CARROLL & TURNER PSC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THOMAS E CARROLL PSC DEFINED BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2012: THOMAS E CARROLL PSC DEFINED BENEFIT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 4 |
| Total of all active and inactive participants | 2012-01-01 | 4 |
| Total participants | 2012-01-01 | 4 |
| Number of participants with account balances | 2012-01-01 | 0 |
| 2011: THOMAS E CARROLL PSC DEFINED BENEFIT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
| Total of all active and inactive participants | 2011-01-01 | 4 |
| Total participants | 2011-01-01 | 4 |
| 2010: THOMAS E CARROLL PSC DEFINED BENEFIT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 4 |
| Total of all active and inactive participants | 2010-01-01 | 4 |
| Total participants | 2010-01-01 | 4 |
| 2009: THOMAS E CARROLL PSC DEFINED BENEFIT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 5 |
| Total participants | 2009-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2011 : THOMAS E CARROLL PSC DEFINED BENEFIT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $128,170 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $783 |
| Total plan assets at end of year | 2011-12-31 | $1,517,225 |
| Total plan assets at beginning of year | 2011-12-31 | $1,389,838 |
| Total contributions received or receivable from participants | 2011-12-31 | $75,182 |
| Other income received | 2011-12-31 | $52,988 |
| Net income (gross income less expenses) | 2011-12-31 | $127,387 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,517,225 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,389,838 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $783 |
| 2010 : THOMAS E CARROLL PSC DEFINED BENEFIT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $123,140 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,595 |
| Total plan assets at end of year | 2010-12-31 | $1,389,838 |
| Total plan assets at beginning of year | 2010-12-31 | $1,268,293 |
| Total contributions received or receivable from participants | 2010-12-31 | $75,404 |
| Other income received | 2010-12-31 | $47,736 |
| Net income (gross income less expenses) | 2010-12-31 | $121,545 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,389,838 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,268,293 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,595 |
| 2012: THOMAS E CARROLL PSC DEFINED BENEFIT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | This submission is the final filing | Yes |
| 2012-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2012-01-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2011: THOMAS E CARROLL PSC DEFINED BENEFIT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2011-01-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2010: THOMAS E CARROLL PSC DEFINED BENEFIT PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2010-01-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2009: THOMAS E CARROLL PSC DEFINED BENEFIT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2009-01-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 40103 |
| Policy instance | 1 |
| Insurance contract or identification number | 40103 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $783 | | Are there contracts with allocated funds for individual policies? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 40103 |
| Policy instance | 1 |
| Insurance contract or identification number | 40103 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $38 | | Total amount of fees paid to insurance company | USD $1,557 | | Are there contracts with allocated funds for individual policies? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9 | | Amount paid for insurance broker fees | 1293 | | Insurance broker organization code? | 3 | | Insurance broker name | HUGH G. HINES III |
|
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