401k Plan data: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN plan

CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN
Plan identification number	001

CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.

401k Sponsoring company profile

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

Company Name: CARTER SERVICES, INC.

Employer identification number (EIN): 330056898

NAIC Classification: 811490
NAIC Description: Other Personal and Household Goods Repair and Maintenance

Additional information about CARTER SERVICES, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1984-07-02

Company Identification Number: C1251264

Legal Registered Office Address: 2807 Oregon Court #F3

Torrance
United States of America (USA)
90503

More information about CARTER SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01 SCOTT CARTER
001 2016-07-01
001 2015-07-01 SCOTT CARTER
001 2014-07-01 SCOTT CARTER
001 2013-07-01 SCOTT CARTER
001 2012-07-01 SCOTT CARTER
001 2011-07-01 SCOTT CARTER
001 2009-07-01 SCOTT CARTER

Plan Statistics for CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN

Measure Date Value
2022: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 26
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 32
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 9
Total of all active and inactive participants 2022-07-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 41
Number of participants with account balances 2022-07-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 2
2021: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 26
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 25
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 1
Total of all active and inactive participants 2021-07-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 26
Number of participants with account balances 2021-07-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 32
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 25
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 1
Total of all active and inactive participants 2020-07-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 26
Number of participants with account balances 2020-07-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 34
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 31
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 1
Total of all active and inactive participants 2019-07-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 32
Number of participants with account balances 2019-07-01 31
2018: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 32
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 32
Number of other retired or separated participants entitled to future benefits 2018-07-01 2
Total of all active and inactive participants 2018-07-01 34
Total participants 2018-07-01 34
Number of participants with account balances 2018-07-01 33
2017: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 28
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 31
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 1
Total of all active and inactive participants 2017-07-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 32
Number of participants with account balances 2017-07-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 28
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 25
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 3
Total of all active and inactive participants 2016-07-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 28
Number of participants with account balances 2016-07-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 1
2015: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 33
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 27
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 1
Total of all active and inactive participants 2015-07-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 28
Number of participants with account balances 2015-07-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 1
2014: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 27
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 28
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 5
Total of all active and inactive participants 2014-07-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 33
Number of participants with account balances 2014-07-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 25
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 22
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 5
Total of all active and inactive participants 2013-07-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 27
Number of participants with account balances 2013-07-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 1
2012: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 24
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 21
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 3
Total of all active and inactive participants 2012-07-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 24
Number of participants with account balances 2012-07-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 23
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 18
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 4
Total of all active and inactive participants 2011-07-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 22
Number of participants with account balances 2011-07-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 23
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 19
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 3
Total of all active and inactive participants 2009-07-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 22
Number of participants with account balances 2009-07-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2022: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	26
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	32
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	9
Total of all active and inactive participants	2022-07-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	41
Number of participants with account balances	2022-07-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	2
2021: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	26
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	25
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	1
Total of all active and inactive participants	2021-07-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	26
Number of participants with account balances	2021-07-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	32
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	25
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	1
Total of all active and inactive participants	2020-07-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	26
Number of participants with account balances	2020-07-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	34
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	31
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	1
Total of all active and inactive participants	2019-07-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	32
Number of participants with account balances	2019-07-01	31
2018: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	32
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	32
Number of other retired or separated participants entitled to future benefits	2018-07-01	2
Total of all active and inactive participants	2018-07-01	34
Total participants	2018-07-01	34
Number of participants with account balances	2018-07-01	33
2017: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	28
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	31
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	1
Total of all active and inactive participants	2017-07-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	32
Number of participants with account balances	2017-07-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	28
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	25
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	3
Total of all active and inactive participants	2016-07-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	28
Number of participants with account balances	2016-07-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	1
2015: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	33
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	27
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	1
Total of all active and inactive participants	2015-07-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	28
Number of participants with account balances	2015-07-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	1
2014: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	27
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	28
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	5
Total of all active and inactive participants	2014-07-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	33
Number of participants with account balances	2014-07-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	25
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	22
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	5
Total of all active and inactive participants	2013-07-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	27
Number of participants with account balances	2013-07-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	1
2012: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	24
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	21
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	3
Total of all active and inactive participants	2012-07-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	24
Number of participants with account balances	2012-07-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	23
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	18
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	4
Total of all active and inactive participants	2011-07-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	22
Number of participants with account balances	2011-07-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	23
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	19
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	3
Total of all active and inactive participants	2009-07-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	22
Number of participants with account balances	2009-07-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2023 : CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-06-30	$0
Total plan liabilities at end of year	2023-06-30	$0
Total plan liabilities at beginning of year	2023-06-30	$0
Total income from all sources	2023-06-30	$822,724
Expenses. Total of all expenses incurred	2023-06-30	$57,592
Benefits paid (including direct rollovers)	2023-06-30	$26,840
Total plan assets at end of year	2023-06-30	$6,506,863
Total plan assets at beginning of year	2023-06-30	$5,741,731
Value of fidelity bond covering the plan	2023-06-30	$500,000
Assets. Value of tangible personal property	2023-06-30	$0
Total contributions received or receivable from participants	2023-06-30	$87,482
Assets. Value of loans (other than to participants)	2023-06-30	$0
Expenses. Other expenses not covered elsewhere	2023-06-30	$0
Contributions received from other sources (not participants or employers)	2023-06-30	$0
Other income received	2023-06-30	$520,615
Noncash contributions received	2023-06-30	$0
Net income (gross income less expenses)	2023-06-30	$765,132
Net plan assets at end of year (total assets less liabilities)	2023-06-30	$6,506,863
Net plan assets at beginning of year (total assets less liabilities)	2023-06-30	$5,741,731
Assets. Value of participant loans	2023-06-30	$41,426
Assets. Value of assets in partnership/joint-venture interests	2023-06-30	$0
Assets. Value of real-estate (other than employer real property)	2023-06-30	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2023-06-30	$0
Assets. Value of employer securities	2023-06-30	$0
Assets. Value of employer real property	2023-06-30	$0
Total contributions received or receivable from employer(s)	2023-06-30	$214,627
Value of certain deemed distributions of participant loans	2023-06-30	$0
Value of corrective distributions	2023-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-06-30	$30,752
2022 : CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-06-30	$0
Total plan liabilities at end of year	2022-06-30	$0
Total plan liabilities at beginning of year	2022-06-30	$0
Total income from all sources	2022-06-30	$-685,667
Expenses. Total of all expenses incurred	2022-06-30	$47,337
Benefits paid (including direct rollovers)	2022-06-30	$21,698
Total plan assets at end of year	2022-06-30	$5,741,731
Total plan assets at beginning of year	2022-06-30	$6,474,735
Value of fidelity bond covering the plan	2022-06-30	$500,000
Assets. Value of tangible personal property	2022-06-30	$0
Total contributions received or receivable from participants	2022-06-30	$84,800
Assets. Value of loans (other than to participants)	2022-06-30	$0
Expenses. Other expenses not covered elsewhere	2022-06-30	$0
Contributions received from other sources (not participants or employers)	2022-06-30	$0
Other income received	2022-06-30	$-770,467
Noncash contributions received	2022-06-30	$0
Net income (gross income less expenses)	2022-06-30	$-733,004
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$5,741,731
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$6,474,735
Assets. Value of participant loans	2022-06-30	$38,705
Assets. Value of assets in partnership/joint-venture interests	2022-06-30	$0
Assets. Value of real-estate (other than employer real property)	2022-06-30	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-06-30	$0
Assets. Value of employer securities	2022-06-30	$0
Assets. Value of employer real property	2022-06-30	$0
Total contributions received or receivable from employer(s)	2022-06-30	$0
Value of certain deemed distributions of participant loans	2022-06-30	$0
Value of corrective distributions	2022-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-06-30	$25,639
2021 : CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-06-30	$0
Total plan liabilities at end of year	2021-06-30	$0
Total plan liabilities at beginning of year	2021-06-30	$0
Total income from all sources	2021-06-30	$1,587,604
Expenses. Total of all expenses incurred	2021-06-30	$259,260
Benefits paid (including direct rollovers)	2021-06-30	$234,140
Total plan assets at end of year	2021-06-30	$6,474,735
Total plan assets at beginning of year	2021-06-30	$5,146,391
Value of fidelity bond covering the plan	2021-06-30	$500,000
Total contributions received or receivable from participants	2021-06-30	$72,324
Expenses. Other expenses not covered elsewhere	2021-06-30	$0
Contributions received from other sources (not participants or employers)	2021-06-30	$0
Other income received	2021-06-30	$1,287,032
Noncash contributions received	2021-06-30	$0
Net income (gross income less expenses)	2021-06-30	$1,328,344
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$6,474,735
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$5,146,391
Assets. Value of participant loans	2021-06-30	$40,591
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-06-30	$0
Total contributions received or receivable from employer(s)	2021-06-30	$228,248
Value of certain deemed distributions of participant loans	2021-06-30	$4,559
Value of corrective distributions	2021-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-06-30	$20,561
2020 : CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-06-30	$0
Total plan liabilities at end of year	2020-06-30	$0
Total plan liabilities at beginning of year	2020-06-30	$0
Total income from all sources	2020-06-30	$507,882
Expenses. Total of all expenses incurred	2020-06-30	$65,336
Benefits paid (including direct rollovers)	2020-06-30	$47,742
Total plan assets at end of year	2020-06-30	$5,146,391
Total plan assets at beginning of year	2020-06-30	$4,703,845
Value of fidelity bond covering the plan	2020-06-30	$500,000
Assets. Value of tangible personal property	2020-06-30	$0
Total contributions received or receivable from participants	2020-06-30	$62,209
Assets. Value of loans (other than to participants)	2020-06-30	$0
Expenses. Other expenses not covered elsewhere	2020-06-30	$0
Contributions received from other sources (not participants or employers)	2020-06-30	$0
Other income received	2020-06-30	$195,269
Noncash contributions received	2020-06-30	$0
Net income (gross income less expenses)	2020-06-30	$442,546
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$5,146,391
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$4,703,845
Assets. Value of participant loans	2020-06-30	$55,319
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2020-06-30	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2020-06-30	$0
Assets. Value of assets in partnership/joint-venture interests	2020-06-30	$0
Assets. Value of real-estate (other than employer real property)	2020-06-30	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-06-30	$0
Assets. Value of employer securities	2020-06-30	$0
Assets. Value of employer real property	2020-06-30	$0
Total contributions received or receivable from employer(s)	2020-06-30	$250,404
Value of certain deemed distributions of participant loans	2020-06-30	$0
Value of corrective distributions	2020-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-06-30	$17,594
2019 : CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-06-30	$0
Total plan liabilities at end of year	2019-06-30	$0
Total plan liabilities at beginning of year	2019-06-30	$0
Total income from all sources	2019-06-30	$537,721
Expenses. Total of all expenses incurred	2019-06-30	$538,762
Benefits paid (including direct rollovers)	2019-06-30	$515,838
Total plan assets at end of year	2019-06-30	$4,703,845
Total plan assets at beginning of year	2019-06-30	$4,704,886
Value of fidelity bond covering the plan	2019-06-30	$450,000
Total contributions received or receivable from participants	2019-06-30	$71,474
Expenses. Other expenses not covered elsewhere	2019-06-30	$0
Contributions received from other sources (not participants or employers)	2019-06-30	$0
Other income received	2019-06-30	$286,247
Noncash contributions received	2019-06-30	$0
Net income (gross income less expenses)	2019-06-30	$-1,041
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$4,703,845
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$4,704,886
Assets. Value of participant loans	2019-06-30	$66,471
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-06-30	$0
Total contributions received or receivable from employer(s)	2019-06-30	$180,000
Value of certain deemed distributions of participant loans	2019-06-30	$6,541
Value of corrective distributions	2019-06-30	$1,272
Expenses. Administrative service providers (salaries,fees and commissions)	2019-06-30	$15,111
2017 : CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-06-30	$0
Total plan liabilities at end of year	2017-06-30	$0
Total plan liabilities at beginning of year	2017-06-30	$0
Total income from all sources	2017-06-30	$619,790
Expenses. Total of all expenses incurred	2017-06-30	$14,025
Benefits paid (including direct rollovers)	2017-06-30	$0
Total plan assets at end of year	2017-06-30	$4,060,951
Total plan assets at beginning of year	2017-06-30	$3,455,186
Value of fidelity bond covering the plan	2017-06-30	$400,000
Total contributions received or receivable from participants	2017-06-30	$67,232
Expenses. Other expenses not covered elsewhere	2017-06-30	$0
Contributions received from other sources (not participants or employers)	2017-06-30	$0
Other income received	2017-06-30	$447,558
Noncash contributions received	2017-06-30	$0
Net income (gross income less expenses)	2017-06-30	$605,765
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$4,060,951
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$3,455,186
Assets. Value of participant loans	2017-06-30	$24,971
Total contributions received or receivable from employer(s)	2017-06-30	$105,000
Value of certain deemed distributions of participant loans	2017-06-30	$0
Value of corrective distributions	2017-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-06-30	$14,025
2016 : CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-06-30	$0
Total plan liabilities at end of year	2016-06-30	$0
Total plan liabilities at beginning of year	2016-06-30	$0
Total income from all sources	2016-06-30	$214,184
Expenses. Total of all expenses incurred	2016-06-30	$244,651
Benefits paid (including direct rollovers)	2016-06-30	$231,820
Total plan assets at end of year	2016-06-30	$3,455,186
Total plan assets at beginning of year	2016-06-30	$3,485,653
Value of fidelity bond covering the plan	2016-06-30	$400,000
Total contributions received or receivable from participants	2016-06-30	$85,048
Expenses. Other expenses not covered elsewhere	2016-06-30	$0
Contributions received from other sources (not participants or employers)	2016-06-30	$0
Other income received	2016-06-30	$14,376
Noncash contributions received	2016-06-30	$0
Net income (gross income less expenses)	2016-06-30	$-30,467
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$3,455,186
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$3,485,653
Assets. Value of participant loans	2016-06-30	$13,189
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-06-30	$0
Total contributions received or receivable from employer(s)	2016-06-30	$114,760
Value of certain deemed distributions of participant loans	2016-06-30	$0
Value of corrective distributions	2016-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$12,831
2015 : CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-06-30	$0
Total plan liabilities at end of year	2015-06-30	$0
Total plan liabilities at beginning of year	2015-06-30	$0
Total income from all sources	2015-06-30	$22,907
Expenses. Total of all expenses incurred	2015-06-30	$0
Benefits paid (including direct rollovers)	2015-06-30	$0
Total plan assets at end of year	2015-06-30	$3,485,653
Total plan assets at beginning of year	2015-06-30	$3,462,746
Value of fidelity bond covering the plan	2015-06-30	$400,000
Total contributions received or receivable from participants	2015-06-30	$64,360
Expenses. Other expenses not covered elsewhere	2015-06-30	$0
Contributions received from other sources (not participants or employers)	2015-06-30	$0
Other income received	2015-06-30	$-41,453
Noncash contributions received	2015-06-30	$0
Net income (gross income less expenses)	2015-06-30	$22,907
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$3,485,653
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$3,462,746
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-06-30	$4,989
Total contributions received or receivable from employer(s)	2015-06-30	$0
Value of certain deemed distributions of participant loans	2015-06-30	$0
Value of corrective distributions	2015-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$0
2014 : CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-06-30	$263,316
Expenses. Total of all expenses incurred	2014-06-30	$33
Total plan assets at end of year	2014-06-30	$3,462,746
Total plan assets at beginning of year	2014-06-30	$3,199,463
Value of fidelity bond covering the plan	2014-06-30	$400,000
Total contributions received or receivable from participants	2014-06-30	$64,853
Expenses. Other expenses not covered elsewhere	2014-06-30	$33
Other income received	2014-06-30	$35,752
Net income (gross income less expenses)	2014-06-30	$263,283
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$3,462,746
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$3,199,463
Assets. Value of assets in partnership/joint-venture interests	2014-06-30	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-06-30	$4,989
Total contributions received or receivable from employer(s)	2014-06-30	$162,711
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
2013 : CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$202,335
Expenses. Total of all expenses incurred	2013-06-30	$30,732
Benefits paid (including direct rollovers)	2013-06-30	$30,732
Total plan assets at end of year	2013-06-30	$3,199,463
Total plan assets at beginning of year	2013-06-30	$3,027,860
Value of fidelity bond covering the plan	2013-06-30	$400,000
Total contributions received or receivable from participants	2013-06-30	$58,564
Other income received	2013-06-30	$-20,470
Net income (gross income less expenses)	2013-06-30	$171,603
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$3,199,463
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$3,027,860
Assets. Value of assets in partnership/joint-venture interests	2013-06-30	$2,291,521
Total contributions received or receivable from employer(s)	2013-06-30	$164,241
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
2012 : CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$240,195
Expenses. Total of all expenses incurred	2012-06-30	$36,638
Benefits paid (including direct rollovers)	2012-06-30	$36,638
Total plan assets at end of year	2012-06-30	$3,027,860
Total plan assets at beginning of year	2012-06-30	$2,824,303
Value of fidelity bond covering the plan	2012-06-30	$250,000
Total contributions received or receivable from participants	2012-06-30	$57,390
Other income received	2012-06-30	$92,805
Net income (gross income less expenses)	2012-06-30	$203,557
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$3,027,860
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$2,824,303
Assets. Value of assets in partnership/joint-venture interests	2012-06-30	$2,334,049
Total contributions received or receivable from employer(s)	2012-06-30	$90,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
2011 : CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-06-30	$0
Total plan liabilities at end of year	2011-06-30	$0
Total plan liabilities at beginning of year	2011-06-30	$0
Total income from all sources	2011-06-30	$290,534
Expenses. Total of all expenses incurred	2011-06-30	$11,643
Benefits paid (including direct rollovers)	2011-06-30	$11,643
Total plan assets at end of year	2011-06-30	$2,824,303
Total plan assets at beginning of year	2011-06-30	$2,545,412
Value of fidelity bond covering the plan	2011-06-30	$300,000
Total contributions received or receivable from participants	2011-06-30	$55,620
Expenses. Other expenses not covered elsewhere	2011-06-30	$0
Contributions received from other sources (not participants or employers)	2011-06-30	$0
Other income received	2011-06-30	$144,914
Noncash contributions received	2011-06-30	$0
Net income (gross income less expenses)	2011-06-30	$278,891
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$2,824,303
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$2,545,412
Assets. Value of assets in partnership/joint-venture interests	2011-06-30	$2,186,660
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-06-30	$25,275
Total contributions received or receivable from employer(s)	2011-06-30	$90,000
Value of certain deemed distributions of participant loans	2011-06-30	$0
Value of corrective distributions	2011-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
2010 : CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN

2022: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	This submission is the final filing	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	This submission is the final filing	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	Yes
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: CARTER SERVICES, INC. PROFIT SHARING 401(K) PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

86953

Policy instance

Insurance contract or identification number	86953
Number of Individuals Covered	0
Insurance policy start date	2014-07-01
Insurance policy end date	2015-04-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $364
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	364
Additional information about fees paid to insurance broker	ADMINISTRATIVE REIMBURSEMENT & TPA COMPENSATION
Insurance broker organization code?	5
Insurance broker name	KRAVITZ, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

86953

Policy instance

Insurance contract or identification number	86953
Number of Individuals Covered	14
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $351
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	351
Additional information about fees paid to insurance broker	ADMINISTRATIVE REIMBURSEMENT & TPA COMPENSATION
Insurance broker organization code?	5
Insurance broker name	KRAVITZ, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

86953

Policy instance

Insurance contract or identification number	86953
Number of Individuals Covered	14
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $327
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	327
Additional information about fees paid to insurance broker	ADMINISTRATIVE REIMBURSEMENT & TPA COMPENSATION
Insurance broker organization code?	5
Insurance broker name	KRAVITZ, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

86953

Policy instance

Insurance contract or identification number	86953
Number of Individuals Covered	14
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $313
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

86953

Policy instance

Insurance contract or identification number	86953
Number of Individuals Covered	15
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $252
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

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

Company Name:	CARTER SERVICES, INC.
Employer identification number (EIN):	330056898
NAIC Classification:	811490
NAIC Description:	Other Personal and Household Goods Repair and Maintenance

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1984-07-02
Company Identification Number:	C1251264
Legal Registered Office Address:	2807 Oregon Court #F3 Torrance United States of America (USA) 90503