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CTR MANAGEMENT, INC. 401K PLAN & TRUST 401k Plan overview

Plan NameCTR MANAGEMENT, INC. 401K PLAN & TRUST
Plan identification number 001

CTR MANAGEMENT, INC. 401K PLAN & TRUST Benefits

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

401k Sponsoring company profile

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

Company Name:CTR MANAGEMENT, INC.
Employer identification number (EIN):521635142
NAIC Classification:541600

Additional information about CTR MANAGEMENT, INC.

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 539461
Legal Registered Office Address: CAPITOL OAK PARK 48237


United States of America (USA)
13425

More information about CTR MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CTR MANAGEMENT, INC. 401K PLAN & 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
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01MON LAU TAYLOR GRAY2018-08-29
0012016-01-01TAYLOR GRAY2017-08-22 TAYLOR GRAY2017-08-22
0012015-01-01TAYLOR GRAY2016-05-06
0012014-01-01MELISSA FRANK2015-06-24 MELISSA FRANK2015-06-24
0012013-01-01TAYLOR GRAY2014-07-30
0012012-01-01TAYLOR GRAY2013-09-25
0012011-01-01TAYLOR GRAY2012-09-27
0012010-01-01TAYLOR GRAY2011-10-12

Plan Statistics for CTR MANAGEMENT, INC. 401K PLAN & TRUST

401k plan membership statisitcs for CTR MANAGEMENT, INC. 401K PLAN & TRUST

Measure Date Value
2023: CTR MANAGEMENT, INC. 401K PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01190
Total number of active participants reported on line 7a of the Form 55002023-01-01153
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0138
Total of all active and inactive participants2023-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01191
Number of participants with account balances2023-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-014
2022: CTR MANAGEMENT, INC. 401K PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01173
Total number of active participants reported on line 7a of the Form 55002022-01-01143
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0137
Total of all active and inactive participants2022-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01180
Number of participants with account balances2022-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: CTR MANAGEMENT, INC. 401K PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01162
Total number of active participants reported on line 7a of the Form 55002021-01-01128
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0133
Total of all active and inactive participants2021-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01161
Number of participants with account balances2021-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: CTR MANAGEMENT, INC. 401K PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01169
Total number of active participants reported on line 7a of the Form 55002020-01-01133
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01161
Number of participants with account balances2020-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: CTR MANAGEMENT, INC. 401K PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01174
Total number of active participants reported on line 7a of the Form 55002019-01-01143
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0119
Total of all active and inactive participants2019-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01162
Number of participants with account balances2019-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: CTR MANAGEMENT, INC. 401K PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01159
Total number of active participants reported on line 7a of the Form 55002018-01-01144
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01161
Number of participants with account balances2018-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: CTR MANAGEMENT, INC. 401K PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01150
Total number of active participants reported on line 7a of the Form 55002017-01-01134
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0117
Total of all active and inactive participants2017-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01151
Number of participants with account balances2017-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019

Financial Data on CTR MANAGEMENT, INC. 401K PLAN & TRUST

Measure Date Value
2023 : CTR MANAGEMENT, INC. 401K PLAN & TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,276,341
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$569,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$498,893
Value of total corrective distributions2023-12-31$36,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,103,020
Value of total assets at end of year2023-12-31$9,634,077
Value of total assets at beginning of year2023-12-31$7,927,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$34,323
Total interest from all sources2023-12-31$19,186
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$228,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$228,231
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$825,207
Participant contributions at end of year2023-12-31$109,605
Participant contributions at beginning of year2023-12-31$69,357
Participant contributions at end of year2023-12-31$719
Participant contributions at beginning of year2023-12-31$2,774
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$3,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,706,504
Value of net assets at end of year (total assets less liabilities)2023-12-31$9,634,077
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$7,927,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$21,044
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$9,216,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$7,567,917
Interest on participant loans2023-12-31$3,992
Income. Interest from loans (other than to participants)2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$306,852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$286,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$286,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$15,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$925,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$274,791
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$1,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$498,893
Contract administrator fees2023-12-31$13,279
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2023-12-31521743645
2022 : CTR MANAGEMENT, INC. 401K PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-56,738
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$771,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$739,121
Value of total corrective distributions2022-12-31$835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$958,527
Value of total assets at end of year2022-12-31$7,927,573
Value of total assets at beginning of year2022-12-31$8,756,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$31,917
Total interest from all sources2022-12-31$7,772
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$178,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$178,268
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$768,160
Participant contributions at end of year2022-12-31$69,357
Participant contributions at beginning of year2022-12-31$91,278
Participant contributions at end of year2022-12-31$2,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-828,611
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,927,573
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,756,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$19,688
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,567,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,323,070
Interest on participant loans2022-12-31$3,447
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$286,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$340,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$340,749
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$4,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,201,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$190,367
Employer contributions (assets) at end of year2022-12-31$1,176
Employer contributions (assets) at beginning of year2022-12-31$1,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$739,121
Contract administrator fees2022-12-31$12,229
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2022-12-31521743645
2021 : CTR MANAGEMENT, INC. 401K PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,979,043
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$285,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$262,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$779,344
Value of total assets at end of year2021-12-31$8,756,184
Value of total assets at beginning of year2021-12-31$7,062,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$22,749
Total interest from all sources2021-12-31$3,722
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$173,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$173,932
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$612,848
Participant contributions at end of year2021-12-31$91,278
Participant contributions at beginning of year2021-12-31$76,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,693,871
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,756,184
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,062,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$19,017
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,323,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,711,855
Interest on participant loans2021-12-31$3,657
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$340,749
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$268,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$268,086
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$65
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,022,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$166,496
Employer contributions (assets) at end of year2021-12-31$1,087
Employer contributions (assets) at beginning of year2021-12-31$5,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$262,423
Contract administrator fees2021-12-31$3,732
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2021-12-31521743645
2020 : CTR MANAGEMENT, INC. 401K PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,396,394
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$673,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$613,163
Value of total corrective distributions2020-12-31$35,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$769,764
Value of total assets at end of year2020-12-31$7,062,313
Value of total assets at beginning of year2020-12-31$6,339,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$24,713
Total interest from all sources2020-12-31$5,325
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$137,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$137,835
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$551,100
Participant contributions at end of year2020-12-31$76,544
Participant contributions at beginning of year2020-12-31$72,310
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$52,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$722,550
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,062,313
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,339,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$14,770
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,711,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,015,390
Interest on participant loans2020-12-31$4,006
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$268,086
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$246,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$246,328
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$483,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$166,419
Employer contributions (assets) at end of year2020-12-31$5,828
Employer contributions (assets) at beginning of year2020-12-31$5,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$613,163
Contract administrator fees2020-12-31$9,943
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2020-12-31521743645
2019 : CTR MANAGEMENT, INC. 401K PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,032,160
Total income from all sources (including contributions)2019-12-31$2,032,160
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$537,012
Total of all expenses incurred2019-12-31$537,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$519,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$519,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$935,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$935,334
Value of total assets at end of year2019-12-31$6,339,763
Value of total assets at end of year2019-12-31$6,339,763
Value of total assets at beginning of year2019-12-31$4,844,615
Value of total assets at beginning of year2019-12-31$4,844,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,606
Total interest from all sources2019-12-31$10,416
Total interest from all sources2019-12-31$10,416
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$150,737
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$150,737
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$150,737
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$150,737
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$626,850
Contributions received from participants2019-12-31$626,850
Participant contributions at end of year2019-12-31$72,310
Participant contributions at end of year2019-12-31$72,310
Participant contributions at beginning of year2019-12-31$112,852
Participant contributions at beginning of year2019-12-31$112,852
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$15,167
Participant contributions at beginning of year2019-12-31$15,167
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$134,517
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$134,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,495,148
Value of net income/loss2019-12-31$1,495,148
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,339,763
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,339,763
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,844,615
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,844,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$12,933
Investment advisory and management fees2019-12-31$12,933
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,015,390
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,015,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,502,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,502,590
Interest on participant loans2019-12-31$5,420
Interest on participant loans2019-12-31$5,420
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$246,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$246,328
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$211,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$211,847
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$211,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$211,847
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$935,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$935,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$173,967
Contributions received in cash from employer2019-12-31$173,967
Employer contributions (assets) at end of year2019-12-31$5,735
Employer contributions (assets) at end of year2019-12-31$5,735
Employer contributions (assets) at beginning of year2019-12-31$2,159
Employer contributions (assets) at beginning of year2019-12-31$2,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$519,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$519,406
Contract administrator fees2019-12-31$4,673
Contract administrator fees2019-12-31$4,673
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm name2019-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2019-12-31521743645
Accountancy firm EIN2019-12-31521743645
2018 : CTR MANAGEMENT, INC. 401K PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$410,428
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$80,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$61,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$692,287
Value of total assets at end of year2018-12-31$4,844,615
Value of total assets at beginning of year2018-12-31$4,514,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$19,153
Total interest from all sources2018-12-31$8,018
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$119,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$119,581
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$528,911
Participant contributions at end of year2018-12-31$112,852
Participant contributions at beginning of year2018-12-31$88,279
Participant contributions at end of year2018-12-31$15,167
Participant contributions at beginning of year2018-12-31$30,822
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$13,869
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$329,871
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,844,615
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,514,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$11,706
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,502,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,204,844
Interest on participant loans2018-12-31$4,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$211,847
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$189,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$189,667
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-409,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$149,507
Employer contributions (assets) at end of year2018-12-31$2,159
Employer contributions (assets) at beginning of year2018-12-31$1,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$61,404
Contract administrator fees2018-12-31$7,447
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2018-12-31521743645
2017 : CTR MANAGEMENT, INC. 401K PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,459,165
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$211,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$201,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$881,494
Value of total assets at end of year2017-12-31$4,514,744
Value of total assets at beginning of year2017-12-31$3,267,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,840
Total interest from all sources2017-12-31$5,293
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$91,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$91,001
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$579,098
Participant contributions at end of year2017-12-31$88,279
Participant contributions at beginning of year2017-12-31$62,093
Participant contributions at end of year2017-12-31$30,822
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$147,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,247,233
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,514,744
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,267,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$9,002
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,204,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,022,102
Interest on participant loans2017-12-31$3,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$189,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$183,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$183,316
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$481,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$154,494
Employer contributions (assets) at end of year2017-12-31$1,132
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$201,092
Contract administrator fees2017-12-31$1,838
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2017-12-31521743645

Form 5500 Responses for CTR MANAGEMENT, INC. 401K PLAN & TRUST

2023: CTR MANAGEMENT, INC. 401K PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CTR MANAGEMENT, INC. 401K PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CTR MANAGEMENT, INC. 401K PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CTR MANAGEMENT, INC. 401K PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CTR MANAGEMENT, INC. 401K PLAN & 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 planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CTR MANAGEMENT, INC. 401K PLAN & 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 planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CTR MANAGEMENT, INC. 401K PLAN & 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
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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