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Plan Name | FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ROBERT R DURDEN | |||
001 | 2017-01-01 | 2018-10-11 | |||
001 | 2016-01-01 | ROBERT R DURDEN | |||
001 | 2015-01-01 | ROBERT R. DURDEN | |||
001 | 2014-01-01 | ROBERT R DURDEN | |||
001 | 2013-01-01 | ROBERT R. DURDEN | |||
001 | 2012-01-01 | ROBERT R DURDEN | |||
001 | 2011-01-01 | ROBERT R. DURDEN | |||
001 | 2010-01-01 | ROBERT R DURDEN | |||
001 | 2009-01-01 | ROBERT DURDEN |
Measure | Date | Value |
---|---|---|
2022: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 205 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 175 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 58 |
Total of all active and inactive participants | 2022-01-01 | 233 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 233 |
Number of participants with account balances | 2022-01-01 | 228 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 220 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 147 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 56 |
Total of all active and inactive participants | 2021-01-01 | 204 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 204 |
Number of participants with account balances | 2021-01-01 | 196 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 252 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 159 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 53 |
Total of all active and inactive participants | 2020-01-01 | 213 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 214 |
Number of participants with account balances | 2020-01-01 | 206 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 224 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 219 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 29 |
Total of all active and inactive participants | 2019-01-01 | 249 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 250 |
Number of participants with account balances | 2019-01-01 | 237 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 220 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 190 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 29 |
Total of all active and inactive participants | 2018-01-01 | 220 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 221 |
Number of participants with account balances | 2018-01-01 | 211 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 223 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 183 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 23 |
Total of all active and inactive participants | 2017-01-01 | 207 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 208 |
Number of participants with account balances | 2017-01-01 | 197 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 235 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 199 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 21 |
Total of all active and inactive participants | 2016-01-01 | 221 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 222 |
Number of participants with account balances | 2016-01-01 | 207 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 226 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 205 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 23 |
Total of all active and inactive participants | 2015-01-01 | 229 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 230 |
Number of participants with account balances | 2015-01-01 | 212 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 225 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 182 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 22 |
Total of all active and inactive participants | 2014-01-01 | 205 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 206 |
Number of participants with account balances | 2014-01-01 | 182 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 215 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 187 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 32 |
Total of all active and inactive participants | 2013-01-01 | 220 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 221 |
Number of participants with account balances | 2013-01-01 | 202 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 213 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 179 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 35 |
Total of all active and inactive participants | 2012-01-01 | 215 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 215 |
Number of participants with account balances | 2012-01-01 | 194 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 204 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 188 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 24 |
Total of all active and inactive participants | 2011-01-01 | 213 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 213 |
Number of participants with account balances | 2011-01-01 | 187 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 226 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 180 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 23 |
Total of all active and inactive participants | 2010-01-01 | 204 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 204 |
Number of participants with account balances | 2010-01-01 | 175 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 2 |
2009: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 234 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 198 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 27 |
Total of all active and inactive participants | 2009-01-01 | 226 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 226 |
Number of participants with account balances | 2009-01-01 | 194 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2022 : FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $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 assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,535,198 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $13,780,285 |
Value of total assets at beginning of year | 2022-12-31 | $16,099,397 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $5,584 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $318,627 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $939,528 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $28,537 |
Other income not declared elsewhere | 2022-12-31 | $10,817 |
Administrative expenses (other) incurred | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $11,571,978 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $13,592,163 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $2,208,307 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $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 trusts | 2022-12-31 | $36,904 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $609,684 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,529,614 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | FORVIS, LLP |
Accountancy firm EIN | 2022-12-31 | 440160260 |
2021 : FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,248,861 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $16,099,397 |
Value of total assets at beginning of year | 2021-12-31 | $14,896,921 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $5,905 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,185,064 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $856,791 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $681 |
Administrative expenses (other) incurred | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $13,592,163 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $12,277,943 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $2,507,234 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $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 trusts | 2021-12-31 | $36,629 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $541,166 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,242,956 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | FORVIS, LLP |
Accountancy firm EIN | 2021-12-31 | 440160260 |
2020 : FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $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 assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $3,624,387 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $14,896,921 |
Value of total assets at beginning of year | 2020-12-31 | $15,345,152 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $6,306 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $328,778 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $864,661 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $61,680 |
Other income not declared elsewhere | 2020-12-31 | $1 |
Administrative expenses (other) incurred | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $-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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $12,277,943 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $13,351,654 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $2,618,978 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $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 trusts | 2020-12-31 | $43,585 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $551,627 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,618,081 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BKD, LLP |
Accountancy firm EIN | 2020-12-31 | 440160260 |
2019 : FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,867,265 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $15,345,152 |
Value of total assets at beginning of year | 2019-12-31 | $12,971,978 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $5,815 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $401,395 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $905,425 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $108,247 |
Other income not declared elsewhere | 2019-12-31 | $1 |
Administrative expenses (other) incurred | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $13,351,654 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $10,905,575 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,993,498 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $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 trusts | 2019-12-31 | $42,610 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $570,768 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,861,450 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BKD, LLP |
Accountancy firm EIN | 2019-12-31 | 440160260 |
2018 : FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,244,958 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $12,971,978 |
Value of total assets at beginning of year | 2018-12-31 | $13,329,933 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $4,675 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $407,095 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $911,962 |
Administrative expenses (other) incurred | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $10,905,575 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $10,485,139 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $2,066,403 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $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 trusts | 2018-12-31 | $39,915 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $575,374 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,240,283 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2018-12-31 | 366055558 |
2017 : FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,563,721 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $13,329,933 |
Value of total assets at beginning of year | 2017-12-31 | $11,892,606 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $4,763 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $266,644 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $836,455 |
Other income not declared elsewhere | 2017-12-31 | $163 |
Administrative expenses (other) incurred | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $10,485,139 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $9,704,382 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $2,844,794 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $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 trusts | 2017-12-31 | $37,433 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $557,159 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,558,958 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | WFL CPA INC |
Accountancy firm EIN | 2017-12-31 | 264679748 |
2016 : FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,284,530 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,280,634 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $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 year | 2016-12-31 | $11,892,606 |
Value of total assets at beginning of year | 2016-12-31 | $12,062,223 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,847 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $225,649 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $753,797 |
Participant contributions at beginning of year | 2016-12-31 | $44 |
Administrative expenses (other) incurred | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $9,704,382 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $9,439,031 |
Interest on participant loans | 2016-12-31 | $5 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $2,188,224 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $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 trusts | 2016-12-31 | $29,463 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $559,685 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,280,634 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2016-12-31 | 366055558 |
2015 : FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,161,374 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,157,544 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $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 year | 2015-12-31 | $12,062,223 |
Value of total assets at beginning of year | 2015-12-31 | $11,941,214 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,400 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $356,739 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $728,684 |
Participant contributions at end of year | 2015-12-31 | $44 |
Participant contributions at beginning of year | 2015-12-31 | $44 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $8,661 |
Other income not declared elsewhere | 2015-12-31 | $13 |
Administrative expenses (other) incurred | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $9,439,031 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $9,579,128 |
Interest on participant loans | 2015-12-31 | $430 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $2,623,148 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $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 trusts | 2015-12-31 | $21,362 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $505,735 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,157,544 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2015-12-31 | 366055558 |
2014 : FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,209,323 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,204,643 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $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 year | 2014-12-31 | $11,941,214 |
Value of total assets at beginning of year | 2014-12-31 | $11,176,663 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $4,277 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $305,562 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $614,719 |
Participant contributions at end of year | 2014-12-31 | $44 |
Participant contributions at beginning of year | 2014-12-31 | $44 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $104,648 |
Administrative expenses (other) incurred | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $9,579,128 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $8,724,926 |
Interest on participant loans | 2014-12-31 | $403 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $2,362,042 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $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 trusts | 2014-12-31 | $19,402 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $414,743 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,204,643 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2014-12-31 | 366055558 |
2013 : FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,425,566 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,422,588 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $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 year | 2013-12-31 | $11,176,663 |
Value of total assets at beginning of year | 2013-12-31 | $10,050,651 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,600 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $223,878 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $619,932 |
Participant contributions at end of year | 2013-12-31 | $44 |
Participant contributions at beginning of year | 2013-12-31 | $44 |
Administrative expenses (other) incurred | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $8,724,926 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $7,561,598 |
Interest on participant loans | 2013-12-31 | $378 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $2,451,693 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $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 trusts | 2013-12-31 | $33,735 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $414,171 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,422,588 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2013-12-31 | 366055558 |
2012 : FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $854,973 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $852,497 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $355 |
Value of total corrective distributions | 2012-12-31 | $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 year | 2012-12-31 | $10,050,651 |
Value of total assets at beginning of year | 2012-12-31 | $8,942,058 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,188 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $181,694 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $607,260 |
Participant contributions at end of year | 2012-12-31 | $44 |
Participant contributions at beginning of year | 2012-12-31 | $4,047 |
Other income not declared elsewhere | 2012-12-31 | $44 |
Administrative expenses (other) incurred | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $7,561,598 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $6,418,684 |
Interest on participant loans | 2012-12-31 | $502 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $2,489,009 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $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 trusts | 2012-12-31 | $48,443 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $403,999 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $852,497 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2012-12-31 | 366055558 |
2011 : FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $958,329 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $957,009 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $331 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $962,275 |
Value of total assets at end of year | 2011-12-31 | $8,942,058 |
Value of total assets at beginning of year | 2011-12-31 | $9,004,865 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $989 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $101,812 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $568,020 |
Participant contributions at end of year | 2011-12-31 | $4,047 |
Participant contributions at beginning of year | 2011-12-31 | $28,036 |
Administrative expenses (other) incurred | 2011-12-31 | $989 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $6,418,684 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $6,408,123 |
Interest on participant loans | 2011-12-31 | $1,748 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $2,519,327 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $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 trusts | 2011-12-31 | $91,930 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $394,255 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $957,009 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2011-12-31 | 366055558 |
2010 : FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,326,823 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,321,992 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $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 year | 2010-12-31 | $9,004,865 |
Value of total assets at beginning of year | 2010-12-31 | $8,616,119 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,813 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $89,785 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $543,996 |
Participant contributions at end of year | 2010-12-31 | $28,036 |
Participant contributions at beginning of year | 2010-12-31 | $87,705 |
Administrative expenses (other) incurred | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $6,408,123 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $5,476,648 |
Interest on participant loans | 2010-12-31 | $6,047 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $2,568,706 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $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 trusts | 2010-12-31 | $63,360 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $383,712 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,321,992 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2010-12-31 | 366055558 |
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 securities | 2009-12-31 | $0 |
2022: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | Yes |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | Yes |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |