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CONTROL ASSOCIATES 401(K) SAVINGS PLAN 401k Plan overview

Plan NameCONTROL ASSOCIATES 401(K) SAVINGS PLAN
Plan identification number 003

CONTROL ASSOCIATES 401(K) SAVINGS 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CONTROL ASSOCIATES LP has sponsored the creation of one or more 401k plans.

Company Name:CONTROL ASSOCIATES LP
Employer identification number (EIN):223078420
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONTROL ASSOCIATES 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01CARMEN WEMETT2023-10-16 CARMEN WEMETT2023-10-16
0032021-01-01CARMEN WEMETT2022-07-26 CARMEN WEMETT2022-07-26
0032020-01-01CARMEN WEMETT2021-10-15 CARMEN WEMETT2021-10-15
0032019-01-01CARMEN WEMETT2020-10-14 CARMEN WEMETT2020-10-14
0032018-01-01CARMEN WEMETT2019-07-12 CARMEN WEMETT2019-07-12
0032017-01-01CARMEN WEMETT2018-10-12 CARMEN WEMETT2018-10-12
0032016-01-01CARMEN WEMETT2017-10-13 CARMEN WEMETT2017-10-13
0032015-01-01CARMEN WEMETT2016-10-13 CARMEN WEMETT2016-10-13
0032014-01-01CARMEN WEMETT2015-10-13 CARMEN WEMETT2015-10-13
0032013-01-01CARMEN WEMETT2014-10-15 CARMEN WEMETT2014-10-15
0032012-01-01CARMEN WEMETT2013-10-14 CARMEN WEMETT2013-10-14
0032011-01-01CARMEN WEMETT2012-10-12 CARMEN WEMETT2012-10-12
0032010-01-01CARMEN WEMETT2011-10-17 CARMEN WEMETT2011-10-17
0032007-01-01CARMEN WEMETT

Plan Statistics for CONTROL ASSOCIATES 401(K) SAVINGS PLAN

401k plan membership statisitcs for CONTROL ASSOCIATES 401(K) SAVINGS PLAN

Measure Date Value
2007: CONTROL ASSOCIATES 401(K) SAVINGS PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0177
Total number of active participants reported on line 7a of the Form 55002007-01-0125
Number of other retired or separated participants entitled to future benefits2007-01-0138
Total of all active and inactive participants2007-01-0163
Total participants2007-01-0163
Number of participants with account balances2007-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-011

Financial Data on CONTROL ASSOCIATES 401(K) SAVINGS PLAN

Measure Date Value
2008 : CONTROL ASSOCIATES 401(K) SAVINGS PLAN 2008 401k financial data
Total income from all sources2008-12-31$-1,159,454
Expenses. Total of all expenses incurred2008-12-31$454,992
Benefits paid (including direct rollovers)2008-12-31$445,946
Total plan assets at end of year2008-12-31$3,355,180
Total plan assets at beginning of year2008-12-31$4,969,626
Value of fidelity bond covering the plan2008-12-31$500,000
Total contributions received or receivable from participants2008-12-31$179,900
Expenses. Other expenses not covered elsewhere2008-12-31$9,046
Other income received2008-12-31$-1,339,354
Net income (gross income less expenses)2008-12-31$-1,614,446
Net plan assets at end of year (total assets less liabilities)2008-12-31$3,355,180
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$4,969,626
Assets. Value of participant loans2008-12-31$103,077
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022008-12-31$28,303
2007 : CONTROL ASSOCIATES 401(K) SAVINGS PLAN 2007 401k financial data
Transfers to/from the plan2007-12-31$897,435
Total income from all sources2007-12-31$448,767
Expenses. Total of all expenses incurred2007-12-31$309,623
Benefits paid (including direct rollovers)2007-12-31$295,175
Total plan assets at end of year2007-12-31$4,969,626
Total plan assets at beginning of year2007-12-31$3,933,047
Value of fidelity bond covering the plan2007-12-31$500,000
Total contributions received or receivable from participants2007-12-31$198,050
Expenses. Other expenses not covered elsewhere2007-12-31$12,531
Contributions received from other sources (not participants or employers)2007-12-31$13,454
Other income received2007-12-31$237,263
Net income (gross income less expenses)2007-12-31$139,144
Net plan assets at end of year (total assets less liabilities)2007-12-31$4,969,626
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$3,933,047
Assets. Value of participant loans2007-12-31$108,907
Value of corrective distributions2007-12-31$1,917
2005 : CONTROL ASSOCIATES 401(K) SAVINGS PLAN 2005 401k financial data
Total income from all sources2005-12-31$456,795
Expenses. Total of all expenses incurred2005-12-31$282,029
Benefits paid (including direct rollovers)2005-12-31$269,095
Total plan assets at end of year2005-12-31$3,548,321
Total plan assets at beginning of year2005-12-31$3,373,555
Value of fidelity bond covering the plan2005-12-31$500,000
Total contributions received or receivable from participants2005-12-31$204,523
Expenses. Other expenses not covered elsewhere2005-12-31$12,934
Other income received2005-12-31$252,272
Net income (gross income less expenses)2005-12-31$174,766
Net plan assets at end of year (total assets less liabilities)2005-12-31$3,548,321
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$3,373,555
Assets. Value of participant loans2005-12-31$114,459

Form 5500 Responses for CONTROL ASSOCIATES 401(K) SAVINGS PLAN

2007: CONTROL ASSOCIATES 401(K) SAVINGS PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number425650
Policy instance 1
Insurance contract or identification number425650
Number of Individuals Covered55
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $6,252
Total amount of fees paid to insurance companyUSD $1,721
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number425650
Policy instance 1
Insurance contract or identification number425650
Number of Individuals Covered63
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $6,964
Total amount of fees paid to insurance companyUSD $798
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number425650
Policy instance 1
Insurance contract or identification number425650
Number of Individuals Covered52
Insurance policy start date2005-01-01
Insurance policy end date2005-12-31
Total amount of commissions paid to insurance brokerUSD $6,168
Total amount of fees paid to insurance companyUSD $714
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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