CARROLS CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CARROLS CORPORATION RETIREMENT SAVINGS PLAN
Measure | Date | Value |
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2022 : CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $7,489,004 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $7,199,979 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $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 year | 2022-12-31 | $66,498,556 |
Value of total assets at beginning of year | 2022-12-31 | $75,123,464 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $261,553 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $335,208 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $6,048,541 |
Participant contributions at end of year | 2022-12-31 | $1,561,425 |
Participant contributions at beginning of year | 2022-12-31 | $1,545,480 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $353,752 |
Other income not declared elsewhere | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $6,346,125 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,991,357 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $40,128,515 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $51,338,513 |
Interest on participant loans | 2022-12-31 | $68,504 |
Interest earned on other investments | 2022-12-31 | $282,500 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $16,561,302 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $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 accounts | 2022-12-31 | $-9,555,966 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,901,189 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,901,189 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,783,430 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $7,199,979 |
Contract administrator fees | 2022-12-31 | $258,523 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | DERMODY BURKE & BROWN CPAS LLC |
Accountancy firm EIN | 2022-12-31 | 010723685 |
2021 : CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $4,703,222 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,623,136 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $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 year | 2021-12-31 | $75,123,464 |
Value of total assets at beginning of year | 2021-12-31 | $63,565,459 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $79,092 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $293,563 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $5,647,940 |
Participant contributions at end of year | 2021-12-31 | $1,545,480 |
Participant contributions at beginning of year | 2021-12-31 | $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 year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $158,191 |
Administrative expenses (other) incurred | 2021-12-31 | $79,092 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $21 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $2,991,357 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,861,136 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $51,338,513 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $41,399,618 |
Interest on participant loans | 2021-12-31 | $73,206 |
Interest earned on other investments | 2021-12-31 | $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 year | 2021-12-31 | $17,464,684 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $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 accounts | 2021-12-31 | $7,884,418 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,798,542 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,783,430 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,707,496 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,623,136 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | DERMODY BURKE & BROWN CPAS LLC |
Accountancy firm EIN | 2021-12-31 | 010723685 |
2020 : CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $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 assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $3,474,510 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,387,684 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $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 year | 2020-12-31 | $63,565,459 |
Value of total assets at beginning of year | 2020-12-31 | $52,890,351 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $57,041 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $41,970 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $5,044,090 |
Participant contributions at end of year | 2020-12-31 | $1,488,194 |
Participant contributions at beginning of year | 2020-12-31 | $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 year | 2020-12-31 | $158,191 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $57,041 |
Total non interest bearing cash at end of year | 2020-12-31 | $21 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,861,136 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,581,316 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $41,399,618 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $34,809,072 |
Interest on participant loans | 2020-12-31 | $79,809 |
Interest earned on other investments | 2020-12-31 | $281,052 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $15,950,803 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $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 accounts | 2020-12-31 | $5,625,470 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,707,496 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,707,496 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,558,614 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,387,684 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | INSERO AND CO. CPAS. LLP |
Accountancy firm EIN | 2020-12-31 | 475324570 |
2019 : CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $3,322,234 |
Total of all expenses incurred | 2019-12-31 | $3,322,234 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,253,100 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,253,100 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $6,750 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $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 year | 2019-12-31 | $52,890,351 |
Value of total assets at beginning of year | 2019-12-31 | $41,620,957 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $62,384 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $62,384 |
Total interest from all sources | 2019-12-31 | $309,391 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
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 bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $4,552,755 |
Participant contributions at end of year | 2019-12-31 | $1,436,301 |
Participant contributions at beginning of year | 2019-12-31 | $1,321,697 |
Participant contributions at beginning of year | 2019-12-31 | $1,321,697 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $594,136 |
Administrative expenses (other) incurred | 2019-12-31 | $62,384 |
Administrative expenses (other) incurred | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $11,269,394 |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,581,316 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,139,555 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,139,555 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $34,809,072 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $27,466,753 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $27,466,753 |
Interest on participant loans | 2019-12-31 | $67,611 |
Interest on participant loans | 2019-12-31 | $67,611 |
Interest earned on other investments | 2019-12-31 | $241,780 |
Interest earned on other investments | 2019-12-31 | $241,780 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $13,505,048 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $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 accounts | 2019-12-31 | $7,379,569 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $7,379,569 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,558,614 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,558,614 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $632,201 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $632,201 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,253,100 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,253,100 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | INSERO AND CO. CPAS. LLP |
Accountancy firm name | 2019-12-31 | INSERO AND CO. CPAS. LLP |
Accountancy firm EIN | 2019-12-31 | 475324570 |
Accountancy firm EIN | 2019-12-31 | 475324570 |
2018 : CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,805,352 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,739,303 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $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 year | 2018-12-31 | $41,620,957 |
Value of total assets at beginning of year | 2018-12-31 | $41,992,115 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $49,124 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $23,273 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $3,672,960 |
Participant contributions at end of year | 2018-12-31 | $1,321,697 |
Participant contributions at beginning of year | 2018-12-31 | $1,227,699 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $505,225 |
Administrative expenses (other) incurred | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Income. Non cash contributions | 2018-12-31 | $632,201 |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,139,555 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,126,762 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $27,466,753 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $28,637,572 |
Interest on participant loans | 2018-12-31 | $61,050 |
Interest earned on other investments | 2018-12-31 | $194,009 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $11,060,751 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $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 accounts | 2018-12-31 | $-2,518,090 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Employer contributions (assets) at end of year | 2018-12-31 | $632,201 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $586,387 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,739,303 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | INSERO AND CO. CPAS. LLP |
Accountancy firm EIN | 2018-12-31 | 475324570 |
2017 : CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $3,743,179 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,708,439 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $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 year | 2017-12-31 | $41,992,115 |
Value of total assets at beginning of year | 2017-12-31 | $37,014,352 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $33,353 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $21,706 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $3,214,602 |
Participant contributions at end of year | 2017-12-31 | $1,227,699 |
Participant contributions at beginning of year | 2017-12-31 | $1,277,188 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $35,821 |
Administrative expenses (other) incurred | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,126,762 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $882,776 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $28,637,572 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $24,304,023 |
Interest on participant loans | 2017-12-31 | $51,120 |
Interest earned on other investments | 2017-12-31 | $167,888 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $10,413,695 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $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 accounts | 2017-12-31 | $4,604,320 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $586,387 |
Employer contributions (assets) at end of year | 2017-12-31 | $586,387 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $532,028 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,708,439 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | INSERO AND CO. CPAS. LLP |
Accountancy firm EIN | 2017-12-31 | 475324570 |
2016 : CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,914,605 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,884,350 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $-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 year | 2016-12-31 | $37,014,352 |
Value of total assets at beginning of year | 2016-12-31 | $33,695,442 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $31,064 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $11,469 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $3,119,960 |
Participant contributions at end of year | 2016-12-31 | $1,277,188 |
Participant contributions at beginning of year | 2016-12-31 | $1,091,475 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $250,247 |
Administrative expenses (other) incurred | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $882,776 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $663,495 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $24,304,023 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $21,850,082 |
Interest on participant loans | 2016-12-31 | $48,191 |
Interest earned on other investments | 2016-12-31 | $158,386 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $10,018,337 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $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 accounts | 2016-12-31 | $2,078,923 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $532,028 |
Employer contributions (assets) at end of year | 2016-12-31 | $532,028 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $470,688 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,884,350 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | INSERO AND CO. CPAS, LLP |
Accountancy firm EIN | 2016-12-31 | 475324570 |
2015 : CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,892,228 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,864,293 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $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 year | 2015-12-31 | $33,695,442 |
Value of total assets at beginning of year | 2015-12-31 | $31,831,697 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $24,966 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $8,222 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,634,193 |
Participant contributions at end of year | 2015-12-31 | $1,091,475 |
Participant contributions at beginning of year | 2015-12-31 | $975,862 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $615,583 |
Administrative expenses (other) incurred | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $663,495 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $521,804 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $21,850,082 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $20,425,928 |
Interest on participant loans | 2015-12-31 | $42,186 |
Interest earned on other investments | 2015-12-31 | $157,733 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $9,619,702 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $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 accounts | 2015-12-31 | $-102,776 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $470,688 |
Employer contributions (assets) at end of year | 2015-12-31 | $470,688 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $377,303 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,864,293 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | INSERO AND CO. CPAS, LLP |
Accountancy firm EIN | 2015-12-31 | 475324570 |
2014 : CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,819,091 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,790,534 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $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 year | 2014-12-31 | $31,831,697 |
Value of total assets at beginning of year | 2014-12-31 | $29,493,219 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $23,474 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $2,187 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,063,012 |
Participant contributions at end of year | 2014-12-31 | $975,862 |
Participant contributions at beginning of year | 2014-12-31 | $1,009,720 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $533,236 |
Other income not declared elsewhere | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $521,804 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $20,425,928 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $18,952,870 |
Interest on participant loans | 2014-12-31 | $41,642 |
Interest earned on other investments | 2014-12-31 | $163,918 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $9,530,800 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $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 accounts | 2014-12-31 | $982,957 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $377,303 |
Employer contributions (assets) at end of year | 2014-12-31 | $377,303 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $347,671 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,790,534 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | INSERO AND COMPANY CPA'S PC |
Accountancy firm EIN | 2014-12-31 | 161016457 |
2013 : CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $3,057,354 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $3,031,679 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $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 year | 2013-12-31 | $29,493,219 |
Value of total assets at beginning of year | 2013-12-31 | $25,082,995 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $20,074 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,966,066 |
Participant contributions at end of year | 2013-12-31 | $1,009,720 |
Participant contributions at beginning of year | 2013-12-31 | $971,124 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $405,414 |
Administrative expenses (other) incurred | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $18,952,870 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $14,528,966 |
Interest on participant loans | 2013-12-31 | $39,287 |
Interest earned on other investments | 2013-12-31 | $175,587 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $9,182,958 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $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 assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $347,671 |
Employer contributions (assets) at end of year | 2013-12-31 | $347,671 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $321,154 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $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 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | INSERO AND COMPANY CPA'S PC |
Accountancy firm EIN | 2013-12-31 | 161016457 |
2012 : CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $2,052,288 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,025,156 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $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 year | 2012-12-31 | $25,082,995 |
Value of total assets at beginning of year | 2012-12-31 | $28,711,175 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $16,269 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $2,038,210 |
Participant contributions at end of year | 2012-12-31 | $971,124 |
Participant contributions at beginning of year | 2012-12-31 | $1,195,846 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $480,441 |
Administrative expenses (other) incurred | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $14,528,966 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $15,966,872 |
Interest on participant loans | 2012-12-31 | $39,777 |
Interest earned on other investments | 2012-12-31 | $218,305 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $9,261,751 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $11,124,980 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $2,321,813 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $321,154 |
Employer contributions (assets) at end of year | 2012-12-31 | $321,154 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $423,477 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $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 2520.101-3 | 2012-12-31 | Yes |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | INSERO AND COMPANY, CPA'S PC |
Accountancy firm EIN | 2012-12-31 | 161016457 |
2011 : CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,648,113 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,621,887 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $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 year | 2011-12-31 | $28,711,175 |
Value of total assets at beginning of year | 2011-12-31 | $27,584,953 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $18,576 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $2,260,387 |
Participant contributions at end of year | 2011-12-31 | $1,195,846 |
Participant contributions at beginning of year | 2011-12-31 | $960,222 |
Other income not declared elsewhere | 2011-12-31 | $-1,236 |
Administrative expenses (other) incurred | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Income. Non cash contributions | 2011-12-31 | $3,201 |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $15,966,872 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $16,530,304 |
Interest on participant loans | 2011-12-31 | $45,165 |
Interest earned on other investments | 2011-12-31 | $269,028 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $11,124,980 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $9,673,081 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-225,687 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $423,477 |
Employer contributions (assets) at end of year | 2011-12-31 | $423,477 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $421,346 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $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 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | INSERO AND COMPANY, CPA'S, PC |
Accountancy firm EIN | 2011-12-31 | 161016457 |
2010 : CARROLS CORPORATION RETIREMENT SAVINGS PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $2,406,325 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,390,879 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $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 year | 2010-12-31 | $27,584,953 |
Value of total assets at beginning of year | 2010-12-31 | $24,624,141 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $15,419 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $2,283,332 |
Participant contributions at end of year | 2010-12-31 | $960,222 |
Participant contributions at beginning of year | 2010-12-31 | $888,154 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $266,473 |
Administrative expenses (other) incurred | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $16,530,304 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $13,636,942 |
Interest on participant loans | 2010-12-31 | $46,556 |
Interest earned on other investments | 2010-12-31 | $268,445 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $9,673,081 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $9,679,998 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $2,080,829 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $421,502 |
Employer contributions (assets) at end of year | 2010-12-31 | $421,346 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $419,047 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $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 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | INSERO AND COMPANY,CPAS, P.C. |
Accountancy firm EIN | 2010-12-31 | 161016457 |
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 securities | 2009-12-31 | $0 |