401k Plan data: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST plan

CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST
Plan identification number	001

CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

CARABELL, LESLIE AND COMPANY, P.C. has sponsored the creation of one or more 401k plans.

Company Name: CARABELL, LESLIE AND COMPANY, P.C.

Employer identification number (EIN): 381998967

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-12-01
001 2021-12-01
001 2020-12-01
001 2019-12-01
001 2018-12-01
001 2017-12-01
001 2016-12-01 WILLIAM R. MCMURRAY II WILLIAM R. MCMURRAY II 2018-08-27
001 2015-12-01 WILLIAM R. MCMURRAY II WILLIAM R. MCMURRAY II 2017-08-29
001 2014-12-01 WILLIAM R. MCMURRAY II WILLIAM R. MCMURRAY II 2016-08-10
001 2013-12-01 WILLIAM R. MCMURRAY II WILLIAM R. MCMURRAY II 2015-08-17
001 2012-12-01 WILLIAM R. MCMURRAY II WILLIAM R. MCMURRAY II 2014-08-22
001 2011-12-01 WILLIAM R. MCMURRAY II WILLIAM R. MCMURRAY II 2013-08-13
001 2010-12-01 WILLIAM R. MCMURRAY II WILLIAM R. MCMURRAY II 2012-08-16
001 2009-12-01 WILLIAM R. MCMURRAY II WILLIAM R. MCMURRAY II 2011-09-01
001 2009-12-01 WILLIAM R. MCMURRAY II WILLIAM R. MCMURRAY II 2011-09-09
001 2008-12-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-12-01
001	2021-12-01
001	2020-12-01
001	2019-12-01
001	2018-12-01
001	2017-12-01
001	2016-12-01	WILLIAM R. MCMURRAY II	WILLIAM R. MCMURRAY II	2018-08-27
001	2015-12-01	WILLIAM R. MCMURRAY II	WILLIAM R. MCMURRAY II	2017-08-29
001	2014-12-01	WILLIAM R. MCMURRAY II	WILLIAM R. MCMURRAY II	2016-08-10
001	2013-12-01	WILLIAM R. MCMURRAY II	WILLIAM R. MCMURRAY II	2015-08-17
001	2012-12-01	WILLIAM R. MCMURRAY II	WILLIAM R. MCMURRAY II	2014-08-22
001	2011-12-01	WILLIAM R. MCMURRAY II	WILLIAM R. MCMURRAY II	2013-08-13
001	2010-12-01	WILLIAM R. MCMURRAY II	WILLIAM R. MCMURRAY II	2012-08-16
001	2009-12-01	WILLIAM R. MCMURRAY II	WILLIAM R. MCMURRAY II	2011-09-01
001	2009-12-01	WILLIAM R. MCMURRAY II	WILLIAM R. MCMURRAY II	2011-09-09
001	2008-12-01

Plan Statistics for CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-12-01 18
Total number of active participants reported on line 7a of the Form 5500 2022-12-01 13
Number of retired or separated participants receiving benefits 2022-12-01 7
Number of other retired or separated participants entitled to future benefits 2022-12-01 0
Total of all active and inactive participants 2022-12-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-12-01 0
Total participants 2022-12-01 20
Number of participants with account balances 2022-12-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-12-01 0
2021: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-12-01 17
Total number of active participants reported on line 7a of the Form 5500 2021-12-01 13
Number of retired or separated participants receiving benefits 2021-12-01 5
Number of other retired or separated participants entitled to future benefits 2021-12-01 0
Total of all active and inactive participants 2021-12-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-12-01 0
Total participants 2021-12-01 18
Number of participants with account balances 2021-12-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-12-01 0
2020: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-12-01 17
Total number of active participants reported on line 7a of the Form 5500 2020-12-01 13
Number of retired or separated participants receiving benefits 2020-12-01 4
Number of other retired or separated participants entitled to future benefits 2020-12-01 0
Total of all active and inactive participants 2020-12-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-12-01 0
Total participants 2020-12-01 17
Number of participants with account balances 2020-12-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-12-01 0
2019: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-12-01 17
Total number of active participants reported on line 7a of the Form 5500 2019-12-01 12
Number of retired or separated participants receiving benefits 2019-12-01 0
Number of other retired or separated participants entitled to future benefits 2019-12-01 5
Total of all active and inactive participants 2019-12-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-12-01 0
Total participants 2019-12-01 17
Number of participants with account balances 2019-12-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-12-01 0
2018: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-12-01 16
Total number of active participants reported on line 7a of the Form 5500 2018-12-01 13
Number of retired or separated participants receiving benefits 2018-12-01 0
Number of other retired or separated participants entitled to future benefits 2018-12-01 4
Total of all active and inactive participants 2018-12-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-12-01 0
Total participants 2018-12-01 17
Number of participants with account balances 2018-12-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-12-01 0
2017: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-12-01 13
Total number of active participants reported on line 7a of the Form 5500 2017-12-01 13
Number of retired or separated participants receiving benefits 2017-12-01 0
Number of other retired or separated participants entitled to future benefits 2017-12-01 3
Total of all active and inactive participants 2017-12-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-12-01 0
Total participants 2017-12-01 16
Number of participants with account balances 2017-12-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-12-01 0
2016: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-12-01 17
Total number of active participants reported on line 7a of the Form 5500 2016-12-01 13
Number of retired or separated participants receiving benefits 2016-12-01 0
Number of other retired or separated participants entitled to future benefits 2016-12-01 2
Total of all active and inactive participants 2016-12-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-12-01 0
Total participants 2016-12-01 15
Number of participants with account balances 2016-12-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-12-01 0
2015: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-12-01 16
Total number of active participants reported on line 7a of the Form 5500 2015-12-01 13
Number of retired or separated participants receiving benefits 2015-12-01 0
Number of other retired or separated participants entitled to future benefits 2015-12-01 4
Total of all active and inactive participants 2015-12-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-12-01 0
Total participants 2015-12-01 17
Number of participants with account balances 2015-12-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-12-01 0
2014: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-12-01 15
Total number of active participants reported on line 7a of the Form 5500 2014-12-01 12
Number of retired or separated participants receiving benefits 2014-12-01 0
Number of other retired or separated participants entitled to future benefits 2014-12-01 4
Total of all active and inactive participants 2014-12-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-12-01 0
Total participants 2014-12-01 16
Number of participants with account balances 2014-12-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-12-01 0
2013: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-12-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-12-01 11
Number of retired or separated participants receiving benefits 2013-12-01 0
Number of other retired or separated participants entitled to future benefits 2013-12-01 4
Total of all active and inactive participants 2013-12-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-12-01 0
Total participants 2013-12-01 15
Number of participants with account balances 2013-12-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-12-01 0
2012: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-12-01 21
Total number of active participants reported on line 7a of the Form 5500 2012-12-01 11
Number of retired or separated participants receiving benefits 2012-12-01 0
Number of other retired or separated participants entitled to future benefits 2012-12-01 4
Total of all active and inactive participants 2012-12-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-12-01 0
Total participants 2012-12-01 15
Number of participants with account balances 2012-12-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-12-01 0
2011: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-12-01 15
Total number of active participants reported on line 7a of the Form 5500 2011-12-01 11
Number of retired or separated participants receiving benefits 2011-12-01 0
Number of other retired or separated participants entitled to future benefits 2011-12-01 10
Total of all active and inactive participants 2011-12-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-12-01 0
Total participants 2011-12-01 21
Number of participants with account balances 2011-12-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-12-01 0
2010: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-12-01 15
Total number of active participants reported on line 7a of the Form 5500 2010-12-01 12
Number of retired or separated participants receiving benefits 2010-12-01 0
Number of other retired or separated participants entitled to future benefits 2010-12-01 3
Total of all active and inactive participants 2010-12-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-12-01 0
Total participants 2010-12-01 15
Number of participants with account balances 2010-12-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-12-01 0
2009: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-12-01 15
Total number of active participants reported on line 7a of the Form 5500 2009-12-01 13
Number of retired or separated participants receiving benefits 2009-12-01 0
Number of other retired or separated participants entitled to future benefits 2009-12-01 2
Total of all active and inactive participants 2009-12-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-12-01 0
Total participants 2009-12-01 15
Number of participants with account balances 2009-12-01 15

Measure	Date	Value
2022: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-12-01	18
Total number of active participants reported on line 7a of the Form 5500	2022-12-01	13
Number of retired or separated participants receiving benefits	2022-12-01	7
Number of other retired or separated participants entitled to future benefits	2022-12-01	0
Total of all active and inactive participants	2022-12-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-12-01	0
Total participants	2022-12-01	20
Number of participants with account balances	2022-12-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-12-01	0
2021: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-12-01	17
Total number of active participants reported on line 7a of the Form 5500	2021-12-01	13
Number of retired or separated participants receiving benefits	2021-12-01	5
Number of other retired or separated participants entitled to future benefits	2021-12-01	0
Total of all active and inactive participants	2021-12-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-12-01	0
Total participants	2021-12-01	18
Number of participants with account balances	2021-12-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-12-01	0
2020: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-12-01	17
Total number of active participants reported on line 7a of the Form 5500	2020-12-01	13
Number of retired or separated participants receiving benefits	2020-12-01	4
Number of other retired or separated participants entitled to future benefits	2020-12-01	0
Total of all active and inactive participants	2020-12-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-12-01	0
Total participants	2020-12-01	17
Number of participants with account balances	2020-12-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-12-01	0
2019: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-12-01	17
Total number of active participants reported on line 7a of the Form 5500	2019-12-01	12
Number of retired or separated participants receiving benefits	2019-12-01	0
Number of other retired or separated participants entitled to future benefits	2019-12-01	5
Total of all active and inactive participants	2019-12-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-12-01	0
Total participants	2019-12-01	17
Number of participants with account balances	2019-12-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-12-01	0
2018: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-12-01	16
Total number of active participants reported on line 7a of the Form 5500	2018-12-01	13
Number of retired or separated participants receiving benefits	2018-12-01	0
Number of other retired or separated participants entitled to future benefits	2018-12-01	4
Total of all active and inactive participants	2018-12-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-12-01	0
Total participants	2018-12-01	17
Number of participants with account balances	2018-12-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-12-01	0
2017: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-12-01	13
Total number of active participants reported on line 7a of the Form 5500	2017-12-01	13
Number of retired or separated participants receiving benefits	2017-12-01	0
Number of other retired or separated participants entitled to future benefits	2017-12-01	3
Total of all active and inactive participants	2017-12-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-12-01	0
Total participants	2017-12-01	16
Number of participants with account balances	2017-12-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-12-01	0
2016: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-12-01	17
Total number of active participants reported on line 7a of the Form 5500	2016-12-01	13
Number of retired or separated participants receiving benefits	2016-12-01	0
Number of other retired or separated participants entitled to future benefits	2016-12-01	2
Total of all active and inactive participants	2016-12-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-12-01	0
Total participants	2016-12-01	15
Number of participants with account balances	2016-12-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-12-01	0
2015: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-12-01	16
Total number of active participants reported on line 7a of the Form 5500	2015-12-01	13
Number of retired or separated participants receiving benefits	2015-12-01	0
Number of other retired or separated participants entitled to future benefits	2015-12-01	4
Total of all active and inactive participants	2015-12-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-12-01	0
Total participants	2015-12-01	17
Number of participants with account balances	2015-12-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-12-01	0
2014: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-12-01	15
Total number of active participants reported on line 7a of the Form 5500	2014-12-01	12
Number of retired or separated participants receiving benefits	2014-12-01	0
Number of other retired or separated participants entitled to future benefits	2014-12-01	4
Total of all active and inactive participants	2014-12-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-12-01	0
Total participants	2014-12-01	16
Number of participants with account balances	2014-12-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-12-01	0
2013: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-12-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-12-01	11
Number of retired or separated participants receiving benefits	2013-12-01	0
Number of other retired or separated participants entitled to future benefits	2013-12-01	4
Total of all active and inactive participants	2013-12-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-12-01	0
Total participants	2013-12-01	15
Number of participants with account balances	2013-12-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-12-01	0
2012: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-12-01	21
Total number of active participants reported on line 7a of the Form 5500	2012-12-01	11
Number of retired or separated participants receiving benefits	2012-12-01	0
Number of other retired or separated participants entitled to future benefits	2012-12-01	4
Total of all active and inactive participants	2012-12-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-12-01	0
Total participants	2012-12-01	15
Number of participants with account balances	2012-12-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-12-01	0
2011: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-12-01	15
Total number of active participants reported on line 7a of the Form 5500	2011-12-01	11
Number of retired or separated participants receiving benefits	2011-12-01	0
Number of other retired or separated participants entitled to future benefits	2011-12-01	10
Total of all active and inactive participants	2011-12-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-12-01	0
Total participants	2011-12-01	21
Number of participants with account balances	2011-12-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-12-01	0
2010: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-12-01	15
Total number of active participants reported on line 7a of the Form 5500	2010-12-01	12
Number of retired or separated participants receiving benefits	2010-12-01	0
Number of other retired or separated participants entitled to future benefits	2010-12-01	3
Total of all active and inactive participants	2010-12-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-12-01	0
Total participants	2010-12-01	15
Number of participants with account balances	2010-12-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-12-01	0
2009: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-12-01	15
Total number of active participants reported on line 7a of the Form 5500	2009-12-01	13
Number of retired or separated participants receiving benefits	2009-12-01	0
Number of other retired or separated participants entitled to future benefits	2009-12-01	2
Total of all active and inactive participants	2009-12-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-12-01	0
Total participants	2009-12-01	15
Number of participants with account balances	2009-12-01	15

Financial Data on CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2023 : CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total income from all sources	2023-11-30	$560,131
Expenses. Total of all expenses incurred	2023-11-30	$72,737
Benefits paid (including direct rollovers)	2023-11-30	$72,519
Total plan assets at end of year	2023-11-30	$8,183,937
Total plan assets at beginning of year	2023-11-30	$7,696,543
Value of fidelity bond covering the plan	2023-11-30	$500,000
Total contributions received or receivable from participants	2023-11-30	$140,308
Other income received	2023-11-30	$320,432
Net income (gross income less expenses)	2023-11-30	$487,394
Net plan assets at end of year (total assets less liabilities)	2023-11-30	$8,183,937
Net plan assets at beginning of year (total assets less liabilities)	2023-11-30	$7,696,543
Total contributions received or receivable from employer(s)	2023-11-30	$99,391
Expenses. Administrative service providers (salaries,fees and commissions)	2023-11-30	$218
2022 : CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-11-30	$19,373
Expenses. Total of all expenses incurred	2022-11-30	$2,504
Benefits paid (including direct rollovers)	2022-11-30	$529
Total plan assets at end of year	2022-11-30	$7,696,543
Total plan assets at beginning of year	2022-11-30	$7,679,674
Value of fidelity bond covering the plan	2022-11-30	$500,000
Total contributions received or receivable from participants	2022-11-30	$136,125
Other income received	2022-11-30	$-212,086
Net income (gross income less expenses)	2022-11-30	$16,869
Net plan assets at end of year (total assets less liabilities)	2022-11-30	$7,696,543
Net plan assets at beginning of year (total assets less liabilities)	2022-11-30	$7,679,674
Total contributions received or receivable from employer(s)	2022-11-30	$95,334
Expenses. Administrative service providers (salaries,fees and commissions)	2022-11-30	$1,975
2021 : CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-11-30	$1,071,870
Expenses. Total of all expenses incurred	2021-11-30	$123,681
Benefits paid (including direct rollovers)	2021-11-30	$117,640
Total plan assets at end of year	2021-11-30	$7,679,674
Total plan assets at beginning of year	2021-11-30	$6,731,485
Value of fidelity bond covering the plan	2021-11-30	$500,000
Total contributions received or receivable from participants	2021-11-30	$127,839
Other income received	2021-11-30	$851,613
Net income (gross income less expenses)	2021-11-30	$948,189
Net plan assets at end of year (total assets less liabilities)	2021-11-30	$7,679,674
Net plan assets at beginning of year (total assets less liabilities)	2021-11-30	$6,731,485
Total contributions received or receivable from employer(s)	2021-11-30	$92,418
Expenses. Administrative service providers (salaries,fees and commissions)	2021-11-30	$6,041
2020 : CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-11-30	$319,620
Expenses. Total of all expenses incurred	2020-11-30	$10,517
Benefits paid (including direct rollovers)	2020-11-30	$262
Total plan assets at end of year	2020-11-30	$6,731,485
Total plan assets at beginning of year	2020-11-30	$6,422,382
Value of fidelity bond covering the plan	2020-11-30	$500,000
Total contributions received or receivable from participants	2020-11-30	$121,171
Other income received	2020-11-30	$105,144
Net income (gross income less expenses)	2020-11-30	$309,103
Net plan assets at end of year (total assets less liabilities)	2020-11-30	$6,731,485
Net plan assets at beginning of year (total assets less liabilities)	2020-11-30	$6,422,382
Total contributions received or receivable from employer(s)	2020-11-30	$93,305
Expenses. Administrative service providers (salaries,fees and commissions)	2020-11-30	$10,255
2019 : CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-11-30	$721,135
Expenses. Total of all expenses incurred	2019-11-30	$188,116
Benefits paid (including direct rollovers)	2019-11-30	$178,687
Total plan assets at end of year	2019-11-30	$6,422,382
Total plan assets at beginning of year	2019-11-30	$5,889,363
Value of fidelity bond covering the plan	2019-11-30	$500,000
Total contributions received or receivable from participants	2019-11-30	$112,067
Other income received	2019-11-30	$515,452
Net income (gross income less expenses)	2019-11-30	$533,019
Net plan assets at end of year (total assets less liabilities)	2019-11-30	$6,422,382
Net plan assets at beginning of year (total assets less liabilities)	2019-11-30	$5,889,363
Total contributions received or receivable from employer(s)	2019-11-30	$93,616
Expenses. Administrative service providers (salaries,fees and commissions)	2019-11-30	$9,429
2017 : CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-11-30	$688,618
Expenses. Total of all expenses incurred	2017-11-30	$191,622
Benefits paid (including direct rollovers)	2017-11-30	$186,172
Total plan assets at end of year	2017-11-30	$6,849,560
Total plan assets at beginning of year	2017-11-30	$6,352,564
Value of fidelity bond covering the plan	2017-11-30	$500,000
Total contributions received or receivable from participants	2017-11-30	$115,536
Other income received	2017-11-30	$480,571
Net income (gross income less expenses)	2017-11-30	$496,996
Net plan assets at end of year (total assets less liabilities)	2017-11-30	$6,849,560
Net plan assets at beginning of year (total assets less liabilities)	2017-11-30	$6,352,564
Total contributions received or receivable from employer(s)	2017-11-30	$92,511
Expenses. Administrative service providers (salaries,fees and commissions)	2017-11-30	$5,450
2016 : CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-11-30	$624,131
Expenses. Total of all expenses incurred	2016-11-30	$239,300
Benefits paid (including direct rollovers)	2016-11-30	$228,902
Total plan assets at end of year	2016-11-30	$6,352,564
Total plan assets at beginning of year	2016-11-30	$5,967,733
Value of fidelity bond covering the plan	2016-11-30	$500,000
Total contributions received or receivable from participants	2016-11-30	$113,728
Other income received	2016-11-30	$423,514
Net income (gross income less expenses)	2016-11-30	$384,831
Net plan assets at end of year (total assets less liabilities)	2016-11-30	$6,352,564
Net plan assets at beginning of year (total assets less liabilities)	2016-11-30	$5,967,733
Total contributions received or receivable from employer(s)	2016-11-30	$86,889
Expenses. Administrative service providers (salaries,fees and commissions)	2016-11-30	$10,398
2015 : CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-11-30	$-92,729
Expenses. Total of all expenses incurred	2015-11-30	$128,434
Benefits paid (including direct rollovers)	2015-11-30	$120,502
Total plan assets at end of year	2015-11-30	$5,967,733
Total plan assets at beginning of year	2015-11-30	$6,188,896
Value of fidelity bond covering the plan	2015-11-30	$500,000
Total contributions received or receivable from participants	2015-11-30	$108,486
Other income received	2015-11-30	$-286,270
Net income (gross income less expenses)	2015-11-30	$-221,163
Net plan assets at end of year (total assets less liabilities)	2015-11-30	$5,967,733
Net plan assets at beginning of year (total assets less liabilities)	2015-11-30	$6,188,896
Total contributions received or receivable from employer(s)	2015-11-30	$85,055
Expenses. Administrative service providers (salaries,fees and commissions)	2015-11-30	$7,932
2014 : CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-11-30	$581,739
Expenses. Total of all expenses incurred	2014-11-30	$193,875
Benefits paid (including direct rollovers)	2014-11-30	$193,875
Total plan assets at end of year	2014-11-30	$6,188,896
Total plan assets at beginning of year	2014-11-30	$5,801,032
Value of fidelity bond covering the plan	2014-11-30	$500,000
Total contributions received or receivable from participants	2014-11-30	$95,886
Other income received	2014-11-30	$406,674
Net income (gross income less expenses)	2014-11-30	$387,864
Net plan assets at end of year (total assets less liabilities)	2014-11-30	$6,188,896
Net plan assets at beginning of year (total assets less liabilities)	2014-11-30	$5,801,032
Total contributions received or receivable from employer(s)	2014-11-30	$79,179
2013 : CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-11-30	$888,211
Expenses. Total of all expenses incurred	2013-11-30	$108,196
Benefits paid (including direct rollovers)	2013-11-30	$108,196
Total plan assets at end of year	2013-11-30	$5,801,032
Total plan assets at beginning of year	2013-11-30	$5,021,017
Value of fidelity bond covering the plan	2013-11-30	$500,000
Total contributions received or receivable from participants	2013-11-30	$95,852
Other income received	2013-11-30	$710,844
Net income (gross income less expenses)	2013-11-30	$780,015
Net plan assets at end of year (total assets less liabilities)	2013-11-30	$5,801,032
Net plan assets at beginning of year (total assets less liabilities)	2013-11-30	$5,021,017
Total contributions received or receivable from employer(s)	2013-11-30	$81,515
2012 : CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-11-30	$538,157
Expenses. Total of all expenses incurred	2012-11-30	$113,673
Benefits paid (including direct rollovers)	2012-11-30	$113,673
Total plan assets at end of year	2012-11-30	$5,021,017
Total plan assets at beginning of year	2012-11-30	$4,596,533
Value of fidelity bond covering the plan	2012-11-30	$500,000
Total contributions received or receivable from participants	2012-11-30	$90,643
Other income received	2012-11-30	$372,712
Net income (gross income less expenses)	2012-11-30	$424,484
Net plan assets at end of year (total assets less liabilities)	2012-11-30	$5,021,017
Net plan assets at beginning of year (total assets less liabilities)	2012-11-30	$4,596,533
Total contributions received or receivable from employer(s)	2012-11-30	$74,802
2011 : CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-11-30	$276,810
Expenses. Total of all expenses incurred	2011-11-30	$68,367
Benefits paid (including direct rollovers)	2011-11-30	$68,367
Total plan assets at end of year	2011-11-30	$4,596,533
Total plan assets at beginning of year	2011-11-30	$4,388,090
Value of fidelity bond covering the plan	2011-11-30	$500,000
Total contributions received or receivable from participants	2011-11-30	$81,371
Other income received	2011-11-30	$124,933
Net income (gross income less expenses)	2011-11-30	$208,443
Net plan assets at end of year (total assets less liabilities)	2011-11-30	$4,596,533
Net plan assets at beginning of year (total assets less liabilities)	2011-11-30	$4,388,090
Total contributions received or receivable from employer(s)	2011-11-30	$70,506

Form 5500 Responses for CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST

2022: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-12-01	Type of plan entity	Single employer plan
2022-12-01	Plan funding arrangement – Trust	Yes
2022-12-01	Plan benefit arrangement - Trust	Yes
2021: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-12-01	Type of plan entity	Single employer plan
2021-12-01	Plan funding arrangement – Trust	Yes
2021-12-01	Plan benefit arrangement - Trust	Yes
2020: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-12-01	Type of plan entity	Single employer plan
2020-12-01	Plan funding arrangement – Trust	Yes
2020-12-01	Plan benefit arrangement - Trust	Yes
2019: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-12-01	Type of plan entity	Single employer plan
2019-12-01	Plan funding arrangement – Trust	Yes
2019-12-01	Plan benefit arrangement - Trust	Yes
2018: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-12-01	Type of plan entity	Single employer plan
2018-12-01	Plan funding arrangement – Trust	Yes
2018-12-01	Plan benefit arrangement - Trust	Yes
2017: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-12-01	Type of plan entity	Single employer plan
2017-12-01	Plan funding arrangement – Trust	Yes
2017-12-01	Plan benefit arrangement - Trust	Yes
2016: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-12-01	Type of plan entity	Single employer plan
2016-12-01	Plan funding arrangement – Trust	Yes
2016-12-01	Plan benefit arrangement - Trust	Yes
2015: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-12-01	Type of plan entity	Single employer plan
2015-12-01	Plan funding arrangement – Trust	Yes
2015-12-01	Plan benefit arrangement - Trust	Yes
2014: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-12-01	Type of plan entity	Single employer plan
2014-12-01	Plan funding arrangement – Trust	Yes
2014-12-01	Plan benefit arrangement - Trust	Yes
2013: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-12-01	Type of plan entity	Single employer plan
2013-12-01	Plan funding arrangement – Trust	Yes
2013-12-01	Plan benefit arrangement - Trust	Yes
2012: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-12-01	Type of plan entity	Single employer plan
2012-12-01	Plan funding arrangement – Trust	Yes
2012-12-01	Plan benefit arrangement - Trust	Yes
2011: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-12-01	Type of plan entity	Single employer plan
2011-12-01	Plan funding arrangement – Trust	Yes
2011-12-01	Plan benefit arrangement - Trust	Yes
2010: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-12-01	Type of plan entity	Single employer plan
2010-12-01	Plan funding arrangement – Trust	Yes
2010-12-01	Plan benefit arrangement - Trust	Yes
2009: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-12-01	Type of plan entity	Single employer plan
2009-12-01	Submission has been amended	Yes
2009-12-01	Plan funding arrangement – Trust	Yes
2009-12-01	Plan benefit arrangement - Trust	Yes
2008: CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2008 form 5500 responses
2008-12-01	Type of plan entity	Single employer plan
2008-12-01	Submission has been amended	No
2008-12-01	This submission is the final filing	No
2008-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-12-01	Plan is a collectively bargained plan	No

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Company Name:	CARABELL, LESLIE AND COMPANY, P.C.
Employer identification number (EIN):	381998967
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants