CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
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2023: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 16 |
Total of all active and inactive participants | 2023-01-01 | 50 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 50 |
Number of participants with account balances | 2023-01-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 4 |
2022: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 33 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 12 |
Total of all active and inactive participants | 2022-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 45 |
Number of participants with account balances | 2022-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 14 |
Total of all active and inactive participants | 2021-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 39 |
Number of participants with account balances | 2021-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
2020: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 17 |
Total of all active and inactive participants | 2020-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 37 |
Number of participants with account balances | 2020-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 2 |
2019: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 14 |
Total of all active and inactive participants | 2019-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 33 |
Number of participants with account balances | 2019-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 13 |
Total of all active and inactive participants | 2018-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 32 |
Number of participants with account balances | 2018-01-01 | 27 |
2017: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 14 |
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 | 15 |
Total of all active and inactive participants | 2017-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 29 |
Number of participants with account balances | 2017-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 19 |
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 | 14 |
Total of all active and inactive participants | 2016-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 33 |
Number of participants with account balances | 2016-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 13 |
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 | 16 |
Total of all active and inactive participants | 2015-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 29 |
Number of participants with account balances | 2015-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 12 |
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 | 18 |
Total of all active and inactive participants | 2014-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 30 |
Number of participants with account balances | 2014-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 10 |
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 | 20 |
Total of all active and inactive participants | 2013-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 30 |
Number of participants with account balances | 2013-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 12 |
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 | 17 |
Total of all active and inactive participants | 2012-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 29 |
Number of participants with account balances | 2012-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 11 |
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 | 18 |
Total of all active and inactive participants | 2011-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 29 |
Number of participants with account balances | 2011-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 20 |
Total of all active and inactive participants | 2010-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 34 |
Number of participants with account balances | 2010-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 15 |
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 | 21 |
Total of all active and inactive participants | 2009-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 36 |
Number of participants with account balances | 2009-01-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2023 : CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2023 401k financial data |
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Transfers to/from the plan | 2023-12-31 | $-4,802 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $1,508,171 |
Expenses. Total of all expenses incurred | 2023-12-31 | $181,078 |
Benefits paid (including direct rollovers) | 2023-12-31 | $176,434 |
Total plan assets at end of year | 2023-12-31 | $4,343,359 |
Total plan assets at beginning of year | 2023-12-31 | $3,021,068 |
Value of fidelity bond covering the plan | 2023-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2023-12-31 | $600,450 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
Other income received | 2023-12-31 | $755,749 |
Noncash contributions received | 2023-12-31 | $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 loans | 2023-12-31 | $8,528 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $151,972 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $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 |
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Transfers to/from the plan | 2022-12-31 | $-182,773 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-81,394 |
Expenses. Total of all expenses incurred | 2022-12-31 | $165,038 |
Benefits paid (including direct rollovers) | 2022-12-31 | $161,218 |
Total plan assets at end of year | 2022-12-31 | $3,021,068 |
Total plan assets at beginning of year | 2022-12-31 | $3,450,273 |
Value of fidelity bond covering the plan | 2022-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2022-12-31 | $443,621 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $23,256 |
Other income received | 2022-12-31 | $-650,226 |
Noncash contributions received | 2022-12-31 | $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 loans | 2022-12-31 | $22,164 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $101,955 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $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 |
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Transfers to/from the plan | 2021-12-31 | $-156,457 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $900,818 |
Expenses. Total of all expenses incurred | 2021-12-31 | $195,904 |
Benefits paid (including direct rollovers) | 2021-12-31 | $192,680 |
Total plan assets at end of year | 2021-12-31 | $3,450,273 |
Total plan assets at beginning of year | 2021-12-31 | $2,901,816 |
Value of fidelity bond covering the plan | 2021-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2021-12-31 | $329,638 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $11,766 |
Other income received | 2021-12-31 | $488,507 |
Noncash contributions received | 2021-12-31 | $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 loans | 2021-12-31 | $29,415 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $70,907 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $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 |
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Transfers to/from the plan | 2020-12-31 | $-561,027 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $889,496 |
Expenses. Total of all expenses incurred | 2020-12-31 | $127,421 |
Benefits paid (including direct rollovers) | 2020-12-31 | $124,458 |
Total plan assets at end of year | 2020-12-31 | $2,901,816 |
Total plan assets at beginning of year | 2020-12-31 | $2,700,768 |
Value of fidelity bond covering the plan | 2020-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2020-12-31 | $291,875 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $106,571 |
Other income received | 2020-12-31 | $428,640 |
Noncash contributions received | 2020-12-31 | $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 loans | 2020-12-31 | $38,921 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $62,410 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $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 |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,062,288 |
Expenses. Total of all expenses incurred | 2019-12-31 | $76,249 |
Benefits paid (including direct rollovers) | 2019-12-31 | $74,179 |
Total plan assets at end of year | 2019-12-31 | $2,700,768 |
Total plan assets at beginning of year | 2019-12-31 | $1,714,729 |
Value of fidelity bond covering the plan | 2019-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $254,421 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $273,055 |
Other income received | 2019-12-31 | $485,639 |
Noncash contributions received | 2019-12-31 | $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 loans | 2019-12-31 | $47,853 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $49,173 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $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 |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $82,206 |
Expenses. Total of all expenses incurred | 2018-12-31 | $59,683 |
Benefits paid (including direct rollovers) | 2018-12-31 | $58,628 |
Total plan assets at end of year | 2018-12-31 | $1,714,729 |
Total plan assets at beginning of year | 2018-12-31 | $1,692,206 |
Value of fidelity bond covering the plan | 2018-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $160,000 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $45,637 |
Other income received | 2018-12-31 | $-123,431 |
Noncash contributions received | 2018-12-31 | $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 loans | 2018-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $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 |
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Transfers to/from the plan | 2017-12-31 | $-95,075 |
Total income from all sources | 2017-12-31 | $406,261 |
Expenses. Total of all expenses incurred | 2017-12-31 | $78,927 |
Benefits paid (including direct rollovers) | 2017-12-31 | $75,971 |
Total plan assets at end of year | 2017-12-31 | $1,692,206 |
Total plan assets at beginning of year | 2017-12-31 | $1,459,947 |
Value of fidelity bond covering the plan | 2017-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2017-12-31 | $132,400 |
Other income received | 2017-12-31 | $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 loans | 2017-12-31 | $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 |
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Total income from all sources | 2016-12-31 | $299,409 |
Expenses. Total of all expenses incurred | 2016-12-31 | $34,265 |
Benefits paid (including direct rollovers) | 2016-12-31 | $34,165 |
Total plan assets at end of year | 2016-12-31 | $1,459,947 |
Total plan assets at beginning of year | 2016-12-31 | $1,194,803 |
Value of fidelity bond covering the plan | 2016-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $167,742 |
Other income received | 2016-12-31 | $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 loans | 2016-12-31 | $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 |
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Transfers to/from the plan | 2015-12-31 | $-251,311 |
Total income from all sources | 2015-12-31 | $156,718 |
Expenses. Total of all expenses incurred | 2015-12-31 | $173,144 |
Benefits paid (including direct rollovers) | 2015-12-31 | $172,844 |
Total plan assets at end of year | 2015-12-31 | $1,194,803 |
Total plan assets at beginning of year | 2015-12-31 | $1,462,540 |
Value of fidelity bond covering the plan | 2015-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $147,408 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $300 |
Other income received | 2015-12-31 | $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 loans | 2015-12-31 | $26,025 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $212,384 |
Expenses. Total of all expenses incurred | 2014-12-31 | $255,394 |
Benefits paid (including direct rollovers) | 2014-12-31 | $254,894 |
Total plan assets at end of year | 2014-12-31 | $1,462,540 |
Total plan assets at beginning of year | 2014-12-31 | $1,505,550 |
Value of fidelity bond covering the plan | 2014-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $84,179 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $500 |
Other income received | 2014-12-31 | $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 loans | 2014-12-31 | $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 securities | 2014-12-31 | $0 |
2013 : CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $373,037 |
Expenses. Total of all expenses incurred | 2013-12-31 | $250,037 |
Benefits paid (including direct rollovers) | 2013-12-31 | $249,937 |
Total plan assets at end of year | 2013-12-31 | $1,505,550 |
Total plan assets at beginning of year | 2013-12-31 | $1,382,550 |
Value of fidelity bond covering the plan | 2013-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $64,844 |
Other income received | 2013-12-31 | $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 loans | 2013-12-31 | $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 securities | 2013-12-31 | $0 |
2012 : CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $267,948 |
Expenses. Total of all expenses incurred | 2012-12-31 | $374 |
Total plan assets at end of year | 2012-12-31 | $1,382,550 |
Total plan assets at beginning of year | 2012-12-31 | $1,114,976 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $99,174 |
Other income received | 2012-12-31 | $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 loans | 2012-12-31 | $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 securities | 2012-12-31 | $0 |
2011 : CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $-82,232 |
Total income from all sources | 2011-12-31 | $103,656 |
Expenses. Total of all expenses incurred | 2011-12-31 | $4,965 |
Benefits paid (including direct rollovers) | 2011-12-31 | $4,351 |
Total plan assets at end of year | 2011-12-31 | $1,114,976 |
Total plan assets at beginning of year | 2011-12-31 | $1,098,517 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $141,333 |
Other income received | 2011-12-31 | $-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 loans | 2011-12-31 | $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 securities | 2011-12-31 | $0 |
2010 : CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $357,883 |
Expenses. Total of all expenses incurred | 2010-12-31 | $46,349 |
Benefits paid (including direct rollovers) | 2010-12-31 | $46,074 |
Total plan assets at end of year | 2010-12-31 | $1,098,517 |
Total plan assets at beginning of year | 2010-12-31 | $786,983 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $154,859 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $81,207 |
Other income received | 2010-12-31 | $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 securities | 2010-12-31 | $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 securities | 2009-12-31 | $0 |
2023: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 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 – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 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 – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2015 form 5500 responses |
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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: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 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: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 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: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 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: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 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 |
2010: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CARRINGTON, COLEMAN, SLOMAN & BLUMENTHAL, LLP ASSOCIATES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 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 |