401k Plan data: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN plan

CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan Name	CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN
Plan identification number	002

CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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

CAREY SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: CAREY SERVICES, INC.

Employer identification number (EIN): 350965642

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about CAREY SERVICES, INC.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 2005-01-01

Company Identification Number: 20041448603

Legal Registered Office Address: 2352 W. Ridge Rd.

Littleton
United States of America (USA)
80120

More information about CAREY SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01
002 2016-07-01 JAMES ALLBAUGH
002 2015-07-01 JAMES ALLBAUGH TRAVIS CHENEY 2017-04-13
002 2014-07-01 JAMES ALLBAUGH
002 2013-07-01 JAMES ALLBAUGH KIM ELLIOTT 2015-04-14
002 2012-07-01 JAMES ALLBAUGH
002 2011-07-01 MARK R. DRAVES MARK R. DRAVES 2013-04-08
002 2009-07-01 MARK R. DRAVES MARK R. DRAVES 2011-04-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2021-07-01
002	2020-07-01
002	2019-07-01
002	2018-07-01
002	2017-07-01
002	2016-07-01	JAMES ALLBAUGH
002	2015-07-01	JAMES ALLBAUGH	TRAVIS CHENEY	2017-04-13
002	2014-07-01	JAMES ALLBAUGH
002	2013-07-01	JAMES ALLBAUGH	KIM ELLIOTT	2015-04-14
002	2012-07-01	JAMES ALLBAUGH
002	2011-07-01	MARK R. DRAVES	MARK R. DRAVES	2013-04-08
002	2009-07-01	MARK R. DRAVES	MARK R. DRAVES	2011-04-15

Plan Statistics for CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN

Measure Date Value
2021: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 524
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 265
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 242
Total of all active and inactive participants 2021-07-01 507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 507
Number of participants with account balances 2021-07-01 330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 585
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 277
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 247
Total of all active and inactive participants 2020-07-01 524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 524
Number of participants with account balances 2020-07-01 338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 607
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 327
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 258
Total of all active and inactive participants 2019-07-01 585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 585
Number of participants with account balances 2019-07-01 348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 615
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 344
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 263
Total of all active and inactive participants 2018-07-01 607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 607
Number of participants with account balances 2018-07-01 361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 698
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 338
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 277
Total of all active and inactive participants 2017-07-01 615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 615
Number of participants with account balances 2017-07-01 375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 736
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 418
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 280
Total of all active and inactive participants 2016-07-01 698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 698
Number of participants with account balances 2016-07-01 385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 794
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 448
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 287
Total of all active and inactive participants 2015-07-01 735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 735
Number of participants with account balances 2015-07-01 402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 667
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 466
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 328
Total of all active and inactive participants 2014-07-01 794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 794
Number of participants with account balances 2014-07-01 452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 652
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 334
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 332
Total of all active and inactive participants 2013-07-01 666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 1
Total participants 2013-07-01 667
Number of participants with account balances 2013-07-01 464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 637
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 329
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 323
Total of all active and inactive participants 2012-07-01 652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 652
Number of participants with account balances 2012-07-01 477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 718
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 326
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 311
Total of all active and inactive participants 2011-07-01 637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 637
Number of participants with account balances 2011-07-01 481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 406
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 357
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 28
Total of all active and inactive participants 2009-07-01 385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 2
Total participants 2009-07-01 387
Number of participants with account balances 2009-07-01 387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2021: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	524
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	265
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	242
Total of all active and inactive participants	2021-07-01	507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	507
Number of participants with account balances	2021-07-01	330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	585
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	277
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	247
Total of all active and inactive participants	2020-07-01	524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	524
Number of participants with account balances	2020-07-01	338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	607
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	327
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	258
Total of all active and inactive participants	2019-07-01	585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	585
Number of participants with account balances	2019-07-01	348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	615
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	344
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	263
Total of all active and inactive participants	2018-07-01	607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	607
Number of participants with account balances	2018-07-01	361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	698
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	338
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	277
Total of all active and inactive participants	2017-07-01	615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	615
Number of participants with account balances	2017-07-01	375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	736
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	418
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	280
Total of all active and inactive participants	2016-07-01	698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	698
Number of participants with account balances	2016-07-01	385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	794
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	448
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	287
Total of all active and inactive participants	2015-07-01	735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	735
Number of participants with account balances	2015-07-01	402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	667
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	466
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	328
Total of all active and inactive participants	2014-07-01	794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	794
Number of participants with account balances	2014-07-01	452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	652
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	334
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	332
Total of all active and inactive participants	2013-07-01	666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	1
Total participants	2013-07-01	667
Number of participants with account balances	2013-07-01	464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	637
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	329
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	323
Total of all active and inactive participants	2012-07-01	652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	652
Number of participants with account balances	2012-07-01	477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	718
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	326
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	311
Total of all active and inactive participants	2011-07-01	637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	637
Number of participants with account balances	2011-07-01	481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	406
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	357
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	28
Total of all active and inactive participants	2009-07-01	385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	2
Total participants	2009-07-01	387
Number of participants with account balances	2009-07-01	387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN

Measure	Date	Value
2022 : CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-303,914
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$513,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$513,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$106,392
Value of total assets at end of year	2022-06-30	$4,933,566
Value of total assets at beginning of year	2022-06-30	$5,751,400
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$0
Total interest from all sources	2022-06-30	$75,441
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$71,075
Participant contributions at end of year	2022-06-30	$0
Participant contributions at beginning of year	2022-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-817,834
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$4,933,566
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$5,751,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$2,559,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$3,448,850
Interest earned on other investments	2022-06-30	$75,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$2,338,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$2,269,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-485,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$35,317
Employer contributions (assets) at end of year	2022-06-30	$35,247
Employer contributions (assets) at beginning of year	2022-06-30	$33,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$513,920
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Disclaimer
Accountancy firm name	2022-06-30	BLUE & CO., LLC
Accountancy firm EIN	2022-06-30	351178661
2021 : CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$1,159,048
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$345,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$345,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$100,794
Value of total assets at end of year	2021-06-30	$5,751,400
Value of total assets at beginning of year	2021-06-30	$4,937,514
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$0
Total interest from all sources	2021-06-30	$74,267
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$65,581
Participant contributions at end of year	2021-06-30	$0
Participant contributions at beginning of year	2021-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$813,886
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$5,751,400
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$4,937,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$3,448,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$2,618,791
Interest earned on other investments	2021-06-30	$74,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$2,269,126
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$2,281,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$983,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$35,213
Employer contributions (assets) at end of year	2021-06-30	$33,424
Employer contributions (assets) at beginning of year	2021-06-30	$37,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$345,162
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	BLUE & CO., LLC
Accountancy firm EIN	2021-06-30	351178661
2020 : CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$313,981
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$177,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$177,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$104,980
Value of total assets at end of year	2020-06-30	$4,937,514
Value of total assets at beginning of year	2020-06-30	$4,801,526
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$0
Total interest from all sources	2020-06-30	$75,177
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$67,283
Participant contributions at end of year	2020-06-30	$0
Participant contributions at beginning of year	2020-06-30	$1,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$135,988
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$4,937,514
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$4,801,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$2,618,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$2,465,715
Interest earned on other investments	2020-06-30	$75,177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$2,281,026
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$2,295,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$133,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$37,697
Employer contributions (assets) at end of year	2020-06-30	$37,697
Employer contributions (assets) at beginning of year	2020-06-30	$38,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$177,993
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	BLUE & CO., LLC
Accountancy firm EIN	2020-06-30	351178661
2019 : CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$336,712
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$252,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$252,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$126,841
Value of total assets at end of year	2019-06-30	$4,801,526
Value of total assets at beginning of year	2019-06-30	$4,717,458
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$92
Total interest from all sources	2019-06-30	$75,465
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$69,520
Participant contributions at end of year	2019-06-30	$1,367
Participant contributions at beginning of year	2019-06-30	$2,625
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$18,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$84,068
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$4,801,526
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$4,717,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$2,465,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$2,325,632
Interest earned on other investments	2019-06-30	$75,465
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$2,295,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$2,351,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$134,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$38,972
Employer contributions (assets) at end of year	2019-06-30	$38,916
Employer contributions (assets) at beginning of year	2019-06-30	$38,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$252,552
Contract administrator fees	2019-06-30	$92
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	BLUE & CO., LLC
Accountancy firm EIN	2019-06-30	351178661
2018 : CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$441,967
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$313,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$313,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$102,509
Value of total assets at end of year	2018-06-30	$4,717,458
Value of total assets at beginning of year	2018-06-30	$4,589,156
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$33
Total interest from all sources	2018-06-30	$78,784
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$64,321
Participant contributions at end of year	2018-06-30	$2,625
Participant contributions at beginning of year	2018-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$128,302
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$4,717,458
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$4,589,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$2,325,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$2,070,468
Interest earned on other investments	2018-06-30	$78,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$2,351,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$2,483,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$260,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$38,188
Employer contributions (assets) at end of year	2018-06-30	$38,188
Employer contributions (assets) at beginning of year	2018-06-30	$35,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$313,632
Contract administrator fees	2018-06-30	$33
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	BLUE & CO., LLC
Accountancy firm EIN	2018-06-30	351178661
2017 : CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$454,966
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$290,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$290,601
Value of total corrective distributions	2017-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$97,370
Value of total assets at end of year	2017-06-30	$4,589,156
Value of total assets at beginning of year	2017-06-30	$4,424,851
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$60
Total interest from all sources	2017-06-30	$78,719
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$61,681
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$164,305
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$4,589,156
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$4,424,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$2,070,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$1,902,596
Interest on participant loans	2017-06-30	$0
Interest earned on other investments	2017-06-30	$78,719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$2,483,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$2,488,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$278,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$35,232
Employer contributions (assets) at end of year	2017-06-30	$35,232
Employer contributions (assets) at beginning of year	2017-06-30	$33,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$290,601
Contract administrator fees	2017-06-30	$60
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	BLUE & CO., LLC
Accountancy firm EIN	2017-06-30	351178661
2016 : CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$169,975
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$684,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$684,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$132,396
Value of total assets at end of year	2016-06-30	$4,391,281
Value of total assets at beginning of year	2016-06-30	$4,906,249
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$0
Total interest from all sources	2016-06-30	$81,164
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$75,226
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$19,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-514,968
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$4,391,281
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$4,906,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$1,902,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$2,380,139
Interest earned on other investments	2016-06-30	$81,164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$2,488,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$2,526,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-43,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$37,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$684,943
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	CROWE HORWATH
Accountancy firm EIN	2016-06-30	350921680
2015 : CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$307,149
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$214,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$214,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$140,466
Value of total assets at end of year	2015-06-30	$4,906,249
Value of total assets at beginning of year	2015-06-30	$4,813,248
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$68
Total interest from all sources	2015-06-30	$80,226
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$80,635
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$20,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$93,001
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$4,906,249
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$4,813,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$2,380,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$2,352,544
Interest earned on other investments	2015-06-30	$80,226
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$2,526,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$2,460,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$86,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$39,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$214,080
Contract administrator fees	2015-06-30	$68
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	CROWE HORWATH
Accountancy firm EIN	2015-06-30	350921680
2014 : CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$851,816
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$1,447,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$1,447,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$298,530
Value of total assets at end of year	2014-06-30	$4,813,248
Value of total assets at beginning of year	2014-06-30	$5,408,798
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$38
Total interest from all sources	2014-06-30	$78,378
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$1,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$1,924
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$93,549
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$151,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$-595,550
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$4,813,248
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$5,408,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$2,352,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$2,991,206
Interest earned on other investments	2014-06-30	$78,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$2,460,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$2,417,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$472,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$53,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$1,447,328
Contract administrator fees	2014-06-30	$38
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	CROWE HORWATH
Accountancy firm EIN	2014-06-30	350921680
2013 : CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$684,851
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$137,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$137,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$184,120
Value of total assets at end of year	2013-06-30	$5,408,798
Value of total assets at beginning of year	2013-06-30	$4,861,199
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$10
Total interest from all sources	2013-06-30	$76,011
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$14,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$14,234
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$110,095
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$21,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$547,599
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$5,408,798
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$4,861,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$2,991,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$2,567,309
Interest earned on other investments	2013-06-30	$76,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$2,417,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$2,293,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$410,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$52,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$137,242
Contract administrator fees	2013-06-30	$10
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	BRADLEY & ASSOCIATES
Accountancy firm EIN	2013-06-30	351719602
2012 : CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$314,555
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$102,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$102,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$257,245
Value of total assets at end of year	2012-06-30	$4,861,199
Value of total assets at beginning of year	2012-06-30	$4,649,375
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$54
Total interest from all sources	2012-06-30	$73,483
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$8,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$8,341
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$425,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$134,934
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$11,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$211,824
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$4,861,199
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$4,649,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$2,567,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$2,858,191
Interest earned on other investments	2012-06-30	$73,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$2,293,890
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$1,791,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-24,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$111,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$102,677
Contract administrator fees	2012-06-30	$54
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	BRADLEY & ASSOCIATES
Accountancy firm EIN	2012-06-30	351719602
2011 : CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$871,551
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$108,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$108,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$187,272
Value of total assets at end of year	2011-06-30	$4,649,375
Value of total assets at beginning of year	2011-06-30	$3,886,735
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$287
Total interest from all sources	2011-06-30	$61,363
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$8,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$8,408
Was this plan covered by a fidelity bond	2011-06-30	No
If this is an individual account plan, was there a blackout period	2011-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$126,682
Administrative expenses (other) incurred	2011-06-30	$240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$762,640
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$4,649,375
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$3,886,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$2,858,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$2,165,442
Interest earned on other investments	2011-06-30	$61,363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$1,791,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$1,721,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$614,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$60,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$108,624
Contract administrator fees	2011-06-30	$47
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-06-30	Yes
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	BRADLEY & ASSOCIATES
Accountancy firm EIN	2011-06-30	351719602
2010 : CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN

2021: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: CAREY SERVICES, INC. EMPLOYEES RETIREMENT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR29069

Policy instance

Insurance contract or identification number	CR29069
Number of Individuals Covered	330
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $10,045
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $10,045
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SALES AND BASE COMMISSIONS
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR29069

Policy instance

Insurance contract or identification number	CR29069
Number of Individuals Covered	338
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $15,100
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $15,100
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SALES AND BASE COMMISSIONS
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR29069

Policy instance

Insurance contract or identification number	CR29069
Number of Individuals Covered	348
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $15,564
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $15,564
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SALES AND BASE COMMISSIONS
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR29069

Policy instance

Insurance contract or identification number	CR29069
Number of Individuals Covered	361
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $16,225
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $16,225
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SALES AND BASE COMMISSIONS
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR29069

Policy instance

Insurance contract or identification number	CR29069
Number of Individuals Covered	375
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $15,482
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR29069

Policy instance

Insurance contract or identification number	CR29069
Number of Individuals Covered	402
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $18,355
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $18,355
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR29069

Policy instance

Insurance contract or identification number	CR29069
Number of Individuals Covered	452
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $13,473
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $13,473
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR29069

Policy instance

Insurance contract or identification number	CR29069
Number of Individuals Covered	464
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $9,933
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $9,933
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR29069

Policy instance

Insurance contract or identification number	CR29069
Number of Individuals Covered	477
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $12,949
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $12,949
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR29069

Policy instance

Insurance contract or identification number	CR29069
Number of Individuals Covered	481
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $12,863
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR29069

Policy instance

Insurance contract or identification number	CR29069
Number of Individuals Covered	459
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $10,814
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	CAREY SERVICES, INC.
Employer identification number (EIN):	350965642
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	2005-01-01
Company Identification Number:	20041448603
Legal Registered Office Address:	2352 W. Ridge Rd. Littleton United States of America (USA) 80120