?>
Logo

CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 401k Plan overview

Plan NameCARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN
Plan identification number 002

CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • 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

CARTHAGE VETERINARY SERVICE LTD has sponsored the creation of one or more 401k plans.

Company Name:CARTHAGE VETERINARY SERVICE LTD
Employer identification number (EIN):371077149
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01MARCY DEMINT2023-10-16
0022021-01-01MARCY DEMINT2022-10-12
0022020-10-01MARCY DEMINT2021-10-15
0022019-10-01JENNIFER QUESENBERRY2021-07-15
0022018-10-01
0022017-10-01
0022016-10-01JENNIFER QUESENBERRY
0022015-10-01JENNIFER QUESENBERRY
0022014-10-01JENNIFER QUESENBERRY
0022013-10-01CALLIE CONNOR
0022012-10-01CALLIE CONNOR
0022011-10-01CALLIE CONNOR
0022009-10-01CALLIE CONNOR

Plan Statistics for CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN

401k plan membership statisitcs for CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN

Measure Date Value
2022: CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01185
Total number of active participants reported on line 7a of the Form 55002022-01-0196
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0157
Total of all active and inactive participants2022-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01153
Number of participants with account balances2022-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01175
Total number of active participants reported on line 7a of the Form 55002021-01-01135
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0150
Total of all active and inactive participants2021-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01185
Number of participants with account balances2021-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01172
Total number of active participants reported on line 7a of the Form 55002020-10-01137
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-0135
Total of all active and inactive participants2020-10-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01172
Number of participants with account balances2020-10-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01135
Total number of active participants reported on line 7a of the Form 55002019-10-01135
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0134
Total of all active and inactive participants2019-10-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01169
Number of participants with account balances2019-10-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2016: CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01109
Total number of active participants reported on line 7a of the Form 55002016-10-0188
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0123
Total of all active and inactive participants2016-10-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01111
Number of participants with account balances2016-10-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-011
2015: CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-0197
Total number of active participants reported on line 7a of the Form 55002015-10-0179
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0130
Total of all active and inactive participants2015-10-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01109
Number of participants with account balances2015-10-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0113
2014: CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-0195
Total number of active participants reported on line 7a of the Form 55002014-10-0177
Number of other retired or separated participants entitled to future benefits2014-10-0120
Total of all active and inactive participants2014-10-0197
Total participants2014-10-0197
Number of participants with account balances2014-10-0197
2013: CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-0179
Total number of active participants reported on line 7a of the Form 55002013-10-0179
Number of other retired or separated participants entitled to future benefits2013-10-0122
Total of all active and inactive participants2013-10-01101
Total participants2013-10-01101
Number of participants with account balances2013-10-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-013
2012: CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-0176
Total number of active participants reported on line 7a of the Form 55002012-10-0161
Number of other retired or separated participants entitled to future benefits2012-10-0118
Total of all active and inactive participants2012-10-0179
Total participants2012-10-0179
Number of participants with account balances2012-10-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-011
2011: CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-0165
Total number of active participants reported on line 7a of the Form 55002011-10-0157
Number of other retired or separated participants entitled to future benefits2011-10-0119
Total of all active and inactive participants2011-10-0176
Total participants2011-10-0176
Number of participants with account balances2011-10-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-015
2009: CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0170
Total number of active participants reported on line 7a of the Form 55002009-10-0160
Number of other retired or separated participants entitled to future benefits2009-10-019
Total of all active and inactive participants2009-10-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-0169
Number of participants with account balances2009-10-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN

Measure Date Value
2022 : CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-810,058
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$612,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$583,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,603,340
Value of total assets at end of year2022-12-31$13,106,746
Value of total assets at beginning of year2022-12-31$14,528,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$29,003
Total interest from all sources2022-12-31$132
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$592,852
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,660,514
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,962,427
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$45
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$44
Other income not declared elsewhere2022-12-31$5,252
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$-121,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,422,122
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,106,746
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,528,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,724,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,064,392
Value of interest in common/collective trusts at end of year2022-12-31$141,916
Value of interest in common/collective trusts at beginning of year2022-12-31$100,633
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,418,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,010,488
Employer contributions (assets) at end of year2022-12-31$579,334
Employer contributions (assets) at beginning of year2022-12-31$523,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$583,061
Contract administrator fees2022-12-31$29,003
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KERBER, ECK & BRAECKEL LLP
Accountancy firm EIN2022-12-31430352985
2021 : CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,263,165
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$539,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$516,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,388,931
Value of total assets at end of year2021-12-31$14,528,868
Value of total assets at beginning of year2021-12-31$11,805,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$23,048
Total interest from all sources2021-12-31$4
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$579,121
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,962,427
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,342,666
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$83,603
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$44
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$44
Other income not declared elsewhere2021-12-31$1,055
Total non interest bearing cash at end of year2021-12-31$-121,866
Total non interest bearing cash at beginning of year2021-12-31$-7,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,723,301
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,528,868
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,805,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,064,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,258,507
Value of interest in common/collective trusts at end of year2021-12-31$100,633
Value of interest in common/collective trusts at beginning of year2021-12-31$83,301
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,873,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$726,207
Employer contributions (assets) at end of year2021-12-31$523,238
Employer contributions (assets) at beginning of year2021-12-31$128,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$516,816
Contract administrator fees2021-12-31$23,048
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KERBER, ECK & BRAECKEL LLP
Accountancy firm EIN2021-12-31430352985
2020 : CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,611,232
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$47,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$41,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$361,976
Value of total assets at end of year2020-12-31$11,805,567
Value of total assets at beginning of year2020-12-31$10,241,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,695
Total interest from all sources2020-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$141,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$141,923
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$137,143
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,342,666
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,100,489
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$36,551
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$44
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$44
Other income not declared elsewhere2020-12-31$771
Total non interest bearing cash at end of year2020-12-31$-7,805
Total non interest bearing cash at beginning of year2020-12-31$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,564,059
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,805,567
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,241,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,258,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,614,399
Value of interest in common/collective trusts at end of year2020-12-31$83,301
Value of interest in common/collective trusts at beginning of year2020-12-31$67,915
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,106,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$188,282
Employer contributions (assets) at end of year2020-12-31$128,854
Employer contributions (assets) at beginning of year2020-12-31$458,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$41,478
Contract administrator fees2020-12-31$5,695
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KERBER, ECK & BRAECKEL LLP
Accountancy firm EIN2020-12-31430352985
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$2,075,921
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$197,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$174,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$1,616,614
Value of total assets at end of year2020-09-30$10,241,508
Value of total assets at beginning of year2020-09-30$8,362,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$22,055
Total interest from all sources2020-09-30$74
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$288,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$288,670
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$484,455
Assets. Other investments not covered elsewhere at end of year2020-09-30$2,100,489
Assets. Other investments not covered elsewhere at beginning of year2020-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$6,915
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$44
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$0
Other income not declared elsewhere2020-09-30$3,378
Total non interest bearing cash at end of year2020-09-30$25
Total non interest bearing cash at beginning of year2020-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$1,878,867
Value of net assets at end of year (total assets less liabilities)2020-09-30$10,241,508
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$8,362,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$22,055
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$7,614,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$8,362,641
Value of interest in common/collective trusts at end of year2020-09-30$67,915
Value of interest in common/collective trusts at beginning of year2020-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$74
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$167,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30Yes
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$1,125,244
Employer contributions (assets) at end of year2020-09-30$458,636
Employer contributions (assets) at beginning of year2020-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$174,999
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30KERBER, ECK & BRAECKEL LLP
Accountancy firm EIN2020-09-30430352985
2017 : CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-09-30$208
Total income from all sources2017-09-30$2,113,470
Expenses. Total of all expenses incurred2017-09-30$397,516
Benefits paid (including direct rollovers)2017-09-30$363,097
Total plan assets at end of year2017-09-30$11,008,492
Total plan assets at beginning of year2017-09-30$9,292,330
Value of fidelity bond covering the plan2017-09-30$500,000
Total contributions received or receivable from participants2017-09-30$424,441
Other income received2017-09-30$1,105,725
Net income (gross income less expenses)2017-09-30$1,715,954
Net plan assets at end of year (total assets less liabilities)2017-09-30$11,008,492
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$9,292,330
Total contributions received or receivable from employer(s)2017-09-30$583,304
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$34,419
2016 : CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-09-30$1,799,734
Expenses. Total of all expenses incurred2016-09-30$308,224
Benefits paid (including direct rollovers)2016-09-30$268,153
Total plan assets at end of year2016-09-30$9,292,330
Total plan assets at beginning of year2016-09-30$7,800,820
Value of fidelity bond covering the plan2016-09-30$500,000
Total contributions received or receivable from participants2016-09-30$357,487
Other income received2016-09-30$934,801
Net income (gross income less expenses)2016-09-30$1,491,510
Net plan assets at end of year (total assets less liabilities)2016-09-30$9,292,330
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$7,800,820
Total contributions received or receivable from employer(s)2016-09-30$507,446
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$40,071
2015 : CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-09-30$536,408
Expenses. Total of all expenses incurred2015-09-30$438,698
Benefits paid (including direct rollovers)2015-09-30$407,666
Total plan assets at end of year2015-09-30$7,800,820
Total plan assets at beginning of year2015-09-30$7,703,110
Value of fidelity bond covering the plan2015-09-30$500,000
Total contributions received or receivable from participants2015-09-30$330,341
Expenses. Other expenses not covered elsewhere2015-09-30$31,032
Other income received2015-09-30$-280,735
Net income (gross income less expenses)2015-09-30$97,710
Net plan assets at end of year (total assets less liabilities)2015-09-30$7,800,820
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$7,703,110
Total contributions received or receivable from employer(s)2015-09-30$486,802
2014 : CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-09-30$1,268,970
Expenses. Total of all expenses incurred2014-09-30$126,279
Benefits paid (including direct rollovers)2014-09-30$86,660
Total plan assets at end of year2014-09-30$7,703,110
Total plan assets at beginning of year2014-09-30$6,560,419
Value of fidelity bond covering the plan2014-09-30$500,000
Total contributions received or receivable from participants2014-09-30$263,086
Other income received2014-09-30$610,276
Net income (gross income less expenses)2014-09-30$1,142,691
Net plan assets at end of year (total assets less liabilities)2014-09-30$7,703,110
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$6,560,419
Total contributions received or receivable from employer(s)2014-09-30$395,608
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$39,619
2013 : CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-09-30$1,313,070
Expenses. Total of all expenses incurred2013-09-30$174,077
Benefits paid (including direct rollovers)2013-09-30$154,209
Total plan assets at end of year2013-09-30$6,560,419
Total plan assets at beginning of year2013-09-30$5,421,426
Value of fidelity bond covering the plan2013-09-30$500,000
Total contributions received or receivable from participants2013-09-30$253,506
Other income received2013-09-30$689,906
Net income (gross income less expenses)2013-09-30$1,138,993
Net plan assets at end of year (total assets less liabilities)2013-09-30$6,560,419
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$5,421,426
Total contributions received or receivable from employer(s)2013-09-30$369,658
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$19,868
2012 : CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-09-30$1,232,779
Expenses. Total of all expenses incurred2012-09-30$392,067
Benefits paid (including direct rollovers)2012-09-30$366,476
Total plan assets at end of year2012-09-30$5,421,426
Total plan assets at beginning of year2012-09-30$4,580,714
Value of fidelity bond covering the plan2012-09-30$500,000
Total contributions received or receivable from participants2012-09-30$218,567
Other income received2012-09-30$699,127
Net income (gross income less expenses)2012-09-30$840,712
Net plan assets at end of year (total assets less liabilities)2012-09-30$5,421,426
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$4,580,714
Total contributions received or receivable from employer(s)2012-09-30$315,085
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$25,591
2011 : CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-09-30$443,767
Expenses. Total of all expenses incurred2011-09-30$158,602
Benefits paid (including direct rollovers)2011-09-30$149,022
Total plan assets at end of year2011-09-30$4,580,714
Total plan assets at beginning of year2011-09-30$4,295,549
Value of fidelity bond covering the plan2011-09-30$500,000
Total contributions received or receivable from participants2011-09-30$216,854
Other income received2011-09-30$-107,462
Net income (gross income less expenses)2011-09-30$285,165
Net plan assets at end of year (total assets less liabilities)2011-09-30$4,580,714
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$4,295,549
Total contributions received or receivable from employer(s)2011-09-30$334,375
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$9,580

Form 5500 Responses for CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN

2022: CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2016: CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract number6292102
Policy instance 1
Insurance contract or identification number6292102
Number of Individuals Covered1
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameGREGORY A MCROBERTS
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number097705
Policy instance 2
Insurance contract or identification number097705
Number of Individuals Covered2
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract number6292102
Policy instance 1
Insurance contract or identification number6292102
Number of Individuals Covered1
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number097705
Policy instance 2
Insurance contract or identification number097705
Number of Individuals Covered2
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract number6292102
Policy instance 1
Insurance contract or identification number6292102
Number of Individuals Covered1
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number097705
Policy instance 2
Insurance contract or identification number097705
Number of Individuals Covered2
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number097705
Policy instance 1
Insurance contract or identification number097705
Number of Individuals Covered2
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract number6292102
Policy instance 2
Insurance contract or identification number6292102
Number of Individuals Covered1
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number097705
Policy instance 1
Insurance contract or identification number097705
Number of Individuals Covered4
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract number6292102
Policy instance 2
Insurance contract or identification number6292102
Number of Individuals Covered1
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number097705
Policy instance 1
Insurance contract or identification number097705
Number of Individuals Covered2
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract number6292102
Policy instance 2
Insurance contract or identification number6292102
Number of Individuals Covered1
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Are there contracts with allocated funds for individual policies?Yes
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

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