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CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 401k Plan overview

Plan NameCARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST
Plan identification number 001

CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:CARSTENS, INC.
Employer identification number (EIN):362073216
NAIC Classification:339900

Additional information about CARSTENS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1993-09-20
Company Identification Number: P93000066824
Legal Registered Office Address: 1023 S 10th Street

Fernandina Beach

32034

More information about CARSTENS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01JERRY CAHILL
0012017-01-01JERRY CAHILL
0012016-01-01JERRY CAHILL
0012015-01-01JERRY CAHILL
0012014-01-01JERRY CAHILL
0012013-01-01ALEX STERN
0012012-01-01ALEX STERN
0012011-01-01ALEX STERN
0012009-01-01ALEX STERN DANIEL INGERSOLL2010-09-02

Plan Statistics for CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST

401k plan membership statisitcs for CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST

Measure Date Value
2023: CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-0158
Total number of active participants reported on line 7a of the Form 55002023-01-0131
Number of retired or separated participants receiving benefits2023-01-012
Number of other retired or separated participants entitled to future benefits2023-01-0114
Total of all active and inactive participants2023-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-0149
Number of participants with account balances2023-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0166
Total number of active participants reported on line 7a of the Form 55002022-01-0136
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0119
Total of all active and inactive participants2022-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-0158
Number of participants with account balances2022-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0168
Total number of active participants reported on line 7a of the Form 55002021-01-0140
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0123
Total of all active and inactive participants2021-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-0166
Number of participants with account balances2021-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0167
Total number of active participants reported on line 7a of the Form 55002020-01-0140
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0125
Total of all active and inactive participants2020-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-0168
Number of participants with account balances2020-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0172
Total number of active participants reported on line 7a of the Form 55002019-01-0141
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0124
Total of all active and inactive participants2019-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-0167
Number of participants with account balances2019-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0170
Total number of active participants reported on line 7a of the Form 55002018-01-0151
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0120
Total of all active and inactive participants2018-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-0172
Number of participants with account balances2018-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0175
Total number of active participants reported on line 7a of the Form 55002017-01-0149
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0120
Total of all active and inactive participants2017-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-0170
Number of participants with account balances2017-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0190
Total number of active participants reported on line 7a of the Form 55002016-01-0153
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0175
Number of participants with account balances2016-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0178
Total number of active participants reported on line 7a of the Form 55002015-01-0165
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0190
Number of participants with account balances2015-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0183
Total number of active participants reported on line 7a of the Form 55002014-01-0155
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0178
Number of participants with account balances2014-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0186
Total number of active participants reported on line 7a of the Form 55002013-01-0167
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0183
Number of participants with account balances2013-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0188
Total number of active participants reported on line 7a of the Form 55002012-01-0168
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0186
Number of participants with account balances2012-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0174
Total number of active participants reported on line 7a of the Form 55002011-01-0176
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-0188
Number of participants with account balances2011-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0190
Total number of active participants reported on line 7a of the Form 55002009-01-0187
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-0196
Number of participants with account balances2009-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST

Measure Date Value
2023 : CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$1,081,527
Expenses. Total of all expenses incurred2023-12-31$4,147,542
Benefits paid (including direct rollovers)2023-12-31$4,146,967
Total plan assets at end of year2023-12-31$7,251,860
Total plan assets at beginning of year2023-12-31$10,317,875
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$251,389
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$799,295
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$-3,066,015
Net plan assets at end of year (total assets less liabilities)2023-12-31$7,251,860
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$10,317,875
Assets. Value of participant loans2023-12-31$63,938
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$30,843
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$575
2022 : CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-995,368
Expenses. Total of all expenses incurred2022-12-31$214,816
Benefits paid (including direct rollovers)2022-12-31$214,419
Total plan assets at end of year2022-12-31$10,317,875
Total plan assets at beginning of year2022-12-31$11,528,059
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$249,164
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,279,289
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,210,184
Net plan assets at end of year (total assets less liabilities)2022-12-31$10,317,875
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$11,528,059
Assets. Value of participant loans2022-12-31$52,091
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$34,757
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$397
2021 : CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,466,136
Expenses. Total of all expenses incurred2021-12-31$189,998
Benefits paid (including direct rollovers)2021-12-31$185,923
Total plan assets at end of year2021-12-31$11,528,059
Total plan assets at beginning of year2021-12-31$10,251,921
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$196,403
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$1,235,941
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,276,138
Net plan assets at end of year (total assets less liabilities)2021-12-31$11,528,059
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$10,251,921
Assets. Value of participant loans2021-12-31$75,031
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$33,792
Value of certain deemed distributions of participant loans2021-12-31$-923
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$4,998
2020 : CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,012,994
Expenses. Total of all expenses incurred2020-12-31$338,229
Benefits paid (including direct rollovers)2020-12-31$332,488
Total plan assets at end of year2020-12-31$10,251,921
Total plan assets at beginning of year2020-12-31$9,577,156
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$187,580
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$790,220
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$674,765
Net plan assets at end of year (total assets less liabilities)2020-12-31$10,251,921
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$9,577,156
Assets. Value of participant loans2020-12-31$41,890
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$35,194
Value of certain deemed distributions of participant loans2020-12-31$923
Value of corrective distributions2020-12-31$3,077
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,741
2019 : CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,609,812
Expenses. Total of all expenses incurred2019-12-31$115,604
Benefits paid (including direct rollovers)2019-12-31$92,951
Total plan assets at end of year2019-12-31$9,577,156
Total plan assets at beginning of year2019-12-31$8,082,948
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$233,177
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$1,336,579
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,494,208
Net plan assets at end of year (total assets less liabilities)2019-12-31$9,577,156
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$8,082,948
Assets. Value of participant loans2019-12-31$104,580
Total contributions received or receivable from employer(s)2019-12-31$40,056
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$11,379
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$11,274
2018 : CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$147,294
Expenses. Total of all expenses incurred2018-12-31$454,892
Benefits paid (including direct rollovers)2018-12-31$454,117
Total plan assets at end of year2018-12-31$8,082,948
Total plan assets at beginning of year2018-12-31$8,390,546
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$287,151
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-255,872
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-307,598
Net plan assets at end of year (total assets less liabilities)2018-12-31$8,082,948
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$8,390,546
Assets. Value of participant loans2018-12-31$124,580
Total contributions received or receivable from employer(s)2018-12-31$116,015
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$775
2017 : CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,324,401
Expenses. Total of all expenses incurred2017-12-31$585,611
Benefits paid (including direct rollovers)2017-12-31$579,449
Total plan assets at end of year2017-12-31$8,390,546
Total plan assets at beginning of year2017-12-31$7,651,756
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$276,348
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$81,123
Other income received2017-12-31$920,826
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$738,790
Net plan assets at end of year (total assets less liabilities)2017-12-31$8,390,546
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$7,651,756
Assets. Value of participant loans2017-12-31$90,955
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$46,104
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$6,162
2016 : CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$683,318
Expenses. Total of all expenses incurred2016-12-31$723,755
Benefits paid (including direct rollovers)2016-12-31$723,030
Total plan assets at end of year2016-12-31$7,651,756
Total plan assets at beginning of year2016-12-31$7,692,193
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$172,742
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$1,268
Other income received2016-12-31$422,245
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-40,437
Net plan assets at end of year (total assets less liabilities)2016-12-31$7,651,756
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$7,692,193
Assets. Value of participant loans2016-12-31$72,093
Total contributions received or receivable from employer(s)2016-12-31$87,063
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$725
2015 : CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$148,451
Expenses. Total of all expenses incurred2015-12-31$2,299,202
Benefits paid (including direct rollovers)2015-12-31$2,298,227
Total plan assets at end of year2015-12-31$7,692,193
Total plan assets at beginning of year2015-12-31$9,842,944
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$154,918
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-42,367
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-2,150,751
Net plan assets at end of year (total assets less liabilities)2015-12-31$7,692,193
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$9,842,944
Assets. Value of participant loans2015-12-31$122,462
Total contributions received or receivable from employer(s)2015-12-31$35,900
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$975
2014 : CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$745,782
Expenses. Total of all expenses incurred2014-12-31$2,679,364
Benefits paid (including direct rollovers)2014-12-31$2,678,389
Total plan assets at end of year2014-12-31$9,842,944
Total plan assets at beginning of year2014-12-31$11,776,526
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$224,762
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$473,506
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-1,933,582
Net plan assets at end of year (total assets less liabilities)2014-12-31$9,842,944
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$11,776,526
Assets. Value of participant loans2014-12-31$146,851
Total contributions received or receivable from employer(s)2014-12-31$47,514
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$975
2013 : CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,613,081
Expenses. Total of all expenses incurred2013-12-31$804,532
Benefits paid (including direct rollovers)2013-12-31$803,174
Total plan assets at end of year2013-12-31$11,776,526
Total plan assets at beginning of year2013-12-31$10,967,977
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$256,427
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$34,611
Other income received2013-12-31$1,267,123
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$808,549
Net plan assets at end of year (total assets less liabilities)2013-12-31$11,776,526
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$10,967,977
Assets. Value of participant loans2013-12-31$291,701
Total contributions received or receivable from employer(s)2013-12-31$54,920
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,358
2012 : CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$1,376,746
Expenses. Total of all expenses incurred2012-12-31$879,277
Benefits paid (including direct rollovers)2012-12-31$875,768
Total plan assets at end of year2012-12-31$10,967,977
Total plan assets at beginning of year2012-12-31$10,470,508
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$406,675
Other income received2012-12-31$657,861
Net income (gross income less expenses)2012-12-31$497,469
Net plan assets at end of year (total assets less liabilities)2012-12-31$10,967,977
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$10,470,508
Assets. Value of participant loans2012-12-31$345,424
Total contributions received or receivable from employer(s)2012-12-31$312,210
Value of corrective distributions2012-12-31$730
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,779
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$793,266
Expenses. Total of all expenses incurred2011-12-31$1,608,222
Benefits paid (including direct rollovers)2011-12-31$1,605,919
Total plan assets at end of year2011-12-31$10,470,508
Total plan assets at beginning of year2011-12-31$11,285,464
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$375,167
Other income received2011-12-31$30,268
Net income (gross income less expenses)2011-12-31$-814,956
Net plan assets at end of year (total assets less liabilities)2011-12-31$10,470,508
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$11,285,464
Assets. Value of participant loans2011-12-31$295,333
Total contributions received or receivable from employer(s)2011-12-31$387,831
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,303
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$2,018,159
Expenses. Total of all expenses incurred2010-12-31$5,045,339
Benefits paid (including direct rollovers)2010-12-31$5,043,082
Total plan assets at end of year2010-12-31$11,285,464
Total plan assets at beginning of year2010-12-31$14,312,644
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$408,111
Contributions received from other sources (not participants or employers)2010-12-31$66,275
Other income received2010-12-31$1,273,962
Net income (gross income less expenses)2010-12-31$-3,027,180
Net plan assets at end of year (total assets less liabilities)2010-12-31$11,285,464
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$14,312,644
Assets. Value of participant loans2010-12-31$236,077
Total contributions received or receivable from employer(s)2010-12-31$269,811
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,257
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST

2023: CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CARSTENS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AVIVA LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 64645 )
Policy contract numberN01233568
Policy instance 1
Insurance contract or identification numberN01233568
Number of Individuals Covered0
Insurance policy start date2010-02-01
Insurance policy end date2011-02-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes

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