401k Plan data: CARTER & SLOOPE INC. PROFIT SHARING PLAN plan

CARTER & SLOOPE INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	CARTER & SLOOPE INC. PROFIT SHARING PLAN
Plan identification number	001

CARTER & SLOOPE INC. 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

CARTER & SLOOPE INC. has sponsored the creation of one or more 401k plans.

Company Name: CARTER & SLOOPE INC.

Employer identification number (EIN): 581883724

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARTER & SLOOPE INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MARTY BOYD 2024-09-02
001 2022-01-01 MARTY BOYD 2023-10-10
001 2021-01-01 MARTY BOYD 2022-08-29
001 2020-01-01 MARTY BOYD 2021-10-15
001 2019-01-01
001 2018-01-01 THOMAS H. SLOOPE
001 2017-01-01 THOMAS H. SLOOPE
001 2016-01-01 THOMAS H. SLOOPE
001 2015-01-01 THOMAS H. SLOOPE
001 2014-01-01 THOMAS H. SLOOPE
001 2013-01-01 THOMAS H. SLOOPE
001 2012-01-01 DON CARTER
001 2011-01-01 THOMAS H SLOOPE
001 2009-01-01 THOMAS H SLOOPE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	MARTY BOYD	2024-09-02
001	2022-01-01	MARTY BOYD	2023-10-10
001	2021-01-01	MARTY BOYD	2022-08-29
001	2020-01-01	MARTY BOYD	2021-10-15
001	2019-01-01
001	2018-01-01	THOMAS H. SLOOPE
001	2017-01-01	THOMAS H. SLOOPE
001	2016-01-01	THOMAS H. SLOOPE
001	2015-01-01	THOMAS H. SLOOPE
001	2014-01-01	THOMAS H. SLOOPE
001	2013-01-01	THOMAS H. SLOOPE
001	2012-01-01	DON CARTER
001	2011-01-01	THOMAS H SLOOPE
001	2009-01-01	THOMAS H SLOOPE

Plan Statistics for CARTER & SLOOPE INC. PROFIT SHARING PLAN

401k plan membership statisitcs for CARTER & SLOOPE INC. PROFIT SHARING PLAN

Measure Date Value
2019: CARTER & SLOOPE INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 43
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 11
Total of all active and inactive participants 2019-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 54
Number of participants with account balances 2019-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CARTER & SLOOPE INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 42
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 14
Total of all active and inactive participants 2018-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 56
Number of participants with account balances 2018-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CARTER & SLOOPE INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 51
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 12
Total of all active and inactive participants 2017-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 63
Number of participants with account balances 2017-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CARTER & SLOOPE INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 48
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 12
Total of all active and inactive participants 2016-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 60
Number of participants with account balances 2016-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CARTER & SLOOPE INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 48
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 16
Total of all active and inactive participants 2015-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 64
Number of participants with account balances 2015-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CARTER & SLOOPE INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 47
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 12
Total of all active and inactive participants 2014-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 60
Number of participants with account balances 2014-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CARTER & SLOOPE INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 49
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 53
Number of participants with account balances 2013-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CARTER & SLOOPE INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 47
Number of other retired or separated participants entitled to future benefits 2012-01-01 9
Total of all active and inactive participants 2012-01-01 56
Total participants 2012-01-01 56
Number of participants with account balances 2012-01-01 56
2011: CARTER & SLOOPE INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 47
Number of other retired or separated participants entitled to future benefits 2011-01-01 9
Total of all active and inactive participants 2011-01-01 56
Total participants 2011-01-01 56
Number of participants with account balances 2011-01-01 56
2009: CARTER & SLOOPE INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 53
Number of other retired or separated participants entitled to future benefits 2009-01-01 9
Total of all active and inactive participants 2009-01-01 62
Total participants 2009-01-01 62
Number of participants with account balances 2009-01-01 62

Measure	Date	Value
2019: CARTER & SLOOPE INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	43
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	11
Total of all active and inactive participants	2019-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	54
Number of participants with account balances	2019-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CARTER & SLOOPE INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	42
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	14
Total of all active and inactive participants	2018-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	56
Number of participants with account balances	2018-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CARTER & SLOOPE INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	51
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	12
Total of all active and inactive participants	2017-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	63
Number of participants with account balances	2017-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CARTER & SLOOPE INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	48
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	12
Total of all active and inactive participants	2016-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	60
Number of participants with account balances	2016-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CARTER & SLOOPE INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	48
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	16
Total of all active and inactive participants	2015-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	64
Number of participants with account balances	2015-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CARTER & SLOOPE INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	47
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	12
Total of all active and inactive participants	2014-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	60
Number of participants with account balances	2014-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CARTER & SLOOPE INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	49
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	53
Number of participants with account balances	2013-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CARTER & SLOOPE INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	47
Number of other retired or separated participants entitled to future benefits	2012-01-01	9
Total of all active and inactive participants	2012-01-01	56
Total participants	2012-01-01	56
Number of participants with account balances	2012-01-01	56
2011: CARTER & SLOOPE INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	47
Number of other retired or separated participants entitled to future benefits	2011-01-01	9
Total of all active and inactive participants	2011-01-01	56
Total participants	2011-01-01	56
Number of participants with account balances	2011-01-01	56
2009: CARTER & SLOOPE INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	53
Number of other retired or separated participants entitled to future benefits	2009-01-01	9
Total of all active and inactive participants	2009-01-01	62
Total participants	2009-01-01	62
Number of participants with account balances	2009-01-01	62

Financial Data on CARTER & SLOOPE INC. PROFIT SHARING PLAN

Measure	Date	Value
2019 : CARTER & SLOOPE INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,277,284
Expenses. Total of all expenses incurred	2019-12-31	$38,283
Benefits paid (including direct rollovers)	2019-12-31	$38,283
Total plan assets at end of year	2019-12-31	$6,969,842
Total plan assets at beginning of year	2019-12-31	$5,730,841
Total contributions received or receivable from participants	2019-12-31	$281,708
Other income received	2019-12-31	$850,357
Net income (gross income less expenses)	2019-12-31	$1,239,001
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,969,842
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,730,841
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$145,219
2018 : CARTER & SLOOPE INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$184,710
Expenses. Total of all expenses incurred	2018-12-31	$2,914,198
Benefits paid (including direct rollovers)	2018-12-31	$2,914,198
Total plan assets at end of year	2018-12-31	$5,730,841
Total plan assets at beginning of year	2018-12-31	$8,460,329
Total contributions received or receivable from participants	2018-12-31	$258,040
Other income received	2018-12-31	$-216,549
Net income (gross income less expenses)	2018-12-31	$-2,729,488
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,730,841
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$8,460,329
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$7,094
Total contributions received or receivable from employer(s)	2018-12-31	$143,219
2017 : CARTER & SLOOPE INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,457,167
Expenses. Total of all expenses incurred	2017-12-31	$57,205
Benefits paid (including direct rollovers)	2017-12-31	$57,205
Total plan assets at end of year	2017-12-31	$8,460,329
Total plan assets at beginning of year	2017-12-31	$7,060,367
Total contributions received or receivable from participants	2017-12-31	$302,765
Contributions received from other sources (not participants or employers)	2017-12-31	$102,184
Other income received	2017-12-31	$874,005
Net income (gross income less expenses)	2017-12-31	$1,399,962
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$8,460,329
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$7,060,367
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$8,265
Total contributions received or receivable from employer(s)	2017-12-31	$178,213
2016 : CARTER & SLOOPE INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$982,232
Expenses. Total of all expenses incurred	2016-12-31	$938,154
Benefits paid (including direct rollovers)	2016-12-31	$938,154
Total plan assets at end of year	2016-12-31	$7,060,367
Total plan assets at beginning of year	2016-12-31	$7,016,289
Total contributions received or receivable from participants	2016-12-31	$256,281
Contributions received from other sources (not participants or employers)	2016-12-31	$7,600
Other income received	2016-12-31	$561,139
Net income (gross income less expenses)	2016-12-31	$44,078
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$7,060,367
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$7,016,289
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$12,413
Total contributions received or receivable from employer(s)	2016-12-31	$157,212
2015 : CARTER & SLOOPE INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$162,055
Expenses. Total of all expenses incurred	2015-12-31	$34,307
Benefits paid (including direct rollovers)	2015-12-31	$34,307
Total plan assets at end of year	2015-12-31	$7,016,289
Total plan assets at beginning of year	2015-12-31	$6,888,541
Total contributions received or receivable from participants	2015-12-31	$282,938
Other income received	2015-12-31	$-287,554
Net income (gross income less expenses)	2015-12-31	$127,748
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$7,016,289
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,888,541
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$16,132
Total contributions received or receivable from employer(s)	2015-12-31	$166,671
2014 : CARTER & SLOOPE INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$759,085
Expenses. Total of all expenses incurred	2014-12-31	$31,878
Benefits paid (including direct rollovers)	2014-12-31	$30,902
Total plan assets at end of year	2014-12-31	$6,888,541
Total plan assets at beginning of year	2014-12-31	$6,161,334
Total contributions received or receivable from participants	2014-12-31	$282,410
Contributions received from other sources (not participants or employers)	2014-12-31	$122,629
Other income received	2014-12-31	$177,807
Net income (gross income less expenses)	2014-12-31	$727,207
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$6,888,541
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,161,334
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$17,944
Total contributions received or receivable from employer(s)	2014-12-31	$176,239
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$976
2013 : CARTER & SLOOPE INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$860,801
Expenses. Total of all expenses incurred	2013-12-31	$57,997
Benefits paid (including direct rollovers)	2013-12-31	$50,707
Total plan assets at end of year	2013-12-31	$6,161,334
Total plan assets at beginning of year	2013-12-31	$5,358,530
Total contributions received or receivable from participants	2013-12-31	$282,622
Other income received	2013-12-31	$409,577
Net income (gross income less expenses)	2013-12-31	$802,804
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,161,334
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,358,530
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$18,332
Total contributions received or receivable from employer(s)	2013-12-31	$168,602
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$7,290
2012 : CARTER & SLOOPE INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,032,860
Expenses. Total of all expenses incurred	2012-12-31	$117,057
Benefits paid (including direct rollovers)	2012-12-31	$117,057
Total plan assets at end of year	2012-12-31	$5,358,530
Total plan assets at beginning of year	2012-12-31	$4,442,727
Total contributions received or receivable from participants	2012-12-31	$274,919
Other income received	2012-12-31	$594,111
Net income (gross income less expenses)	2012-12-31	$915,803
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,358,530
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,442,727
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$20,546
Total contributions received or receivable from employer(s)	2012-12-31	$163,830
2011 : CARTER & SLOOPE INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$349,993
Expenses. Total of all expenses incurred	2011-12-31	$254,604
Benefits paid (including direct rollovers)	2011-12-31	$254,604
Total plan assets at end of year	2011-12-31	$4,442,727
Total plan assets at beginning of year	2011-12-31	$4,347,338
Total contributions received or receivable from participants	2011-12-31	$262,288
Other income received	2011-12-31	$-67,296
Net income (gross income less expenses)	2011-12-31	$95,389
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,442,727
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,347,338
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$23,627
Total contributions received or receivable from employer(s)	2011-12-31	$155,001
2010 : CARTER & SLOOPE INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$837,227
Expenses. Total of all expenses incurred	2010-12-31	$398,034
Benefits paid (including direct rollovers)	2010-12-31	$398,034
Total plan assets at end of year	2010-12-31	$4,347,338
Total plan assets at beginning of year	2010-12-31	$3,908,145
Total contributions received or receivable from participants	2010-12-31	$260,358
Other income received	2010-12-31	$427,154
Net income (gross income less expenses)	2010-12-31	$439,193
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,347,338
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,908,145
Total contributions received or receivable from employer(s)	2010-12-31	$149,715

Form 5500 Responses for CARTER & SLOOPE INC. PROFIT SHARING PLAN

2019: CARTER & SLOOPE INC. PROFIT SHARING PLAN 2019 form 5500 responses
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 & SLOOPE INC. PROFIT SHARING PLAN 2018 form 5500 responses
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 & SLOOPE INC. PROFIT SHARING PLAN 2017 form 5500 responses
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 & SLOOPE INC. PROFIT SHARING PLAN 2016 form 5500 responses
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 & SLOOPE INC. PROFIT SHARING PLAN 2015 form 5500 responses
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 & SLOOPE INC. PROFIT SHARING PLAN 2014 form 5500 responses
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 & SLOOPE INC. PROFIT SHARING PLAN 2013 form 5500 responses
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 & SLOOPE INC. PROFIT SHARING PLAN 2012 form 5500 responses
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 & SLOOPE INC. PROFIT SHARING PLAN 2011 form 5500 responses
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
2009: CARTER & SLOOPE INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CARTER & SLOOPE INC.
Employer identification number (EIN):	581883724
NAIC Classification:	541330
NAIC Description:	Engineering Services