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CARETTI, INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameCARETTI, INC. PROFIT SHARING PLAN AND TRUST
Plan identification number 001

CARETTI, INC. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CARETTI, INC. has sponsored the creation of one or more 401k plans.

Company Name:CARETTI, INC.
Employer identification number (EIN):231552288
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARETTI, INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01GREGORY HESS
0012023-01-01
0012023-01-01GREGORY HESS
0012022-01-01
0012022-01-01GREGORY HESS
0012021-01-01
0012021-01-01GREGORY HESS
0012020-01-01
0012019-01-01
0012018-01-01GREGORY R. HESS2019-10-14
0012017-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01GREGORY R. HESS
0012013-01-01GREGORY R. HESS
0012012-01-01GREGORY R. HESS
0012011-01-01GREGORY R. HESS
0012009-01-01GREGORY R. HESS

Financial Data on CARETTI, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023 : CARETTI, INC. PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total income from all sources2023-12-31$631,930
Expenses. Total of all expenses incurred2023-12-31$524,318
Benefits paid (including direct rollovers)2023-12-31$508,992
Total plan assets at end of year2023-12-31$3,946,506
Total plan assets at beginning of year2023-12-31$3,838,894
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$34,414
Other income received2023-12-31$578,678
Net income (gross income less expenses)2023-12-31$107,612
Net plan assets at end of year (total assets less liabilities)2023-12-31$3,946,506
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,838,894
Assets. Value of participant loans2023-12-31$868
Total contributions received or receivable from employer(s)2023-12-31$18,838
Value of corrective distributions2023-12-31$2,757
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$12,569
2022 : CARETTI, INC. PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources2022-12-31$-564,076
Expenses. Total of all expenses incurred2022-12-31$521,565
Benefits paid (including direct rollovers)2022-12-31$508,939
Total plan assets at end of year2022-12-31$3,838,894
Total plan assets at beginning of year2022-12-31$4,924,535
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$49,615
Other income received2022-12-31$-640,405
Net income (gross income less expenses)2022-12-31$-1,085,641
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,838,894
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,924,535
Assets. Value of participant loans2022-12-31$1,736
Total contributions received or receivable from employer(s)2022-12-31$26,714
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$12,626
2021 : CARETTI, INC. PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources2021-12-31$643,274
Expenses. Total of all expenses incurred2021-12-31$252,993
Benefits paid (including direct rollovers)2021-12-31$240,126
Total plan assets at end of year2021-12-31$4,924,535
Total plan assets at beginning of year2021-12-31$4,534,254
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$56,308
Other income received2021-12-31$558,255
Net income (gross income less expenses)2021-12-31$390,281
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,924,535
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,534,254
Assets. Value of participant loans2021-12-31$2,602
Total contributions received or receivable from employer(s)2021-12-31$28,711
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$12,867
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : CARETTI, INC. PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources2020-12-31$572,969
Expenses. Total of all expenses incurred2020-12-31$28,419
Benefits paid (including direct rollovers)2020-12-31$18,000
Total plan assets at end of year2020-12-31$4,534,254
Total plan assets at beginning of year2020-12-31$3,989,704
Value of fidelity bond covering the plan2020-12-31$1,800,000
Total contributions received or receivable from participants2020-12-31$60,295
Other income received2020-12-31$479,977
Net income (gross income less expenses)2020-12-31$544,550
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,534,254
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,989,704
Total contributions received or receivable from employer(s)2020-12-31$32,697
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$10,419
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : CARETTI, INC. PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources2019-12-31$783,077
Expenses. Total of all expenses incurred2019-12-31$358,436
Benefits paid (including direct rollovers)2019-12-31$346,489
Total plan assets at end of year2019-12-31$3,989,704
Total plan assets at beginning of year2019-12-31$3,565,063
Value of fidelity bond covering the plan2019-12-31$1,800,000
Total contributions received or receivable from participants2019-12-31$50,838
Other income received2019-12-31$706,124
Net income (gross income less expenses)2019-12-31$424,641
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,989,704
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,565,063
Assets. Value of participant loans2019-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$200,869
Total contributions received or receivable from employer(s)2019-12-31$26,115
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$11,947
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : CARETTI, INC. PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-145,875
Expenses. Total of all expenses incurred2018-12-31$24,292
Benefits paid (including direct rollovers)2018-12-31$12,554
Total plan assets at end of year2018-12-31$3,565,063
Total plan assets at beginning of year2018-12-31$3,735,230
Value of fidelity bond covering the plan2018-12-31$1,800,000
Total contributions received or receivable from participants2018-12-31$58,944
Other income received2018-12-31$-237,024
Net income (gross income less expenses)2018-12-31$-170,167
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,565,063
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,735,230
Assets. Value of participant loans2018-12-31$7,640
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$173,685
Total contributions received or receivable from employer(s)2018-12-31$32,205
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$11,738
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : CARETTI, INC. PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$580,649
Expenses. Total of all expenses incurred2017-12-31$33,698
Benefits paid (including direct rollovers)2017-12-31$22,663
Total plan assets at end of year2017-12-31$3,735,638
Total plan assets at beginning of year2017-12-31$3,188,687
Value of fidelity bond covering the plan2017-12-31$1,800,000
Total contributions received or receivable from participants2017-12-31$63,344
Other income received2017-12-31$478,495
Net income (gross income less expenses)2017-12-31$546,951
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,735,638
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,188,687
Assets. Value of participant loans2017-12-31$9,638
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$163,933
Total contributions received or receivable from employer(s)2017-12-31$38,810
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$11,035
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : CARETTI, INC. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$322,134
Expenses. Total of all expenses incurred2016-12-31$783,064
Benefits paid (including direct rollovers)2016-12-31$765,628
Total plan assets at end of year2016-12-31$3,188,687
Total plan assets at beginning of year2016-12-31$3,649,617
Value of fidelity bond covering the plan2016-12-31$1,800,000
Total contributions received or receivable from participants2016-12-31$65,974
Contributions received from other sources (not participants or employers)2016-12-31$609
Other income received2016-12-31$220,806
Net income (gross income less expenses)2016-12-31$-460,930
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,188,687
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,649,617
Assets. Value of participant loans2016-12-31$6,334
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$163,933
Total contributions received or receivable from employer(s)2016-12-31$34,745
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$17,436
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : CARETTI, INC. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$61,464
Expenses. Total of all expenses incurred2015-12-31$629,362
Benefits paid (including direct rollovers)2015-12-31$600,932
Total plan assets at end of year2015-12-31$3,649,617
Total plan assets at beginning of year2015-12-31$4,217,515
Value of fidelity bond covering the plan2015-12-31$180,000
Total contributions received or receivable from participants2015-12-31$72,749
Other income received2015-12-31$-43,812
Net income (gross income less expenses)2015-12-31$-567,898
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,649,617
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,217,515
Assets. Value of participant loans2015-12-31$873
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$137,620
Total contributions received or receivable from employer(s)2015-12-31$32,527
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$28,430
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CARETTI, INC. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$321,194
Expenses. Total of all expenses incurred2014-12-31$306,128
Benefits paid (including direct rollovers)2014-12-31$273,562
Total plan assets at end of year2014-12-31$4,217,515
Total plan assets at beginning of year2014-12-31$4,202,449
Value of fidelity bond covering the plan2014-12-31$180,000
Total contributions received or receivable from participants2014-12-31$76,886
Other income received2014-12-31$209,549
Net income (gross income less expenses)2014-12-31$15,066
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,217,515
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,202,449
Assets. Value of participant loans2014-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$95,817
Total contributions received or receivable from employer(s)2014-12-31$34,759
Value of certain deemed distributions of participant loans2014-12-31$3,318
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$29,248
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : CARETTI, INC. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$847,894
Expenses. Total of all expenses incurred2013-12-31$29,531
Total plan assets at end of year2013-12-31$4,202,449
Total plan assets at beginning of year2013-12-31$3,384,086
Value of fidelity bond covering the plan2013-12-31$180,000
Total contributions received or receivable from participants2013-12-31$89,677
Other income received2013-12-31$717,064
Net income (gross income less expenses)2013-12-31$818,363
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,202,449
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,384,086
Assets. Value of participant loans2013-12-31$5,521
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$43,265
Total contributions received or receivable from employer(s)2013-12-31$41,153
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$29,531
2012 : CARETTI, INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$430,797
Expenses. Total of all expenses incurred2012-12-31$413,491
Benefits paid (including direct rollovers)2012-12-31$380,860
Total plan assets at end of year2012-12-31$3,384,086
Total plan assets at beginning of year2012-12-31$3,366,780
Value of fidelity bond covering the plan2012-12-31$180,000
Total contributions received or receivable from participants2012-12-31$89,935
Other income received2012-12-31$298,679
Net income (gross income less expenses)2012-12-31$17,306
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,384,086
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,366,780
Assets. Value of participant loans2012-12-31$10,970
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$14,288
Total contributions received or receivable from employer(s)2012-12-31$42,183
Value of corrective distributions2012-12-31$3,968
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$28,663
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CARETTI, INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$57,065
Expenses. Total of all expenses incurred2011-12-31$80,051
Benefits paid (including direct rollovers)2011-12-31$47,084
Total plan assets at end of year2011-12-31$3,366,780
Total plan assets at beginning of year2011-12-31$3,389,766
Value of fidelity bond covering the plan2011-12-31$180,000
Total contributions received or receivable from participants2011-12-31$76,805
Other income received2011-12-31$-57,235
Net income (gross income less expenses)2011-12-31$-22,986
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,366,780
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,389,766
Assets. Value of participant loans2011-12-31$10,973
Total contributions received or receivable from employer(s)2011-12-31$37,495
Value of corrective distributions2011-12-31$3,186
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$29,781
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CARETTI, INC. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$495,085
Expenses. Total of all expenses incurred2010-12-31$183,702
Benefits paid (including direct rollovers)2010-12-31$155,476
Total plan assets at end of year2010-12-31$3,389,766
Total plan assets at beginning of year2010-12-31$3,078,383
Value of fidelity bond covering the plan2010-12-31$180,000
Total contributions received or receivable from participants2010-12-31$93,762
Other income received2010-12-31$353,731
Net income (gross income less expenses)2010-12-31$311,383
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,389,766
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,078,383
Assets. Value of participant loans2010-12-31$18,459
Total contributions received or receivable from employer(s)2010-12-31$47,592
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$28,226
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CARETTI, INC. PROFIT SHARING PLAN AND TRUST 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 CARETTI, INC. PROFIT SHARING PLAN AND TRUST

2023: CARETTI, INC. PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CARETTI, INC. PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CARETTI, INC. PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CARETTI, INC. PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CARETTI, INC. PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CARETTI, INC. PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CARETTI, INC. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CARETTI, INC. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CARETTI, INC. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CARETTI, INC. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CARETTI, INC. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CARETTI, INC. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CARETTI, INC. PROFIT SHARING PLAN AND TRUST 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 - TrustYes
2009: CARETTI, INC. PROFIT SHARING PLAN AND TRUST 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 - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874843
Policy instance 1
Insurance contract or identification number874843
Number of Individuals Covered7
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $2,044
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874843
Policy instance 1
Insurance contract or identification number874843
Number of Individuals Covered10
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,733
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874843
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874843
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874843
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874843
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874843
Policy instance 1

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