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A. B. CARTER, INC. 401(K) PLAN 401k Plan overview

Plan NameA. B. CARTER, INC. 401(K) PLAN
Plan identification number 002

A. B. CARTER, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

A. B. CARTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:A. B. CARTER, INC.
Employer identification number (EIN):560168305
NAIC Classification:333200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A. B. CARTER, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01LOUIS MITCHELL2019-06-27 LOUIS MITCHELL2019-06-27
0022017-01-01LOUIS C MITCHELL, JR.2018-09-18 LOUIS C MITCHELL, JR.2018-09-18
0022016-01-01LOUIS MITCHELL2017-10-09 LOUIS MITCHELL2017-10-09
0022015-01-01LOUIS MITCHELL2016-08-31 LOUIS MITCHELL2016-08-31
0022014-01-01LOUIS C MITCHELL, JR.2015-07-29
0022013-01-01LOUIS C MITCHELL JR.2014-10-08 LOUIS C MITCHELL JR.2014-10-08
0022012-01-01LOUIS C MITCHELL JR.2013-09-26
0022011-01-01LOUIS MITCHELL2012-10-03
0022010-01-01LOUIS C MITCHELL, JR.2011-09-21
0022009-01-01LOUIS MITCHELL

Plan Statistics for A. B. CARTER, INC. 401(K) PLAN

401k plan membership statisitcs for A. B. CARTER, INC. 401(K) PLAN

Measure Date Value
2023: A. B. CARTER, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0175
Total number of active participants reported on line 7a of the Form 55002023-01-0162
Number of retired or separated participants receiving benefits2023-01-012
Number of other retired or separated participants entitled to future benefits2023-01-018
Total of all active and inactive participants2023-01-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0172
Number of participants with account balances2023-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-012
2022: A. B. CARTER, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0176
Total number of active participants reported on line 7a of the Form 55002022-01-0165
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-019
Total of all active and inactive participants2022-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0175
Number of participants with account balances2022-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: A. B. CARTER, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0175
Total number of active participants reported on line 7a of the Form 55002021-01-0165
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-018
Total of all active and inactive participants2021-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0176
Number of participants with account balances2021-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: A. B. CARTER, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0168
Total number of active participants reported on line 7a of the Form 55002020-01-0166
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-018
Total of all active and inactive participants2020-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0175
Number of participants with account balances2020-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: A. B. CARTER, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0173
Total number of active participants reported on line 7a of the Form 55002019-01-0162
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-016
Total of all active and inactive participants2019-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0168
Number of participants with account balances2019-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2009: A. B. CARTER, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01138
Total number of active participants reported on line 7a of the Form 55002009-01-0181
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0190
Number of participants with account balances2009-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on A. B. CARTER, INC. 401(K) PLAN

Measure Date Value
2023 : A. B. CARTER, INC. 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$2,388,707
Expenses. Total of all expenses incurred2023-12-31$578,672
Benefits paid (including direct rollovers)2023-12-31$529,152
Total plan assets at end of year2023-12-31$14,168,876
Total plan assets at beginning of year2023-12-31$12,358,841
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$487,052
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$20,510
Other income received2023-12-31$1,731,145
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$1,810,035
Net plan assets at end of year (total assets less liabilities)2023-12-31$14,168,876
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$12,358,841
Assets. Value of participant loans2023-12-31$271,222
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$150,000
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$49,520
2022 : A. B. CARTER, INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,272,576
Expenses. Total of all expenses incurred2022-12-31$1,145,825
Benefits paid (including direct rollovers)2022-12-31$1,095,730
Total plan assets at end of year2022-12-31$12,358,841
Total plan assets at beginning of year2022-12-31$14,777,242
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$505,560
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$104,947
Other income received2022-12-31$-2,083,083
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-2,418,401
Net plan assets at end of year (total assets less liabilities)2022-12-31$12,358,841
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$14,777,242
Assets. Value of participant loans2022-12-31$133,341
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$200,000
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$50,095
2021 : A. B. CARTER, INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$2,095,683
Expenses. Total of all expenses incurred2021-12-31$1,322,216
Benefits paid (including direct rollovers)2021-12-31$1,267,930
Total plan assets at end of year2021-12-31$14,777,242
Total plan assets at beginning of year2021-12-31$14,003,775
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$458,812
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$31,948
Other income received2021-12-31$1,474,923
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$773,467
Net plan assets at end of year (total assets less liabilities)2021-12-31$14,777,242
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$14,003,775
Assets. Value of participant loans2021-12-31$114,943
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$130,000
Value of certain deemed distributions of participant loans2021-12-31$3,569
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$50,717
2020 : A. B. CARTER, INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$2,112,969
Expenses. Total of all expenses incurred2020-12-31$321,822
Benefits paid (including direct rollovers)2020-12-31$279,465
Total plan assets at end of year2020-12-31$14,003,775
Total plan assets at beginning of year2020-12-31$12,212,628
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$396,251
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$26,457
Other income received2020-12-31$1,585,529
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,791,147
Net plan assets at end of year (total assets less liabilities)2020-12-31$14,003,775
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$12,212,628
Assets. Value of participant loans2020-12-31$163,243
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$104,732
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$42,357
2019 : A. B. CARTER, INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$2,354,255
Expenses. Total of all expenses incurred2019-12-31$1,955,574
Benefits paid (including direct rollovers)2019-12-31$1,915,527
Total plan assets at end of year2019-12-31$12,212,628
Total plan assets at beginning of year2019-12-31$11,813,947
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$460,231
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$1,722,024
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$398,681
Net plan assets at end of year (total assets less liabilities)2019-12-31$12,212,628
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$11,813,947
Assets. Value of participant loans2019-12-31$208,259
Total contributions received or receivable from employer(s)2019-12-31$172,000
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$308
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$39,739
2009 : A. B. CARTER, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for A. B. CARTER, INC. 401(K) PLAN

2023: A. B. CARTER, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: A. B. CARTER, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: A. B. CARTER, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: A. B. CARTER, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: A. B. CARTER, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2009: A. B. CARTER, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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