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H. CARR & SONS, LLC 401k Plan overview

Plan NameH. CARR & SONS, LLC
Plan identification number 002

H. CARR & SONS, LLC 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.
  • 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

H. CARR & SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:H. CARR & SONS, INC.
Employer identification number (EIN):050117010
NAIC Classification:238900

Additional information about H. CARR & SONS, INC.

Jurisdiction of Incorporation: Secretary of State Rhode Island
Incorporation Date: 1949-03-23
Company Identification Number: 000003689
Legal Registered Office Address: 103 COTTAGE STREET

PAWTUCKET
United States of America (USA)
02860

More information about H. CARR & SONS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H. CARR & SONS, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MARY ANNE WOOD
0022016-01-01MARY ANNE WOOD MARY ANNE WOOD2017-07-24
0022015-01-01MARY ANNE WOOD MARY ANNE WOOD2016-07-26
0022014-01-01MARY ANNE WOOD MARY ANNE WOOD2015-07-30
0022013-01-01MARY ANNE WOOD MARY ANNE WOOD2014-07-31
0022012-01-01MARY ANNE WOOD MARY ANNE WOOD2013-07-23
0022011-01-01MARY ANNE WOOD
0022010-01-01MARY ANNE WOOD
0022009-01-01MARY ANNE WOOD

Plan Statistics for H. CARR & SONS, LLC

401k plan membership statisitcs for H. CARR & SONS, LLC

Measure Date Value
2022: H. CARR & SONS, LLC 2022 401k membership
Total participants, beginning-of-year2022-01-0142
Total number of active participants reported on line 7a of the Form 55002022-01-0134
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-017
Total of all active and inactive participants2022-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0141
Number of participants with account balances2022-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: H. CARR & SONS, LLC 2021 401k membership
Total participants, beginning-of-year2021-01-0137
Total number of active participants reported on line 7a of the Form 55002021-01-0137
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-015
Total of all active and inactive participants2021-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0142
Number of participants with account balances2021-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: H. CARR & SONS, LLC 2020 401k membership
Total participants, beginning-of-year2020-01-0135
Total number of active participants reported on line 7a of the Form 55002020-01-0131
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-016
Total of all active and inactive participants2020-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0137
Number of participants with account balances2020-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: H. CARR & SONS, LLC 2019 401k membership
Total participants, beginning-of-year2019-01-0134
Total number of active participants reported on line 7a of the Form 55002019-01-0129
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 participants2019-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0135
Number of participants with account balances2019-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: H. CARR & SONS, LLC 2018 401k membership
Total participants, beginning-of-year2018-01-0136
Total number of active participants reported on line 7a of the Form 55002018-01-0129
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0134
Number of participants with account balances2018-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: H. CARR & SONS, LLC 2017 401k membership
Total participants, beginning-of-year2017-01-0136
Total number of active participants reported on line 7a of the Form 55002017-01-0131
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-015
Total of all active and inactive participants2017-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0136
Number of participants with account balances2017-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: H. CARR & SONS, LLC 2016 401k membership
Total participants, beginning-of-year2016-01-0138
Total number of active participants reported on line 7a of the Form 55002016-01-0133
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0136
Number of participants with account balances2016-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: H. CARR & SONS, LLC 2015 401k membership
Total participants, beginning-of-year2015-01-0140
Total number of active participants reported on line 7a of the Form 55002015-01-0135
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0138
Number of participants with account balances2015-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: H. CARR & SONS, LLC 2014 401k membership
Total participants, beginning-of-year2014-01-0139
Total number of active participants reported on line 7a of the Form 55002014-01-0135
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0140
Number of participants with account balances2014-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: H. CARR & SONS, LLC 2013 401k membership
Total participants, beginning-of-year2013-01-0144
Total number of active participants reported on line 7a of the Form 55002013-01-0136
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0141
Number of participants with account balances2013-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: H. CARR & SONS, LLC 2012 401k membership
Total participants, beginning-of-year2012-01-0141
Total number of active participants reported on line 7a of the Form 55002012-01-0138
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0144
Number of participants with account balances2012-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: H. CARR & SONS, LLC 2011 401k membership
Total participants, beginning-of-year2011-01-0143
Total number of active participants reported on line 7a of the Form 55002011-01-0134
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0141
Number of participants with account balances2011-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: H. CARR & SONS, LLC 2010 401k membership
Total participants, beginning-of-year2010-01-0145
Total number of active participants reported on line 7a of the Form 55002010-01-0132
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0111
Total of all active and inactive participants2010-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0143
Number of participants with account balances2010-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: H. CARR & SONS, LLC 2009 401k membership
Total participants, beginning-of-year2009-01-0147
Total number of active participants reported on line 7a of the Form 55002009-01-0133
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0145
Number of participants with account balances2009-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on H. CARR & SONS, LLC

Measure Date Value
2022 : H. CARR & SONS, LLC 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$0
Total income from all sources2022-12-31$-2,374,384
Expenses. Total of all expenses incurred2022-12-31$335,626
Benefits paid (including direct rollovers)2022-12-31$290,370
Total plan assets at end of year2022-12-31$14,663,996
Total plan assets at beginning of year2022-12-31$17,374,006
Value of fidelity bond covering the plan2022-12-31$1,700,000
Total contributions received or receivable from participants2022-12-31$442,218
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$519
Other income received2022-12-31$-3,091,633
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-2,710,010
Net plan assets at end of year (total assets less liabilities)2022-12-31$14,663,996
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$17,374,006
Assets. Value of participant loans2022-12-31$28,677
Total contributions received or receivable from employer(s)2022-12-31$274,512
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$65
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$45,191
2021 : H. CARR & SONS, LLC 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$3,058,968
Expenses. Total of all expenses incurred2021-12-31$94,399
Benefits paid (including direct rollovers)2021-12-31$36,793
Total plan assets at end of year2021-12-31$17,374,006
Total plan assets at beginning of year2021-12-31$14,409,437
Value of fidelity bond covering the plan2021-12-31$1,700,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$578,565
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$0
Other income received2021-12-31$2,242,002
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$2,964,569
Net plan assets at end of year (total assets less liabilities)2021-12-31$17,374,006
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$14,409,437
Assets. Value of participant loans2021-12-31$42,787
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
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$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$238,401
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$57,606
2020 : H. CARR & SONS, LLC 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$2,817,001
Expenses. Total of all expenses incurred2020-12-31$539,585
Benefits paid (including direct rollovers)2020-12-31$494,514
Total plan assets at end of year2020-12-31$14,409,437
Total plan assets at beginning of year2020-12-31$12,132,021
Value of fidelity bond covering the plan2020-12-31$1,500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$381,188
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$0
Other income received2020-12-31$2,237,944
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$2,277,416
Net plan assets at end of year (total assets less liabilities)2020-12-31$14,409,437
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$12,132,021
Assets. Value of participant loans2020-12-31$118,028
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
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$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$197,869
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$45,071
2019 : H. CARR & SONS, LLC 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$2,912,822
Expenses. Total of all expenses incurred2019-12-31$334,675
Benefits paid (including direct rollovers)2019-12-31$293,728
Total plan assets at end of year2019-12-31$12,132,021
Total plan assets at beginning of year2019-12-31$9,553,874
Value of fidelity bond covering the plan2019-12-31$1,200,000
Total contributions received or receivable from participants2019-12-31$342,134
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$2,358,562
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$2,578,147
Net plan assets at end of year (total assets less liabilities)2019-12-31$12,132,021
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$9,553,874
Assets. Value of participant loans2019-12-31$50,271
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$212,126
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$40,947
2018 : H. CARR & SONS, LLC 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-113,623
Expenses. Total of all expenses incurred2018-12-31$33,699
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$9,553,874
Total plan assets at beginning of year2018-12-31$9,701,196
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$309,729
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-599,391
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-147,322
Net plan assets at end of year (total assets less liabilities)2018-12-31$9,553,874
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$9,701,196
Assets. Value of participant loans2018-12-31$38,313
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$176,039
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$33,699
2017 : H. CARR & SONS, LLC 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,913,148
Expenses. Total of all expenses incurred2017-12-31$702,391
Benefits paid (including direct rollovers)2017-12-31$702,311
Total plan assets at end of year2017-12-31$9,701,196
Total plan assets at beginning of year2017-12-31$8,490,439
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$280,997
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$1,501,406
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,210,757
Net plan assets at end of year (total assets less liabilities)2017-12-31$9,701,196
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$8,490,439
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$130,745
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$80
2016 : H. CARR & SONS, LLC 2016 401k financial data
Total income from all sources2016-12-31$1,208,276
Expenses. Total of all expenses incurred2016-12-31$151,212
Benefits paid (including direct rollovers)2016-12-31$151,132
Total plan assets at end of year2016-12-31$8,490,439
Total plan assets at beginning of year2016-12-31$7,433,375
Value of fidelity bond covering the plan2016-12-31$800,000
Total contributions received or receivable from participants2016-12-31$231,211
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$796,320
Net income (gross income less expenses)2016-12-31$1,057,064
Net plan assets at end of year (total assets less liabilities)2016-12-31$8,490,439
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$7,433,375
Total contributions received or receivable from employer(s)2016-12-31$180,745
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$80
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : H. CARR & SONS, LLC 2015 401k financial data
Total income from all sources2015-12-31$314,734
Expenses. Total of all expenses incurred2015-12-31$749,837
Benefits paid (including direct rollovers)2015-12-31$749,672
Total plan assets at end of year2015-12-31$7,433,375
Total plan assets at beginning of year2015-12-31$7,868,478
Value of fidelity bond covering the plan2015-12-31$750,000
Total contributions received or receivable from participants2015-12-31$281,569
Expenses. Other expenses not covered elsewhere2015-12-31$0
Other income received2015-12-31$-160,296
Net income (gross income less expenses)2015-12-31$-435,103
Net plan assets at end of year (total assets less liabilities)2015-12-31$7,433,375
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$7,868,478
Assets. Value of participant loans2015-12-31$9,812
Total contributions received or receivable from employer(s)2015-12-31$193,461
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$165
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : H. CARR & SONS, LLC 2014 401k financial data
Total income from all sources2014-12-31$857,157
Expenses. Total of all expenses incurred2014-12-31$1,612
Benefits paid (including direct rollovers)2014-12-31$1,606
Total plan assets at end of year2014-12-31$7,868,478
Total plan assets at beginning of year2014-12-31$7,012,933
Value of fidelity bond covering the plan2014-12-31$750,000
Total contributions received or receivable from participants2014-12-31$250,232
Expenses. Other expenses not covered elsewhere2014-12-31$6
Other income received2014-12-31$423,621
Net income (gross income less expenses)2014-12-31$855,545
Net plan assets at end of year (total assets less liabilities)2014-12-31$7,868,478
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$7,012,933
Total contributions received or receivable from employer(s)2014-12-31$183,304
2013 : H. CARR & SONS, LLC 2013 401k financial data
Total income from all sources2013-12-31$1,723,228
Expenses. Total of all expenses incurred2013-12-31$186,335
Benefits paid (including direct rollovers)2013-12-31$186,310
Total plan assets at end of year2013-12-31$7,012,933
Total plan assets at beginning of year2013-12-31$5,476,040
Value of fidelity bond covering the plan2013-12-31$750,000
Total contributions received or receivable from participants2013-12-31$257,940
Other income received2013-12-31$1,297,471
Net income (gross income less expenses)2013-12-31$1,536,893
Net plan assets at end of year (total assets less liabilities)2013-12-31$7,012,933
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,476,040
Assets. Value of participant loans2013-12-31$589
Total contributions received or receivable from employer(s)2013-12-31$167,817
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : H. CARR & SONS, LLC 2012 401k financial data
Total income from all sources2012-12-31$932,979
Expenses. Total of all expenses incurred2012-12-31$23,716
Benefits paid (including direct rollovers)2012-12-31$23,641
Total plan assets at end of year2012-12-31$5,476,040
Total plan assets at beginning of year2012-12-31$4,566,777
Value of fidelity bond covering the plan2012-12-31$600,000
Total contributions received or receivable from participants2012-12-31$197,663
Other income received2012-12-31$632,370
Net income (gross income less expenses)2012-12-31$909,263
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,476,040
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,566,777
Assets. Value of participant loans2012-12-31$1,672
Total contributions received or receivable from employer(s)2012-12-31$102,946
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : H. CARR & SONS, LLC 2011 401k financial data
Total income from all sources2011-12-31$166,025
Expenses. Total of all expenses incurred2011-12-31$74,317
Benefits paid (including direct rollovers)2011-12-31$73,642
Total plan assets at end of year2011-12-31$4,566,777
Total plan assets at beginning of year2011-12-31$4,475,069
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$227,510
Other income received2011-12-31$-147,162
Net income (gross income less expenses)2011-12-31$91,708
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,566,777
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,475,069
Assets. Value of participant loans2011-12-31$7,035
Total contributions received or receivable from employer(s)2011-12-31$85,677
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$675
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : H. CARR & SONS, LLC 2010 401k financial data
Total income from all sources2010-12-31$921,942
Expenses. Total of all expenses incurred2010-12-31$35,946
Benefits paid (including direct rollovers)2010-12-31$34,491
Total plan assets at end of year2010-12-31$4,475,069
Total plan assets at beginning of year2010-12-31$3,589,073
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$239,511
Other income received2010-12-31$550,173
Net income (gross income less expenses)2010-12-31$885,996
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,475,069
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,589,073
Assets. Value of participant loans2010-12-31$19,655
Total contributions received or receivable from employer(s)2010-12-31$132,258
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,455
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : H. CARR & SONS, LLC 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 H. CARR & SONS, LLC

2022: H. CARR & SONS, LLC 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: H. CARR & SONS, LLC 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: H. CARR & SONS, LLC 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: H. CARR & SONS, LLC 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
2018: H. CARR & SONS, LLC 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: H. CARR & SONS, LLC 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: H. CARR & SONS, LLC 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: H. CARR & SONS, LLC 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: H. CARR & SONS, LLC 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: H. CARR & SONS, LLC 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: H. CARR & SONS, LLC 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: H. CARR & SONS, LLC 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: H. CARR & SONS, LLC 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: H. CARR & SONS, LLC 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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61796 - 1
Policy instance 1
Insurance contract or identification numberMR 61796 - 1
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker name
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61796
Policy instance 1
Insurance contract or identification numberMR 61796
Number of Individuals Covered38
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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