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Plan Name | CTR MANAGEMENT, INC. 401K PLAN & TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | CTR MANAGEMENT, INC. |
Employer identification number (EIN): | 521635142 |
NAIC Classification: | 541600 |
Additional information about CTR MANAGEMENT, INC.
Jurisdiction of Incorporation: | Michigan Secretary of State |
Incorporation Date: | 0000-00-00 |
Company Identification Number: | 539461 |
Legal Registered Office Address: |
CAPITOL OAK PARK 48237 United States of America (USA) 13425 |
More information about CTR MANAGEMENT, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | MON LAU | TAYLOR GRAY | 2018-08-29 | |
001 | 2016-01-01 | TAYLOR GRAY | 2017-08-22 | TAYLOR GRAY | 2017-08-22 |
001 | 2015-01-01 | TAYLOR GRAY | 2016-05-06 | ||
001 | 2014-01-01 | MELISSA FRANK | 2015-06-24 | MELISSA FRANK | 2015-06-24 |
001 | 2013-01-01 | TAYLOR GRAY | 2014-07-30 | ||
001 | 2012-01-01 | TAYLOR GRAY | 2013-09-25 | ||
001 | 2011-01-01 | TAYLOR GRAY | 2012-09-27 | ||
001 | 2010-01-01 | TAYLOR GRAY | 2011-10-12 |
Measure | Date | Value |
---|---|---|
2022: CTR MANAGEMENT, INC. 401K PLAN & TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 173 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 143 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 37 |
Total of all active and inactive participants | 2022-01-01 | 180 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 180 |
Number of participants with account balances | 2022-01-01 | 114 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 8 |
2021: CTR MANAGEMENT, INC. 401K PLAN & TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 162 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 128 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 33 |
Total of all active and inactive participants | 2021-01-01 | 161 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 161 |
Number of participants with account balances | 2021-01-01 | 107 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 10 |
2020: CTR MANAGEMENT, INC. 401K PLAN & TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 169 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 133 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 28 |
Total of all active and inactive participants | 2020-01-01 | 161 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 161 |
Number of participants with account balances | 2020-01-01 | 101 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 5 |
2019: CTR MANAGEMENT, INC. 401K PLAN & TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 174 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 143 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 19 |
Total of all active and inactive participants | 2019-01-01 | 162 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 162 |
Number of participants with account balances | 2019-01-01 | 93 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 8 |
2018: CTR MANAGEMENT, INC. 401K PLAN & TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 159 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 144 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 17 |
Total of all active and inactive participants | 2018-01-01 | 161 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 161 |
Number of participants with account balances | 2018-01-01 | 86 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 7 |
2017: CTR MANAGEMENT, INC. 401K PLAN & TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 150 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 134 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 17 |
Total of all active and inactive participants | 2017-01-01 | 151 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 151 |
Number of participants with account balances | 2017-01-01 | 86 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 9 |
Measure | Date | Value |
---|---|---|
2022 : CTR MANAGEMENT, INC. 401K PLAN & TRUST 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-56,738 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $771,873 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $739,121 |
Value of total corrective distributions | 2022-12-31 | $835 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $958,527 |
Value of total assets at end of year | 2022-12-31 | $7,927,573 |
Value of total assets at beginning of year | 2022-12-31 | $8,756,184 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $31,917 |
Total interest from all sources | 2022-12-31 | $7,772 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $178,268 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $178,268 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $768,160 |
Participant contributions at end of year | 2022-12-31 | $69,357 |
Participant contributions at beginning of year | 2022-12-31 | $91,278 |
Participant contributions at end of year | 2022-12-31 | $2,774 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-828,611 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $7,927,573 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,756,184 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $19,688 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,567,917 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $8,323,070 |
Interest on participant loans | 2022-12-31 | $3,447 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $286,349 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $340,749 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $340,749 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $4,325 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,201,305 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $190,367 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,176 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,087 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $739,121 |
Contract administrator fees | 2022-12-31 | $12,229 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | SC&H ATTEST SERVICES, P.C. |
Accountancy firm EIN | 2022-12-31 | 521743645 |
2021 : CTR MANAGEMENT, INC. 401K PLAN & TRUST 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $1,979,043 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $285,172 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $262,423 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $779,344 |
Value of total assets at end of year | 2021-12-31 | $8,756,184 |
Value of total assets at beginning of year | 2021-12-31 | $7,062,313 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $22,749 |
Total interest from all sources | 2021-12-31 | $3,722 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $173,932 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $173,932 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $612,848 |
Participant contributions at end of year | 2021-12-31 | $91,278 |
Participant contributions at beginning of year | 2021-12-31 | $76,544 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,693,871 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,756,184 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,062,313 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $19,017 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $8,323,070 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,711,855 |
Interest on participant loans | 2021-12-31 | $3,657 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $340,749 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $268,086 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $268,086 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $65 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,022,045 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $166,496 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,087 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $5,828 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $262,423 |
Contract administrator fees | 2021-12-31 | $3,732 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SC&H ATTEST SERVICES, P.C. |
Accountancy firm EIN | 2021-12-31 | 521743645 |
2020 : CTR MANAGEMENT, INC. 401K PLAN & TRUST 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $1,396,394 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $673,844 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $613,163 |
Value of total corrective distributions | 2020-12-31 | $35,968 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $769,764 |
Value of total assets at end of year | 2020-12-31 | $7,062,313 |
Value of total assets at beginning of year | 2020-12-31 | $6,339,763 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $24,713 |
Total interest from all sources | 2020-12-31 | $5,325 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $137,835 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $137,835 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $551,100 |
Participant contributions at end of year | 2020-12-31 | $76,544 |
Participant contributions at beginning of year | 2020-12-31 | $72,310 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $52,245 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $722,550 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $7,062,313 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,339,763 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $14,770 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $6,711,855 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $6,015,390 |
Interest on participant loans | 2020-12-31 | $4,006 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $268,086 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $246,328 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $246,328 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $1,319 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $483,470 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $166,419 |
Employer contributions (assets) at end of year | 2020-12-31 | $5,828 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $5,735 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $613,163 |
Contract administrator fees | 2020-12-31 | $9,943 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | SC&H ATTEST SERVICES, P.C. |
Accountancy firm EIN | 2020-12-31 | 521743645 |
2019 : CTR MANAGEMENT, INC. 401K PLAN & TRUST 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $2,032,160 |
Total income from all sources (including contributions) | 2019-12-31 | $2,032,160 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $537,012 |
Total of all expenses incurred | 2019-12-31 | $537,012 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $519,406 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $519,406 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $935,334 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $935,334 |
Value of total assets at end of year | 2019-12-31 | $6,339,763 |
Value of total assets at end of year | 2019-12-31 | $6,339,763 |
Value of total assets at beginning of year | 2019-12-31 | $4,844,615 |
Value of total assets at beginning of year | 2019-12-31 | $4,844,615 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $17,606 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $17,606 |
Total interest from all sources | 2019-12-31 | $10,416 |
Total interest from all sources | 2019-12-31 | $10,416 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $150,737 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $150,737 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $150,737 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $150,737 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $626,850 |
Contributions received from participants | 2019-12-31 | $626,850 |
Participant contributions at end of year | 2019-12-31 | $72,310 |
Participant contributions at end of year | 2019-12-31 | $72,310 |
Participant contributions at beginning of year | 2019-12-31 | $112,852 |
Participant contributions at beginning of year | 2019-12-31 | $112,852 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $15,167 |
Participant contributions at beginning of year | 2019-12-31 | $15,167 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $134,517 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $134,517 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,495,148 |
Value of net income/loss | 2019-12-31 | $1,495,148 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,339,763 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,339,763 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,844,615 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,844,615 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $12,933 |
Investment advisory and management fees | 2019-12-31 | $12,933 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $6,015,390 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $6,015,390 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,502,590 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,502,590 |
Interest on participant loans | 2019-12-31 | $5,420 |
Interest on participant loans | 2019-12-31 | $5,420 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $246,328 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $246,328 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $211,847 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $211,847 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $211,847 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $211,847 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $4,996 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $4,996 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $935,673 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $935,673 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $173,967 |
Contributions received in cash from employer | 2019-12-31 | $173,967 |
Employer contributions (assets) at end of year | 2019-12-31 | $5,735 |
Employer contributions (assets) at end of year | 2019-12-31 | $5,735 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $2,159 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $2,159 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $519,406 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $519,406 |
Contract administrator fees | 2019-12-31 | $4,673 |
Contract administrator fees | 2019-12-31 | $4,673 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | SC&H ATTEST SERVICES, P.C. |
Accountancy firm name | 2019-12-31 | SC&H ATTEST SERVICES, P.C. |
Accountancy firm EIN | 2019-12-31 | 521743645 |
Accountancy firm EIN | 2019-12-31 | 521743645 |
2018 : CTR MANAGEMENT, INC. 401K PLAN & TRUST 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $410,428 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $80,557 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $61,404 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $692,287 |
Value of total assets at end of year | 2018-12-31 | $4,844,615 |
Value of total assets at beginning of year | 2018-12-31 | $4,514,744 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $19,153 |
Total interest from all sources | 2018-12-31 | $8,018 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $119,581 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $119,581 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $528,911 |
Participant contributions at end of year | 2018-12-31 | $112,852 |
Participant contributions at beginning of year | 2018-12-31 | $88,279 |
Participant contributions at end of year | 2018-12-31 | $15,167 |
Participant contributions at beginning of year | 2018-12-31 | $30,822 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $13,869 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $329,871 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,844,615 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,514,744 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $11,706 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $4,502,590 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,204,844 |
Interest on participant loans | 2018-12-31 | $4,022 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $211,847 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $189,667 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $189,667 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $3,996 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-409,458 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $149,507 |
Employer contributions (assets) at end of year | 2018-12-31 | $2,159 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,132 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $61,404 |
Contract administrator fees | 2018-12-31 | $7,447 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | SC&H ATTEST SERVICES, P.C. |
Accountancy firm EIN | 2018-12-31 | 521743645 |
2017 : CTR MANAGEMENT, INC. 401K PLAN & TRUST 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,459,165 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $211,932 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $201,092 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $881,494 |
Value of total assets at end of year | 2017-12-31 | $4,514,744 |
Value of total assets at beginning of year | 2017-12-31 | $3,267,511 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $10,840 |
Total interest from all sources | 2017-12-31 | $5,293 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $91,001 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $91,001 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $579,098 |
Participant contributions at end of year | 2017-12-31 | $88,279 |
Participant contributions at beginning of year | 2017-12-31 | $62,093 |
Participant contributions at end of year | 2017-12-31 | $30,822 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $147,902 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,247,233 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,514,744 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,267,511 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $9,002 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $4,204,844 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,022,102 |
Interest on participant loans | 2017-12-31 | $3,388 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $189,667 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $183,316 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $183,316 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $1,905 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $481,377 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $154,494 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,132 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $201,092 |
Contract administrator fees | 2017-12-31 | $1,838 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | SC&H ATTEST SERVICES, P.C. |
Accountancy firm EIN | 2017-12-31 | 521743645 |
2022: CTR MANAGEMENT, INC. 401K PLAN & TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: CTR MANAGEMENT, INC. 401K PLAN & TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: CTR MANAGEMENT, INC. 401K PLAN & TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CTR MANAGEMENT, INC. 401K PLAN & TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CTR MANAGEMENT, INC. 401K PLAN & TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CTR MANAGEMENT, INC. 401K PLAN & TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |