401k Plan data: CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN plan

CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN
Plan identification number	001

CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CARNEGIE WEALTH MANAGEMENT has sponsored the creation of one or more 401k plans.

Company Name: CARNEGIE WEALTH MANAGEMENT

Employer identification number (EIN): 232686095

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 ROY A. JOHNSTON ROY A. JOHNSTON 2017-07-28
001 2015-01-01 ROY A. JOHNSTON ROY A. JOHNSTON 2016-10-11
001 2014-01-01 ROY A. JOHNSTON ROY A. JOHNSTON 2015-07-21
001 2013-01-01 ROY JOHNSTON
001 2012-01-01 ROY JOHNSTON
001 2011-01-01 ROY JOHNSTON
001 2009-01-01 ROY JOHNSTON

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	ROY A. JOHNSTON	ROY A. JOHNSTON	2017-07-28
001	2015-01-01	ROY A. JOHNSTON	ROY A. JOHNSTON	2016-10-11
001	2014-01-01	ROY A. JOHNSTON	ROY A. JOHNSTON	2015-07-21
001	2013-01-01	ROY JOHNSTON
001	2012-01-01	ROY JOHNSTON
001	2011-01-01	ROY JOHNSTON
001	2009-01-01	ROY JOHNSTON

Plan Statistics for CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN

Measure Date Value
2016: CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2016 : CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$293,141
Expenses. Total of all expenses incurred	2016-12-31	$41,294
Benefits paid (including direct rollovers)	2016-12-31	$41,294
Total plan assets at end of year	2016-12-31	$1,641,409
Total plan assets at beginning of year	2016-12-31	$1,389,562
Value of fidelity bond covering the plan	2016-12-31	$170,000
Total contributions received or receivable from participants	2016-12-31	$30,011
Other income received	2016-12-31	$263,130
Net income (gross income less expenses)	2016-12-31	$251,847
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,641,409
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,389,562
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$191,744
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-99,089
Expenses. Total of all expenses incurred	2015-12-31	$47,022
Benefits paid (including direct rollovers)	2015-12-31	$46,998
Total plan assets at end of year	2015-12-31	$1,389,562
Total plan assets at beginning of year	2015-12-31	$1,535,673
Value of fidelity bond covering the plan	2015-12-31	$170,000
Total contributions received or receivable from participants	2015-12-31	$38,355
Other income received	2015-12-31	$-137,444
Net income (gross income less expenses)	2015-12-31	$-146,111
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,389,562
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,535,673
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$380,866
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$24
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$49,382
Expenses. Total of all expenses incurred	2014-12-31	$47,182
Benefits paid (including direct rollovers)	2014-12-31	$47,146
Total plan assets at end of year	2014-12-31	$1,535,673
Total plan assets at beginning of year	2014-12-31	$1,533,473
Value of fidelity bond covering the plan	2014-12-31	$75,000
Total contributions received or receivable from participants	2014-12-31	$22,490
Other income received	2014-12-31	$26,892
Net income (gross income less expenses)	2014-12-31	$2,200
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,535,673
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,533,473
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$545,834
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$36
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$149,448
Expenses. Total of all expenses incurred	2013-12-31	$36
Total plan assets at end of year	2013-12-31	$1,533,473
Total plan assets at beginning of year	2013-12-31	$1,384,061
Value of fidelity bond covering the plan	2013-12-31	$75,000
Total contributions received or receivable from participants	2013-12-31	$22,490
Other income received	2013-12-31	$126,958
Net income (gross income less expenses)	2013-12-31	$149,412
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,533,473
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,384,061
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$508,240
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$36
2012 : CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$162,737
Expenses. Total of all expenses incurred	2012-12-31	$36
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,384,061
Total plan assets at beginning of year	2012-12-31	$1,221,360
Value of fidelity bond covering the plan	2012-12-31	$75,000
Total contributions received or receivable from participants	2012-12-31	$29,237
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$133,500
Net income (gross income less expenses)	2012-12-31	$162,701
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,384,061
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,221,360
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$471,574
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$36
2011 : CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$94,260
Expenses. Total of all expenses incurred	2011-12-31	$10,897
Benefits paid (including direct rollovers)	2011-12-31	$10,873
Total plan assets at end of year	2011-12-31	$1,221,360
Total plan assets at beginning of year	2011-12-31	$1,137,997
Value of fidelity bond covering the plan	2011-12-31	$75,000
Total contributions received or receivable from participants	2011-12-31	$61,956
Other income received	2011-12-31	$32,304
Net income (gross income less expenses)	2011-12-31	$83,363
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,221,360
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,137,997
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$425,551
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$24
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$219,182
Expenses. Total of all expenses incurred	2010-12-31	$15
Total plan assets at end of year	2010-12-31	$1,137,997
Total plan assets at beginning of year	2010-12-31	$918,830
Value of fidelity bond covering the plan	2010-12-31	$75,000
Total contributions received or receivable from participants	2010-12-31	$18,303
Contributions received from other sources (not participants or employers)	2010-12-31	$29,621
Other income received	2010-12-31	$171,258
Net income (gross income less expenses)	2010-12-31	$219,167
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,137,997
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$918,830
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$441,769
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$15
2009 : CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN

2016: CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

CARNEGIE WEALTH MANAGEMENT, PROFIT SHARING 401(K) PLAN [EIN = 822413873]

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Company Name:	CARNEGIE WEALTH MANAGEMENT
Employer identification number (EIN):	232686095
NAIC Classification:	523900