?>
Logo

CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 401k Plan overview

Plan NameCARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN
Plan identification number 019

CARLISLE CORPORATION EMPLOYEE INCENTIVE 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

CARLISLE, LLC has sponsored the creation of one or more 401k plans.

Company Name:CARLISLE, LLC
Employer identification number (EIN):230457510
NAIC Classification:339900

Additional information about CARLISLE, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1986-09-02
Company Identification Number: M37735
Legal Registered Office Address: 3546 SOUTH OCEAN BLVD., APT. 801

PALM BEACH

33480

More information about CARLISLE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0192022-01-01
0192021-01-01
0192020-01-01
0192019-01-01
0192018-01-01
0192017-01-01AMELIA MURILLO AMELIA MURILLO2018-10-11
0192016-01-01AMELIA MURILLO AMELIA MURILLO2017-10-12
0192015-01-01AMELIA MURILLO AMELIA MURILLO2016-10-10
0192014-01-01JULIA CHANDLER JULIA CHANDLER2015-10-12
0192013-01-01JULIA CHANDLER JULIA CHANDLER2014-10-03
0192012-01-01JULIA CHANDLER JULIA CHANDLER2013-10-09
0192011-01-01JULIA CHANDLER
0192009-01-01JULIA CHANDLER

Plan Statistics for CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN

401k plan membership statisitcs for CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN

Measure Date Value
2022: CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0111,697
Total number of active participants reported on line 7a of the Form 55002022-01-017,176
Number of retired or separated participants receiving benefits2022-01-0113
Number of other retired or separated participants entitled to future benefits2022-01-013,921
Total of all active and inactive participants2022-01-0111,110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0143
Total participants2022-01-0111,153
Number of participants with account balances2022-01-0110,730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0112,067
Total number of active participants reported on line 7a of the Form 55002021-01-016,701
Number of retired or separated participants receiving benefits2021-01-0113
Number of other retired or separated participants entitled to future benefits2021-01-014,326
Total of all active and inactive participants2021-01-0111,040
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0147
Total participants2021-01-0111,087
Number of participants with account balances2021-01-0110,003
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0111,791
Total number of active participants reported on line 7a of the Form 55002020-01-016,523
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-015,115
Total of all active and inactive participants2020-01-0111,638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0146
Total participants2020-01-0111,684
Number of participants with account balances2020-01-0111,240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0110,300
Total number of active participants reported on line 7a of the Form 55002019-01-016,731
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014,219
Total of all active and inactive participants2019-01-0110,950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0152
Total participants2019-01-0111,002
Number of participants with account balances2019-01-0110,774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019,353
Total number of active participants reported on line 7a of the Form 55002018-01-017,137
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012,613
Total of all active and inactive participants2018-01-019,750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0145
Total participants2018-01-019,795
Number of participants with account balances2018-01-018,465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018,600
Total number of active participants reported on line 7a of the Form 55002017-01-016,724
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012,484
Total of all active and inactive participants2017-01-019,208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0151
Total participants2017-01-019,259
Number of participants with account balances2017-01-018,854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017,961
Total number of active participants reported on line 7a of the Form 55002016-01-016,585
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-011,969
Total of all active and inactive participants2016-01-018,556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0144
Total participants2016-01-018,600
Number of participants with account balances2016-01-018,302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,646
Total number of active participants reported on line 7a of the Form 55002015-01-016,129
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,814
Total of all active and inactive participants2015-01-017,943
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017,943
Number of participants with account balances2015-01-017,718
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018,983
Total number of active participants reported on line 7a of the Form 55002014-01-015,794
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,802
Total of all active and inactive participants2014-01-017,596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017,596
Number of participants with account balances2014-01-017,379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019,372
Total number of active participants reported on line 7a of the Form 55002013-01-017,250
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,718
Total of all active and inactive participants2013-01-018,968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018,968
Number of participants with account balances2013-01-018,653
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019,769
Total number of active participants reported on line 7a of the Form 55002012-01-017,160
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012,124
Total of all active and inactive participants2012-01-019,284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-019,284
Number of participants with account balances2012-01-018,833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0115
2011: CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110,216
Total number of active participants reported on line 7a of the Form 55002011-01-017,965
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,762
Total of all active and inactive participants2011-01-019,727
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0137
Total participants2011-01-019,764
Number of participants with account balances2011-01-017,967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0127
2009: CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113,504
Total number of active participants reported on line 7a of the Form 55002009-01-018,937
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011,360
Total of all active and inactive participants2009-01-0110,297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0127
Total participants2009-01-0110,324
Number of participants with account balances2009-01-017,184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01100

Financial Data on CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN

Measure Date Value
2022 : CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-7,758,696
Total unrealized appreciation/depreciation of assets2022-12-31$-7,758,696
Total transfer of assets to this plan2022-12-31$53,749,779
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$0
Total income from all sources (including contributions)2022-12-31$-113,391,970
Total loss/gain on sale of assets2022-12-31$589,145
Total of all expenses incurred2022-12-31$96,875,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$96,336,610
Expenses. Certain deemed distributions of participant loans2022-12-31$44,556
Value of total corrective distributions2022-12-31$1,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$16,370,765
Value of total assets at end of year2022-12-31$734,096,182
Value of total assets at beginning of year2022-12-31$890,613,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$492,662
Total interest from all sources2022-12-31$492,854
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$10,211,093
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$8,570,312
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$39,509,432
Participant contributions at end of year2022-12-31$10,577,364
Participant contributions at beginning of year2022-12-31$9,293,407
Participant contributions at end of year2022-12-31$657,815
Participant contributions at beginning of year2022-12-31$698,398
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$-43,535,666
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$53,368,741
Other income not declared elsewhere2022-12-31$-489,462
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$-210,267,341
Value of net assets at end of year (total assets less liabilities)2022-12-31$734,096,182
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$890,613,744
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$424,880,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$498,031,973
Interest on participant loans2022-12-31$492,854
Value of interest in common/collective trusts at end of year2022-12-31$154,153,750
Value of interest in common/collective trusts at beginning of year2022-12-31$161,030,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-107,846,063
Net investment gain or loss from common/collective trusts2022-12-31$-24,961,606
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$142,737,844
Assets. Invements in employer securities at beginning of year2022-12-31$167,382,041
Contributions received in cash from employer2022-12-31$20,396,999
Employer contributions (assets) at end of year2022-12-31$1,089,115
Employer contributions (assets) at beginning of year2022-12-31$808,497
Income. Dividends from common stock2022-12-31$1,640,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$96,336,610
Contract administrator fees2022-12-31$492,662
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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
Aggregate proceeds on sale of assets2022-12-31$23,199,312
Aggregate carrying amount (costs) on sale of assets2022-12-31$22,610,167
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$64,031,808
Total unrealized appreciation/depreciation of assets2021-12-31$64,031,808
Total transfer of assets to this plan2021-12-31$47,285
Total transfer of assets from this plan2021-12-31$44,740,637
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$267,831,253
Total loss/gain on sale of assets2021-12-31$1,870,883
Total of all expenses incurred2021-12-31$88,262,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$87,796,574
Expenses. Certain deemed distributions of participant loans2021-12-31$144,849
Value of total corrective distributions2021-12-31$9,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$110,435,959
Value of total assets at end of year2021-12-31$890,613,744
Value of total assets at beginning of year2021-12-31$755,738,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$311,635
Total interest from all sources2021-12-31$601,509
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,072,581
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$7,524,724
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
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$33,358,599
Participant contributions at end of year2021-12-31$9,293,407
Participant contributions at beginning of year2021-12-31$11,608,719
Participant contributions at end of year2021-12-31$698,398
Participant contributions at beginning of year2021-12-31$547,054
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$60,364,793
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$3,523
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$53,368,741
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,631,391
Other income not declared elsewhere2021-12-31$31,842
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$179,569,017
Value of net assets at end of year (total assets less liabilities)2021-12-31$890,613,744
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$755,738,079
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$498,031,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$455,482,372
Interest on participant loans2021-12-31$601,509
Value of interest in common/collective trusts at end of year2021-12-31$161,030,687
Value of interest in common/collective trusts at beginning of year2021-12-31$161,546,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$61,755,256
Net investment gain or loss from common/collective trusts2021-12-31$20,031,415
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$167,382,041
Assets. Invements in employer securities at beginning of year2021-12-31$122,138,653
Contributions received in cash from employer2021-12-31$16,712,567
Employer contributions (assets) at end of year2021-12-31$808,497
Employer contributions (assets) at beginning of year2021-12-31$782,916
Income. Dividends from common stock2021-12-31$1,547,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$87,793,051
Contract administrator fees2021-12-31$311,635
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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
Aggregate proceeds on sale of assets2021-12-31$27,100,241
Aggregate carrying amount (costs) on sale of assets2021-12-31$25,229,358
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS LLP
Accountancy firm EIN2021-12-31440160260
2020 : CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-3,552,485
Total unrealized appreciation/depreciation of assets2020-12-31$-3,552,485
Total transfer of assets to this plan2020-12-31$13,479,416
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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$131,092,889
Total loss/gain on sale of assets2020-12-31$-3,576,753
Total of all expenses incurred2020-12-31$99,681,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$98,906,660
Expenses. Certain deemed distributions of participant loans2020-12-31$11,320
Value of total corrective distributions2020-12-31$31,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$54,271,558
Value of total assets at end of year2020-12-31$755,738,079
Value of total assets at beginning of year2020-12-31$710,847,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$732,012
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$660,195
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$7,361,186
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$5,669,977
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$32,897,518
Participant contributions at end of year2020-12-31$11,608,719
Participant contributions at beginning of year2020-12-31$13,355,921
Participant contributions at end of year2020-12-31$547,054
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,757,475
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,631,391
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$4,308,838
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$12,426
Administrative expenses (other) incurred2020-12-31$732,012
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$113
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$31,411,044
Value of net assets at end of year (total assets less liabilities)2020-12-31$755,738,079
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$710,847,619
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$455,482,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$395,466,926
Interest on participant loans2020-12-31$660,195
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$161,546,974
Value of interest in common/collective trusts at beginning of year2020-12-31$158,027,023
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$64,807,347
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$11,109,415
Net gain/loss from 103.12 investment entities2020-12-31$0
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
Assets. Invements in employer securities at end of year2020-12-31$122,138,653
Assets. Invements in employer securities at beginning of year2020-12-31$139,688,798
Contributions received in cash from employer2020-12-31$17,616,565
Employer contributions (assets) at end of year2020-12-31$782,916
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$1,691,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$98,906,660
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$13,583,794
Aggregate carrying amount (costs) on sale of assets2020-12-31$17,160,547
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-12-31560747981
2019 : CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$51,780,962
Total unrealized appreciation/depreciation of assets2019-12-31$51,780,962
Total transfer of assets to this plan2019-12-31$35,015,630
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$211,907,243
Total loss/gain on sale of assets2019-12-31$6,503,203
Total of all expenses incurred2019-12-31$75,378,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$74,666,499
Expenses. Certain deemed distributions of participant loans2019-12-31$43,119
Value of total corrective distributions2019-12-31$718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$52,984,943
Value of total assets at end of year2019-12-31$710,847,619
Value of total assets at beginning of year2019-12-31$539,303,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$668,618
Total interest from all sources2019-12-31$689,918
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,110,301
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$7,440,248
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
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
Contributions received from participants2019-12-31$31,261,265
Participant contributions at end of year2019-12-31$13,355,921
Participant contributions at beginning of year2019-12-31$11,803,605
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,139,609
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$4,308,838
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$26,260,440
Other income not declared elsewhere2019-12-31$4,309
Administrative expenses (other) incurred2019-12-31$668,618
Total non interest bearing cash at end of year2019-12-31$113
Total non interest bearing cash at beginning of year2019-12-31$317
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$136,528,289
Value of net assets at end of year (total assets less liabilities)2019-12-31$710,847,619
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$539,303,700
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 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$395,466,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$271,976,740
Interest on participant loans2019-12-31$689,918
Value of interest in common/collective trusts at end of year2019-12-31$158,027,023
Value of interest in common/collective trusts at beginning of year2019-12-31$130,070,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$67,995,250
Net investment gain or loss from common/collective trusts2019-12-31$22,838,357
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$139,688,798
Assets. Invements in employer securities at beginning of year2019-12-31$99,191,729
Contributions received in cash from employer2019-12-31$16,584,069
Income. Dividends from common stock2019-12-31$1,670,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$74,666,499
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$17,597,611
Aggregate carrying amount (costs) on sale of assets2019-12-31$11,094,408
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-12-31560747981
2018 : CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-12,785,038
Total unrealized appreciation/depreciation of assets2018-12-31$-12,785,038
Total transfer of assets to this plan2018-12-31$37,444,480
Total transfer of assets from this plan2018-12-31$36,594,809
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$8,988,888
Total loss/gain on sale of assets2018-12-31$-567,184
Total of all expenses incurred2018-12-31$49,396,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$48,582,819
Expenses. Certain deemed distributions of participant loans2018-12-31$74,453
Value of total corrective distributions2018-12-31$15
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$46,088,713
Value of total assets at end of year2018-12-31$539,303,700
Value of total assets at beginning of year2018-12-31$578,861,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$739,216
Total interest from all sources2018-12-31$579,807
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,087,634
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$5,472,164
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$28,591,540
Participant contributions at end of year2018-12-31$11,803,605
Participant contributions at beginning of year2018-12-31$12,316,228
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,457,359
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$26,260,440
Other income not declared elsewhere2018-12-31$29,585
Administrative expenses (other) incurred2018-12-31$739,216
Total non interest bearing cash at end of year2018-12-31$317
Total non interest bearing cash at beginning of year2018-12-31$139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-40,407,615
Value of net assets at end of year (total assets less liabilities)2018-12-31$539,303,700
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$578,861,644
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$271,976,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$296,684,015
Interest on participant loans2018-12-31$579,807
Value of interest in common/collective trusts at end of year2018-12-31$130,070,869
Value of interest in common/collective trusts at beginning of year2018-12-31$141,719,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-27,874,790
Net investment gain or loss from common/collective trusts2018-12-31$-3,569,839
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
Assets. Invements in employer securities at end of year2018-12-31$99,191,729
Assets. Invements in employer securities at beginning of year2018-12-31$128,141,398
Contributions received in cash from employer2018-12-31$15,039,814
Income. Dividends from common stock2018-12-31$1,615,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$48,582,819
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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
Aggregate proceeds on sale of assets2018-12-31$19,737,246
Aggregate carrying amount (costs) on sale of assets2018-12-31$20,304,430
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 name2018-12-31DIXON-HUGHES-GOODMAN
Accountancy firm EIN2018-12-31560747981
2017 : CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$4,133,251
Total unrealized appreciation/depreciation of assets2017-12-31$4,133,251
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$111,512,359
Total loss/gain on sale of assets2017-12-31$-1,076,838
Total of all expenses incurred2017-12-31$56,720,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$56,038,604
Expenses. Certain deemed distributions of participant loans2017-12-31$-52,744
Value of total corrective distributions2017-12-31$3,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$44,914,981
Value of total assets at end of year2017-12-31$578,861,644
Value of total assets at beginning of year2017-12-31$524,069,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$730,438
Total interest from all sources2017-12-31$516,268
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,552,990
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$4,862,542
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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$27,570,662
Participant contributions at end of year2017-12-31$12,316,228
Participant contributions at beginning of year2017-12-31$10,864,218
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,519,385
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$25,751,872
Other income not declared elsewhere2017-12-31$28,206
Administrative expenses (other) incurred2017-12-31$730,438
Total non interest bearing cash at end of year2017-12-31$139
Total non interest bearing cash at beginning of year2017-12-31$3,598
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$54,792,155
Value of net assets at end of year (total assets less liabilities)2017-12-31$578,861,644
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$524,069,489
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$296,684,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$238,665,854
Interest on participant loans2017-12-31$515,901
Value of interest in common/collective trusts at end of year2017-12-31$141,719,864
Value of interest in common/collective trusts at beginning of year2017-12-31$114,939,754
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$42,361,575
Net investment gain or loss from common/collective trusts2017-12-31$14,081,926
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
Assets. Invements in employer securities at end of year2017-12-31$128,141,398
Assets. Invements in employer securities at beginning of year2017-12-31$133,844,193
Contributions received in cash from employer2017-12-31$14,824,934
Income. Dividends from common stock2017-12-31$1,690,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$56,038,604
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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
Aggregate proceeds on sale of assets2017-12-31$10,453,638
Aggregate carrying amount (costs) on sale of assets2017-12-31$11,530,476
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 name2017-12-31DIXON HUGHES GOODMAN
Accountancy firm EIN2017-12-31560747981
2016 : CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$25,694,343
Total unrealized appreciation/depreciation of assets2016-12-31$25,694,343
Total transfer of assets to this plan2016-12-31$25,751,872
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$98,472,989
Total loss/gain on sale of assets2016-12-31$1,810,066
Total of all expenses incurred2016-12-31$36,850,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$36,224,482
Expenses. Certain deemed distributions of participant loans2016-12-31$-15,762
Value of total corrective distributions2016-12-31$21,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$38,903,039
Value of total assets at end of year2016-12-31$524,069,489
Value of total assets at beginning of year2016-12-31$436,695,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$620,718
Total interest from all sources2016-12-31$437,360
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,646,811
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$4,017,896
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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$24,303,735
Participant contributions at end of year2016-12-31$10,864,218
Participant contributions at beginning of year2016-12-31$9,950,917
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,270,669
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$25,751,872
Other income not declared elsewhere2016-12-31$56,335
Administrative expenses (other) incurred2016-12-31$620,718
Total non interest bearing cash at end of year2016-12-31$3,598
Total non interest bearing cash at beginning of year2016-12-31$36
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$61,622,343
Value of net assets at end of year (total assets less liabilities)2016-12-31$524,069,489
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$436,695,274
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$238,665,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$206,959,750
Interest on participant loans2016-12-31$437,360
Value of interest in common/collective trusts at end of year2016-12-31$114,939,754
Value of interest in common/collective trusts at beginning of year2016-12-31$103,404,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$17,327,108
Net investment gain or loss from common/collective trusts2016-12-31$8,597,927
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
Assets. Invements in employer securities at end of year2016-12-31$133,844,193
Assets. Invements in employer securities at beginning of year2016-12-31$116,380,526
Contributions received in cash from employer2016-12-31$13,328,635
Income. Dividends from common stock2016-12-31$1,628,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$36,224,482
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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
Aggregate proceeds on sale of assets2016-12-31$12,949,581
Aggregate carrying amount (costs) on sale of assets2016-12-31$11,139,515
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2016-12-31560747981
2015 : CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-2,240,500
Total unrealized appreciation/depreciation of assets2015-12-31$-2,240,500
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$37,761,533
Total loss/gain on sale of assets2015-12-31$589,545
Total of all expenses incurred2015-12-31$43,742,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$43,161,709
Expenses. Certain deemed distributions of participant loans2015-12-31$-31,640
Value of total corrective distributions2015-12-31$3,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$39,103,334
Value of total assets at end of year2015-12-31$436,695,274
Value of total assets at beginning of year2015-12-31$442,675,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$608,479
Total interest from all sources2015-12-31$397,663
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,973,161
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$4,493,900
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$22,152,214
Participant contributions at end of year2015-12-31$9,950,917
Participant contributions at beginning of year2015-12-31$9,352,901
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,727,296
Other income not declared elsewhere2015-12-31$30,270
Administrative expenses (other) incurred2015-12-31$608,479
Total non interest bearing cash at end of year2015-12-31$36
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,980,467
Value of net assets at end of year (total assets less liabilities)2015-12-31$436,695,274
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$442,675,741
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$206,959,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$199,791,361
Interest on participant loans2015-12-31$397,663
Value of interest in common/collective trusts at end of year2015-12-31$103,404,045
Value of interest in common/collective trusts at beginning of year2015-12-31$107,330,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,776,163
Net investment gain or loss from common/collective trusts2015-12-31$684,223
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
Assets. Invements in employer securities at end of year2015-12-31$116,380,526
Assets. Invements in employer securities at beginning of year2015-12-31$126,200,640
Contributions received in cash from employer2015-12-31$12,223,824
Income. Dividends from common stock2015-12-31$1,479,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$43,161,709
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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
Aggregate proceeds on sale of assets2015-12-31$10,443,751
Aggregate carrying amount (costs) on sale of assets2015-12-31$9,854,206
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 name2015-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2015-12-31560747981
2014 : CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$14,982,783
Total unrealized appreciation/depreciation of assets2014-12-31$14,982,783
Total transfer of assets from this plan2014-12-31$69,464,537
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$67,670,986
Total loss/gain on sale of assets2014-12-31$794,476
Total of all expenses incurred2014-12-31$38,036,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$37,459,328
Expenses. Certain deemed distributions of participant loans2014-12-31$-30,978
Value of total corrective distributions2014-12-31$3,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$31,201,272
Value of total assets at end of year2014-12-31$442,675,741
Value of total assets at beginning of year2014-12-31$482,505,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$604,472
Total interest from all sources2014-12-31$406,879
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$14,853,972
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$13,459,450
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$19,553,180
Participant contributions at end of year2014-12-31$9,352,901
Participant contributions at beginning of year2014-12-31$11,130,675
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$611,535
Other income not declared elsewhere2014-12-31$59,243
Administrative expenses (other) incurred2014-12-31$604,472
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$55,975
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$29,634,746
Value of net assets at end of year (total assets less liabilities)2014-12-31$442,675,741
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$482,505,532
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$199,791,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$212,172,945
Interest on participant loans2014-12-31$406,879
Value of interest in common/collective trusts at end of year2014-12-31$107,330,839
Value of interest in common/collective trusts at beginning of year2014-12-31$127,059,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,909,774
Net investment gain or loss from common/collective trusts2014-12-31$7,282,135
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
Assets. Invements in employer securities at end of year2014-12-31$126,200,640
Assets. Invements in employer securities at beginning of year2014-12-31$132,086,108
Contributions received in cash from employer2014-12-31$11,036,557
Income. Dividends from common stock2014-12-31$1,394,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$37,459,328
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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
Aggregate proceeds on sale of assets2014-12-31$25,132,531
Aggregate carrying amount (costs) on sale of assets2014-12-31$24,338,055
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 name2014-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2014-12-31560747981
2013 : CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$33,582,440
Total unrealized appreciation/depreciation of assets2013-12-31$33,582,440
Total transfer of assets to this plan2013-12-31$73,535
Total transfer of assets from this plan2013-12-31$1,432
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$126,952,023
Total loss/gain on sale of assets2013-12-31$1,542,143
Total of all expenses incurred2013-12-31$42,224,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$41,604,648
Expenses. Certain deemed distributions of participant loans2013-12-31$-28,717
Value of total corrective distributions2013-12-31$1,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$37,964,566
Value of total assets at end of year2013-12-31$482,505,532
Value of total assets at beginning of year2013-12-31$397,706,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$647,778
Total interest from all sources2013-12-31$460,774
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$10,451,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$9,027,878
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
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$22,848,255
Participant contributions at end of year2013-12-31$11,130,675
Participant contributions at beginning of year2013-12-31$9,910,257
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,088,786
Other income not declared elsewhere2013-12-31$10,231
Administrative expenses (other) incurred2013-12-31$647,778
Total non interest bearing cash at end of year2013-12-31$55,975
Total non interest bearing cash at beginning of year2013-12-31$-1,765
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$84,727,271
Value of net assets at end of year (total assets less liabilities)2013-12-31$482,505,532
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$397,706,158
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$212,172,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$173,667,084
Interest on participant loans2013-12-31$460,774
Value of interest in common/collective trusts at end of year2013-12-31$127,059,829
Value of interest in common/collective trusts at beginning of year2013-12-31$110,181,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$25,476,913
Net investment gain or loss from common/collective trusts2013-12-31$17,463,779
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
Assets. Invements in employer securities at end of year2013-12-31$132,086,108
Assets. Invements in employer securities at beginning of year2013-12-31$103,948,790
Contributions received in cash from employer2013-12-31$13,027,525
Income. Dividends from common stock2013-12-31$1,423,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$41,604,648
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
Aggregate proceeds on sale of assets2013-12-31$11,630,720
Aggregate carrying amount (costs) on sale of assets2013-12-31$10,088,577
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 name2013-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2013-12-31560747981
2012 : CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$24,789,959
Total unrealized appreciation/depreciation of assets2012-12-31$24,789,959
Total transfer of assets to this plan2012-12-31$9,149,441
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$87,368,108
Total loss/gain on sale of assets2012-12-31$2,509,434
Total of all expenses incurred2012-12-31$35,311,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$34,460,009
Expenses. Certain deemed distributions of participant loans2012-12-31$122,176
Value of total corrective distributions2012-12-31$17,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$33,022,454
Value of total assets at end of year2012-12-31$397,706,158
Value of total assets at beginning of year2012-12-31$336,499,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$711,604
Total interest from all sources2012-12-31$406,472
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$6,126,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$4,748,527
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$19,665,120
Participant contributions at end of year2012-12-31$9,910,257
Participant contributions at beginning of year2012-12-31$9,178,309
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,098,672
Other income not declared elsewhere2012-12-31$130,578
Administrative expenses (other) incurred2012-12-31$711,604
Total non interest bearing cash at end of year2012-12-31$-1,765
Total non interest bearing cash at beginning of year2012-12-31$676
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$52,056,999
Value of net assets at end of year (total assets less liabilities)2012-12-31$397,706,158
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$336,499,718
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$173,667,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$142,647,979
Interest on participant loans2012-12-31$406,472
Value of interest in common/collective trusts at end of year2012-12-31$110,181,792
Value of interest in common/collective trusts at beginning of year2012-12-31$101,608,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$13,460,933
Net investment gain or loss from common/collective trusts2012-12-31$6,921,786
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$103,948,790
Assets. Invements in employer securities at beginning of year2012-12-31$83,064,095
Contributions received in cash from employer2012-12-31$11,258,662
Income. Dividends from common stock2012-12-31$1,377,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$34,460,009
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
Aggregate proceeds on sale of assets2012-12-31$24,300,030
Aggregate carrying amount (costs) on sale of assets2012-12-31$21,790,596
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 name2012-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2012-12-31560747981
2011 : CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$7,065,380
Total unrealized appreciation/depreciation of assets2011-12-31$7,065,380
Total transfer of assets to this plan2011-12-31$23,522,252
Total transfer of assets from this plan2011-12-31$29,397
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$37,056,829
Total loss/gain on sale of assets2011-12-31$1,679,412
Total of all expenses incurred2011-12-31$41,934,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$40,981,616
Expenses. Certain deemed distributions of participant loans2011-12-31$37,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$25,661,170
Value of total assets at end of year2011-12-31$336,499,718
Value of total assets at beginning of year2011-12-31$317,884,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$914,814
Total interest from all sources2011-12-31$2,062,141
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,425,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,098,343
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
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$15,774,021
Participant contributions at end of year2011-12-31$9,178,309
Participant contributions at beginning of year2011-12-31$8,528,961
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$494,571
Other income not declared elsewhere2011-12-31$568,662
Administrative expenses (other) incurred2011-12-31$914,814
Total non interest bearing cash at end of year2011-12-31$676
Total non interest bearing cash at beginning of year2011-12-31$24,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,877,265
Value of net assets at end of year (total assets less liabilities)2011-12-31$336,499,718
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$317,884,128
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$142,647,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$132,000,460
Interest on participant loans2011-12-31$382,729
Value of interest in common/collective trusts at end of year2011-12-31$101,608,659
Value of interest in common/collective trusts at beginning of year2011-12-31$96,931,698
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,679,412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$31,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,050,528
Net investment gain or loss from common/collective trusts2011-12-31$644,721
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$83,064,095
Assets. Invements in employer securities at beginning of year2011-12-31$80,367,434
Contributions received in cash from employer2011-12-31$9,392,578
Income. Dividends from common stock2011-12-31$1,327,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$40,981,616
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
Aggregate proceeds on sale of assets2011-12-31$20,886,106
Aggregate carrying amount (costs) on sale of assets2011-12-31$19,206,694
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 name2011-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2011-12-31560747981
2010 : CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$12,450,753
Total unrealized appreciation/depreciation of assets2010-12-31$12,450,753
Total transfer of assets to this plan2010-12-31$13,026,122
Total transfer of assets from this plan2010-12-31$25,993,383
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$484,374
Total income from all sources (including contributions)2010-12-31$66,140,552
Total loss/gain on sale of assets2010-12-31$66,176
Total of all expenses incurred2010-12-31$39,472,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$38,546,948
Value of total corrective distributions2010-12-31$5,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$25,303,382
Value of total assets at end of year2010-12-31$317,884,128
Value of total assets at beginning of year2010-12-31$304,668,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$920,565
Total interest from all sources2010-12-31$430,667
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,822,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,333,953
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
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$15,546,034
Participant contributions at end of year2010-12-31$8,528,961
Participant contributions at beginning of year2010-12-31$8,038,429
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$818,478
Other income not declared elsewhere2010-12-31$270,698
Administrative expenses (other) incurred2010-12-31$920,565
Liabilities. Value of operating payables at beginning of year2010-12-31$484,374
Total non interest bearing cash at end of year2010-12-31$24,504
Total non interest bearing cash at beginning of year2010-12-31$484,646
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$26,667,642
Value of net assets at end of year (total assets less liabilities)2010-12-31$317,884,128
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$304,183,747
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$132,000,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$173,303,532
Interest on participant loans2010-12-31$430,667
Value of interest in common/collective trusts at end of year2010-12-31$96,931,698
Value of interest in common/collective trusts at beginning of year2010-12-31$41,917,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$31,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$26,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$15,774,068
Net investment gain or loss from common/collective trusts2010-12-31$8,022,392
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
Assets. Invements in employer securities at end of year2010-12-31$80,367,434
Assets. Invements in employer securities at beginning of year2010-12-31$80,897,487
Contributions received in cash from employer2010-12-31$8,938,870
Income. Dividends from common stock2010-12-31$1,488,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$38,546,948
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
Aggregate proceeds on sale of assets2010-12-31$18,057,090
Aggregate carrying amount (costs) on sale of assets2010-12-31$17,990,914
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 name2010-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2010-12-31560747981
2009 : CARLISLE CORPORATION EMPLOYEE INCENTIVE 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 CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN

2022: CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CARLISLE CORPORATION EMPLOYEE INCENTIVE SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CARLISLE CORPORATION EMPLOYEE INCENTIVE 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CARLISLE CORPORATION EMPLOYEE INCENTIVE 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CARLISLE CORPORATION EMPLOYEE INCENTIVE 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CARLISLE CORPORATION EMPLOYEE INCENTIVE 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CARLISLE CORPORATION EMPLOYEE INCENTIVE 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CARLISLE CORPORATION EMPLOYEE INCENTIVE 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CARLISLE CORPORATION EMPLOYEE INCENTIVE 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CARLISLE CORPORATION EMPLOYEE INCENTIVE 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CARLISLE CORPORATION EMPLOYEE INCENTIVE 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 – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CARLISLE CORPORATION EMPLOYEE INCENTIVE 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 – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberMB501
Policy instance 1
Insurance contract or identification numberMB501
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?Yes
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?No
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberMB501
Policy instance 1
Insurance contract or identification numberMB501
Number of Individuals Covered4
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?Yes
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?No
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

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