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CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameCARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST
Plan identification number 002

CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP has sponsored the creation of one or more 401k plans.

Company Name:CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP
Employer identification number (EIN):751315313
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01GREGORY GRASS GREGORY GRASS2018-10-15
0022016-01-01GREGORY GRASS
0022015-01-01GGRASS
0022014-01-01GGRASS
0022013-01-01WILLIAM LAWRENCE
0022012-01-01GREGORY GRASS
0022011-01-01RICHARD JASIN
0022010-01-01RICHARD JASIN
0022009-01-01RICHARD JASIN

Plan Statistics for CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST

Measure Date Value
2023: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-0145
Total number of active participants reported on line 7a of the Form 55002023-01-0134
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0116
Total of all active and inactive participants2023-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0150
Number of participants with account balances2023-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-014
2022: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0139
Total number of active participants reported on line 7a of the Form 55002022-01-0133
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0112
Total of all active and inactive participants2022-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0145
Number of participants with account balances2022-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0137
Total number of active participants reported on line 7a of the Form 55002021-01-0125
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0114
Total of all active and inactive participants2021-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0139
Number of participants with account balances2021-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0133
Total number of active participants reported on line 7a of the Form 55002020-01-0120
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0117
Total of all active and inactive participants2020-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0137
Number of participants with account balances2020-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0132
Total number of active participants reported on line 7a of the Form 55002019-01-0119
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0114
Total of all active and inactive participants2019-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0133
Number of participants with account balances2019-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0129
Total number of active participants reported on line 7a of the Form 55002018-01-0119
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0132
Number of participants with account balances2018-01-0127
2017: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0131
Total number of active participants reported on line 7a of the Form 55002017-01-0114
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0129
Number of participants with account balances2017-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0131
Total number of active participants reported on line 7a of the Form 55002016-01-0119
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0133
Number of participants with account balances2016-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0130
Total number of active participants reported on line 7a of the Form 55002015-01-0113
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0129
Number of participants with account balances2015-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0130
Total number of active participants reported on line 7a of the Form 55002014-01-0112
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0130
Number of participants with account balances2014-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0129
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0130
Number of participants with account balances2013-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0129
Total number of active participants reported on line 7a of the Form 55002012-01-0112
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0129
Number of participants with account balances2012-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0134
Total number of active participants reported on line 7a of the Form 55002011-01-0111
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0129
Number of participants with account balances2011-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0136
Total number of active participants reported on line 7a of the Form 55002010-01-0114
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0120
Total of all active and inactive participants2010-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0134
Number of participants with account balances2010-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0140
Total number of active participants reported on line 7a of the Form 55002009-01-0115
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0136
Number of participants with account balances2009-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST

Measure Date Value
2023 : CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2023 401k financial data
Transfers to/from the plan2023-12-31$-4,802
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$1,508,171
Expenses. Total of all expenses incurred2023-12-31$181,078
Benefits paid (including direct rollovers)2023-12-31$176,434
Total plan assets at end of year2023-12-31$4,343,359
Total plan assets at beginning of year2023-12-31$3,021,068
Value of fidelity bond covering the plan2023-12-31$2,000,000
Total contributions received or receivable from participants2023-12-31$600,450
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$755,749
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$1,327,093
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,343,359
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,021,068
Assets. Value of participant loans2023-12-31$8,528
Total contributions received or receivable from employer(s)2023-12-31$151,972
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$4,644
2022 : CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$-182,773
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-81,394
Expenses. Total of all expenses incurred2022-12-31$165,038
Benefits paid (including direct rollovers)2022-12-31$161,218
Total plan assets at end of year2022-12-31$3,021,068
Total plan assets at beginning of year2022-12-31$3,450,273
Value of fidelity bond covering the plan2022-12-31$2,000,000
Total contributions received or receivable from participants2022-12-31$443,621
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$23,256
Other income received2022-12-31$-650,226
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-246,432
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,021,068
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,450,273
Assets. Value of participant loans2022-12-31$22,164
Total contributions received or receivable from employer(s)2022-12-31$101,955
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$3,820
2021 : CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$-156,457
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$900,818
Expenses. Total of all expenses incurred2021-12-31$195,904
Benefits paid (including direct rollovers)2021-12-31$192,680
Total plan assets at end of year2021-12-31$3,450,273
Total plan assets at beginning of year2021-12-31$2,901,816
Value of fidelity bond covering the plan2021-12-31$2,000,000
Total contributions received or receivable from participants2021-12-31$329,638
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$11,766
Other income received2021-12-31$488,507
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$704,914
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,450,273
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,901,816
Assets. Value of participant loans2021-12-31$29,415
Total contributions received or receivable from employer(s)2021-12-31$70,907
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$3,224
2020 : CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$-561,027
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$889,496
Expenses. Total of all expenses incurred2020-12-31$127,421
Benefits paid (including direct rollovers)2020-12-31$124,458
Total plan assets at end of year2020-12-31$2,901,816
Total plan assets at beginning of year2020-12-31$2,700,768
Value of fidelity bond covering the plan2020-12-31$2,000,000
Total contributions received or receivable from participants2020-12-31$291,875
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$106,571
Other income received2020-12-31$428,640
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$762,075
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,901,816
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,700,768
Assets. Value of participant loans2020-12-31$38,921
Total contributions received or receivable from employer(s)2020-12-31$62,410
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,963
2019 : CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,062,288
Expenses. Total of all expenses incurred2019-12-31$76,249
Benefits paid (including direct rollovers)2019-12-31$74,179
Total plan assets at end of year2019-12-31$2,700,768
Total plan assets at beginning of year2019-12-31$1,714,729
Value of fidelity bond covering the plan2019-12-31$2,000,000
Total contributions received or receivable from participants2019-12-31$254,421
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$273,055
Other income received2019-12-31$485,639
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$986,039
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,700,768
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,714,729
Assets. Value of participant loans2019-12-31$47,853
Total contributions received or receivable from employer(s)2019-12-31$49,173
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,070
2018 : CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$82,206
Expenses. Total of all expenses incurred2018-12-31$59,683
Benefits paid (including direct rollovers)2018-12-31$58,628
Total plan assets at end of year2018-12-31$1,714,729
Total plan assets at beginning of year2018-12-31$1,692,206
Value of fidelity bond covering the plan2018-12-31$2,000,000
Total contributions received or receivable from participants2018-12-31$160,000
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$45,637
Other income received2018-12-31$-123,431
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$22,523
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,714,729
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,692,206
Assets. Value of participant loans2018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,055
2017 : CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$-95,075
Total income from all sources2017-12-31$406,261
Expenses. Total of all expenses incurred2017-12-31$78,927
Benefits paid (including direct rollovers)2017-12-31$75,971
Total plan assets at end of year2017-12-31$1,692,206
Total plan assets at beginning of year2017-12-31$1,459,947
Value of fidelity bond covering the plan2017-12-31$2,000,000
Total contributions received or receivable from participants2017-12-31$132,400
Other income received2017-12-31$273,861
Net income (gross income less expenses)2017-12-31$327,334
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,692,206
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,459,947
Assets. Value of participant loans2017-12-31$16,460
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,956
2016 : CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$299,409
Expenses. Total of all expenses incurred2016-12-31$34,265
Benefits paid (including direct rollovers)2016-12-31$34,165
Total plan assets at end of year2016-12-31$1,459,947
Total plan assets at beginning of year2016-12-31$1,194,803
Value of fidelity bond covering the plan2016-12-31$2,000,000
Total contributions received or receivable from participants2016-12-31$167,742
Other income received2016-12-31$131,667
Net income (gross income less expenses)2016-12-31$265,144
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,459,947
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,194,803
Assets. Value of participant loans2016-12-31$23,404
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$100
2015 : CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$-251,311
Total income from all sources2015-12-31$156,718
Expenses. Total of all expenses incurred2015-12-31$173,144
Benefits paid (including direct rollovers)2015-12-31$172,844
Total plan assets at end of year2015-12-31$1,194,803
Total plan assets at beginning of year2015-12-31$1,462,540
Value of fidelity bond covering the plan2015-12-31$2,000,000
Total contributions received or receivable from participants2015-12-31$147,408
Expenses. Other expenses not covered elsewhere2015-12-31$300
Other income received2015-12-31$9,310
Net income (gross income less expenses)2015-12-31$-16,426
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,194,803
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,462,540
Assets. Value of participant loans2015-12-31$26,025
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$212,384
Expenses. Total of all expenses incurred2014-12-31$255,394
Benefits paid (including direct rollovers)2014-12-31$254,894
Total plan assets at end of year2014-12-31$1,462,540
Total plan assets at beginning of year2014-12-31$1,505,550
Value of fidelity bond covering the plan2014-12-31$2,000,000
Total contributions received or receivable from participants2014-12-31$84,179
Expenses. Other expenses not covered elsewhere2014-12-31$500
Other income received2014-12-31$119,197
Net income (gross income less expenses)2014-12-31$-43,010
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,462,540
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,505,550
Assets. Value of participant loans2014-12-31$17,791
Total contributions received or receivable from employer(s)2014-12-31$9,008
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$373,037
Expenses. Total of all expenses incurred2013-12-31$250,037
Benefits paid (including direct rollovers)2013-12-31$249,937
Total plan assets at end of year2013-12-31$1,505,550
Total plan assets at beginning of year2013-12-31$1,382,550
Value of fidelity bond covering the plan2013-12-31$2,000,000
Total contributions received or receivable from participants2013-12-31$64,844
Other income received2013-12-31$307,637
Net income (gross income less expenses)2013-12-31$123,000
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,505,550
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,382,550
Assets. Value of participant loans2013-12-31$12,316
Total contributions received or receivable from employer(s)2013-12-31$556
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$267,948
Expenses. Total of all expenses incurred2012-12-31$374
Total plan assets at end of year2012-12-31$1,382,550
Total plan assets at beginning of year2012-12-31$1,114,976
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$99,174
Other income received2012-12-31$168,774
Net income (gross income less expenses)2012-12-31$267,574
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,382,550
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,114,976
Assets. Value of participant loans2012-12-31$31,115
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$374
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$-82,232
Total income from all sources2011-12-31$103,656
Expenses. Total of all expenses incurred2011-12-31$4,965
Benefits paid (including direct rollovers)2011-12-31$4,351
Total plan assets at end of year2011-12-31$1,114,976
Total plan assets at beginning of year2011-12-31$1,098,517
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$141,333
Other income received2011-12-31$-37,677
Net income (gross income less expenses)2011-12-31$98,691
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,114,976
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,098,517
Assets. Value of participant loans2011-12-31$22,392
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$614
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$357,883
Expenses. Total of all expenses incurred2010-12-31$46,349
Benefits paid (including direct rollovers)2010-12-31$46,074
Total plan assets at end of year2010-12-31$1,098,517
Total plan assets at beginning of year2010-12-31$786,983
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$154,859
Contributions received from other sources (not participants or employers)2010-12-31$81,207
Other income received2010-12-31$121,817
Net income (gross income less expenses)2010-12-31$311,534
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,098,517
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$786,983
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$275
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST

2023: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND 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: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND 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: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND 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: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND 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: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND 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: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND 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
2016: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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