CARITHERS WALLACE COURTENAY, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CARITHERS-WALLACE-COURTENAY, LLC PROFIT SHARING PLAN
401k plan membership statisitcs for CARITHERS-WALLACE-COURTENAY, LLC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2018: CARITHERS-WALLACE-COURTENAY, LLC PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 89 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
| 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 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 0 |
| Number of participants with account balances | 2018-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: CARITHERS-WALLACE-COURTENAY, LLC PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 91 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 89 |
| 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 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 89 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 89 |
| Number of participants with account balances | 2017-01-01 | 83 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2018 : CARITHERS-WALLACE-COURTENAY, LLC PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-03-01 | $-2,431,889 |
| Total income from all sources | 2018-03-01 | $360,000 |
| Expenses. Total of all expenses incurred | 2018-03-01 | $0 |
| Total plan assets at end of year | 2018-03-01 | $0 |
| Total plan assets at beginning of year | 2018-03-01 | $2,071,889 |
| Value of fidelity bond covering the plan | 2018-03-01 | $500,000 |
| Net income (gross income less expenses) | 2018-03-01 | $360,000 |
| Net plan assets at end of year (total assets less liabilities) | 2018-03-01 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-03-01 | $2,071,889 |
| Total contributions received or receivable from employer(s) | 2018-03-01 | $360,000 |
| 2017 : CARITHERS-WALLACE-COURTENAY, LLC PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $2,071,889 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $2,071,889 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Net income (gross income less expenses) | 2017-12-31 | $2,071,889 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,071,889 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $2,071,889 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2018: CARITHERS-WALLACE-COURTENAY, LLC PROFIT SHARING PLAN 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 | Yes |
| 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: CARITHERS-WALLACE-COURTENAY, LLC PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | First time form 5500 has been submitted | Yes |
| 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 |
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