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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
0032023-01-01CARMEN WEMETT2024-06-26 CARMEN WEMETT2024-06-26
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

Financial Data on CONTROL ASSOCIATES 401(K) SAVINGS PLAN

Measure Date Value
2025 : CONTROL ASSOCIATES 401(K) SAVINGS PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-140
Total liabilities as of the end of the plan year2025-10-140
Total liabilities as of the beginning of the plan year2025-10-140
Total expenses incurred by plan in this plan year2025-10-1481191
Net assets as of the end of the plan year2025-10-144715019
Total assets as of the beginning of the plan year2025-10-144094060
Value of plan covered by a fidelity bond2025-10-141000000
Participant contributions to plan in this plan year2025-10-1447886
Value of participant loans at end of plan year2025-10-140
Other expenses paid from plan in this plan year2025-10-140
Other contributions to plan in this plan year2025-10-140
Other income to plan in this plan year2025-10-14654264
Plan net income in this plan year2025-10-14620959
Net assets as of the end of the plan year2025-10-144715019
Net assets as of the beginning of the plan year2025-10-144094060
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1417340
2024 : CONTROL ASSOCIATES 401(K) SAVINGS PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-260
Total liabilities as of the end of the plan year2024-06-260
Total liabilities as of the beginning of the plan year2024-06-260
Total expenses incurred by plan in this plan year2024-06-26328440
Net assets as of the end of the plan year2024-06-264094060
Total assets as of the beginning of the plan year2024-06-263769670
Value of plan covered by a fidelity bond2024-06-261000000
Participant contributions to plan in this plan year2024-06-2630307
Value of participant loans at end of plan year2024-06-261876
Other expenses paid from plan in this plan year2024-06-260
Other contributions to plan in this plan year2024-06-260
Other income to plan in this plan year2024-06-26622523
Plan net income in this plan year2024-06-26324390
Net assets as of the end of the plan year2024-06-264094060
Net assets as of the beginning of the plan year2024-06-263769670
Value of contributions failed to transmitted timely2024-06-26215048
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2616391
2022 : CONTROL ASSOCIATES 401(K) SAVINGS PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-260
Total liabilities as of the end of the plan year2022-07-260
Total liabilities as of the beginning of the plan year2022-07-260
Total expenses incurred by plan in this plan year2022-07-2682861
Net assets as of the end of the plan year2022-07-264445148
Total assets as of the beginning of the plan year2022-07-263683564
Value of plan covered by a fidelity bond2022-07-263000000
Participant contributions to plan in this plan year2022-07-2648378
Value of participant loans at end of plan year2022-07-266332
Other expenses paid from plan in this plan year2022-07-260
Other contributions to plan in this plan year2022-07-260
Other income to plan in this plan year2022-07-26796067
Plan net income in this plan year2022-07-26761584
Net assets as of the end of the plan year2022-07-264445148
Net assets as of the beginning of the plan year2022-07-263683564
Value of contributions failed to transmitted timely2022-07-26213762
Employer contributions to plan in this plan year2022-07-260
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-2615801
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number425650
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number425650
Policy instance 1

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