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CARROLL AND COMPANY, CPAS 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameCARROLL AND COMPANY, CPAS 401K PROFIT SHARING PLAN
Plan identification number 001

CARROLL AND COMPANY, CPAS 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.

401k Sponsoring company profile

CARROLL AND COMPANY, CPAS has sponsored the creation of one or more 401k plans.

Company Name:CARROLL AND COMPANY, CPAS
Employer identification number (EIN):593038528
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARROLL AND COMPANY, CPAS 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01STEPHANIE ZOTTOLI2022-07-11
0012020-01-01STEPHANIE ZOTTOLI2021-02-20
0012019-01-01STEPHANIE ZOTTOLI2020-01-27
0012018-01-01STEPHANIE ZOTTOLI2019-07-15
0012017-01-01STEPHANIE ZOTTOLI2018-02-26
0012016-01-01STEPHANIE ZOTTOLI2017-02-09
0012015-01-01FREDERICK CARROLL III2016-03-09
0012014-01-01FREDERICK CARROLL III2015-02-19
0012013-01-01FREDERICK CARROLL III2014-03-19
0012012-01-01FREDERICK CARROLL III2013-07-22
0012011-01-01FREDERICK CARROLL III2012-02-25
0012010-01-01FREDERICK CARROLL III2011-02-26

Financial Data on CARROLL AND COMPANY, CPAS 401K PROFIT SHARING PLAN

Measure Date Value
2025 : CARROLL AND COMPANY, CPAS 401K PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-06440702
Net assets as of the end of the plan year2025-06-0610444625
Total assets as of the beginning of the plan year2025-06-069229790
Value of plan covered by a fidelity bond2025-06-06500000
Participant contributions to plan in this plan year2025-06-06239681
Other expenses paid from plan in this plan year2025-06-0677250
Other income to plan in this plan year2025-06-061146765
Plan net income in this plan year2025-06-061214835
Net assets as of the end of the plan year2025-06-0610444625
Net assets as of the beginning of the plan year2025-06-069229790
Employer contributions to plan in this plan year2025-06-06269091
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-060
2024 : CARROLL AND COMPANY, CPAS 401K PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-10184123
Net assets as of the end of the plan year2024-07-109239295
Total assets as of the beginning of the plan year2024-07-107675231
Value of plan covered by a fidelity bond2024-07-10500000
Participant contributions to plan in this plan year2024-07-10220592
Other expenses paid from plan in this plan year2024-07-1063856
Other income to plan in this plan year2024-07-101273270
Plan net income in this plan year2024-07-101564064
Net assets as of the end of the plan year2024-07-109239295
Net assets as of the beginning of the plan year2024-07-107675231
Employer contributions to plan in this plan year2024-07-10254325
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-100
2022 : CARROLL AND COMPANY, CPAS 401K PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-1160104
Net assets as of the end of the plan year2022-07-118622286
Total assets as of the beginning of the plan year2022-07-117060750
Value of plan covered by a fidelity bond2022-07-11500000
Participant contributions to plan in this plan year2022-07-11244433
Other expenses paid from plan in this plan year2022-07-110
Other income to plan in this plan year2022-07-111131973
Plan net income in this plan year2022-07-111561536
Net assets as of the end of the plan year2022-07-118622286
Net assets as of the beginning of the plan year2022-07-117060750
Employer contributions to plan in this plan year2022-07-11245234
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-1160104

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