401k Plan data: CARTI TAX SHELTERED ANNUITY PLAN plan

CARTI TAX SHELTERED ANNUITY PLAN 401k Plan overview

Plan Name	CARTI TAX SHELTERED ANNUITY PLAN
Plan identification number	004

CARTI TAX SHELTERED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CENTRAL ARKANSAS RADIATION THERAPY INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name: CENTRAL ARKANSAS RADIATION THERAPY INSTITUTE

Employer identification number (EIN): 710437657

NAIC Classification: 621498
NAIC Description: All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARTI TAX SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2021-07-01
004 2020-07-01 JESSICA SATTERFIELD 2022-04-13 JESSICA SATTERFIELD 2022-04-13
004 2019-07-01
004 2018-07-01
004 2017-07-01 JENNIFER STYRON JENNIFER STYRON 2019-01-29
004 2016-07-01 JEFFREY BURTON JEFFREY BURTON 2018-04-16
004 2015-07-01 JEFF BURTON JEFF BURTON 2017-04-17
004 2014-07-01 JEFF BURTON JEFF BURTON 2016-04-15
004 2013-07-01 BRYSON GREEN BRYSON GREEN 2015-04-15
004 2012-07-01 JAMES SOLBERG JAMES SOLBERG 2014-04-15
004 2011-07-01 JAMES SOLBERG JAMES SOLBERG 2013-04-15
004 2009-07-01 DAN SUMMERS DAN SUMMERS 2011-02-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2021-07-01
004	2020-07-01	JESSICA SATTERFIELD	2022-04-13	JESSICA SATTERFIELD	2022-04-13
004	2019-07-01
004	2018-07-01
004	2017-07-01	JENNIFER STYRON		JENNIFER STYRON	2019-01-29
004	2016-07-01	JEFFREY BURTON		JEFFREY BURTON	2018-04-16
004	2015-07-01	JEFF BURTON		JEFF BURTON	2017-04-17
004	2014-07-01	JEFF BURTON		JEFF BURTON	2016-04-15
004	2013-07-01	BRYSON GREEN		BRYSON GREEN	2015-04-15
004	2012-07-01	JAMES SOLBERG		JAMES SOLBERG	2014-04-15
004	2011-07-01	JAMES SOLBERG		JAMES SOLBERG	2013-04-15
004	2009-07-01	DAN SUMMERS		DAN SUMMERS	2011-02-04

Plan Statistics for CARTI TAX SHELTERED ANNUITY PLAN

401k plan membership statisitcs for CARTI TAX SHELTERED ANNUITY PLAN

Measure Date Value
2021: CARTI TAX SHELTERED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 879
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 783
Number of retired or separated participants receiving benefits 2021-07-01 1
Number of other retired or separated participants entitled to future benefits 2021-07-01 242
Total of all active and inactive participants 2021-07-01 1,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 1
Total participants 2021-07-01 1,027
Number of participants with account balances 2021-07-01 948
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 117
2020: CARTI TAX SHELTERED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 735
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 602
Number of retired or separated participants receiving benefits 2020-07-01 277
Total of all active and inactive participants 2020-07-01 879
Total participants 2020-07-01 879
Number of participants with account balances 2020-07-01 874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 161
2019: CARTI TAX SHELTERED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 646
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 601
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 134
Total of all active and inactive participants 2019-07-01 735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 735
Number of participants with account balances 2019-07-01 698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 60
2018: CARTI TAX SHELTERED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 546
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 555
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 91
Total of all active and inactive participants 2018-07-01 646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 646
Number of participants with account balances 2018-07-01 562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 42
2017: CARTI TAX SHELTERED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 535
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 466
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 80
Total of all active and inactive participants 2017-07-01 546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 546
Number of participants with account balances 2017-07-01 507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 32
2016: CARTI TAX SHELTERED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 545
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 484
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 56
Total of all active and inactive participants 2016-07-01 540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 1
Total participants 2016-07-01 541
Number of participants with account balances 2016-07-01 498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 39
2015: CARTI TAX SHELTERED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 518
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 503
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 48
Total of all active and inactive participants 2015-07-01 551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 551
Number of participants with account balances 2015-07-01 498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 26
2014: CARTI TAX SHELTERED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 498
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 493
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 24
Total of all active and inactive participants 2014-07-01 517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 517
Number of participants with account balances 2014-07-01 477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 32
2013: CARTI TAX SHELTERED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 432
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 476
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 23
Total of all active and inactive participants 2013-07-01 499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 499
Number of participants with account balances 2013-07-01 448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 21
2012: CARTI TAX SHELTERED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 387
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 397
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 34
Total of all active and inactive participants 2012-07-01 431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 431
Number of participants with account balances 2012-07-01 385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 8
2011: CARTI TAX SHELTERED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 310
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 366
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 13
Total of all active and inactive participants 2011-07-01 379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 379
Number of participants with account balances 2011-07-01 318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 6
2009: CARTI TAX SHELTERED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 209
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 172
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 11
Total of all active and inactive participants 2009-07-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 183
Number of participants with account balances 2009-07-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 2

Measure	Date	Value
2021: CARTI TAX SHELTERED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	879
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	783
Number of retired or separated participants receiving benefits	2021-07-01	1
Number of other retired or separated participants entitled to future benefits	2021-07-01	242
Total of all active and inactive participants	2021-07-01	1,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	1
Total participants	2021-07-01	1,027
Number of participants with account balances	2021-07-01	948
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	117
2020: CARTI TAX SHELTERED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	735
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	602
Number of retired or separated participants receiving benefits	2020-07-01	277
Total of all active and inactive participants	2020-07-01	879
Total participants	2020-07-01	879
Number of participants with account balances	2020-07-01	874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	161
2019: CARTI TAX SHELTERED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	646
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	601
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	134
Total of all active and inactive participants	2019-07-01	735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	735
Number of participants with account balances	2019-07-01	698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	60
2018: CARTI TAX SHELTERED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	546
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	555
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	91
Total of all active and inactive participants	2018-07-01	646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	646
Number of participants with account balances	2018-07-01	562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	42
2017: CARTI TAX SHELTERED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	535
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	466
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	80
Total of all active and inactive participants	2017-07-01	546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	546
Number of participants with account balances	2017-07-01	507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	32
2016: CARTI TAX SHELTERED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	545
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	484
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	56
Total of all active and inactive participants	2016-07-01	540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	1
Total participants	2016-07-01	541
Number of participants with account balances	2016-07-01	498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	39
2015: CARTI TAX SHELTERED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	518
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	503
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	48
Total of all active and inactive participants	2015-07-01	551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	551
Number of participants with account balances	2015-07-01	498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	26
2014: CARTI TAX SHELTERED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	498
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	493
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	24
Total of all active and inactive participants	2014-07-01	517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	517
Number of participants with account balances	2014-07-01	477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	32
2013: CARTI TAX SHELTERED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	432
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	476
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	23
Total of all active and inactive participants	2013-07-01	499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	499
Number of participants with account balances	2013-07-01	448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	21
2012: CARTI TAX SHELTERED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	387
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	397
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	34
Total of all active and inactive participants	2012-07-01	431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	431
Number of participants with account balances	2012-07-01	385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	8
2011: CARTI TAX SHELTERED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	310
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	366
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	13
Total of all active and inactive participants	2011-07-01	379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	379
Number of participants with account balances	2011-07-01	318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	6
2009: CARTI TAX SHELTERED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	209
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	172
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	11
Total of all active and inactive participants	2009-07-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	183
Number of participants with account balances	2009-07-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	2

Financial Data on CARTI TAX SHELTERED ANNUITY PLAN

Measure	Date	Value
2022 : CARTI TAX SHELTERED ANNUITY PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-06-30	$51,715
Total unrealized appreciation/depreciation of assets	2022-06-30	$51,715
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-1,723,503
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$3,713,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$3,555,543
Expenses. Certain deemed distributions of participant loans	2022-06-30	$6,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$5,684,782
Value of total assets at end of year	2022-06-30	$49,194,907
Value of total assets at beginning of year	2022-06-30	$54,631,669
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$151,632
Total interest from all sources	2022-06-30	$25,955
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$7,423,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$7,423,568
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$3,998,162
Participant contributions at end of year	2022-06-30	$569,499
Participant contributions at beginning of year	2022-06-30	$469,142
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$607,336
Other income not declared elsewhere	2022-06-30	$8,784
Administrative expenses (other) incurred	2022-06-30	$151,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-5,436,762
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$49,194,907
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$54,631,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$47,427,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$52,904,618
Interest on participant loans	2022-06-30	$25,955
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$1,197,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$1,257,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-14,918,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$1,079,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$3,555,543
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	EIDE BAILLY LLP
Accountancy firm EIN	2022-06-30	450250958
2021 : CARTI TAX SHELTERED ANNUITY PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-06-30	$52,434
Total unrealized appreciation/depreciation of assets	2021-06-30	$52,434
Total income from all sources (including contributions)	2021-06-30	$16,013,346
Total of all expenses incurred	2021-06-30	$1,768,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$1,610,936
Expenses. Certain deemed distributions of participant loans	2021-06-30	$38,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$5,133,713
Value of total assets at end of year	2021-06-30	$54,631,669
Value of total assets at beginning of year	2021-06-30	$40,386,414
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$119,069
Total interest from all sources	2021-06-30	$26,916
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$1,395,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$1,395,997
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$3,205,260
Participant contributions at end of year	2021-06-30	$469,142
Participant contributions at beginning of year	2021-06-30	$458,528
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$1,015,322
Other income not declared elsewhere	2021-06-30	$1,193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$14,245,255
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$54,631,669
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$40,386,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$119,069
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$54,162,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$37,941,350
Interest on participant loans	2021-06-30	$26,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$1,986,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$9,403,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$913,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$1,610,936
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-06-30	No
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	EIDE BAILLY LLP
Accountancy firm EIN	2021-06-30	450250958
2020 : CARTI TAX SHELTERED ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$5,040,145
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$2,975,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$2,861,486
Expenses. Certain deemed distributions of participant loans	2020-06-30	$16,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$3,930,320
Value of total assets at end of year	2020-06-30	$40,386,414
Value of total assets at beginning of year	2020-06-30	$38,321,856
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$97,163
Total interest from all sources	2020-06-30	$69,504
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$945,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$945,108
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$2,837,576
Participant contributions at end of year	2020-06-30	$458,528
Participant contributions at beginning of year	2020-06-30	$503,982
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$240,961
Other income not declared elsewhere	2020-06-30	$-4,574
Administrative expenses (other) incurred	2020-06-30	$97,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$2,064,558
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$40,386,414
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$38,321,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$37,941,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$35,435,293
Interest on participant loans	2020-06-30	$31,714
Interest earned on other investments	2020-06-30	$37,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$1,986,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$2,382,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$99,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$851,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$2,861,486
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-06-30	Yes
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	HCJ CPAS & ADVISORS, PLLC
Accountancy firm EIN	2020-06-30	710650685
2019 : CARTI TAX SHELTERED ANNUITY PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-06-30	$0
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total transfer of assets to this plan	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Expenses. Interest paid	2019-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$5,691,012
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$5,441,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$5,343,928
Expenses. Certain deemed distributions of participant loans	2019-06-30	$-1,592
Value of total corrective distributions	2019-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$3,461,034
Value of total assets at end of year	2019-06-30	$38,321,856
Value of total assets at beginning of year	2019-06-30	$38,072,209
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$99,029
Total income from rents	2019-06-30	$0
Total interest from all sources	2019-06-30	$79,006
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$628,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$628,231
Administrative expenses professional fees incurred	2019-06-30	$0
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Amount of non-exempt transactions with any party-in-interest	2019-06-30	$0
Contributions received from participants	2019-06-30	$2,327,042
Participant contributions at end of year	2019-06-30	$503,982
Participant contributions at beginning of year	2019-06-30	$494,023
Participant contributions at end of year	2019-06-30	$0
Participant contributions at beginning of year	2019-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$365,580
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-06-30	$33
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-06-30	$0
Other income not declared elsewhere	2019-06-30	$0
Administrative expenses (other) incurred	2019-06-30	$0
Liabilities. Value of operating payables at beginning of year	2019-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Income. Non cash contributions	2019-06-30	$0
Value of net income/loss	2019-06-30	$249,647
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$38,321,856
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$38,072,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-06-30	$0
Investment advisory and management fees	2019-06-30	$70,134
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$35,435,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$34,519,520
Interest on participant loans	2019-06-30	$31,609
Income. Interest from loans (other than to participants)	2019-06-30	$0
Interest earned on other investments	2019-06-30	$47,397
Income. Interest from US Government securities	2019-06-30	$0
Income. Interest from corporate debt instruments	2019-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$2,382,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$3,058,666
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$1,522,741
Net investment gain/loss from pooled separate accounts	2019-06-30	$0
Net investment gain or loss from common/collective trusts	2019-06-30	$0
Net gain/loss from 103.12 investment entities	2019-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$768,412
Employer contributions (assets) at end of year	2019-06-30	$0
Employer contributions (assets) at beginning of year	2019-06-30	$0
Income. Dividends from preferred stock	2019-06-30	$0
Income. Dividends from common stock	2019-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$5,343,895
Contract administrator fees	2019-06-30	$28,895
Liabilities. Value of benefit claims payable at beginning of year	2019-06-30	$0
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Aggregate proceeds on sale of assets	2019-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2019-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	HUDSON, CISNE & CO., LLP
Accountancy firm EIN	2019-06-30	710650685
2018 : CARTI TAX SHELTERED ANNUITY PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-06-30	$0
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total transfer of assets to this plan	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Expenses. Interest paid	2018-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$6,351,617
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$4,314,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$4,186,094
Expenses. Certain deemed distributions of participant loans	2018-06-30	$8,628
Value of total corrective distributions	2018-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$3,155,700
Value of total assets at end of year	2018-06-30	$38,072,209
Value of total assets at beginning of year	2018-06-30	$36,035,254
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$119,940
Total income from rents	2018-06-30	$0
Total interest from all sources	2018-06-30	$83,039
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$663,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$663,447
Administrative expenses professional fees incurred	2018-06-30	$0
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Amount of non-exempt transactions with any party-in-interest	2018-06-30	$0
Contributions received from participants	2018-06-30	$2,220,375
Participant contributions at end of year	2018-06-30	$494,023
Participant contributions at beginning of year	2018-06-30	$517,769
Participant contributions at end of year	2018-06-30	$0
Participant contributions at beginning of year	2018-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2018-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$115,146
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-06-30	$98
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-06-30	$0
Other income not declared elsewhere	2018-06-30	$0
Administrative expenses (other) incurred	2018-06-30	$0
Liabilities. Value of operating payables at beginning of year	2018-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Income. Non cash contributions	2018-06-30	$0
Value of net income/loss	2018-06-30	$2,036,955
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$38,072,209
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$36,035,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2018-06-30	$0
Investment advisory and management fees	2018-06-30	$88,713
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$34,519,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$32,507,902
Interest on participant loans	2018-06-30	$31,467
Income. Interest from loans (other than to participants)	2018-06-30	$0
Interest earned on other investments	2018-06-30	$51,572
Income. Interest from US Government securities	2018-06-30	$0
Income. Interest from corporate debt instruments	2018-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$3,058,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$3,009,583
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$2,449,431
Net investment gain/loss from pooled separate accounts	2018-06-30	$0
Net investment gain or loss from common/collective trusts	2018-06-30	$0
Net gain/loss from 103.12 investment entities	2018-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$820,179
Employer contributions (assets) at end of year	2018-06-30	$0
Employer contributions (assets) at beginning of year	2018-06-30	$0
Income. Dividends from preferred stock	2018-06-30	$0
Income. Dividends from common stock	2018-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$4,185,996
Contract administrator fees	2018-06-30	$31,227
Liabilities. Value of benefit claims payable at beginning of year	2018-06-30	$0
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Aggregate proceeds on sale of assets	2018-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2018-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	HUDSON, CISNE & CO.,LLP
Accountancy firm EIN	2018-06-30	710650685
2017 : CARTI TAX SHELTERED ANNUITY PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-06-30	$0
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total transfer of assets to this plan	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Expenses. Interest paid	2017-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$7,006,522
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$2,126,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$1,997,506
Expenses. Certain deemed distributions of participant loans	2017-06-30	$1,738
Value of total corrective distributions	2017-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$3,228,487
Value of total assets at end of year	2017-06-30	$36,035,254
Value of total assets at beginning of year	2017-06-30	$31,154,854
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$126,878
Total income from rents	2017-06-30	$0
Total interest from all sources	2017-06-30	$77,046
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$405,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$405,234
Administrative expenses professional fees incurred	2017-06-30	$0
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Amount of non-exempt transactions with any party-in-interest	2017-06-30	$0
Contributions received from participants	2017-06-30	$2,245,665
Participant contributions at end of year	2017-06-30	$517,769
Participant contributions at beginning of year	2017-06-30	$606,716
Participant contributions at end of year	2017-06-30	$0
Participant contributions at beginning of year	2017-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2017-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$169,856
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-06-30	$495
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-06-30	$0
Other income not declared elsewhere	2017-06-30	$0
Administrative expenses (other) incurred	2017-06-30	$0
Liabilities. Value of operating payables at beginning of year	2017-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Income. Non cash contributions	2017-06-30	$0
Value of net income/loss	2017-06-30	$4,880,400
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$36,035,254
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$31,154,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2017-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2017-06-30	$0
Investment advisory and management fees	2017-06-30	$93,084
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$32,507,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$27,425,037
Interest on participant loans	2017-06-30	$29,911
Income. Interest from loans (other than to participants)	2017-06-30	$0
Interest earned on other investments	2017-06-30	$47,135
Income. Interest from US Government securities	2017-06-30	$0
Income. Interest from corporate debt instruments	2017-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$3,009,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$3,123,101
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$3,295,755
Net investment gain/loss from pooled separate accounts	2017-06-30	$0
Net investment gain or loss from common/collective trusts	2017-06-30	$0
Net gain/loss from 103.12 investment entities	2017-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$812,966
Employer contributions (assets) at end of year	2017-06-30	$0
Employer contributions (assets) at beginning of year	2017-06-30	$0
Income. Dividends from preferred stock	2017-06-30	$0
Income. Dividends from common stock	2017-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$1,997,011
Contract administrator fees	2017-06-30	$33,794
Liabilities. Value of benefit claims payable at beginning of year	2017-06-30	$0
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Aggregate proceeds on sale of assets	2017-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2017-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	HUDSON, CISNE & CO.,LLP
Accountancy firm EIN	2017-06-30	710650685
2016 : CARTI TAX SHELTERED ANNUITY PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-06-30	$0
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total transfer of assets to this plan	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Expenses. Interest paid	2016-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$2,949,899
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$2,600,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$2,498,069
Expenses. Certain deemed distributions of participant loans	2016-06-30	$1,592
Value of total corrective distributions	2016-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$3,071,900
Value of total assets at end of year	2016-06-30	$31,154,854
Value of total assets at beginning of year	2016-06-30	$30,805,661
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$101,045
Total income from rents	2016-06-30	$0
Total interest from all sources	2016-06-30	$86,109
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$318,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$318,306
Administrative expenses professional fees incurred	2016-06-30	$0
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Amount of non-exempt transactions with any party-in-interest	2016-06-30	$0
Contributions received from participants	2016-06-30	$2,199,708
Participant contributions at end of year	2016-06-30	$606,716
Participant contributions at beginning of year	2016-06-30	$712,644
Participant contributions at end of year	2016-06-30	$0
Participant contributions at beginning of year	2016-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2016-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$78,919
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-06-30	$726
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-06-30	$0
Other income not declared elsewhere	2016-06-30	$0
Administrative expenses (other) incurred	2016-06-30	$0
Liabilities. Value of operating payables at beginning of year	2016-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Income. Non cash contributions	2016-06-30	$0
Value of net income/loss	2016-06-30	$349,193
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$31,154,854
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$30,805,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2016-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2016-06-30	$0
Investment advisory and management fees	2016-06-30	$84,416
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$27,425,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$27,036,332
Interest on participant loans	2016-06-30	$36,161
Income. Interest from loans (other than to participants)	2016-06-30	$0
Interest earned on other investments	2016-06-30	$49,948
Income. Interest from US Government securities	2016-06-30	$0
Income. Interest from corporate debt instruments	2016-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$3,123,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$3,056,685
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-526,416
Net investment gain/loss from pooled separate accounts	2016-06-30	$0
Net investment gain or loss from common/collective trusts	2016-06-30	$0
Net gain/loss from 103.12 investment entities	2016-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$793,273
Employer contributions (assets) at end of year	2016-06-30	$0
Employer contributions (assets) at beginning of year	2016-06-30	$0
Income. Dividends from preferred stock	2016-06-30	$0
Income. Dividends from common stock	2016-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$2,497,343
Contract administrator fees	2016-06-30	$16,629
Liabilities. Value of benefit claims payable at beginning of year	2016-06-30	$0
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Aggregate proceeds on sale of assets	2016-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2016-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	HUDSON, CISNE & CO., LLP
Accountancy firm EIN	2016-06-30	710650685
2015 : CARTI TAX SHELTERED ANNUITY PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-06-30	$0
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total transfer of assets to this plan	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Expenses. Interest paid	2015-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$3,907,415
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$936,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$828,294
Expenses. Certain deemed distributions of participant loans	2015-06-30	$789
Value of total corrective distributions	2015-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$3,036,006
Value of total assets at end of year	2015-06-30	$30,805,661
Value of total assets at beginning of year	2015-06-30	$27,834,798
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$107,469
Total income from rents	2015-06-30	$0
Total interest from all sources	2015-06-30	$79,248
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$450,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$450,852
Administrative expenses professional fees incurred	2015-06-30	$0
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Amount of non-exempt transactions with any party-in-interest	2015-06-30	$0
Contributions received from participants	2015-06-30	$2,087,721
Participant contributions at end of year	2015-06-30	$712,644
Participant contributions at beginning of year	2015-06-30	$486,719
Participant contributions at end of year	2015-06-30	$0
Participant contributions at beginning of year	2015-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$204,935
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$0
Other income not declared elsewhere	2015-06-30	$0
Administrative expenses (other) incurred	2015-06-30	$0
Liabilities. Value of operating payables at beginning of year	2015-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Income. Non cash contributions	2015-06-30	$0
Value of net income/loss	2015-06-30	$2,970,863
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$30,805,661
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$27,834,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2015-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2015-06-30	$0
Investment advisory and management fees	2015-06-30	$91,206
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$27,036,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$24,719,056
Interest on participant loans	2015-06-30	$31,337
Income. Interest from loans (other than to participants)	2015-06-30	$0
Interest earned on other investments	2015-06-30	$47,911
Income. Interest from US Government securities	2015-06-30	$0
Income. Interest from corporate debt instruments	2015-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$3,056,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$2,629,023
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$341,309
Net investment gain/loss from pooled separate accounts	2015-06-30	$0
Net investment gain or loss from common/collective trusts	2015-06-30	$0
Net gain/loss from 103.12 investment entities	2015-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$743,350
Employer contributions (assets) at end of year	2015-06-30	$0
Employer contributions (assets) at beginning of year	2015-06-30	$0
Income. Dividends from preferred stock	2015-06-30	$0
Income. Dividends from common stock	2015-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$828,294
Contract administrator fees	2015-06-30	$16,263
Liabilities. Value of benefit claims payable at beginning of year	2015-06-30	$0
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Aggregate proceeds on sale of assets	2015-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2015-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	HUDSON, CISNE & CO., LLP
Accountancy firm EIN	2015-06-30	710650685
2014 : CARTI TAX SHELTERED ANNUITY PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-06-30	$0
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total transfer of assets to this plan	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Expenses. Interest paid	2014-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$6,925,950
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$2,928,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$2,859,449
Expenses. Certain deemed distributions of participant loans	2014-06-30	$0
Value of total corrective distributions	2014-06-30	$1,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$3,215,484
Value of total assets at end of year	2014-06-30	$27,834,798
Value of total assets at beginning of year	2014-06-30	$23,837,329
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$67,735
Total income from rents	2014-06-30	$0
Total interest from all sources	2014-06-30	$68,712
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$285,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$285,882
Administrative expenses professional fees incurred	2014-06-30	$0
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Amount of non-exempt transactions with any party-in-interest	2014-06-30	$0
Contributions received from participants	2014-06-30	$1,948,670
Participant contributions at end of year	2014-06-30	$486,719
Participant contributions at beginning of year	2014-06-30	$416,154
Participant contributions at end of year	2014-06-30	$0
Participant contributions at beginning of year	2014-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$556,044
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$0
Other income not declared elsewhere	2014-06-30	$31
Administrative expenses (other) incurred	2014-06-30	$0
Liabilities. Value of operating payables at beginning of year	2014-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Income. Non cash contributions	2014-06-30	$0
Value of net income/loss	2014-06-30	$3,997,469
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$27,834,798
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$23,837,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2014-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2014-06-30	$0
Investment advisory and management fees	2014-06-30	$58,288
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$24,719,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$20,835,162
Interest on participant loans	2014-06-30	$23,568
Income. Interest from loans (other than to participants)	2014-06-30	$0
Interest earned on other investments	2014-06-30	$45,144
Income. Interest from US Government securities	2014-06-30	$0
Income. Interest from corporate debt instruments	2014-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$2,629,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$2,586,013
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$3,355,841
Net investment gain/loss from pooled separate accounts	2014-06-30	$0
Net investment gain or loss from common/collective trusts	2014-06-30	$0
Net gain/loss from 103.12 investment entities	2014-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$710,770
Employer contributions (assets) at end of year	2014-06-30	$0
Employer contributions (assets) at beginning of year	2014-06-30	$0
Income. Dividends from preferred stock	2014-06-30	$0
Income. Dividends from common stock	2014-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$2,859,449
Contract administrator fees	2014-06-30	$9,447
Liabilities. Value of benefit claims payable at beginning of year	2014-06-30	$0
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Aggregate proceeds on sale of assets	2014-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2014-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	HUDSON, CISNE & CO., LLP
Accountancy firm EIN	2014-06-30	710650689
2013 : CARTI TAX SHELTERED ANNUITY PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-06-30	$0
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total transfer of assets to this plan	2013-06-30	$0
Total transfer of assets from this plan	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Expenses. Interest paid	2013-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$5,622,338
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$3,934,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$3,865,523
Expenses. Certain deemed distributions of participant loans	2013-06-30	$0
Value of total corrective distributions	2013-06-30	$3,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$3,385,160
Value of total assets at end of year	2013-06-30	$23,837,329
Value of total assets at beginning of year	2013-06-30	$22,149,477
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$65,435
Total income from rents	2013-06-30	$0
Total interest from all sources	2013-06-30	$70,973
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$322,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$322,151
Administrative expenses professional fees incurred	2013-06-30	$0
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Amount of non-exempt transactions with any party-in-interest	2013-06-30	$0
Contributions received from participants	2013-06-30	$1,617,368
Participant contributions at end of year	2013-06-30	$416,154
Participant contributions at beginning of year	2013-06-30	$410,504
Participant contributions at end of year	2013-06-30	$0
Participant contributions at beginning of year	2013-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$1,143,107
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-06-30	$0
Other income not declared elsewhere	2013-06-30	$-1,576
Administrative expenses (other) incurred	2013-06-30	$0
Liabilities. Value of operating payables at beginning of year	2013-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Income. Non cash contributions	2013-06-30	$0
Value of net income/loss	2013-06-30	$1,687,852
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$23,837,329
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$22,149,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2013-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2013-06-30	$0
Investment advisory and management fees	2013-06-30	$59,870
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$20,835,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$17,993,243
Interest on participant loans	2013-06-30	$18,972
Income. Interest from loans (other than to participants)	2013-06-30	$0
Interest earned on other investments	2013-06-30	$52,001
Income. Interest from US Government securities	2013-06-30	$0
Income. Interest from corporate debt instruments	2013-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$2,586,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$3,745,730
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$1,845,630
Net investment gain/loss from pooled separate accounts	2013-06-30	$0
Net investment gain or loss from common/collective trusts	2013-06-30	$0
Net gain/loss from 103.12 investment entities	2013-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$624,685
Employer contributions (assets) at end of year	2013-06-30	$0
Employer contributions (assets) at beginning of year	2013-06-30	$0
Income. Dividends from preferred stock	2013-06-30	$0
Income. Dividends from common stock	2013-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$3,865,523
Contract administrator fees	2013-06-30	$5,565
Liabilities. Value of benefit claims payable at beginning of year	2013-06-30	$0
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Aggregate proceeds on sale of assets	2013-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2013-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	HUDSON, CISNE & CO., LLP
Accountancy firm EIN	2013-06-30	710650689
2012 : CARTI TAX SHELTERED ANNUITY PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-06-30	$0
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total transfer of assets to this plan	2012-06-30	$0
Total transfer of assets from this plan	2012-06-30	$360,216
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Expenses. Interest paid	2012-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$5,309,952
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$798,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$742,426
Expenses. Certain deemed distributions of participant loans	2012-06-30	$0
Value of total corrective distributions	2012-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$5,282,336
Value of total assets at end of year	2012-06-30	$22,149,477
Value of total assets at beginning of year	2012-06-30	$17,998,380
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$56,213
Total income from rents	2012-06-30	$0
Total interest from all sources	2012-06-30	$101,616
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$224,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$224,535
Administrative expenses professional fees incurred	2012-06-30	$0
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Amount of non-exempt transactions with any party-in-interest	2012-06-30	$0
Contributions received from participants	2012-06-30	$1,305,996
Participant contributions at end of year	2012-06-30	$410,504
Participant contributions at beginning of year	2012-06-30	$264,801
Participant contributions at end of year	2012-06-30	$0
Participant contributions at beginning of year	2012-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$3,481,164
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-06-30	$0
Other income not declared elsewhere	2012-06-30	$-19,084
Administrative expenses (other) incurred	2012-06-30	$0
Liabilities. Value of operating payables at beginning of year	2012-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Income. Non cash contributions	2012-06-30	$0
Value of net income/loss	2012-06-30	$4,511,313
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$22,149,477
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$17,998,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2012-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2012-06-30	$0
Investment advisory and management fees	2012-06-30	$51,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$17,993,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$14,902,843
Interest on participant loans	2012-06-30	$16,014
Income. Interest from loans (other than to participants)	2012-06-30	$0
Interest earned on other investments	2012-06-30	$85,602
Income. Interest from US Government securities	2012-06-30	$0
Income. Interest from corporate debt instruments	2012-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$3,745,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$2,830,736
Expenses. Payments to insurance carriers foe the provision of benefits	2012-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-279,451
Net investment gain/loss from pooled separate accounts	2012-06-30	$0
Net investment gain or loss from common/collective trusts	2012-06-30	$0
Net gain/loss from 103.12 investment entities	2012-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$495,176
Employer contributions (assets) at end of year	2012-06-30	$0
Employer contributions (assets) at beginning of year	2012-06-30	$0
Income. Dividends from preferred stock	2012-06-30	$0
Income. Dividends from common stock	2012-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$742,426
Contract administrator fees	2012-06-30	$5,213
Liabilities. Value of benefit claims payable at beginning of year	2012-06-30	$0
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Aggregate proceeds on sale of assets	2012-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2012-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	HUDSON CISNE
Accountancy firm EIN	2012-06-30	710650689
2011 : CARTI TAX SHELTERED ANNUITY PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-06-30	$0
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total transfer of assets to this plan	2011-06-30	$0
Total transfer of assets from this plan	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Expenses. Interest paid	2011-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$4,136,369
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$296,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$240,497
Expenses. Certain deemed distributions of participant loans	2011-06-30	$0
Value of total corrective distributions	2011-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$1,431,226
Value of total assets at end of year	2011-06-30	$17,998,380
Value of total assets at beginning of year	2011-06-30	$14,158,543
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$56,035
Total income from rents	2011-06-30	$0
Total interest from all sources	2011-06-30	$86,994
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$190,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$190,293
Administrative expenses professional fees incurred	2011-06-30	$0
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Amount of non-exempt transactions with any party-in-interest	2011-06-30	$0
Contributions received from participants	2011-06-30	$1,019,462
Participant contributions at end of year	2011-06-30	$264,801
Participant contributions at beginning of year	2011-06-30	$236,029
Participant contributions at end of year	2011-06-30	$0
Participant contributions at beginning of year	2011-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$34,107
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-06-30	$0
Other income not declared elsewhere	2011-06-30	$-28
Administrative expenses (other) incurred	2011-06-30	$0
Liabilities. Value of operating payables at beginning of year	2011-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Income. Non cash contributions	2011-06-30	$0
Value of net income/loss	2011-06-30	$3,839,837
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$17,998,380
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$14,158,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2011-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2011-06-30	$0
Investment advisory and management fees	2011-06-30	$43,931
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$14,902,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$11,694,355
Interest on participant loans	2011-06-30	$12,825
Income. Interest from loans (other than to participants)	2011-06-30	$0
Interest earned on other investments	2011-06-30	$74,169
Income. Interest from US Government securities	2011-06-30	$0
Income. Interest from corporate debt instruments	2011-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$2,830,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$2,228,159
Expenses. Payments to insurance carriers foe the provision of benefits	2011-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$2,427,884
Net investment gain/loss from pooled separate accounts	2011-06-30	$0
Net investment gain or loss from common/collective trusts	2011-06-30	$0
Net gain/loss from 103.12 investment entities	2011-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$377,657
Employer contributions (assets) at end of year	2011-06-30	$0
Employer contributions (assets) at beginning of year	2011-06-30	$0
Income. Dividends from preferred stock	2011-06-30	$0
Income. Dividends from common stock	2011-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$240,497
Contract administrator fees	2011-06-30	$12,104
Liabilities. Value of benefit claims payable at beginning of year	2011-06-30	$0
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Aggregate proceeds on sale of assets	2011-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2011-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	HUDSON, CISNE & CO. LLP
Accountancy firm EIN	2011-06-30	710650689
2010 : CARTI TAX SHELTERED ANNUITY PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for CARTI TAX SHELTERED ANNUITY PLAN

2021: CARTI TAX SHELTERED ANNUITY PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: CARTI TAX SHELTERED ANNUITY PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: CARTI TAX SHELTERED ANNUITY PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: CARTI TAX SHELTERED ANNUITY PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: CARTI TAX SHELTERED ANNUITY PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: CARTI TAX SHELTERED ANNUITY PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: CARTI TAX SHELTERED ANNUITY PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: CARTI TAX SHELTERED ANNUITY PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: CARTI TAX SHELTERED ANNUITY PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: CARTI TAX SHELTERED ANNUITY PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: CARTI TAX SHELTERED ANNUITY PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: CARTI TAX SHELTERED ANNUITY PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

LP1022227

Policy instance

Insurance contract or identification number	LP1022227
Number of Individuals Covered	10
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	0
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

664FA7

Policy instance

Insurance contract or identification number	664FA7
Number of Individuals Covered	865
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

LP1022227

Policy instance

Insurance contract or identification number	LP1022227
Number of Individuals Covered	10
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	50
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	646
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	546
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	551
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	517
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	499
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	431
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TA080307

Policy instance

Insurance contract or identification number	TA080307
Number of Individuals Covered	0
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $505
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $505
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	UBS FINANCIAL SERVICES

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	379
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TA080307

Policy instance

Insurance contract or identification number	TA080307
Number of Individuals Covered	0
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $1,575
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TA080307

Policy instance

Insurance contract or identification number	TA080307
Number of Individuals Covered	189
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $2,297
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	189
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CENTRAL ARKANSAS RADIATION THERAPY INSTITUTE
Employer identification number (EIN):	710437657
NAIC Classification:	621498
NAIC Description:	All Other Outpatient Care Centers