Plan Name | CARE ATC, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | CAREATC, INC. |
Employer identification number (EIN): | 731598062 |
NAIC Classification: | 621900 |
Additional information about CAREATC, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2008-04-04 |
Company Identification Number: | 0800961274 |
Legal Registered Office Address: |
4500 S 129TH EAST AVE STE 191 TULSA United States of America (USA) 74134 |
More information about CAREATC, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2017-01-01 | JERRY TURNER | |||
001 | 2016-01-01 | JAY JACKSON | JAY JACKSON | 2017-10-16 | |
001 | 2016-01-01 | JAY JACKSON | 2017-10-05 | ||
001 | 2015-01-01 | JAY JACKSON | 2016-10-10 | JAY JACKSON | 2016-10-10 |
001 | 2014-01-01 | JAY JACKSON | |||
001 | 2013-01-01 | JAY JACKSON | |||
001 | 2012-01-01 | DIANNA GUCWA |
Measure | Date | Value |
---|---|---|
2017: CARE ATC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 86 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 0 |
Number of participants with account balances | 2017-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: CARE ATC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 80 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 75 |
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 | 11 |
Total of all active and inactive participants | 2016-01-01 | 86 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 86 |
Number of participants with account balances | 2016-01-01 | 64 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 13 |
2015: CARE ATC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 68 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 67 |
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 | 6 |
Total of all active and inactive participants | 2015-01-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 73 |
Number of participants with account balances | 2015-01-01 | 73 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: CARE ATC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 46 |
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 | 9 |
Total of all active and inactive participants | 2014-01-01 | 55 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 55 |
Number of participants with account balances | 2014-01-01 | 55 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 4 |
2013: CARE ATC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 38 |
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 | 4 |
Total of all active and inactive participants | 2013-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 42 |
Number of participants with account balances | 2013-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
2012: CARE ATC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 25 |
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 | 0 |
Total of all active and inactive participants | 2012-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 25 |
Number of participants with account balances | 2012-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2017 : CARE ATC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $-1,225,308 |
Total income from all sources | 2017-12-31 | $0 |
Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $0 |
Total plan assets at beginning of year | 2017-12-31 | $1,225,308 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
Net income (gross income less expenses) | 2017-12-31 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,225,308 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : CARE ATC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data | ||
Total plan liabilities at beginning of year | 2016-12-31 | $6,961 |
Total income from all sources | 2016-12-31 | $484,597 |
Expenses. Total of all expenses incurred | 2016-12-31 | $60,081 |
Benefits paid (including direct rollovers) | 2016-12-31 | $38,086 |
Total plan assets at end of year | 2016-12-31 | $1,225,308 |
Total plan assets at beginning of year | 2016-12-31 | $807,753 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $21,995 |
Other income received | 2016-12-31 | $484,597 |
Net income (gross income less expenses) | 2016-12-31 | $424,516 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,225,308 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $800,792 |
Assets. Value of employer securities | 2016-12-31 | $1,225,097 |
2015 : CARE ATC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data | ||
Total plan liabilities at end of year | 2015-12-31 | $6,961 |
Total plan liabilities at beginning of year | 2015-12-31 | $204,591 |
Total income from all sources | 2015-12-31 | $289,060 |
Expenses. Total of all expenses incurred | 2015-12-31 | $27,060 |
Benefits paid (including direct rollovers) | 2015-12-31 | $15,016 |
Total plan assets at end of year | 2015-12-31 | $807,753 |
Total plan assets at beginning of year | 2015-12-31 | $743,383 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $12,044 |
Other income received | 2015-12-31 | $82,260 |
Net income (gross income less expenses) | 2015-12-31 | $262,000 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $800,792 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $538,792 |
Assets. Value of employer securities | 2015-12-31 | $800,564 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $206,800 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : CARE ATC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data | ||
Total plan liabilities at end of year | 2014-12-31 | $204,591 |
Total plan liabilities at beginning of year | 2014-12-31 | $522,417 |
Total income from all sources | 2014-12-31 | $187,227 |
Expenses. Total of all expenses incurred | 2014-12-31 | $17,990 |
Total plan assets at end of year | 2014-12-31 | $743,383 |
Total plan assets at beginning of year | 2014-12-31 | $891,972 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $17,990 |
Other income received | 2014-12-31 | $-55,092 |
Net income (gross income less expenses) | 2014-12-31 | $169,237 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $538,792 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $369,555 |
Assets. Value of employer securities | 2014-12-31 | $743,305 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $242,319 |
2013 : CARE ATC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data | ||
Total plan liabilities at end of year | 2013-12-31 | $522,417 |
Total plan liabilities at beginning of year | 2013-12-31 | $782,369 |
Total income from all sources | 2013-12-31 | $283,945 |
Expenses. Total of all expenses incurred | 2013-12-31 | $30,394 |
Total plan assets at end of year | 2013-12-31 | $891,972 |
Total plan assets at beginning of year | 2013-12-31 | $898,373 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $30,394 |
Other income received | 2013-12-31 | $41,626 |
Net income (gross income less expenses) | 2013-12-31 | $253,551 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $369,555 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $116,004 |
Assets. Value of employer securities | 2013-12-31 | $891,894 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $242,319 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : CARE ATC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data | ||
Total plan liabilities at end of year | 2012-12-31 | $782,369 |
Total income from all sources | 2012-12-31 | $153,218 |
Expenses. Total of all expenses incurred | 2012-12-31 | $37,214 |
Total plan assets at end of year | 2012-12-31 | $898,373 |
Total plan assets at beginning of year | 2012-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $29,214 |
Other income received | 2012-12-31 | $21,418 |
Net income (gross income less expenses) | 2012-12-31 | $116,004 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $116,004 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $0 |
Assets. Value of employer securities | 2012-12-31 | $898,294 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $131,800 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $8,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2017: CARE ATC, INC. EMPLOYEE STOCK OWNERSHIP 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 | Yes |
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 – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CARE ATC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | Yes |
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 – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: CARE ATC, INC. EMPLOYEE STOCK OWNERSHIP 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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: CARE ATC, INC. EMPLOYEE STOCK OWNERSHIP 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: CARE ATC, INC. EMPLOYEE STOCK OWNERSHIP 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: CARE ATC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | First time form 5500 has been submitted | Yes |
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 |