Logo

CASCO BAY VENDING EMPLOYEE STOCK OWNERSHIP 401(K) PLAN 401k Plan overview

Plan NameCASCO BAY VENDING EMPLOYEE STOCK OWNERSHIP 401(K) PLAN
Plan identification number 002

CASCO BAY VENDING EMPLOYEE STOCK OWNERSHIP 401(K) 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • 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.
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

CALENDAR ISLAND CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:CALENDAR ISLAND CORPORATION
Employer identification number (EIN):934438976
NAIC Classification:454210
NAIC Description:Vending Machine Operators

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASCO BAY VENDING EMPLOYEE STOCK OWNERSHIP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01THEODORE R MORTON2024-09-18
0022023-01-01THEODORE R MORTON2024-10-14

Plan Statistics for CASCO BAY VENDING EMPLOYEE STOCK OWNERSHIP 401(K) PLAN

401k plan membership statisitcs for CASCO BAY VENDING EMPLOYEE STOCK OWNERSHIP 401(K) PLAN

Measure Date Value
2023: CASCO BAY VENDING EMPLOYEE STOCK OWNERSHIP 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0156
Total number of active participants reported on line 7a of the Form 55002023-01-0144
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0144
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010

Financial Data on CASCO BAY VENDING EMPLOYEE STOCK OWNERSHIP 401(K) PLAN

Measure Date Value
2023 : CASCO BAY VENDING EMPLOYEE STOCK OWNERSHIP 401(K) PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$4,250
Total income from all sources2023-12-31$18,355
Expenses. Total of all expenses incurred2023-12-31$0
Total plan assets at end of year2023-12-31$22,605
Total plan assets at beginning of year2023-12-31$0
Value of fidelity bond covering the plan2023-12-31$500,000
Net income (gross income less expenses)2023-12-31$18,355
Net plan assets at end of year (total assets less liabilities)2023-12-31$18,355
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$0
Assets. Value of employer securities2023-12-31$5,750
Total contributions received or receivable from employer(s)2023-12-31$18,355

Form 5500 Responses for CASCO BAY VENDING EMPLOYEE STOCK OWNERSHIP 401(K) PLAN

2023: CASCO BAY VENDING EMPLOYEE STOCK OWNERSHIP 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01First time form 5500 has been submittedYes
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan 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 S1