401k Plan data: CARVIN SCHOOL RETIREMENT PLAN plan

CARVIN SCHOOL RETIREMENT PLAN 401k Plan overview

Plan Name	CARVIN SCHOOL RETIREMENT PLAN
Plan identification number	001

CARVIN SCHOOL RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

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

Company Name: CARVIN SCHOOL, INC.

Employer identification number (EIN): 660289889

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARVIN SCHOOL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MYRIAM DE LOS SANTOS 2024-07-01
001 2022-01-01 MYRIAM DE LOS SANTOS 2023-09-12
001 2021-01-01 MYRIAM DE LOS SANTOS 2022-10-17
001 2020-01-01 CARMEN PHILP 2021-04-16
001 2019-01-01 CARMEN PHILP 2020-07-16
001 2018-01-01 CARMEN PHILP 2019-07-16
001 2017-01-01 CARMEN PHILP
001 2016-01-01 CARMEN PHILP
001 2015-01-01 CARMEN PHILP
001 2014-01-01 CARMEN PHILP
001 2013-01-01 CARMEN PHILP
001 2012-01-01 CARMEN PHILP
001 2011-01-01 CARMEN PHILP
001 2009-01-01 CARMEN PHILP

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	MYRIAM DE LOS SANTOS	2024-07-01
001	2022-01-01	MYRIAM DE LOS SANTOS	2023-09-12
001	2021-01-01	MYRIAM DE LOS SANTOS	2022-10-17
001	2020-01-01	CARMEN PHILP	2021-04-16
001	2019-01-01	CARMEN PHILP	2020-07-16
001	2018-01-01	CARMEN PHILP	2019-07-16
001	2017-01-01	CARMEN PHILP
001	2016-01-01	CARMEN PHILP
001	2015-01-01	CARMEN PHILP
001	2014-01-01	CARMEN PHILP
001	2013-01-01	CARMEN PHILP
001	2012-01-01	CARMEN PHILP
001	2011-01-01	CARMEN PHILP
001	2009-01-01	CARMEN PHILP

Plan Statistics for CARVIN SCHOOL RETIREMENT PLAN

401k plan membership statisitcs for CARVIN SCHOOL RETIREMENT PLAN

Measure Date Value
2017: CARVIN SCHOOL RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 80
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 11
Total of all active and inactive participants 2017-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 92
Number of participants with account balances 2017-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: CARVIN SCHOOL RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 87
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 10
Total of all active and inactive participants 2016-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 97
Number of participants with account balances 2016-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: CARVIN SCHOOL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 99
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 109
Number of participants with account balances 2015-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CARVIN SCHOOL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 101
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 8
Total of all active and inactive participants 2014-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 109
Number of participants with account balances 2014-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CARVIN SCHOOL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 99
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 10
Total of all active and inactive participants 2013-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 109
Number of participants with account balances 2013-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CARVIN SCHOOL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 104
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 111
Number of participants with account balances 2012-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CARVIN SCHOOL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 112
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 8
Total of all active and inactive participants 2011-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 120
Number of participants with account balances 2011-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: CARVIN SCHOOL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 117
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 120
Number of participants with account balances 2009-01-01 95

Measure	Date	Value
2017: CARVIN SCHOOL RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	80
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	11
Total of all active and inactive participants	2017-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	92
Number of participants with account balances	2017-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: CARVIN SCHOOL RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	87
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	10
Total of all active and inactive participants	2016-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	97
Number of participants with account balances	2016-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: CARVIN SCHOOL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	99
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	109
Number of participants with account balances	2015-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CARVIN SCHOOL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	101
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	8
Total of all active and inactive participants	2014-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	109
Number of participants with account balances	2014-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CARVIN SCHOOL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	99
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	10
Total of all active and inactive participants	2013-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	109
Number of participants with account balances	2013-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CARVIN SCHOOL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	104
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	111
Number of participants with account balances	2012-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CARVIN SCHOOL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	112
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	8
Total of all active and inactive participants	2011-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	120
Number of participants with account balances	2011-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: CARVIN SCHOOL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	117
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	120
Number of participants with account balances	2009-01-01	95

Financial Data on CARVIN SCHOOL RETIREMENT PLAN

Measure	Date	Value
2017 : CARVIN SCHOOL RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$235,740
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$166,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$158,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$103,220
Value of total assets at end of year	2017-12-31	$1,144,208
Value of total assets at beginning of year	2017-12-31	$1,074,905
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$8,269
Total interest from all sources	2017-12-31	$131
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$52,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$52,386
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$60,398
Participant contributions at end of year	2017-12-31	$2,270
Participant contributions at beginning of year	2017-12-31	$4,734
Participant contributions at end of year	2017-12-31	$2,690
Participant contributions at beginning of year	2017-12-31	$2,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$69,303
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,144,208
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,074,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$910,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$810,703
Interest on participant loans	2017-12-31	$131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$227,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$255,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$80,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$42,822
Employer contributions (assets) at end of year	2017-12-31	$1,853
Employer contributions (assets) at beginning of year	2017-12-31	$1,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$158,168
Contract administrator fees	2017-12-31	$8,269
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	VEGA PALAU & CO.
Accountancy firm EIN	2017-12-31	660413747
2016 : CARVIN SCHOOL RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$161,199
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$225,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$220,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$103,296
Value of total assets at end of year	2016-12-31	$1,074,905
Value of total assets at beginning of year	2016-12-31	$1,139,656
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$5,697
Total interest from all sources	2016-12-31	$240
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$28,343
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$28,343
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$125,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$60,088
Participant contributions at end of year	2016-12-31	$4,734
Participant contributions at beginning of year	2016-12-31	$6,240
Participant contributions at end of year	2016-12-31	$2,069
Participant contributions at beginning of year	2016-12-31	$2,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-64,751
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,074,905
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,139,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$810,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$807,662
Interest on participant loans	2016-12-31	$240
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$281,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$281,565
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$255,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$40,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$29,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$43,208
Employer contributions (assets) at end of year	2016-12-31	$1,430
Employer contributions (assets) at beginning of year	2016-12-31	$1,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$220,253
Contract administrator fees	2016-12-31	$5,697
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	VEGA PALAU & CO.
Accountancy firm EIN	2016-12-31	660413747
2015 : CARVIN SCHOOL RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$104,048
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$214,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$200,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$100,109
Value of total assets at end of year	2015-12-31	$1,139,656
Value of total assets at beginning of year	2015-12-31	$1,249,808
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$14,010
Total interest from all sources	2015-12-31	$871
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$48,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$48,963
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$125,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$55,368
Participant contributions at end of year	2015-12-31	$6,240
Participant contributions at beginning of year	2015-12-31	$26,991
Participant contributions at end of year	2015-12-31	$2,162
Participant contributions at beginning of year	2015-12-31	$7,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-110,152
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,139,656
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,249,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$807,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$778,152
Interest on participant loans	2015-12-31	$682
Interest earned on other investments	2015-12-31	$122
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$281,565
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$430,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$430,163
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$67
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$40,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-45,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$44,741
Employer contributions (assets) at end of year	2015-12-31	$1,560
Employer contributions (assets) at beginning of year	2015-12-31	$6,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$200,190
Contract administrator fees	2015-12-31	$14,010
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	VEGA PALAU & CO.
Accountancy firm EIN	2015-12-31	660413747
2014 : CARVIN SCHOOL RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$129,086
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$88,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$76,337
Value of total corrective distributions	2014-12-31	$1,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$90,283
Value of total assets at end of year	2014-12-31	$1,249,808
Value of total assets at beginning of year	2014-12-31	$1,209,210
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$11,101
Total interest from all sources	2014-12-31	$888
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$43,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$43,432
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$125,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$49,399
Participant contributions at end of year	2014-12-31	$26,991
Participant contributions at beginning of year	2014-12-31	$27,872
Participant contributions at end of year	2014-12-31	$7,882
Participant contributions at beginning of year	2014-12-31	$1,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$40,598
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,249,808
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,209,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$778,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$737,748
Interest on participant loans	2014-12-31	$843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$430,163
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$440,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$440,132
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$45
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-5,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$40,884
Employer contributions (assets) at end of year	2014-12-31	$6,620
Employer contributions (assets) at beginning of year	2014-12-31	$1,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$76,337
Contract administrator fees	2014-12-31	$11,101
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	VEGA PALAU & CO.
Accountancy firm EIN	2014-12-31	660413747
2013 : CARVIN SCHOOL RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$178,542
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$61,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$49,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$86,893
Value of total assets at end of year	2013-12-31	$1,209,210
Value of total assets at beginning of year	2013-12-31	$1,092,342
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$12,154
Total interest from all sources	2013-12-31	$1,678
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$23,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$23,683
Was this plan covered by a fidelity bond	2013-12-31	No
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$47,625
Participant contributions at end of year	2013-12-31	$27,872
Participant contributions at beginning of year	2013-12-31	$44,754
Participant contributions at end of year	2013-12-31	$1,894
Participant contributions at beginning of year	2013-12-31	$6,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$116,868
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,209,210
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,092,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$737,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,036,657
Interest on participant loans	2013-12-31	$1,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$440,132
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$53
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$66,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$39,268
Employer contributions (assets) at end of year	2013-12-31	$1,564
Employer contributions (assets) at beginning of year	2013-12-31	$4,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$49,520
Contract administrator fees	2013-12-31	$12,154
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	VEGA PALAU & CO.
Accountancy firm EIN	2013-12-31	660413747
2012 : CARVIN SCHOOL RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$150,292
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$90,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$89,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$88,587
Value of total assets at end of year	2012-12-31	$1,092,342
Value of total assets at beginning of year	2012-12-31	$1,032,094
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$366
Total interest from all sources	2012-12-31	$742
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$9,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$9,607
Was this plan covered by a fidelity bond	2012-12-31	No
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$49,529
Participant contributions at end of year	2012-12-31	$44,754
Participant contributions at beginning of year	2012-12-31	$1,131
Participant contributions at end of year	2012-12-31	$6,069
Participant contributions at beginning of year	2012-12-31	$6,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$60,248
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,092,342
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,032,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,036,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,019,906
Interest on participant loans	2012-12-31	$695
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$47
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$51,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$39,058
Employer contributions (assets) at end of year	2012-12-31	$4,862
Employer contributions (assets) at beginning of year	2012-12-31	$4,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$89,678
Contract administrator fees	2012-12-31	$366
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	VEGA PALAU & CO.
Accountancy firm EIN	2012-12-31	660413747
2011 : CARVIN SCHOOL RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$88,032
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$53,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$53,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$87,616
Value of total assets at end of year	2011-12-31	$1,032,094
Value of total assets at beginning of year	2011-12-31	$997,508
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$283
Total interest from all sources	2011-12-31	$128
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$11,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$11,859
Was this plan covered by a fidelity bond	2011-12-31	No
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$51,092
Participant contributions at end of year	2011-12-31	$1,131
Participant contributions at end of year	2011-12-31	$6,303
Participant contributions at beginning of year	2011-12-31	$7,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$34,586
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,032,094
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$997,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,019,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$985,431
Interest on participant loans	2011-12-31	$14
Interest earned on other investments	2011-12-31	$114
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-11,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$36,524
Employer contributions (assets) at end of year	2011-12-31	$4,754
Employer contributions (assets) at beginning of year	2011-12-31	$4,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$53,163
Contract administrator fees	2011-12-31	$283
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	VEGA PALAU & CO.
Accountancy firm EIN	2011-12-31	660413747
2010 : CARVIN SCHOOL RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$126,141
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$57,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$54,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$78,173
Value of total assets at end of year	2010-12-31	$997,508
Value of total assets at beginning of year	2010-12-31	$928,749
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,722
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$11,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$11,414
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$47,324
Participant contributions at end of year	2010-12-31	$7,508
Participant contributions at beginning of year	2010-12-31	$5,496
Administrative expenses (other) incurred	2010-12-31	$2,554
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$68,759
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$997,508
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$928,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$985,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$920,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$36,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$30,849
Employer contributions (assets) at end of year	2010-12-31	$4,569
Employer contributions (assets) at beginning of year	2010-12-31	$3,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$54,660
Contract administrator fees	2010-12-31	$168
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	VEGA PALAU & CO
Accountancy firm EIN	2010-12-31	660413747
2009 : CARVIN SCHOOL RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CARVIN SCHOOL RETIREMENT PLAN

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

Insurance Providers Used on plan

UNIVERSAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60041 )

Policy contract number

09716680

Policy instance

Insurance contract or identification number	09716680
Number of Individuals Covered	53
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $230
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $230
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	TRAIL COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	FINANXIAL INSURANCE CORP.

UNIVERSAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60041 )

Policy contract number

09716680

Policy instance

Insurance contract or identification number	09716680
Number of Individuals Covered	5
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $20
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $20
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	TRAIL COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	FINANXIAL INSURANCE CORP.

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	CARVIN SCHOOL, INC.
Employer identification number (EIN):	660289889
NAIC Classification:	611000