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CARROLLS EQUIPMENT INC 401K PLAN 401k Plan overview

Plan NameCARROLLS EQUIPMENT INC 401K PLAN
Plan identification number 001

CARROLLS EQUIPMENT INC 401K 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

CARROLLS EQUIPMENT INC has sponsored the creation of one or more 401k plans.

Company Name:CARROLLS EQUIPMENT INC
Employer identification number (EIN):521753705
NAIC Classification:441228
NAIC Description:Motorcycle, ATV, and All Other Motor Vehicle Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARROLLS EQUIPMENT INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01AMANDA MIELKE2017-05-01
0012015-01-01KATIE OBREMSKI2016-04-15
0012014-01-01ASHLEY HOLDEN2015-06-23
0012013-01-01ROSE RAJKOWSKI2014-07-15
0012012-01-01MICHELLE TOGSTAD2013-07-23
0012011-01-01NICK SUTHEIMER2012-05-25
0012010-01-01KRISSY HEINS2011-08-19
0012008-01-01JENNY HANS
0012003-01-01JENNY HANS

Plan Statistics for CARROLLS EQUIPMENT INC 401K PLAN

401k plan membership statisitcs for CARROLLS EQUIPMENT INC 401K PLAN

Measure Date Value
2008: CARROLLS EQUIPMENT INC 401K PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0117
Total number of active participants reported on line 7a of the Form 55002008-01-0117
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-0117
Number of participants with account balances2008-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2003: CARROLLS EQUIPMENT INC 401K PLAN 2003 401k membership
Total participants, beginning-of-year2003-01-0111
Total number of active participants reported on line 7a of the Form 55002003-01-0110
Number of retired or separated participants receiving benefits2003-01-010
Number of other retired or separated participants entitled to future benefits2003-01-011
Total of all active and inactive participants2003-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2003-01-010
Total participants2003-01-0111
Number of participants with account balances2003-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2003-01-011

Financial Data on CARROLLS EQUIPMENT INC 401K PLAN

Measure Date Value
2008 : CARROLLS EQUIPMENT INC 401K PLAN 2008 401k financial data
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$20,447
Expenses. Total of all expenses incurred2008-12-31$108
Benefits paid (including direct rollovers)2008-12-31$101
Total plan assets at end of year2008-12-31$168,644
Total plan assets at beginning of year2008-12-31$148,305
Value of fidelity bond covering the plan2008-12-31$50,000
Total contributions received or receivable from participants2008-12-31$30,747
Expenses. Other expenses not covered elsewhere2008-12-31$0
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$-14,070
Noncash contributions received2008-12-31$0
Net income (gross income less expenses)2008-12-31$20,339
Net plan assets at end of year (total assets less liabilities)2008-12-31$168,644
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$148,305
Total contributions received or receivable from employer(s)2008-12-31$3,770
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$7
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$0
2007 : CARROLLS EQUIPMENT INC 401K PLAN 2007 401k financial data
Transfers to/from the plan2007-12-31$0
Total plan liabilities at end of year2007-12-31$0
Total plan liabilities at beginning of year2007-12-31$0
Total income from all sources2007-12-31$41,047
Expenses. Total of all expenses incurred2007-12-31$285
Benefits paid (including direct rollovers)2007-12-31$0
Total plan assets at end of year2007-12-31$148,305
Total plan assets at beginning of year2007-12-31$107,543
Value of fidelity bond covering the plan2007-12-31$50,000
Total contributions received or receivable from participants2007-12-31$26,122
Expenses. Other expenses not covered elsewhere2007-12-31$0
Contributions received from other sources (not participants or employers)2007-12-31$0
Other income received2007-12-31$5,118
Noncash contributions received2007-12-31$6,671
Net income (gross income less expenses)2007-12-31$40,762
Net plan assets at end of year (total assets less liabilities)2007-12-31$148,305
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$107,543
Total contributions received or receivable from employer(s)2007-12-31$3,136
Value of certain deemed distributions of participant loans2007-12-31$0
Value of corrective distributions2007-12-31$221
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$64
2006 : CARROLLS EQUIPMENT INC 401K PLAN 2006 401k financial data
Transfers to/from the plan2006-12-31$0
Total plan liabilities at end of year2006-12-31$0
Total plan liabilities at beginning of year2006-12-31$0
Total income from all sources2006-12-31$29,127
Expenses. Total of all expenses incurred2006-12-31$983
Benefits paid (including direct rollovers)2006-12-31$913
Total plan assets at end of year2006-12-31$107,543
Total plan assets at beginning of year2006-12-31$79,399
Value of fidelity bond covering the plan2006-12-31$50,000
Total contributions received or receivable from participants2006-12-31$21,136
Expenses. Other expenses not covered elsewhere2006-12-31$0
Contributions received from other sources (not participants or employers)2006-12-31$0
Other income received2006-12-31$5,621
Noncash contributions received2006-12-31$0
Net income (gross income less expenses)2006-12-31$28,144
Net plan assets at end of year (total assets less liabilities)2006-12-31$107,543
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$79,399
Total contributions received or receivable from employer(s)2006-12-31$2,370
Value of certain deemed distributions of participant loans2006-12-31$0
Value of corrective distributions2006-12-31$70
Expenses. Administrative service providers (salaries,fees and commissions)2006-12-31$0
2005 : CARROLLS EQUIPMENT INC 401K PLAN 2005 401k financial data
Transfers to/from the plan2005-12-31$0
Total plan liabilities at end of year2005-12-31$0
Total plan liabilities at beginning of year2005-12-31$0
Total income from all sources2005-12-31$22,569
Expenses. Total of all expenses incurred2005-12-31$879
Benefits paid (including direct rollovers)2005-12-31$0
Total plan assets at end of year2005-12-31$79,399
Total plan assets at beginning of year2005-12-31$57,709
Value of fidelity bond covering the plan2005-12-31$50,000
Total contributions received or receivable from participants2005-12-31$17,408
Expenses. Other expenses not covered elsewhere2005-12-31$0
Contributions received from other sources (not participants or employers)2005-12-31$0
Other income received2005-12-31$2,930
Noncash contributions received2005-12-31$0
Net income (gross income less expenses)2005-12-31$21,690
Net plan assets at end of year (total assets less liabilities)2005-12-31$79,399
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$57,709
Total contributions received or receivable from employer(s)2005-12-31$2,231
Value of certain deemed distributions of participant loans2005-12-31$0
Value of corrective distributions2005-12-31$809
Expenses. Administrative service providers (salaries,fees and commissions)2005-12-31$70
2004 : CARROLLS EQUIPMENT INC 401K PLAN 2004 401k financial data
Transfers to/from the plan2004-12-31$0
Total plan liabilities at end of year2004-12-31$0
Total plan liabilities at beginning of year2004-12-31$0
Total income from all sources2004-12-31$32,847
Expenses. Total of all expenses incurred2004-12-31$759
Benefits paid (including direct rollovers)2004-12-31$564
Total plan assets at end of year2004-12-31$57,709
Total plan assets at beginning of year2004-12-31$25,621
Value of fidelity bond covering the plan2004-12-31$50,000
Total contributions received or receivable from participants2004-12-31$28,529
Expenses. Other expenses not covered elsewhere2004-12-31$0
Contributions received from other sources (not participants or employers)2004-12-31$0
Other income received2004-12-31$2,335
Noncash contributions received2004-12-31$0
Net income (gross income less expenses)2004-12-31$32,088
Net plan assets at end of year (total assets less liabilities)2004-12-31$57,709
Net plan assets at beginning of year (total assets less liabilities)2004-12-31$25,621
Total contributions received or receivable from employer(s)2004-12-31$1,983
Value of certain deemed distributions of participant loans2004-12-31$0
Value of corrective distributions2004-12-31$195
Expenses. Administrative service providers (salaries,fees and commissions)2004-12-31$0
2003 : CARROLLS EQUIPMENT INC 401K PLAN 2003 401k financial data
Transfers to/from the plan2003-12-31$0
Total plan liabilities at end of year2003-12-31$0
Total plan liabilities at beginning of year2003-12-31$0
Total income from all sources2003-12-31$25,621
Expenses. Total of all expenses incurred2003-12-31$0
Benefits paid (including direct rollovers)2003-12-31$0
Total plan assets at end of year2003-12-31$25,621
Total plan assets at beginning of year2003-12-31$0
Value of fidelity bond covering the plan2003-12-31$50,000
Total contributions received or receivable from participants2003-12-31$23,094
Expenses. Other expenses not covered elsewhere2003-12-31$0
Contributions received from other sources (not participants or employers)2003-12-31$0
Other income received2003-12-31$975
Noncash contributions received2003-12-31$0
Net income (gross income less expenses)2003-12-31$25,621
Net plan assets at end of year (total assets less liabilities)2003-12-31$25,621
Net plan assets at beginning of year (total assets less liabilities)2003-12-31$0
Total contributions received or receivable from employer(s)2003-12-31$1,552
Value of certain deemed distributions of participant loans2003-12-31$0
Value of corrective distributions2003-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2003-12-31$0

Form 5500 Responses for CARROLLS EQUIPMENT INC 401K PLAN

2008: CARROLLS EQUIPMENT INC 401K PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2003: CARROLLS EQUIPMENT INC 401K PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01First time form 5500 has been submittedYes
2003-01-01Submission has been amendedYes
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2003-01-01Plan funding arrangement – InsuranceYes
2003-01-01Plan funding arrangement – TrustYes
2003-01-01Plan benefit arrangement – InsuranceYes
2003-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number87-49953-71
Policy instance 1
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number87-49953-71
Policy instance 1
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number87-49953-71
Policy instance 1
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number87-49953-71
Policy instance 1
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number87-49953-71
Policy instance 1
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number87-49953-71
Policy instance 1

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