401k Plan data: CARE ATC, INC. EMPLOYEE STOCK OWNERSHIP PLAN plan

CARE ATC, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	CARE ATC, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	001

CARE ATC, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.

401k Sponsoring company profile

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

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARE ATC, INC. EMPLOYEE STOCK OWNERSHIP PLAN

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

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

Financial Data on CARE ATC, INC. EMPLOYEE STOCK OWNERSHIP PLAN

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

Form 5500 Responses for CARE ATC, INC. EMPLOYEE STOCK OWNERSHIP PLAN

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

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Company Name:	CAREATC, INC.
Employer identification number (EIN):	731598062
NAIC Classification:	621900

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