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STEPHEN L. CARSON PHD PROFIT SHARING PLAN 401k Plan overview

Plan NameSTEPHEN L. CARSON PHD PROFIT SHARING PLAN
Plan identification number 001

STEPHEN L. CARSON PHD PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • 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

STEPHEN L. CARSON PHD PROFIT SHARING PLA has sponsored the creation of one or more 401k plans.

Company Name:STEPHEN L. CARSON PHD PROFIT SHARING PLA
Employer identification number (EIN):860493320
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN L. CARSON PHD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01STEPHEN L. CARSON2020-10-13
0012019-01-01STEPHEN L. CARSON
0012018-01-01STEPHEN L. CARSON2019-10-08
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01STEPHEN L. CARSON
0012011-01-01STEPHEN L. CARSON
0012009-01-01STEPHEN L. CARSON

Plan Statistics for STEPHEN L. CARSON PHD PROFIT SHARING PLAN

401k plan membership statisitcs for STEPHEN L. CARSON PHD PROFIT SHARING PLAN

Measure Date Value
2020: STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Number of retired or separated participants receiving benefits2020-01-011
Total of all active and inactive participants2020-01-011
Total participants2020-01-011
Number of participants with account balances2020-01-010
2019: STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-011
Total participants2019-01-011
Number of participants with account balances2019-01-011
2018: STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Total of all active and inactive participants2018-01-011
Total participants2018-01-011
2017: STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Total of all active and inactive participants2017-01-011
Total participants2017-01-011
2016: STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Total of all active and inactive participants2016-01-011
Total participants2016-01-011
Number of participants with account balances2016-01-011
2015: STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Total of all active and inactive participants2015-01-011
Total participants2015-01-011
Number of participants with account balances2015-01-011
2014: STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-011
Total of all active and inactive participants2014-01-011
Total participants2014-01-011
Number of participants with account balances2014-01-011
2013: STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2009: STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on STEPHEN L. CARSON PHD PROFIT SHARING PLAN

Measure Date Value
2020 : STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$-2,033
Expenses. Total of all expenses incurred2020-12-31$77,257
Benefits paid (including direct rollovers)2020-12-31$76,486
Total plan assets at end of year2020-12-31$0
Total plan assets at beginning of year2020-12-31$79,290
Value of fidelity bond covering the plan2020-12-31$90,000
Other income received2020-12-31$-2,033
Net income (gross income less expenses)2020-12-31$-79,290
Net plan assets at end of year (total assets less liabilities)2020-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$79,290
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$771
2019 : STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$2,714
Expenses. Total of all expenses incurred2019-12-31$4,363
Benefits paid (including direct rollovers)2019-12-31$4,000
Total plan assets at end of year2019-12-31$79,290
Total plan assets at beginning of year2019-12-31$80,939
Value of fidelity bond covering the plan2019-12-31$90,000
Other income received2019-12-31$2,714
Net income (gross income less expenses)2019-12-31$-1,649
Net plan assets at end of year (total assets less liabilities)2019-12-31$79,290
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$80,939
Assets. Value of assets in partnership/joint-venture interests2019-12-31$2,500
Assets. Value of real-estate (other than employer real property)2019-12-31$45,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$363
2018 : STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-1,534
Expenses. Total of all expenses incurred2018-12-31$4,276
Benefits paid (including direct rollovers)2018-12-31$4,000
Total plan assets at end of year2018-12-31$80,939
Total plan assets at beginning of year2018-12-31$86,749
Value of fidelity bond covering the plan2018-12-31$90,000
Other income received2018-12-31$-1,534
Net income (gross income less expenses)2018-12-31$-5,810
Net plan assets at end of year (total assets less liabilities)2018-12-31$80,939
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$86,749
Assets. Value of assets in partnership/joint-venture interests2018-12-31$5,342
Assets. Value of real-estate (other than employer real property)2018-12-31$45,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$276
2017 : STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$2,463
Expenses. Total of all expenses incurred2017-12-31$4,409
Benefits paid (including direct rollovers)2017-12-31$4,000
Total plan assets at end of year2017-12-31$86,749
Total plan assets at beginning of year2017-12-31$88,695
Value of fidelity bond covering the plan2017-12-31$90,000
Other income received2017-12-31$2,463
Net income (gross income less expenses)2017-12-31$-1,946
Net plan assets at end of year (total assets less liabilities)2017-12-31$86,749
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$88,695
Assets. Value of assets in partnership/joint-venture interests2017-12-31$5,863
Assets. Value of real-estate (other than employer real property)2017-12-31$45,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$409
2016 : STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$-1,983
Expenses. Total of all expenses incurred2016-12-31$4,176
Benefits paid (including direct rollovers)2016-12-31$4,000
Total plan assets at end of year2016-12-31$88,695
Total plan assets at beginning of year2016-12-31$94,854
Value of fidelity bond covering the plan2016-12-31$90,000
Other income received2016-12-31$-1,983
Net income (gross income less expenses)2016-12-31$-6,159
Net plan assets at end of year (total assets less liabilities)2016-12-31$88,695
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$94,854
Assets. Value of assets in partnership/joint-venture interests2016-12-31$6,521
Assets. Value of real-estate (other than employer real property)2016-12-31$45,000
Total contributions received or receivable from employer(s)2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$176
2015 : STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-89,576
Expenses. Total of all expenses incurred2015-12-31$1,383,806
Benefits paid (including direct rollovers)2015-12-31$1,381,222
Total plan assets at end of year2015-12-31$94,854
Total plan assets at beginning of year2015-12-31$1,568,236
Value of fidelity bond covering the plan2015-12-31$90,000
Other income received2015-12-31$-89,576
Net income (gross income less expenses)2015-12-31$-1,473,382
Net plan assets at end of year (total assets less liabilities)2015-12-31$94,854
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,568,236
Assets. Value of assets in partnership/joint-venture interests2015-12-31$15,282
Assets. Value of real-estate (other than employer real property)2015-12-31$45,000
Total contributions received or receivable from employer(s)2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,584
2014 : STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$160,751
Expenses. Total of all expenses incurred2014-12-31$76,176
Benefits paid (including direct rollovers)2014-12-31$63,191
Total plan assets at end of year2014-12-31$1,568,236
Total plan assets at beginning of year2014-12-31$1,483,661
Value of fidelity bond covering the plan2014-12-31$90,000
Other income received2014-12-31$114,899
Net income (gross income less expenses)2014-12-31$84,575
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,568,236
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,483,661
Assets. Value of assets in partnership/joint-venture interests2014-12-31$91,765
Assets. Value of real-estate (other than employer real property)2014-12-31$72,344
Total contributions received or receivable from employer(s)2014-12-31$45,852
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$12,985
2013 : STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$102,377
Expenses. Total of all expenses incurred2013-12-31$12,831
Total plan assets at end of year2013-12-31$1,483,661
Total plan assets at beginning of year2013-12-31$1,394,115
Value of fidelity bond covering the plan2013-12-31$90,000
Other income received2013-12-31$56,733
Net income (gross income less expenses)2013-12-31$89,546
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,483,661
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,394,115
Assets. Value of assets in partnership/joint-venture interests2013-12-31$93,835
Assets. Value of real-estate (other than employer real property)2013-12-31$72,344
Total contributions received or receivable from employer(s)2013-12-31$45,644
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$12,831
2012 : STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$167,993
Expenses. Total of all expenses incurred2012-12-31$11,804
Total plan assets at end of year2012-12-31$1,394,115
Total plan assets at beginning of year2012-12-31$1,237,926
Value of fidelity bond covering the plan2012-12-31$90,000
Other income received2012-12-31$124,114
Net income (gross income less expenses)2012-12-31$156,189
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,394,115
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,237,926
Assets. Value of assets in partnership/joint-venture interests2012-12-31$96,289
Assets. Value of real-estate (other than employer real property)2012-12-31$72,344
Total contributions received or receivable from employer(s)2012-12-31$43,879
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$11,804
2011 : STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$1,828
Expenses. Total of all expenses incurred2011-12-31$11,724
Total plan assets at end of year2011-12-31$1,237,926
Total plan assets at beginning of year2011-12-31$1,247,822
Value of fidelity bond covering the plan2011-12-31$90,000
Other income received2011-12-31$-41,626
Net income (gross income less expenses)2011-12-31$-9,896
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,237,926
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,247,822
Assets. Value of assets in partnership/joint-venture interests2011-12-31$115,947
Assets. Value of real-estate (other than employer real property)2011-12-31$72,344
Total contributions received or receivable from employer(s)2011-12-31$43,454
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$11,724
2010 : STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$117,350
Total plan assets at end of year2010-12-31$1,247,822
Total plan assets at beginning of year2010-12-31$1,130,472
Value of fidelity bond covering the plan2010-12-31$90,000
Other income received2010-12-31$82,030
Net income (gross income less expenses)2010-12-31$117,350
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,247,822
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,130,472
Assets. Value of assets in partnership/joint-venture interests2010-12-31$165,898
Assets. Value of real-estate (other than employer real property)2010-12-31$72,344
Total contributions received or receivable from employer(s)2010-12-31$35,320

Form 5500 Responses for STEPHEN L. CARSON PHD PROFIT SHARING PLAN

2020: STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: STEPHEN L. CARSON PHD PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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