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RENE L. COTE SONS INC. RETIREMENT PLAN 401k Plan overview

Plan NameRENE L. COTE SONS INC. RETIREMENT PLAN
Plan identification number 001

RENE L. COTE SONS INC. RETIREMENT PLAN 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

RENE L. COTE SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:RENE L. COTE SONS, INC.
Employer identification number (EIN):042521327
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RENE L. COTE SONS INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-04-01
0012022-04-01
0012021-04-01
0012020-04-01
0012019-04-01
0012019-04-01
0012018-04-01
0012017-04-01LORI COTE SCOTT
0012016-04-01LORI COTE SCOTT
0012015-04-01LORI COTE SCOTT
0012014-04-01LORI COTE SCOTT
0012013-04-01LORI COTE
0012012-04-01LORI COTE LORI COTE2013-08-02
0012011-04-01LORI COTE
0012010-04-01LORI COTE
0012009-04-01LORI COTE

Plan Statistics for RENE L. COTE SONS INC. RETIREMENT PLAN

401k plan membership statisitcs for RENE L. COTE SONS INC. RETIREMENT PLAN

Measure Date Value
2023: RENE L. COTE SONS INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-04-0114
Total number of active participants reported on line 7a of the Form 55002023-04-0112
Number of retired or separated participants receiving benefits2023-04-010
Number of other retired or separated participants entitled to future benefits2023-04-011
Total of all active and inactive participants2023-04-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-04-010
Total participants2023-04-0113
Number of participants with account balances2023-04-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-04-010
2022: RENE L. COTE SONS INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-0113
Total number of active participants reported on line 7a of the Form 55002022-04-0114
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-010
Total of all active and inactive participants2022-04-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-010
Total participants2022-04-0114
Number of participants with account balances2022-04-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-010
2021: RENE L. COTE SONS INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-0113
Total number of active participants reported on line 7a of the Form 55002021-04-0113
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-010
Total of all active and inactive participants2021-04-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-0113
Number of participants with account balances2021-04-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-010
2020: RENE L. COTE SONS INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-0113
Total number of active participants reported on line 7a of the Form 55002020-04-0112
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-011
Total of all active and inactive participants2020-04-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-0113
Number of participants with account balances2020-04-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-010
2019: RENE L. COTE SONS INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-0113
Total number of active participants reported on line 7a of the Form 55002019-04-0112
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-011
Total of all active and inactive participants2019-04-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-0113
Number of participants with account balances2019-04-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-010
2018: RENE L. COTE SONS INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-0113
Total number of active participants reported on line 7a of the Form 55002018-04-0113
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-010
Total of all active and inactive participants2018-04-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-0113
Number of participants with account balances2018-04-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-010
2017: RENE L. COTE SONS INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-0112
Total number of active participants reported on line 7a of the Form 55002017-04-0112
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-011
Total of all active and inactive participants2017-04-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-0113
Number of participants with account balances2017-04-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-010
2016: RENE L. COTE SONS INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-0112
Total number of active participants reported on line 7a of the Form 55002016-04-0112
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-010
Total of all active and inactive participants2016-04-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-0112
Number of participants with account balances2016-04-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
2015: RENE L. COTE SONS INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-0112
Total number of active participants reported on line 7a of the Form 55002015-04-0112
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-010
Total of all active and inactive participants2015-04-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-0112
Number of participants with account balances2015-04-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
2014: RENE L. COTE SONS INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-0112
Total number of active participants reported on line 7a of the Form 55002014-04-0112
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-010
Total of all active and inactive participants2014-04-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-0112
Number of participants with account balances2014-04-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010
2013: RENE L. COTE SONS INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-0112
Total number of active participants reported on line 7a of the Form 55002013-04-0112
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-010
Total of all active and inactive participants2013-04-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-0112
Number of participants with account balances2013-04-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-010
2012: RENE L. COTE SONS INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-0112
Total number of active participants reported on line 7a of the Form 55002012-04-0112
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-010
Total of all active and inactive participants2012-04-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-0112
Number of participants with account balances2012-04-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-010
2011: RENE L. COTE SONS INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-0112
Total number of active participants reported on line 7a of the Form 55002011-04-0113
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-010
Total of all active and inactive participants2011-04-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-010
Total participants2011-04-0113
Number of participants with account balances2011-04-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-010
2010: RENE L. COTE SONS INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-0114
Total number of active participants reported on line 7a of the Form 55002010-04-0112
Number of retired or separated participants receiving benefits2010-04-010
Number of other retired or separated participants entitled to future benefits2010-04-012
Total of all active and inactive participants2010-04-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-010
Total participants2010-04-0114
Number of participants with account balances2010-04-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-010
2009: RENE L. COTE SONS INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-0114
Total number of active participants reported on line 7a of the Form 55002009-04-0114
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-010
Total of all active and inactive participants2009-04-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-0114
Number of participants with account balances2009-04-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-010

Financial Data on RENE L. COTE SONS INC. RETIREMENT PLAN

Measure Date Value
2024 : RENE L. COTE SONS INC. RETIREMENT PLAN 2024 401k financial data
Transfers to/from the plan2024-03-31$0
Total plan liabilities at end of year2024-03-31$0
Total plan liabilities at beginning of year2024-03-31$0
Total income from all sources2024-03-31$1,856,625
Expenses. Total of all expenses incurred2024-03-31$617,830
Benefits paid (including direct rollovers)2024-03-31$573,753
Total plan assets at end of year2024-03-31$12,422,664
Total plan assets at beginning of year2024-03-31$11,183,869
Value of fidelity bond covering the plan2024-03-31$500,000
Assets. Value of tangible personal property2024-03-31$0
Total contributions received or receivable from participants2024-03-31$145,665
Assets. Value of loans (other than to participants)2024-03-31$0
Expenses. Other expenses not covered elsewhere2024-03-31$0
Contributions received from other sources (not participants or employers)2024-03-31$0
Other income received2024-03-31$1,501,649
Noncash contributions received2024-03-31$0
Net income (gross income less expenses)2024-03-31$1,238,795
Net plan assets at end of year (total assets less liabilities)2024-03-31$12,422,664
Net plan assets at beginning of year (total assets less liabilities)2024-03-31$11,183,869
Assets. Value of participant loans2024-03-31$0
Assets. Value of assets in partnership/joint-venture interests2024-03-31$0
Assets. Value of real-estate (other than employer real property)2024-03-31$0
Assets. Value of employer securities2024-03-31$0
Assets. Value of employer real property2024-03-31$0
Total contributions received or receivable from employer(s)2024-03-31$209,311
Value of certain deemed distributions of participant loans2024-03-31$0
Value of corrective distributions2024-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2024-03-31$44,077
2023 : RENE L. COTE SONS INC. RETIREMENT PLAN 2023 401k financial data
Transfers to/from the plan2023-03-31$0
Total plan liabilities at end of year2023-03-31$0
Total plan liabilities at beginning of year2023-03-31$0
Total income from all sources2023-03-31$-214,480
Expenses. Total of all expenses incurred2023-03-31$644,946
Benefits paid (including direct rollovers)2023-03-31$597,376
Total plan assets at end of year2023-03-31$11,183,869
Total plan assets at beginning of year2023-03-31$12,043,295
Value of fidelity bond covering the plan2023-03-31$500,000
Assets. Value of tangible personal property2023-03-31$0
Total contributions received or receivable from participants2023-03-31$159,506
Assets. Value of loans (other than to participants)2023-03-31$0
Expenses. Other expenses not covered elsewhere2023-03-31$0
Contributions received from other sources (not participants or employers)2023-03-31$0
Other income received2023-03-31$-615,848
Noncash contributions received2023-03-31$0
Net income (gross income less expenses)2023-03-31$-859,426
Net plan assets at end of year (total assets less liabilities)2023-03-31$11,183,869
Net plan assets at beginning of year (total assets less liabilities)2023-03-31$12,043,295
Assets. Value of participant loans2023-03-31$0
Assets. Value of assets in partnership/joint-venture interests2023-03-31$0
Assets. Value of real-estate (other than employer real property)2023-03-31$0
Assets. Value of employer securities2023-03-31$0
Assets. Value of employer real property2023-03-31$0
Total contributions received or receivable from employer(s)2023-03-31$241,862
Value of certain deemed distributions of participant loans2023-03-31$0
Value of corrective distributions2023-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-03-31$47,570
2022 : RENE L. COTE SONS INC. RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan2022-03-31$0
Total plan liabilities at end of year2022-03-31$0
Total plan liabilities at beginning of year2022-03-31$0
Total income from all sources2022-03-31$1,067,600
Expenses. Total of all expenses incurred2022-03-31$78,221
Benefits paid (including direct rollovers)2022-03-31$0
Total plan assets at end of year2022-03-31$12,043,295
Total plan assets at beginning of year2022-03-31$11,053,916
Value of fidelity bond covering the plan2022-03-31$500,000
Total contributions received or receivable from participants2022-03-31$195,035
Expenses. Other expenses not covered elsewhere2022-03-31$0
Contributions received from other sources (not participants or employers)2022-03-31$0
Other income received2022-03-31$648,119
Noncash contributions received2022-03-31$0
Net income (gross income less expenses)2022-03-31$989,379
Net plan assets at end of year (total assets less liabilities)2022-03-31$12,043,295
Net plan assets at beginning of year (total assets less liabilities)2022-03-31$11,053,916
Total contributions received or receivable from employer(s)2022-03-31$224,446
Value of certain deemed distributions of participant loans2022-03-31$0
Value of corrective distributions2022-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-03-31$78,221
2021 : RENE L. COTE SONS INC. RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan2021-03-31$0
Total plan liabilities at end of year2021-03-31$0
Total plan liabilities at beginning of year2021-03-31$0
Total income from all sources2021-03-31$4,134,121
Expenses. Total of all expenses incurred2021-03-31$57,717
Benefits paid (including direct rollovers)2021-03-31$0
Total plan assets at end of year2021-03-31$11,053,916
Total plan assets at beginning of year2021-03-31$6,977,512
Value of fidelity bond covering the plan2021-03-31$500,000
Total contributions received or receivable from participants2021-03-31$157,428
Expenses. Other expenses not covered elsewhere2021-03-31$0
Contributions received from other sources (not participants or employers)2021-03-31$0
Other income received2021-03-31$3,748,709
Noncash contributions received2021-03-31$0
Net income (gross income less expenses)2021-03-31$4,076,404
Net plan assets at end of year (total assets less liabilities)2021-03-31$11,053,916
Net plan assets at beginning of year (total assets less liabilities)2021-03-31$6,977,512
Total contributions received or receivable from employer(s)2021-03-31$227,984
Value of certain deemed distributions of participant loans2021-03-31$0
Value of corrective distributions2021-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-03-31$57,717
2020 : RENE L. COTE SONS INC. RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan2020-03-31$0
Total plan liabilities at end of year2020-03-31$0
Total plan liabilities at beginning of year2020-03-31$0
Total income from all sources2020-03-31$-157,854
Expenses. Total of all expenses incurred2020-03-31$792,162
Benefits paid (including direct rollovers)2020-03-31$758,151
Total plan assets at end of year2020-03-31$6,977,512
Total plan assets at beginning of year2020-03-31$7,927,528
Value of fidelity bond covering the plan2020-03-31$500,000
Assets. Value of tangible personal property2020-03-31$0
Total contributions received or receivable from participants2020-03-31$165,486
Assets. Value of loans (other than to participants)2020-03-31$0
Expenses. Other expenses not covered elsewhere2020-03-31$0
Contributions received from other sources (not participants or employers)2020-03-31$0
Other income received2020-03-31$-617,378
Noncash contributions received2020-03-31$0
Net income (gross income less expenses)2020-03-31$-950,016
Net plan assets at end of year (total assets less liabilities)2020-03-31$6,977,512
Net plan assets at beginning of year (total assets less liabilities)2020-03-31$7,927,528
Assets. Value of participant loans2020-03-31$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2020-03-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2020-03-31$0
Assets. Value of assets in partnership/joint-venture interests2020-03-31$0
Assets. Value of real-estate (other than employer real property)2020-03-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-03-31$0
Assets. Value of employer securities2020-03-31$0
Assets. Value of employer real property2020-03-31$0
Total contributions received or receivable from employer(s)2020-03-31$294,038
Value of certain deemed distributions of participant loans2020-03-31$0
Value of corrective distributions2020-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-03-31$34,011
2019 : RENE L. COTE SONS INC. RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan2019-03-31$0
Total plan liabilities at end of year2019-03-31$0
Total plan liabilities at beginning of year2019-03-31$0
Total income from all sources2019-03-31$575,260
Expenses. Total of all expenses incurred2019-03-31$2,525
Benefits paid (including direct rollovers)2019-03-31$162
Total plan assets at end of year2019-03-31$7,927,528
Total plan assets at beginning of year2019-03-31$7,354,793
Value of fidelity bond covering the plan2019-03-31$500,000
Total contributions received or receivable from participants2019-03-31$168,811
Expenses. Other expenses not covered elsewhere2019-03-31$0
Contributions received from other sources (not participants or employers)2019-03-31$0
Other income received2019-03-31$245,023
Noncash contributions received2019-03-31$0
Net income (gross income less expenses)2019-03-31$572,735
Net plan assets at end of year (total assets less liabilities)2019-03-31$7,927,528
Net plan assets at beginning of year (total assets less liabilities)2019-03-31$7,354,793
Total contributions received or receivable from employer(s)2019-03-31$161,426
Value of certain deemed distributions of participant loans2019-03-31$0
Value of corrective distributions2019-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-03-31$2,363
2018 : RENE L. COTE SONS INC. RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan2018-03-31$0
Total plan liabilities at end of year2018-03-31$0
Total plan liabilities at beginning of year2018-03-31$0
Total income from all sources2018-03-31$1,127,369
Expenses. Total of all expenses incurred2018-03-31$2,163
Benefits paid (including direct rollovers)2018-03-31$0
Total plan assets at end of year2018-03-31$7,354,793
Total plan assets at beginning of year2018-03-31$6,229,587
Value of fidelity bond covering the plan2018-03-31$500,000
Total contributions received or receivable from participants2018-03-31$123,279
Expenses. Other expenses not covered elsewhere2018-03-31$0
Contributions received from other sources (not participants or employers)2018-03-31$0
Other income received2018-03-31$834,634
Noncash contributions received2018-03-31$0
Net income (gross income less expenses)2018-03-31$1,125,206
Net plan assets at end of year (total assets less liabilities)2018-03-31$7,354,793
Net plan assets at beginning of year (total assets less liabilities)2018-03-31$6,229,587
Total contributions received or receivable from employer(s)2018-03-31$169,456
Value of certain deemed distributions of participant loans2018-03-31$0
Value of corrective distributions2018-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-03-31$2,163
2017 : RENE L. COTE SONS INC. RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan2017-03-31$0
Total plan liabilities at end of year2017-03-31$0
Total plan liabilities at beginning of year2017-03-31$0
Total income from all sources2017-03-31$1,045,737
Expenses. Total of all expenses incurred2017-03-31$598,910
Benefits paid (including direct rollovers)2017-03-31$597,381
Total plan assets at end of year2017-03-31$6,229,587
Total plan assets at beginning of year2017-03-31$5,782,760
Value of fidelity bond covering the plan2017-03-31$500,000
Total contributions received or receivable from participants2017-03-31$149,445
Expenses. Other expenses not covered elsewhere2017-03-31$0
Contributions received from other sources (not participants or employers)2017-03-31$0
Other income received2017-03-31$743,506
Noncash contributions received2017-03-31$0
Net income (gross income less expenses)2017-03-31$446,827
Net plan assets at end of year (total assets less liabilities)2017-03-31$6,229,587
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$5,782,760
Total contributions received or receivable from employer(s)2017-03-31$152,786
Value of certain deemed distributions of participant loans2017-03-31$0
Value of corrective distributions2017-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-03-31$1,529
2016 : RENE L. COTE SONS INC. RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan2016-03-31$0
Total plan liabilities at end of year2016-03-31$0
Total plan liabilities at beginning of year2016-03-31$0
Total income from all sources2016-03-31$151,154
Expenses. Total of all expenses incurred2016-03-31$383
Benefits paid (including direct rollovers)2016-03-31$383
Total plan assets at end of year2016-03-31$5,782,760
Total plan assets at beginning of year2016-03-31$5,631,989
Value of fidelity bond covering the plan2016-03-31$500,000
Total contributions received or receivable from participants2016-03-31$118,637
Expenses. Other expenses not covered elsewhere2016-03-31$0
Contributions received from other sources (not participants or employers)2016-03-31$0
Other income received2016-03-31$-138,306
Noncash contributions received2016-03-31$0
Net income (gross income less expenses)2016-03-31$150,771
Net plan assets at end of year (total assets less liabilities)2016-03-31$5,782,760
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$5,631,989
Total contributions received or receivable from employer(s)2016-03-31$170,823
Value of certain deemed distributions of participant loans2016-03-31$0
Value of corrective distributions2016-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-03-31$0
2015 : RENE L. COTE SONS INC. RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan2015-03-31$0
Total plan liabilities at end of year2015-03-31$0
Total plan liabilities at beginning of year2015-03-31$0
Total income from all sources2015-03-31$703,977
Expenses. Total of all expenses incurred2015-03-31$340
Benefits paid (including direct rollovers)2015-03-31$340
Total plan assets at end of year2015-03-31$5,631,989
Total plan assets at beginning of year2015-03-31$4,928,352
Value of fidelity bond covering the plan2015-03-31$500,000
Total contributions received or receivable from participants2015-03-31$99,421
Expenses. Other expenses not covered elsewhere2015-03-31$0
Contributions received from other sources (not participants or employers)2015-03-31$0
Other income received2015-03-31$466,848
Noncash contributions received2015-03-31$0
Net income (gross income less expenses)2015-03-31$703,637
Net plan assets at end of year (total assets less liabilities)2015-03-31$5,631,989
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$4,928,352
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-03-31$0
Total contributions received or receivable from employer(s)2015-03-31$137,708
Value of certain deemed distributions of participant loans2015-03-31$0
Value of corrective distributions2015-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-03-31$0
2014 : RENE L. COTE SONS INC. RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-03-31$0
Total plan liabilities at end of year2014-03-31$0
Total income from all sources2014-03-31$945,853
Expenses. Total of all expenses incurred2014-03-31$248
Benefits paid (including direct rollovers)2014-03-31$242
Total plan assets at end of year2014-03-31$4,928,352
Total plan assets at beginning of year2014-03-31$3,982,747
Value of fidelity bond covering the plan2014-03-31$400,000
Total contributions received or receivable from participants2014-03-31$103,272
Expenses. Other expenses not covered elsewhere2014-03-31$0
Contributions received from other sources (not participants or employers)2014-03-31$0
Other income received2014-03-31$702,267
Noncash contributions received2014-03-31$0
Net income (gross income less expenses)2014-03-31$945,605
Net plan assets at end of year (total assets less liabilities)2014-03-31$4,928,352
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$3,982,747
Total contributions received or receivable from employer(s)2014-03-31$140,314
Value of certain deemed distributions of participant loans2014-03-31$0
Value of corrective distributions2014-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-03-31$6
2013 : RENE L. COTE SONS INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-03-31$598,544
Expenses. Total of all expenses incurred2013-03-31$190
Benefits paid (including direct rollovers)2013-03-31$190
Total plan assets at end of year2013-03-31$3,982,747
Total plan assets at beginning of year2013-03-31$3,384,393
Value of fidelity bond covering the plan2013-03-31$400,000
Total contributions received or receivable from participants2013-03-31$76,381
Other income received2013-03-31$386,594
Net income (gross income less expenses)2013-03-31$598,354
Net plan assets at end of year (total assets less liabilities)2013-03-31$3,982,747
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$3,384,393
Total contributions received or receivable from employer(s)2013-03-31$135,569
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
2012 : RENE L. COTE SONS INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-03-31$327,765
Expenses. Total of all expenses incurred2012-03-31$201,471
Benefits paid (including direct rollovers)2012-03-31$201,453
Total plan assets at end of year2012-03-31$3,384,393
Total plan assets at beginning of year2012-03-31$3,258,099
Value of fidelity bond covering the plan2012-03-31$400,000
Total contributions received or receivable from participants2012-03-31$93,663
Contributions received from other sources (not participants or employers)2012-03-31$13,304
Other income received2012-03-31$83,517
Net income (gross income less expenses)2012-03-31$126,294
Net plan assets at end of year (total assets less liabilities)2012-03-31$3,384,393
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$3,258,099
Total contributions received or receivable from employer(s)2012-03-31$137,281
Expenses. Administrative service providers (salaries,fees and commissions)2012-03-31$18
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
2011 : RENE L. COTE SONS INC. RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-03-31$646,369
Expenses. Total of all expenses incurred2011-03-31$141
Benefits paid (including direct rollovers)2011-03-31$141
Total plan assets at end of year2011-03-31$3,258,099
Total plan assets at beginning of year2011-03-31$2,611,871
Value of fidelity bond covering the plan2011-03-31$400,000
Total contributions received or receivable from participants2011-03-31$88,065
Other income received2011-03-31$422,116
Net income (gross income less expenses)2011-03-31$646,228
Net plan assets at end of year (total assets less liabilities)2011-03-31$3,258,099
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$2,611,871
Total contributions received or receivable from employer(s)2011-03-31$136,188
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0

Form 5500 Responses for RENE L. COTE SONS INC. RETIREMENT PLAN

2023: RENE L. COTE SONS INC. RETIREMENT PLAN 2023 form 5500 responses
2023-04-01Type of plan entitySingle employer plan
2023-04-01This submission is the final filingNo
2023-04-01Plan is a collectively bargained planNo
2023-04-01Plan funding arrangement – TrustYes
2023-04-01Plan benefit arrangement - TrustYes
2022: RENE L. COTE SONS INC. RETIREMENT PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01This submission is the final filingNo
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement - TrustYes
2021: RENE L. COTE SONS INC. RETIREMENT PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: RENE L. COTE SONS INC. RETIREMENT PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: RENE L. COTE SONS INC. RETIREMENT PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: RENE L. COTE SONS INC. RETIREMENT PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: RENE L. COTE SONS INC. RETIREMENT PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: RENE L. COTE SONS INC. RETIREMENT PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: RENE L. COTE SONS INC. RETIREMENT PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: RENE L. COTE SONS INC. RETIREMENT PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: RENE L. COTE SONS INC. RETIREMENT PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: RENE L. COTE SONS INC. RETIREMENT PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: RENE L. COTE SONS INC. RETIREMENT PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2010: RENE L. COTE SONS INC. RETIREMENT PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Submission has been amendedNo
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement - TrustYes
2009: RENE L. COTE SONS INC. RETIREMENT PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

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