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CARRIAGE WAY LP 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameCARRIAGE WAY LP 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

CARRIAGE WAY LP 401(K) PROFIT SHARING PLAN & TRUST 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:CARRIAGEWAY LP
Employer identification number (EIN):251807456
NAIC Classification:621510
NAIC Description: Medical and Diagnostic Laboratories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARRIAGE WAY LP 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KRISSY ZOCCO2023-08-23
0012020-01-01KRISSY ZOCCO2021-10-15
0012019-01-01KRISSY ZOCCO2020-10-13
0012018-01-01KRISSY ZOCCO2019-10-14
0012017-01-01KRISSY ZOCCO2018-07-03
0012016-01-01KRISSY ZOCCO2017-07-03
0012015-01-01KRISSY ZOCCO2016-08-05
0012014-01-01KRISSY ZOCCO
0012014-01-01KRISSY ZOCCO2015-07-31
0012013-01-01KRISSY ZOCCO2014-10-29
0012012-01-01KRISSY ZOCCO2013-07-05
0012011-01-01KRISSY ZOCCO2012-07-02
0012010-01-01KRISSY ZOCCO2011-06-10
0012009-01-01KRISTEN ZOCCO KRISTEN ZOCCO2010-07-15

Plan Statistics for CARRIAGE WAY LP 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for CARRIAGE WAY LP 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2014: CARRIAGE WAY LP 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-010
Total number of active participants reported on line 7a of the Form 55002014-01-0123
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0123
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2009: CARRIAGE WAY LP 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0126
Total number of active participants reported on line 7a of the Form 55002009-01-0127
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0127
Number of participants with account balances2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CARRIAGE WAY LP 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2014 : CARRIAGE WAY LP 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$3,858
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$3,858
Total plan assets at beginning of year2014-12-31$0
Value of fidelity bond covering the plan2014-12-31$0
Total contributions received or receivable from participants2014-12-31$3,639
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$0
Net income (gross income less expenses)2014-12-31$3,858
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,858
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$219
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0

Form 5500 Responses for CARRIAGE WAY LP 401(K) PROFIT SHARING PLAN & TRUST

2014: CARRIAGE WAY LP 401(K) PROFIT SHARING PLAN & TRUST 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
2009: CARRIAGE WAY LP 401(K) PROFIT SHARING PLAN & TRUST 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

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