401k Plan data: ERIC AND BARBARA CARLE FOUNDATION, INC. 401(K) PLAN AND TRUST plan

ERIC AND BARBARA CARLE FOUNDATION, INC. 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	ERIC AND BARBARA CARLE FOUNDATION, INC. 401(K) PLAN AND TRUST
Plan identification number	001

ERIC AND BARBARA CARLE FOUNDATION, INC. 401(K) PLAN AND TRUST 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
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

ERIC AND BARBARA CARLE FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: ERIC AND BARBARA CARLE FOUNDATION, INC.

Employer identification number (EIN): 822036857

NAIC Classification: 561110
NAIC Description: Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ERIC AND BARBARA CARLE FOUNDATION, INC. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JOHN F. FORTIER, JR. 2024-01-09 JOHN F. FORTIER, JR. 2024-01-09
001 2022-01-01 JOHN F. FORTIER, JR. 2023-04-19 JOHN F. FORTIER, JR. 2023-04-19
001 2021-01-01 JOHN F. FORTIER, JR. 2022-04-01
001 2020-01-01 JOHN F. FORTIER, JR. 2021-01-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JOHN F. FORTIER, JR.	2024-01-09	JOHN F. FORTIER, JR.	2024-01-09
001	2022-01-01	JOHN F. FORTIER, JR.	2023-04-19	JOHN F. FORTIER, JR.	2023-04-19
001	2021-01-01	JOHN F. FORTIER, JR.	2022-04-01
001	2020-01-01	JOHN F. FORTIER, JR.	2021-01-27

Potentially related plans

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Company Name:	ERIC AND BARBARA CARLE FOUNDATION, INC.
Employer identification number (EIN):	822036857
NAIC Classification:	561110
NAIC Description:	Office Administrative Services