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FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 401k Plan overview

Plan NameFORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN
Plan identification number 001

FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FORT WORTH CARRIER CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:FORT WORTH CARRIER CORPORATION
Employer identification number (EIN):751642640
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Additional information about FORT WORTH CARRIER CORPORATION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1978-04-24
Company Identification Number: 0043360000
Legal Registered Office Address: PO BOX 161190

FORT WORTH
United States of America (USA)
76161

More information about FORT WORTH CARRIER CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT R DURDEN
0012017-01-012018-10-11
0012016-01-01ROBERT R DURDEN
0012015-01-01ROBERT R. DURDEN
0012014-01-01ROBERT R DURDEN
0012013-01-01ROBERT R. DURDEN
0012012-01-01ROBERT R DURDEN
0012011-01-01ROBERT R. DURDEN
0012010-01-01ROBERT R DURDEN
0012009-01-01ROBERT DURDEN

Plan Statistics for FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN

401k plan membership statisitcs for FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN

Measure Date Value
2022: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01205
Total number of active participants reported on line 7a of the Form 55002022-01-01175
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0158
Total of all active and inactive participants2022-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01233
Number of participants with account balances2022-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01220
Total number of active participants reported on line 7a of the Form 55002021-01-01147
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0156
Total of all active and inactive participants2021-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01204
Number of participants with account balances2021-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01252
Total number of active participants reported on line 7a of the Form 55002020-01-01159
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0153
Total of all active and inactive participants2020-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01214
Number of participants with account balances2020-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01224
Total number of active participants reported on line 7a of the Form 55002019-01-01219
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0129
Total of all active and inactive participants2019-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01250
Number of participants with account balances2019-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01220
Total number of active participants reported on line 7a of the Form 55002018-01-01190
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0129
Total of all active and inactive participants2018-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01221
Number of participants with account balances2018-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01223
Total number of active participants reported on line 7a of the Form 55002017-01-01183
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01208
Number of participants with account balances2017-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01235
Total number of active participants reported on line 7a of the Form 55002016-01-01199
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01222
Number of participants with account balances2016-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01226
Total number of active participants reported on line 7a of the Form 55002015-01-01205
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01230
Number of participants with account balances2015-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01225
Total number of active participants reported on line 7a of the Form 55002014-01-01182
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01206
Number of participants with account balances2014-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01215
Total number of active participants reported on line 7a of the Form 55002013-01-01187
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01221
Number of participants with account balances2013-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01213
Total number of active participants reported on line 7a of the Form 55002012-01-01179
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01215
Number of participants with account balances2012-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01204
Total number of active participants reported on line 7a of the Form 55002011-01-01188
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01213
Number of participants with account balances2011-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01226
Total number of active participants reported on line 7a of the Form 55002010-01-01180
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0123
Total of all active and inactive participants2010-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01204
Number of participants with account balances2010-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01234
Total number of active participants reported on line 7a of the Form 55002009-01-01198
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01226
Number of participants with account balances2009-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN

Measure Date Value
2022 : FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-783,914
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,535,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,529,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,577,749
Value of total assets at end of year2022-12-31$13,780,285
Value of total assets at beginning of year2022-12-31$16,099,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,584
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$318,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$318,627
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$939,528
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$28,537
Other income not declared elsewhere2022-12-31$10,817
Administrative expenses (other) incurred2022-12-31$5,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,319,112
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,780,285
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,099,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,571,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,592,163
Value of interest in common/collective trusts at end of year2022-12-31$2,208,307
Value of interest in common/collective trusts at beginning of year2022-12-31$2,507,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,728,011
Net investment gain or loss from common/collective trusts2022-12-31$36,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$609,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,529,614
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,451,337
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,248,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,242,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,398,638
Value of total assets at end of year2021-12-31$16,099,397
Value of total assets at beginning of year2021-12-31$14,896,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,905
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,185,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,185,064
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$856,791
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$681
Administrative expenses (other) incurred2021-12-31$5,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,202,476
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,099,397
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,896,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,592,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,277,943
Value of interest in common/collective trusts at end of year2021-12-31$2,507,234
Value of interest in common/collective trusts at beginning of year2021-12-31$2,618,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$831,006
Net investment gain or loss from common/collective trusts2021-12-31$36,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$541,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,242,956
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,176,156
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,624,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,618,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,477,968
Value of total assets at end of year2020-12-31$14,896,921
Value of total assets at beginning of year2020-12-31$15,345,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,306
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$328,778
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$328,778
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$864,661
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$61,680
Other income not declared elsewhere2020-12-31$1
Administrative expenses (other) incurred2020-12-31$6,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-448,231
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,896,921
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,345,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,277,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,351,654
Value of interest in common/collective trusts at end of year2020-12-31$2,618,978
Value of interest in common/collective trusts at beginning of year2020-12-31$1,993,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,325,824
Net investment gain or loss from common/collective trusts2020-12-31$43,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$551,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,618,081
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,240,439
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,867,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,861,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,584,440
Value of total assets at end of year2019-12-31$15,345,152
Value of total assets at beginning of year2019-12-31$12,971,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,815
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$401,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$401,395
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$905,425
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$108,247
Other income not declared elsewhere2019-12-31$1
Administrative expenses (other) incurred2019-12-31$5,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,373,174
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,345,152
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,971,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,351,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,905,575
Value of interest in common/collective trusts at end of year2019-12-31$1,993,498
Value of interest in common/collective trusts at beginning of year2019-12-31$2,066,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,211,993
Net investment gain or loss from common/collective trusts2019-12-31$42,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$570,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,861,450
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$887,003
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,244,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,240,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,487,336
Value of total assets at end of year2018-12-31$12,971,978
Value of total assets at beginning of year2018-12-31$13,329,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,675
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$407,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$407,095
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$911,962
Administrative expenses (other) incurred2018-12-31$4,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-357,955
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,971,978
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,329,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,905,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,485,139
Value of interest in common/collective trusts at end of year2018-12-31$2,066,403
Value of interest in common/collective trusts at beginning of year2018-12-31$2,844,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,047,343
Net investment gain or loss from common/collective trusts2018-12-31$39,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$575,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,240,283
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GRANT THORNTON LLP
Accountancy firm EIN2018-12-31366055558
2017 : FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,001,048
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,563,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,558,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,393,614
Value of total assets at end of year2017-12-31$13,329,933
Value of total assets at beginning of year2017-12-31$11,892,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,763
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$266,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$266,644
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$836,455
Other income not declared elsewhere2017-12-31$163
Administrative expenses (other) incurred2017-12-31$4,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,437,327
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,329,933
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,892,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,485,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,704,382
Value of interest in common/collective trusts at end of year2017-12-31$2,844,794
Value of interest in common/collective trusts at beginning of year2017-12-31$2,188,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,303,194
Net investment gain or loss from common/collective trusts2017-12-31$37,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$557,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,558,958
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WFL CPA INC
Accountancy firm EIN2017-12-31264679748
2016 : FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,114,913
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,284,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,280,634
Expenses. Certain deemed distributions of participant loans2016-12-31$49
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,313,482
Value of total assets at end of year2016-12-31$11,892,606
Value of total assets at beginning of year2016-12-31$12,062,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,847
Total interest from all sources2016-12-31$5
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$225,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$225,649
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$753,797
Participant contributions at beginning of year2016-12-31$44
Administrative expenses (other) incurred2016-12-31$3,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-169,617
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,892,606
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,062,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,704,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,439,031
Interest on participant loans2016-12-31$5
Value of interest in common/collective trusts at end of year2016-12-31$2,188,224
Value of interest in common/collective trusts at beginning of year2016-12-31$2,623,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$546,314
Net investment gain or loss from common/collective trusts2016-12-31$29,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$559,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,280,634
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
2015 : FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,282,383
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,161,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,157,544
Expenses. Certain deemed distributions of participant loans2015-12-31$430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,243,080
Value of total assets at end of year2015-12-31$12,062,223
Value of total assets at beginning of year2015-12-31$11,941,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,400
Total interest from all sources2015-12-31$430
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$356,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$356,739
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$728,684
Participant contributions at end of year2015-12-31$44
Participant contributions at beginning of year2015-12-31$44
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$8,661
Other income not declared elsewhere2015-12-31$13
Administrative expenses (other) incurred2015-12-31$3,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$121,009
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,062,223
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,941,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,439,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,579,128
Interest on participant loans2015-12-31$430
Value of interest in common/collective trusts at end of year2015-12-31$2,623,148
Value of interest in common/collective trusts at beginning of year2015-12-31$2,362,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-339,241
Net investment gain or loss from common/collective trusts2015-12-31$21,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$505,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,157,544
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,973,874
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,209,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,204,643
Expenses. Certain deemed distributions of participant loans2014-12-31$403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,134,110
Value of total assets at end of year2014-12-31$11,941,214
Value of total assets at beginning of year2014-12-31$11,176,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,277
Total interest from all sources2014-12-31$403
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$305,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$305,562
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$614,719
Participant contributions at end of year2014-12-31$44
Participant contributions at beginning of year2014-12-31$44
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$104,648
Administrative expenses (other) incurred2014-12-31$4,277
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$764,551
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,941,214
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,176,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,579,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,724,926
Interest on participant loans2014-12-31$403
Value of interest in common/collective trusts at end of year2014-12-31$2,362,042
Value of interest in common/collective trusts at beginning of year2014-12-31$2,451,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$514,397
Net investment gain or loss from common/collective trusts2014-12-31$19,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$414,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,204,643
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANT THORNTON LLP
Accountancy firm EIN2014-12-31366055558
2013 : FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,551,578
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,425,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,422,588
Expenses. Certain deemed distributions of participant loans2013-12-31$378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,034,103
Value of total assets at end of year2013-12-31$11,176,663
Value of total assets at beginning of year2013-12-31$10,050,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,600
Total interest from all sources2013-12-31$378
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$223,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$223,878
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$619,932
Participant contributions at end of year2013-12-31$44
Participant contributions at beginning of year2013-12-31$44
Administrative expenses (other) incurred2013-12-31$2,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,126,012
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,176,663
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,050,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,724,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,561,598
Interest on participant loans2013-12-31$378
Value of interest in common/collective trusts at end of year2013-12-31$2,451,693
Value of interest in common/collective trusts at beginning of year2013-12-31$2,489,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,259,484
Net investment gain or loss from common/collective trusts2013-12-31$33,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$414,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,422,588
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANT THORNTON LLP
Accountancy firm EIN2013-12-31366055558
2012 : FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,963,566
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$854,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$852,497
Expenses. Certain deemed distributions of participant loans2012-12-31$355
Value of total corrective distributions2012-12-31$933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,011,259
Value of total assets at end of year2012-12-31$10,050,651
Value of total assets at beginning of year2012-12-31$8,942,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,188
Total interest from all sources2012-12-31$502
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$181,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$181,694
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$607,260
Participant contributions at end of year2012-12-31$44
Participant contributions at beginning of year2012-12-31$4,047
Other income not declared elsewhere2012-12-31$44
Administrative expenses (other) incurred2012-12-31$1,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,108,593
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,050,651
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,942,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,561,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,418,684
Interest on participant loans2012-12-31$502
Value of interest in common/collective trusts at end of year2012-12-31$2,489,009
Value of interest in common/collective trusts at beginning of year2012-12-31$2,519,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$721,624
Net investment gain or loss from common/collective trusts2012-12-31$48,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$403,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$852,497
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$895,522
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$958,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$957,009
Expenses. Certain deemed distributions of participant loans2011-12-31$331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$962,275
Value of total assets at end of year2011-12-31$8,942,058
Value of total assets at beginning of year2011-12-31$9,004,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$989
Total interest from all sources2011-12-31$1,748
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$101,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$101,812
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$568,020
Participant contributions at end of year2011-12-31$4,047
Participant contributions at beginning of year2011-12-31$28,036
Administrative expenses (other) incurred2011-12-31$989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-62,807
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,942,058
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,004,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,418,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,408,123
Interest on participant loans2011-12-31$1,748
Value of interest in common/collective trusts at end of year2011-12-31$2,519,327
Value of interest in common/collective trusts at beginning of year2011-12-31$2,568,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-262,243
Net investment gain or loss from common/collective trusts2011-12-31$91,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$394,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$957,009
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRANT THORNTON LLP
Accountancy firm EIN2011-12-31366055558
2010 : FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,715,569
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,326,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,321,992
Expenses. Certain deemed distributions of participant loans2010-12-31$1,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$927,708
Value of total assets at end of year2010-12-31$9,004,865
Value of total assets at beginning of year2010-12-31$8,616,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,813
Total interest from all sources2010-12-31$6,047
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$89,785
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$89,785
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$543,996
Participant contributions at end of year2010-12-31$28,036
Participant contributions at beginning of year2010-12-31$87,705
Administrative expenses (other) incurred2010-12-31$3,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$388,746
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,004,865
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,616,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,408,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,476,648
Interest on participant loans2010-12-31$6,047
Value of interest in common/collective trusts at end of year2010-12-31$2,568,706
Value of interest in common/collective trusts at beginning of year2010-12-31$3,051,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$628,669
Net investment gain or loss from common/collective trusts2010-12-31$63,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$383,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,321,992
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRANT THORNTON LLP
Accountancy firm EIN2010-12-31366055558
2009 : FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN

2022: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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