributions of participant loans2019-12-31$6,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,705,505
Value of total assets at end of year2019-12-31$52,890,351
Value of total assets at beginning of year2019-12-31$41,620,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$62,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$62,384
Total interest from all sources2019-12-31$309,391
Total interest from all sources2019-12-31$309,391
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$41,175
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$41,175
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$41,175
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$41,175
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,552,755
Participant contributions at end of year2019-12-31$1,436,301
Participant contributions at beginning of year2019-12-31$1,321,697
Participant contributions at beginning of year2019-12-31$1,321,697
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$594,136
Administrative expenses (other) incurred2019-12-31$62,384
Administrative expenses (other) incurred2019-12-31$62,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$11,269,394
Value of net income/loss2019-12-31$11,269,394
Value of net assets at end of year (total assets less liabilities)2019-12-31$52,890,351
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$41,620,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,581,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,139,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,139,555
Value of interest in pooled separate accounts at end of year2019-12-31$34,809,072
Value of interest in pooled separate accounts at beginning of year2019-12-31$27,466,753
Value of interest in pooled separate accounts at beginning of year2019-12-31$27,466,753
Interest on participant loans2019-12-31$67,611
Interest on participant loans2019-12-31$67,611
Interest earned on other investments2019-12-31$241,780
Interest earned on other investments2019-12-31$241,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,505,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$11,060,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$155,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$155,988
Net investment gain/loss from pooled separate accounts2019-12-31$7,379,569
Net investment gain/loss from pooled separate accounts2019-12-31$7,379,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,558,614
Employer contributions (assets) at end of year2019-12-31$1,558,614
Employer contributions (assets) at beginning of year2019-12-31$632,201
Employer contributions (assets) at beginning of year2019-12-31$632,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,253,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,253,100
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31INSERO AND CO. CPAS. LLP
Accountancy firm name2019-12-31INSERO AND CO. CPAS. LLP
Accountancy firm EIN2019-12-31475324570
Accountancy firm EIN2019-12-31475324570
2018 : CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,434,194
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,805,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,739,303
Expenses. Certain deemed distributions of participant loans2018-12-31$16,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,810,386
Value of total assets at end of year2018-12-31$41,620,957
Value of total assets at beginning of year2018-12-31$41,992,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$49,124
Total interest from all sources2018-12-31$255,059
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$23,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$23,273
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,672,960
Participant contributions at end of year2018-12-31$1,321,697
Participant contributions at beginning of year2018-12-31$1,227,699
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$505,225
Administrative expenses (other) incurred2018-12-31$49,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$632,201
Value of net income/loss2018-12-31$-371,158
Value of net assets at end of year (total assets less liabilities)2018-12-31$41,620,957
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$41,992,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,139,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,126,762
Value of interest in pooled separate accounts at end of year2018-12-31$27,466,753
Value of interest in pooled separate accounts at beginning of year2018-12-31$28,637,572
Interest on participant loans2018-12-31$61,050
Interest earned on other investments2018-12-31$194,009
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$11,060,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$10,413,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-136,434
Net investment gain/loss from pooled separate accounts2018-12-31$-2,518,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Employer contributions (assets) at end of year2018-12-31$632,201
Employer contributions (assets) at beginning of year2018-12-31$586,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,739,303
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31INSERO AND CO. CPAS. LLP
Accountancy firm EIN2018-12-31475324570
2017 : CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,720,942
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,743,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,708,439
Expenses. Certain deemed distributions of participant loans2017-12-31$1,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,836,810
Value of total assets at end of year2017-12-31$41,992,115
Value of total assets at beginning of year2017-12-31$37,014,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$33,353
Total interest from all sources2017-12-31$219,008
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$21,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$21,706
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,214,602
Participant contributions at end of year2017-12-31$1,227,699
Participant contributions at beginning of year2017-12-31$1,277,188
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$35,821
Administrative expenses (other) incurred2017-12-31$33,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,977,763
Value of net assets at end of year (total assets less liabilities)2017-12-31$41,992,115
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$37,014,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,126,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$882,776
Value of interest in pooled separate accounts at end of year2017-12-31$28,637,572
Value of interest in pooled separate accounts at beginning of year2017-12-31$24,304,023
Interest on participant loans2017-12-31$51,120
Interest earned on other investments2017-12-31$167,888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$10,413,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$10,018,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$39,098
Net investment gain/loss from pooled separate accounts2017-12-31$4,604,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$586,387
Employer contributions (assets) at end of year2017-12-31$586,387
Employer contributions (assets) at beginning of year2017-12-31$532,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,708,439
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31INSERO AND CO. CPAS. LLP
Accountancy firm EIN2017-12-31475324570
2016 : CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$6,233,515
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,914,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,884,350
Expenses. Certain deemed distributions of participant loans2016-12-31$-809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,902,235
Value of total assets at end of year2016-12-31$37,014,352
Value of total assets at beginning of year2016-12-31$33,695,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$31,064
Total interest from all sources2016-12-31$206,577
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$11,469
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$11,469
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,119,960
Participant contributions at end of year2016-12-31$1,277,188
Participant contributions at beginning of year2016-12-31$1,091,475
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$250,247
Administrative expenses (other) incurred2016-12-31$31,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,318,910
Value of net assets at end of year (total assets less liabilities)2016-12-31$37,014,352
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$33,695,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$882,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$663,495
Value of interest in pooled separate accounts at end of year2016-12-31$24,304,023
Value of interest in pooled separate accounts at beginning of year2016-12-31$21,850,082
Interest on participant loans2016-12-31$48,191
Interest earned on other investments2016-12-31$158,386
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$10,018,337
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$9,619,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$34,311
Net investment gain/loss from pooled separate accounts2016-12-31$2,078,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$532,028
Employer contributions (assets) at end of year2016-12-31$532,028
Employer contributions (assets) at beginning of year2016-12-31$470,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,884,350
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31INSERO AND CO. CPAS, LLP
Accountancy firm EIN2016-12-31475324570
2015 : CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,755,973
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,892,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,864,293
Expenses. Certain deemed distributions of participant loans2015-12-31$2,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,720,464
Value of total assets at end of year2015-12-31$33,695,442
Value of total assets at beginning of year2015-12-31$31,831,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,966
Total interest from all sources2015-12-31$199,919
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$8,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$8,222
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,634,193
Participant contributions at end of year2015-12-31$1,091,475
Participant contributions at beginning of year2015-12-31$975,862
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$615,583
Administrative expenses (other) incurred2015-12-31$24,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,863,745
Value of net assets at end of year (total assets less liabilities)2015-12-31$33,695,442
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$31,831,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$663,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$521,804
Value of interest in pooled separate accounts at end of year2015-12-31$21,850,082
Value of interest in pooled separate accounts at beginning of year2015-12-31$20,425,928
Interest on participant loans2015-12-31$42,186
Interest earned on other investments2015-12-31$157,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$9,619,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$9,530,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-69,856
Net investment gain/loss from pooled separate accounts2015-12-31$-102,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$470,688
Employer contributions (assets) at end of year2015-12-31$470,688
Employer contributions (assets) at beginning of year2015-12-31$377,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,864,293
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31INSERO AND CO. CPAS, LLP
Accountancy firm EIN2015-12-31475324570
2014 : CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,157,569
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,819,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,790,534
Expenses. Certain deemed distributions of participant loans2014-12-31$5,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,973,551
Value of total assets at end of year2014-12-31$31,831,697
Value of total assets at beginning of year2014-12-31$29,493,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23,474
Total interest from all sources2014-12-31$205,560
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,187
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,063,012
Participant contributions at end of year2014-12-31$975,862
Participant contributions at beginning of year2014-12-31$1,009,720
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$533,236
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$23,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,338,478
Value of net assets at end of year (total assets less liabilities)2014-12-31$31,831,697
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$29,493,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$521,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$20,425,928
Value of interest in pooled separate accounts at beginning of year2014-12-31$18,952,870
Interest on participant loans2014-12-31$41,642
Interest earned on other investments2014-12-31$163,918
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$9,530,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,182,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-6,686
Net investment gain/loss from pooled separate accounts2014-12-31$982,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$377,303
Employer contributions (assets) at end of year2014-12-31$377,303
Employer contributions (assets) at beginning of year2014-12-31$347,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,790,534
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31INSERO AND COMPANY CPA'S PC
Accountancy firm EIN2014-12-31161016457
2013 : CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$7,467,578
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,057,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,031,679
Expenses. Certain deemed distributions of participant loans2013-12-31$5,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,719,151
Value of total assets at end of year2013-12-31$29,493,219
Value of total assets at beginning of year2013-12-31$25,082,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,074
Total interest from all sources2013-12-31$214,874
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,966,066
Participant contributions at end of year2013-12-31$1,009,720
Participant contributions at beginning of year2013-12-31$971,124
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$405,414
Administrative expenses (other) incurred2013-12-31$20,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,410,224
Value of net assets at end of year (total assets less liabilities)2013-12-31$29,493,219
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,082,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$18,952,870
Value of interest in pooled separate accounts at beginning of year2013-12-31$14,528,966
Interest on participant loans2013-12-31$39,287
Interest earned on other investments2013-12-31$175,587
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,182,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,261,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,533,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$347,671
Employer contributions (assets) at end of year2013-12-31$347,671
Employer contributions (assets) at beginning of year2013-12-31$321,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,031,679
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31INSERO AND COMPANY CPA'S PC
Accountancy firm EIN2013-12-31161016457
2012 : CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$6,995,592
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,419,700
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,052,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,025,156
Expenses. Certain deemed distributions of participant loans2012-12-31$10,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,839,805
Value of total assets at end of year2012-12-31$25,082,995
Value of total assets at beginning of year2012-12-31$28,711,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,269
Total interest from all sources2012-12-31$258,082
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,038,210
Participant contributions at end of year2012-12-31$971,124
Participant contributions at beginning of year2012-12-31$1,195,846
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$480,441
Administrative expenses (other) incurred2012-12-31$16,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,367,412
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,082,995
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$28,711,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$14,528,966
Value of interest in pooled separate accounts at beginning of year2012-12-31$15,966,872
Interest on participant loans2012-12-31$39,777
Interest earned on other investments2012-12-31$218,305
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,261,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$11,124,980
Net investment gain/loss from pooled separate accounts2012-12-31$2,321,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$321,154
Employer contributions (assets) at end of year2012-12-31$321,154
Employer contributions (assets) at beginning of year2012-12-31$423,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,025,156
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31INSERO AND COMPANY, CPA'S PC
Accountancy firm EIN2012-12-31161016457
2011 : CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,774,335
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,648,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,621,887
Expenses. Certain deemed distributions of participant loans2011-12-31$7,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,687,065
Value of total assets at end of year2011-12-31$28,711,175
Value of total assets at beginning of year2011-12-31$27,584,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$18,576
Total interest from all sources2011-12-31$314,193
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,260,387
Participant contributions at end of year2011-12-31$1,195,846
Participant contributions at beginning of year2011-12-31$960,222
Other income not declared elsewhere2011-12-31$-1,236
Administrative expenses (other) incurred2011-12-31$18,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$3,201
Value of net income/loss2011-12-31$1,126,222
Value of net assets at end of year (total assets less liabilities)2011-12-31$28,711,175
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$27,584,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$15,966,872
Value of interest in pooled separate accounts at beginning of year2011-12-31$16,530,304
Interest on participant loans2011-12-31$45,165
Interest earned on other investments2011-12-31$269,028
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$11,124,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$9,673,081
Net investment gain/loss from pooled separate accounts2011-12-31$-225,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$423,477
Employer contributions (assets) at end of year2011-12-31$423,477
Employer contributions (assets) at beginning of year2011-12-31$421,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,621,887
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31INSERO AND COMPANY, CPA'S, PC
Accountancy firm EIN2011-12-31161016457
2010 : CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,367,137
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,406,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,390,879
Expenses. Certain deemed distributions of participant loans2010-12-31$27
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,971,307
Value of total assets at end of year2010-12-31$27,584,953
Value of total assets at beginning of year2010-12-31$24,624,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,419
Total interest from all sources2010-12-31$315,001
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,283,332
Participant contributions at end of year2010-12-31$960,222
Participant contributions at beginning of year2010-12-31$888,154
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$266,473
Administrative expenses (other) incurred2010-12-31$15,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,960,812
Value of net assets at end of year (total assets less liabilities)2010-12-31$27,584,953
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$24,624,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$16,530,304
Value of interest in pooled separate accounts at beginning of year2010-12-31$13,636,942
Interest on participant loans2010-12-31$46,556
Interest earned on other investments2010-12-31$268,445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$9,673,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$9,679,998
Net investment gain/loss from pooled separate accounts2010-12-31$2,080,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$421,502
Employer contributions (assets) at end of year2010-12-31$421,346
Employer contributions (assets) at beginning of year2010-12-31$419,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,390,879
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31INSERO AND COMPANY,CPAS, P.C.
Accountancy firm EIN2010-12-31161016457
2009 : CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CARROLS CORPORATION RETIREMENT SAVINGS PLAN

2022: CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number010148
Policy instance 1
Insurance contract or identification number010148
Number of Individuals Covered3205
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number010148
Policy instance 1
Insurance contract or identification number010148
Number of Individuals Covered3729
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number010148
Policy instance 1
Insurance contract or identification number010148
Number of Individuals Covered2831
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number010148
Policy instance 1
Insurance contract or identification number010148
Number of Individuals Covered2607
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number010148
Policy instance 1
Insurance contract or identification number010148
Number of Individuals Covered2144
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number10148-000
Policy instance 1
Insurance contract or identification number10148-000
Number of Individuals Covered1908
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number10148-000
Policy instance 1
Insurance contract or identification number10148-000
Number of Individuals Covered1484
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number10148-000
Policy instance 1
Insurance contract or identification number10148-000
Number of Individuals Covered1755
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number10148-000
Policy instance 1
Insurance contract or identification number10148-000
Number of Individuals Covered1494
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number10148-000
Policy instance 1
Insurance contract or identification number10148-000
Number of Individuals Covered1578
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number10148-000
Policy instance 1
Insurance contract or identification number10148-000
Number of Individuals Covered1328
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number10148-000
Policy instance 1
Insurance contract or identification number10148-000
Number of Individuals Covered1346
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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