401k Plan data: CARLTON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN plan

CARLTON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CARLTON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

CARLTON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CARLTON ELECTRIC, INC. has sponsored the creation of one or more 401k plans.

Company Name: CARLTON ELECTRIC, INC.

Employer identification number (EIN): 841285005

NAIC Classification: 238210
NAIC Description: Electrical Contractors and Other Wiring Installation Contractors

Additional information about CARLTON ELECTRIC, INC.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 1994-08-19

Company Identification Number: 19941093592

Legal Registered Office Address: 1284 S Cherokee St

Denver
United States of America (USA)
80223

More information about CARLTON ELECTRIC, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARLTON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 RAY MENG 2024-06-10
002 2022-01-01 CARL MARTIN 2023-06-01
002 2021-01-01 CARL MARTIN 2022-09-30
002 2020-01-01 CARL MARTIN 2021-07-09
002 2019-01-01 SHARON BRAUN 2020-07-23
002 2018-01-01 SHARON BRAUN 2019-05-23
002 2017-01-01 SHARON BRAUN 2018-05-17
002 2016-01-01 SHARON BRAUN 2017-06-02
002 2015-01-01 SHARON BRAUN 2016-05-27
002 2014-01-01 SHARON BRAUN 2015-06-18
002 2013-01-01 SHARON BRAUN 2014-05-30
002 2012-01-01 SHARON BRAUN 2013-06-27
002 2011-01-01 ALBERT CARLTON
002 2009-01-01 SHARON BRAUN SHARON BRAUN 2010-10-12
002 2009-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	RAY MENG	2024-06-10
002	2022-01-01	CARL MARTIN	2023-06-01
002	2021-01-01	CARL MARTIN	2022-09-30
002	2020-01-01	CARL MARTIN	2021-07-09
002	2019-01-01	SHARON BRAUN	2020-07-23
002	2018-01-01	SHARON BRAUN	2019-05-23
002	2017-01-01	SHARON BRAUN	2018-05-17
002	2016-01-01	SHARON BRAUN	2017-06-02
002	2015-01-01	SHARON BRAUN	2016-05-27
002	2014-01-01	SHARON BRAUN	2015-06-18
002	2013-01-01	SHARON BRAUN	2014-05-30
002	2012-01-01	SHARON BRAUN	2013-06-27
002	2011-01-01	ALBERT CARLTON
002	2009-01-01	SHARON BRAUN		SHARON BRAUN	2010-10-12
002	2009-01-01

Financial Data on CARLTON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : CARLTON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-05-27	0
Total liabilities as of the end of the plan year	2025-05-27	0
Total liabilities as of the beginning of the plan year	2025-05-27	0
Total expenses incurred by plan in this plan year	2025-05-27	938028
Net assets as of the end of the plan year	2025-05-27	4425159
Total assets as of the beginning of the plan year	2025-05-27	4221176
Value of plan covered by a fidelity bond	2025-05-27	422118
Participant contributions to plan in this plan year	2025-05-27	421496
Value of participant loans at end of plan year	2025-05-27	25632
Other expenses paid from plan in this plan year	2025-05-27	0
Other contributions to plan in this plan year	2025-05-27	1850
Other income to plan in this plan year	2025-05-27	519055
Plan net income in this plan year	2025-05-27	203983
Net assets as of the end of the plan year	2025-05-27	4425159
Net assets as of the beginning of the plan year	2025-05-27	4221176
Employer contributions to plan in this plan year	2025-05-27	199610
Expensese paid to adminstrative service provicers from plan in this plan year	2025-05-27	3630
2024 : CARLTON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-06-10	0
Total liabilities as of the beginning of the plan year	2024-06-10	0
Total expenses incurred by plan in this plan year	2024-06-10	162839
Net assets as of the end of the plan year	2024-06-10	4221176
Total assets as of the beginning of the plan year	2024-06-10	3190622
Value of plan covered by a fidelity bond	2024-06-10	350000
Participant contributions to plan in this plan year	2024-06-10	461102
Value of participant loans at end of plan year	2024-06-10	16796
Other expenses paid from plan in this plan year	2024-06-10	0
Other contributions to plan in this plan year	2024-06-10	6985
Other income to plan in this plan year	2024-06-10	524153
Plan net income in this plan year	2024-06-10	1030554
Net assets as of the end of the plan year	2024-06-10	4221176
Net assets as of the beginning of the plan year	2024-06-10	3190622
Employer contributions to plan in this plan year	2024-06-10	201153
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-10	2080
2022 : CARLTON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-09-30	638060
Net assets as of the end of the plan year	2022-09-30	4370609
Total assets as of the beginning of the plan year	2022-09-30	4065886
Value of plan covered by a fidelity bond	2022-09-30	450000
Participant contributions to plan in this plan year	2022-09-30	319629
Value of participant loans at end of plan year	2022-09-30	13604
Other income to plan in this plan year	2022-09-30	497861
Plan net income in this plan year	2022-09-30	304723
Net assets as of the end of the plan year	2022-09-30	4370609
Net assets as of the beginning of the plan year	2022-09-30	4065886
Employer contributions to plan in this plan year	2022-09-30	125293
Expensese paid to adminstrative service provicers from plan in this plan year	2022-09-30	2275
2011 : CARLTON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$34,789
Expenses. Total of all expenses incurred	2011-12-31	$92,707
Benefits paid (including direct rollovers)	2011-12-31	$91,927
Total plan assets at end of year	2011-12-31	$1,180,764
Total plan assets at beginning of year	2011-12-31	$1,238,682
Value of fidelity bond covering the plan	2011-12-31	$130,000
Total contributions received or receivable from participants	2011-12-31	$73,697
Other income received	2011-12-31	$-38,908
Net income (gross income less expenses)	2011-12-31	$-57,918
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,180,764
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,238,682
Assets. Value of participant loans	2011-12-31	$50,001
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$780
2010 : CARLTON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$217,010
Expenses. Total of all expenses incurred	2010-12-31	$149,977
Benefits paid (including direct rollovers)	2010-12-31	$149,157
Total plan assets at end of year	2010-12-31	$1,238,682
Total plan assets at beginning of year	2010-12-31	$1,171,649
Value of fidelity bond covering the plan	2010-12-31	$130,000
Total contributions received or receivable from participants	2010-12-31	$90,396
Other income received	2010-12-31	$126,614
Net income (gross income less expenses)	2010-12-31	$67,033
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,238,682
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,171,649
Assets. Value of participant loans	2010-12-31	$42,639
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$820
2009 : CARLTON ELECTRIC, INC. 401(K) PROFIT SHARING 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

Form 5500 Responses for CARLTON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN

2011: CARLTON ELECTRIC, INC. 401(K) PROFIT SHARING 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CARLTON ELECTRIC, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	ZH9293
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	ZH9293
Policy instance	1

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Company Name:	CARLTON ELECTRIC, INC.
Employer identification number (EIN):	841285005
NAIC Classification:	238210
NAIC Description:	Electrical Contractors and Other Wiring Installation Contractors

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	1994-08-19
Company Identification Number:	19941093592
Legal Registered Office Address:	1284 S Cherokee St Denver United States of America (USA) 80223