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Plan Name | CARLISLE COMPANIES UNION PLAN |
Plan identification number | 075 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
075 | 2019-01-01 | AMELIA MURILLO | 2019-10-25 | AMELIA MURILLO | 2019-10-25 |
075 | 2018-01-01 | AMELIA MURILLO | 2019-07-11 | AMELIA MURILLO | 2019-07-11 |
075 | 2017-01-01 | AMELIA MURILLO | 2018-06-22 | AMELIA MURILLO | 2018-06-22 |
075 | 2016-01-01 | AMELIA MURILLO | 2017-06-26 | ||
075 | 2015-01-01 | AMELIA MURILLO | 2016-06-29 | AMELIA MURILLO | 2016-06-29 |
075 | 2014-01-01 | JULIA CHANDLER | JULIA CHANDLER | 2015-10-12 | |
075 | 2013-01-01 | JULIA CHANDLER | JULIA CHANDLER | 2014-10-03 | |
075 | 2012-01-01 | JULIA CHANDLER | JULIA CHANDLER | 2013-10-09 | |
075 | 2011-01-01 | JULIA CHANDLER | |||
075 | 2010-01-01 | JULIA H CHANDLER | |||
075 | 2009-01-01 | JULIA H CHANDLER |
Measure | Date | Value |
---|---|---|
2014: CARLISLE COMPANIES UNION PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 329 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 25 |
Total of all active and inactive participants | 2014-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 3 |
Total participants | 2014-01-01 | 28 |
Number of participants with account balances | 2014-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
2013: CARLISLE COMPANIES UNION PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 332 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 296 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 33 |
Total of all active and inactive participants | 2013-01-01 | 329 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 329 |
Number of participants with account balances | 2013-01-01 | 307 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: CARLISLE COMPANIES UNION PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 489 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 283 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 49 |
Total of all active and inactive participants | 2012-01-01 | 332 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 332 |
Number of participants with account balances | 2012-01-01 | 316 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
2011: CARLISLE COMPANIES UNION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 511 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 443 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 43 |
Total of all active and inactive participants | 2011-01-01 | 486 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 3 |
Total participants | 2011-01-01 | 489 |
Number of participants with account balances | 2011-01-01 | 331 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
2010: CARLISLE COMPANIES UNION PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 552 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 460 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 49 |
Total of all active and inactive participants | 2010-01-01 | 509 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 2 |
Total participants | 2010-01-01 | 511 |
Number of participants with account balances | 2010-01-01 | 316 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
2009: CARLISLE COMPANIES UNION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 668 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 503 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 47 |
Total of all active and inactive participants | 2009-01-01 | 550 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 2 |
Total participants | 2009-01-01 | 552 |
Number of participants with account balances | 2009-01-01 | 322 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
---|---|---|
2014 : CARLISLE COMPANIES UNION PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $9,558,008 |
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 | $131,656 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $454,719 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $461,538 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $-13,378 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $472,648 |
Value of total assets at beginning of year | 2014-12-31 | $10,353,719 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $6,559 |
Total interest from all sources | 2014-12-31 | $6,756 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $25,814 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $25,814 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Participant contributions at beginning of year | 2014-12-31 | $534,643 |
Other income not declared elsewhere | 2014-12-31 | $19 |
Administrative expenses (other) incurred | 2014-12-31 | $6,559 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-323,063 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $472,648 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $10,353,719 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $251,224 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $4,827,839 |
Interest on participant loans | 2014-12-31 | $6,756 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $221,424 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $4,991,237 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $53,193 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $45,874 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $461,538 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | Yes |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | DIXON HUGHES GOODMAN, LLP |
Accountancy firm EIN | 2014-12-31 | 560747981 |
2013 : CARLISLE COMPANIES UNION PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $1,432 |
Total transfer of assets from this plan | 2013-12-31 | $73,535 |
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 | $2,096,856 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $548,827 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $530,423 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $2,353 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $893,398 |
Value of total assets at end of year | 2013-12-31 | $10,353,719 |
Value of total assets at beginning of year | 2013-12-31 | $8,877,793 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $16,051 |
Total interest from all sources | 2013-12-31 | $23,497 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $187,178 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $187,178 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $623,645 |
Participant contributions at end of year | 2013-12-31 | $534,643 |
Participant contributions at beginning of year | 2013-12-31 | $514,029 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $11,521 |
Other income not declared elsewhere | 2013-12-31 | $-3 |
Administrative expenses (other) incurred | 2013-12-31 | $16,051 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,548,029 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $10,353,719 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,877,793 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $4,827,839 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $3,755,894 |
Interest on participant loans | 2013-12-31 | $23,497 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $4,991,237 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $4,607,870 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $671,659 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $321,127 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $258,232 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $530,423 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | DIXON HUGHES GOODMAN LLP |
Accountancy firm EIN | 2013-12-31 | 560747981 |
2012 : CARLISLE COMPANIES UNION PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $135,093 |
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 | $1,347,944 |
Total loss/gain on sale of assets | 2012-12-31 | $57,743 |
Total of all expenses incurred | 2012-12-31 | $637,150 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $603,965 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $11,025 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $694,416 |
Value of total assets at end of year | 2012-12-31 | $8,877,793 |
Value of total assets at beginning of year | 2012-12-31 | $8,302,092 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $22,160 |
Total interest from all sources | 2012-12-31 | $23,622 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $104,430 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $104,430 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $497,699 |
Participant contributions at end of year | 2012-12-31 | $514,029 |
Participant contributions at beginning of year | 2012-12-31 | $525,847 |
Other income not declared elsewhere | 2012-12-31 | $687 |
Administrative expenses (other) incurred | 2012-12-31 | $22,160 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $710,794 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $8,877,793 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,302,092 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $3,755,894 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,380,682 |
Interest on participant loans | 2012-12-31 | $23,622 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $4,607,870 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $4,395,563 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $342,216 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $124,830 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $196,717 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $603,965 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $571,635 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $513,892 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | DIXON HUGHES GOODMAN, LLP |
Accountancy firm EIN | 2012-12-31 | 560747981 |
2011 : CARLISLE COMPANIES UNION PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $1,262,840 |
Total transfer of assets from this plan | 2011-12-31 | $1,262,873 |
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 | $787,393 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $713,417 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $664,934 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $714,995 |
Value of total assets at end of year | 2011-12-31 | $8,302,092 |
Value of total assets at beginning of year | 2011-12-31 | $8,228,149 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $48,483 |
Total interest from all sources | 2011-12-31 | $23,883 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $62,910 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $62,910 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $512,286 |
Participant contributions at end of year | 2011-12-31 | $525,847 |
Participant contributions at beginning of year | 2011-12-31 | $506,621 |
Other income not declared elsewhere | 2011-12-31 | $23,103 |
Administrative expenses (other) incurred | 2011-12-31 | $48,483 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $73,976 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $8,302,092 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,228,149 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,380,682 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,604,519 |
Interest on participant loans | 2011-12-31 | $23,883 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $4,395,563 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $4,117,009 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-111,401 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $73,903 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $202,709 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $664,934 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | DIXON HUGHES GOODMAN, LLP |
Accountancy firm EIN | 2011-12-31 | 560747981 |
2010 : CARLISLE COMPANIES UNION PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $56,921 |
Total income from all sources (including contributions) | 2010-12-31 | $1,361,517 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $791,763 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $743,724 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $666,336 |
Value of total assets at end of year | 2010-12-31 | $8,228,149 |
Value of total assets at beginning of year | 2010-12-31 | $7,715,316 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $48,039 |
Total interest from all sources | 2010-12-31 | $27,561 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $68,952 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $68,952 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $477,285 |
Participant contributions at end of year | 2010-12-31 | $506,621 |
Participant contributions at beginning of year | 2010-12-31 | $470,011 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $41,155 |
Other income not declared elsewhere | 2010-12-31 | $11,078 |
Administrative expenses (other) incurred | 2010-12-31 | $48,039 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $56,921 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $15,766 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $569,754 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $8,228,149 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,658,395 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,604,519 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $6,559,099 |
Interest on participant loans | 2010-12-31 | $27,561 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $4,117,009 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $629,285 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $385,344 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $202,246 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $189,051 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $743,724 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | DIXON HUGHES GOODMAN LLP |
Accountancy firm EIN | 2010-12-31 | 560747981 |
2009 : CARLISLE COMPANIES UNION PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2014: CARLISLE COMPANIES UNION PLAN 2014 form 5500 responses | ||
---|---|---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: CARLISLE COMPANIES UNION PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: CARLISLE COMPANIES UNION PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: CARLISLE COMPANIES UNION PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: CARLISLE COMPANIES UNION PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CARLISLE COMPANIES UNION PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |