?>
Logo

CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN
Plan identification number 001

CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • 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.

401k Sponsoring company profile

CARTER & FULTON, P.S. 401(K) PLAN has sponsored the creation of one or more 401k plans.

Company Name:CARTER & FULTON, P.S. 401(K) PLAN
Employer identification number (EIN):911948000
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DONALD W. CARTER
0012016-01-01DONALD W. CARTER
0012015-01-01DONALD W. CARTER
0012014-01-01DONALD W. CARTER
0012013-01-01DONALD W. CARTER
0012012-01-01DONALD W. CARTER
0012011-01-01DONALD W. CARTER
0012010-01-01DONALD W. CARTER
0012009-01-01DONALD W. CARTER

Plan Statistics for CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-010
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
2021: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0110
Total of all active and inactive participants2021-01-0110
Total participants2021-01-0110
Number of participants with account balances2021-01-0110
2020: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016
Total number of active participants reported on line 7a of the Form 55002020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-014
Total of all active and inactive participants2020-01-0110
Total participants2020-01-0110
Number of participants with account balances2020-01-0110
2019: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-0110
Total participants2019-01-0110
Number of participants with account balances2019-01-0110
2018: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-019
Total participants2018-01-019
Number of participants with account balances2018-01-019
2017: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-018
Total participants2017-01-018
Number of participants with account balances2017-01-018
2016: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-018
Total participants2016-01-018
Number of participants with account balances2016-01-018
2015: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-018
Total participants2015-01-018
Number of participants with account balances2015-01-018
2014: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-018
Total participants2014-01-018
Number of participants with account balances2014-01-018
2013: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-018
Total participants2013-01-018
Number of participants with account balances2013-01-018
2012: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-017
Total participants2012-01-017
Number of participants with account balances2012-01-017
2011: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-018
Total participants2011-01-018
Number of participants with account balances2011-01-018
2010: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-017
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-018
Total participants2010-01-018
Number of participants with account balances2010-01-018
2009: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-018
Total participants2009-01-018
Number of participants with account balances2009-01-017

Financial Data on CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-644,522
Expenses. Total of all expenses incurred2022-12-31$6,668,923
Benefits paid (including direct rollovers)2022-12-31$6,668,923
Total plan assets at end of year2022-12-31$0
Total plan assets at beginning of year2022-12-31$7,313,445
Value of fidelity bond covering the plan2022-12-31$500,000
Other income received2022-12-31$-644,522
Net income (gross income less expenses)2022-12-31$-7,313,445
Net plan assets at end of year (total assets less liabilities)2022-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$7,313,445
2021 : CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$1,268,684
Expenses. Total of all expenses incurred2021-12-31$151,798
Benefits paid (including direct rollovers)2021-12-31$151,798
Total plan assets at end of year2021-12-31$7,313,445
Total plan assets at beginning of year2021-12-31$6,196,559
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$89,051
Other income received2021-12-31$1,161,336
Net income (gross income less expenses)2021-12-31$1,116,886
Net plan assets at end of year (total assets less liabilities)2021-12-31$7,313,445
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$6,196,559
Total contributions received or receivable from employer(s)2021-12-31$18,297
2020 : CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$1,118,919
Total plan assets at end of year2020-12-31$6,196,559
Total plan assets at beginning of year2020-12-31$5,077,640
Value of fidelity bond covering the plan2020-12-31$440,000
Total contributions received or receivable from participants2020-12-31$87,930
Other income received2020-12-31$994,477
Net income (gross income less expenses)2020-12-31$1,118,919
Net plan assets at end of year (total assets less liabilities)2020-12-31$6,196,559
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$5,077,640
Total contributions received or receivable from employer(s)2020-12-31$36,512
2019 : CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$816,523
Expenses. Total of all expenses incurred2019-12-31$3,240
Benefits paid (including direct rollovers)2019-12-31$3,240
Total plan assets at end of year2019-12-31$5,077,639
Total plan assets at beginning of year2019-12-31$4,264,356
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$82,664
Other income received2019-12-31$689,172
Net income (gross income less expenses)2019-12-31$813,283
Net plan assets at end of year (total assets less liabilities)2019-12-31$5,077,639
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,264,356
Total contributions received or receivable from employer(s)2019-12-31$44,687
2018 : CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-179,857
Total plan assets at end of year2018-12-31$4,264,356
Total plan assets at beginning of year2018-12-31$4,444,213
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$79,620
Other income received2018-12-31$-301,780
Net income (gross income less expenses)2018-12-31$-179,857
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,264,356
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,444,213
Total contributions received or receivable from employer(s)2018-12-31$42,303
2017 : CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$740,062
Total plan assets at end of year2017-12-31$4,444,213
Total plan assets at beginning of year2017-12-31$3,704,151
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$61,999
Other income received2017-12-31$650,959
Net income (gross income less expenses)2017-12-31$740,062
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,444,213
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,704,151
Total contributions received or receivable from employer(s)2017-12-31$27,104
2016 : CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$496,844
Total plan assets at end of year2016-12-31$3,704,151
Total plan assets at beginning of year2016-12-31$3,207,307
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$61,999
Other income received2016-12-31$376,191
Net income (gross income less expenses)2016-12-31$496,844
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,704,151
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,207,307
Total contributions received or receivable from employer(s)2016-12-31$58,654
2015 : CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$125,375
Total plan assets at end of year2015-12-31$3,207,307
Total plan assets at beginning of year2015-12-31$3,081,932
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$62,172
Other income received2015-12-31$47,252
Net income (gross income less expenses)2015-12-31$125,375
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,207,307
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,081,932
Total contributions received or receivable from employer(s)2015-12-31$15,951
2014 : CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$347,986
Total plan assets at end of year2014-12-31$3,081,932
Total plan assets at beginning of year2014-12-31$2,733,946
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$59,579
Other income received2014-12-31$251,034
Net income (gross income less expenses)2014-12-31$347,986
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,081,932
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,733,946
Total contributions received or receivable from employer(s)2014-12-31$37,373
2013 : CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$666,184
Total plan assets at end of year2013-12-31$2,733,946
Total plan assets at beginning of year2013-12-31$2,067,762
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$70,731
Other income received2013-12-31$562,974
Net income (gross income less expenses)2013-12-31$666,184
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,733,946
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,067,762
Total contributions received or receivable from employer(s)2013-12-31$32,479
2012 : CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$311,727
Expenses. Total of all expenses incurred2012-12-31$2,024
Benefits paid (including direct rollovers)2012-12-31$2,024
Total plan assets at end of year2012-12-31$2,067,762
Total plan assets at beginning of year2012-12-31$1,758,059
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$72,572
Other income received2012-12-31$219,231
Net income (gross income less expenses)2012-12-31$309,703
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,067,762
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,758,059
Total contributions received or receivable from employer(s)2012-12-31$19,924
2011 : CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$62,592
Total plan assets at end of year2011-12-31$1,758,059
Total plan assets at beginning of year2011-12-31$1,695,467
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$71,064
Other income received2011-12-31$-22,959
Net income (gross income less expenses)2011-12-31$62,592
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,758,059
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,695,467
Total contributions received or receivable from employer(s)2011-12-31$14,487
2010 : CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$212,585
Total plan assets at end of year2010-12-31$1,695,467
Total plan assets at beginning of year2010-12-31$1,482,882
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$69,192
Other income received2010-12-31$127,959
Net income (gross income less expenses)2010-12-31$212,585
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,695,467
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,482,882
Total contributions received or receivable from employer(s)2010-12-31$15,434

Form 5500 Responses for CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN

2022: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3