CARTER & FULTON, P.S. 401(K) PLAN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
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2022: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2022-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 0 |
Number of participants with account balances | 2022-01-01 | 0 |
2021: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 10 |
Total of all active and inactive participants | 2021-01-01 | 10 |
Total participants | 2021-01-01 | 10 |
Number of participants with account balances | 2021-01-01 | 10 |
2020: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 4 |
Total of all active and inactive participants | 2020-01-01 | 10 |
Total participants | 2020-01-01 | 10 |
Number of participants with account balances | 2020-01-01 | 10 |
2019: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 4 |
Total of all active and inactive participants | 2019-01-01 | 10 |
Total participants | 2019-01-01 | 10 |
Number of participants with account balances | 2019-01-01 | 10 |
2018: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 3 |
Total of all active and inactive participants | 2018-01-01 | 9 |
Total participants | 2018-01-01 | 9 |
Number of participants with account balances | 2018-01-01 | 9 |
2017: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 8 |
Total participants | 2017-01-01 | 8 |
Number of participants with account balances | 2017-01-01 | 8 |
2016: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 8 |
Total participants | 2016-01-01 | 8 |
Number of participants with account balances | 2016-01-01 | 8 |
2015: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 8 |
Total participants | 2015-01-01 | 8 |
Number of participants with account balances | 2015-01-01 | 8 |
2014: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 8 |
Total participants | 2014-01-01 | 8 |
Number of participants with account balances | 2014-01-01 | 8 |
2013: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 8 |
Total participants | 2013-01-01 | 8 |
Number of participants with account balances | 2013-01-01 | 8 |
2012: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 7 |
Total participants | 2012-01-01 | 7 |
Number of participants with account balances | 2012-01-01 | 7 |
2011: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
Total of all active and inactive participants | 2011-01-01 | 8 |
Total participants | 2011-01-01 | 8 |
Number of participants with account balances | 2011-01-01 | 8 |
2010: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
Total of all active and inactive participants | 2010-01-01 | 8 |
Total participants | 2010-01-01 | 8 |
Number of participants with account balances | 2010-01-01 | 8 |
2009: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 8 |
Total participants | 2009-01-01 | 8 |
Number of participants with account balances | 2009-01-01 | 7 |
Measure | Date | Value |
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2022 : CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-644,522 |
Expenses. Total of all expenses incurred | 2022-12-31 | $6,668,923 |
Benefits paid (including direct rollovers) | 2022-12-31 | $6,668,923 |
Total plan assets at end of year | 2022-12-31 | $0 |
Total plan assets at beginning of year | 2022-12-31 | $7,313,445 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Other income received | 2022-12-31 | $-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 |
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Total income from all sources | 2021-12-31 | $1,268,684 |
Expenses. Total of all expenses incurred | 2021-12-31 | $151,798 |
Benefits paid (including direct rollovers) | 2021-12-31 | $151,798 |
Total plan assets at end of year | 2021-12-31 | $7,313,445 |
Total plan assets at beginning of year | 2021-12-31 | $6,196,559 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $89,051 |
Other income received | 2021-12-31 | $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 |
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Total income from all sources | 2020-12-31 | $1,118,919 |
Total plan assets at end of year | 2020-12-31 | $6,196,559 |
Total plan assets at beginning of year | 2020-12-31 | $5,077,640 |
Value of fidelity bond covering the plan | 2020-12-31 | $440,000 |
Total contributions received or receivable from participants | 2020-12-31 | $87,930 |
Other income received | 2020-12-31 | $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 |
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Total income from all sources | 2019-12-31 | $816,523 |
Expenses. Total of all expenses incurred | 2019-12-31 | $3,240 |
Benefits paid (including direct rollovers) | 2019-12-31 | $3,240 |
Total plan assets at end of year | 2019-12-31 | $5,077,639 |
Total plan assets at beginning of year | 2019-12-31 | $4,264,356 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $82,664 |
Other income received | 2019-12-31 | $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 |
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Total income from all sources | 2018-12-31 | $-179,857 |
Total plan assets at end of year | 2018-12-31 | $4,264,356 |
Total plan assets at beginning of year | 2018-12-31 | $4,444,213 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $79,620 |
Other income received | 2018-12-31 | $-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 |
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Total income from all sources | 2017-12-31 | $740,062 |
Total plan assets at end of year | 2017-12-31 | $4,444,213 |
Total plan assets at beginning of year | 2017-12-31 | $3,704,151 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $61,999 |
Other income received | 2017-12-31 | $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 |
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Total income from all sources | 2016-12-31 | $496,844 |
Total plan assets at end of year | 2016-12-31 | $3,704,151 |
Total plan assets at beginning of year | 2016-12-31 | $3,207,307 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $61,999 |
Other income received | 2016-12-31 | $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 |
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Total income from all sources | 2015-12-31 | $125,375 |
Total plan assets at end of year | 2015-12-31 | $3,207,307 |
Total plan assets at beginning of year | 2015-12-31 | $3,081,932 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $62,172 |
Other income received | 2015-12-31 | $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 |
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Total income from all sources | 2014-12-31 | $347,986 |
Total plan assets at end of year | 2014-12-31 | $3,081,932 |
Total plan assets at beginning of year | 2014-12-31 | $2,733,946 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $59,579 |
Other income received | 2014-12-31 | $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 |
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Total income from all sources | 2013-12-31 | $666,184 |
Total plan assets at end of year | 2013-12-31 | $2,733,946 |
Total plan assets at beginning of year | 2013-12-31 | $2,067,762 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $70,731 |
Other income received | 2013-12-31 | $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 |
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Total income from all sources | 2012-12-31 | $311,727 |
Expenses. Total of all expenses incurred | 2012-12-31 | $2,024 |
Benefits paid (including direct rollovers) | 2012-12-31 | $2,024 |
Total plan assets at end of year | 2012-12-31 | $2,067,762 |
Total plan assets at beginning of year | 2012-12-31 | $1,758,059 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $72,572 |
Other income received | 2012-12-31 | $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 |
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Total income from all sources | 2011-12-31 | $62,592 |
Total plan assets at end of year | 2011-12-31 | $1,758,059 |
Total plan assets at beginning of year | 2011-12-31 | $1,695,467 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $71,064 |
Other income received | 2011-12-31 | $-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 |
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Total income from all sources | 2010-12-31 | $212,585 |
Total plan assets at end of year | 2010-12-31 | $1,695,467 |
Total plan assets at beginning of year | 2010-12-31 | $1,482,882 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $69,192 |
Other income received | 2010-12-31 | $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 |
2022: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CARTER & FULTON, P.S. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
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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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |