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COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCOALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN
Plan identification number 001

COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

COALITION FOR CHRISTIAN OUTREACH has sponsored the creation of one or more 401k plans.

Company Name:COALITION FOR CHRISTIAN OUTREACH
Employer identification number (EIN):251216330
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about COALITION FOR CHRISTIAN OUTREACH

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C2750843

More information about COALITION FOR CHRISTIAN OUTREACH

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-09-01SUSAN SCHULZ2024-01-10 SUSAN SCHULZ2024-01-10
0012021-09-01SUSAN SCHULZ2023-01-23 SUSAN SCHULZ2023-01-23
0012020-09-01
0012019-09-01
0012018-09-01
0012017-09-01SUSAN SCHULZ SUSAN SCHULZ2019-01-25
0012016-09-01SUSAN D SCHULZ SUSAN D SCHULZ2018-02-12
0012015-09-01SUSAN D SCHULZ SUSAN D SCHULZ2017-02-01
0012014-09-01SUSAN SCHULZ SUSAN SCHULZ2016-02-03
0012013-09-01SUSAN SCHULZ SUSAN SCHULZ2015-02-02
0012012-09-01SUSAN SCHULZ SUSAN SCHULZ2014-04-11
0012011-09-01SUSAN SCHULZ SUSAN SCHULZ2013-06-07
0012010-09-01SUSAN SCHULZ
0012009-09-01ROSEANN WAGONEER ROSEANN WAGONEER2011-06-13

Plan Statistics for COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-09-01186
Total number of active participants reported on line 7a of the Form 55002022-09-01137
Number of retired or separated participants receiving benefits2022-09-010
Number of other retired or separated participants entitled to future benefits2022-09-0137
Total of all active and inactive participants2022-09-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-09-010
Total participants2022-09-01174
Number of participants with account balances2022-09-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-09-016
2021: COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-09-01192
Total number of active participants reported on line 7a of the Form 55002021-09-01137
Number of retired or separated participants receiving benefits2021-09-010
Number of other retired or separated participants entitled to future benefits2021-09-0142
Total of all active and inactive participants2021-09-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-09-010
Total participants2021-09-01179
Number of participants with account balances2021-09-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-09-015
2020: COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-01208
Total number of active participants reported on line 7a of the Form 55002020-09-01150
Number of retired or separated participants receiving benefits2020-09-010
Number of other retired or separated participants entitled to future benefits2020-09-0141
Total of all active and inactive participants2020-09-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-09-010
Total participants2020-09-01191
Number of participants with account balances2020-09-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-09-0110
2019: COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-01207
Total number of active participants reported on line 7a of the Form 55002019-09-01164
Number of retired or separated participants receiving benefits2019-09-010
Number of other retired or separated participants entitled to future benefits2019-09-0133
Total of all active and inactive participants2019-09-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-09-010
Total participants2019-09-01197
Number of participants with account balances2019-09-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-09-0110
2018: COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-01205
Total number of active participants reported on line 7a of the Form 55002018-09-01176
Number of retired or separated participants receiving benefits2018-09-010
Number of other retired or separated participants entitled to future benefits2018-09-0125
Total of all active and inactive participants2018-09-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-011
Total participants2018-09-01202
Number of participants with account balances2018-09-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-014
2017: COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01195
Total number of active participants reported on line 7a of the Form 55002017-09-01165
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-0126
Total of all active and inactive participants2017-09-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-010
Total participants2017-09-01191
Number of participants with account balances2017-09-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-013
2016: COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01194
Total number of active participants reported on line 7a of the Form 55002016-09-01172
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-0121
Total of all active and inactive participants2016-09-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-010
Total participants2016-09-01193
Number of participants with account balances2016-09-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-014
2015: COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01192
Total number of active participants reported on line 7a of the Form 55002015-09-01158
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-0120
Total of all active and inactive participants2015-09-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-01178
Number of participants with account balances2015-09-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-014
2014: COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01190
Total number of active participants reported on line 7a of the Form 55002014-09-01154
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-0116
Total of all active and inactive participants2014-09-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-01170
Number of participants with account balances2014-09-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-014
2013: COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01182
Total number of active participants reported on line 7a of the Form 55002013-09-01148
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-0114
Total of all active and inactive participants2013-09-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-01162
Number of participants with account balances2013-09-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-013
2012: COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01182
Total number of active participants reported on line 7a of the Form 55002012-09-01140
Number of other retired or separated participants entitled to future benefits2012-09-0118
Total of all active and inactive participants2012-09-01158
Total participants2012-09-01158
Number of participants with account balances2012-09-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-017
2011: COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01185
Total number of active participants reported on line 7a of the Form 55002011-09-01136
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-0129
Total of all active and inactive participants2011-09-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-01165
Number of participants with account balances2011-09-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-013
2010: COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-09-01208
Total number of active participants reported on line 7a of the Form 55002010-09-01135
Number of retired or separated participants receiving benefits2010-09-010
Number of other retired or separated participants entitled to future benefits2010-09-0140
Total of all active and inactive participants2010-09-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-09-010
Total participants2010-09-01175
Number of participants with account balances2010-09-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-09-014
2009: COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01208
Total number of active participants reported on line 7a of the Form 55002009-09-01144
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-0146
Total of all active and inactive participants2009-09-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-01190
Number of participants with account balances2009-09-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-0112

Financial Data on COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-08-31$1,209,293
Total of all expenses incurred2023-08-31$144,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-08-31$138,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-08-31$610,476
Value of total assets at end of year2023-08-31$7,224,105
Value of total assets at beginning of year2023-08-31$6,159,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-08-31$6,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-08-31No
Was this plan covered by a fidelity bond2023-08-31Yes
Value of fidelity bond cover2023-08-31$500,000
If this is an individual account plan, was there a blackout period2023-08-31No
Were there any nonexempt tranactions with any party-in-interest2023-08-31No
Contributions received from participants2023-08-31$473,052
Income. Received or receivable in cash from other sources (including rollovers)2023-08-31$2,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-08-31No
Value of net income/loss2023-08-31$1,064,962
Value of net assets at end of year (total assets less liabilities)2023-08-31$7,224,105
Value of net assets at beginning of year (total assets less liabilities)2023-08-31$6,159,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-08-31No
Were any leases to which the plan was party in default or uncollectible2023-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-08-31$7,088,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-08-31$6,029,601
Net investment gain/loss from pooled separate accounts2023-08-31$598,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-08-31No
Was there a failure to transmit to the plan any participant contributions2023-08-31No
Has the plan failed to provide any benefit when due under the plan2023-08-31No
Contributions received in cash from employer2023-08-31$135,108
Employer contributions (assets) at end of year2023-08-31$135,108
Employer contributions (assets) at beginning of year2023-08-31$129,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-08-31$138,281
Contract administrator fees2023-08-31$6,050
Did the plan have assets held for investment2023-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-08-31No
Opinion of an independent qualified public accountant for this plan2023-08-31Unqualified
Accountancy firm name2023-08-31GROSSMAN YANAK & FORD
Accountancy firm EIN2023-08-31251638525
2022 : COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-08-31$-558,926
Total of all expenses incurred2022-08-31$552,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-31$546,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-31$571,327
Value of total assets at end of year2022-08-31$6,159,143
Value of total assets at beginning of year2022-08-31$7,270,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-31$6,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-08-31No
Was this plan covered by a fidelity bond2022-08-31Yes
Value of fidelity bond cover2022-08-31$500,000
If this is an individual account plan, was there a blackout period2022-08-31No
Were there any nonexempt tranactions with any party-in-interest2022-08-31No
Contributions received from participants2022-08-31$431,979
Income. Received or receivable in cash from other sources (including rollovers)2022-08-31$9,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Value of net income/loss2022-08-31$-1,111,412
Value of net assets at end of year (total assets less liabilities)2022-08-31$6,159,143
Value of net assets at beginning of year (total assets less liabilities)2022-08-31$7,270,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-31No
Were any leases to which the plan was party in default or uncollectible2022-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-08-31$6,029,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-08-31$7,142,956
Net investment gain/loss from pooled separate accounts2022-08-31$-1,130,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-31No
Was there a failure to transmit to the plan any participant contributions2022-08-31No
Has the plan failed to provide any benefit when due under the plan2022-08-31No
Contributions received in cash from employer2022-08-31$129,542
Employer contributions (assets) at end of year2022-08-31$129,542
Employer contributions (assets) at beginning of year2022-08-31$127,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-08-31$546,436
Contract administrator fees2022-08-31$6,050
Did the plan have assets held for investment2022-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-08-31No
Opinion of an independent qualified public accountant for this plan2022-08-31Unqualified
Accountancy firm name2022-08-31GROSSMAN YANAK & FORD
Accountancy firm EIN2022-08-31251638525
2021 : COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-08-31$2,004,603
Total of all expenses incurred2021-08-31$609,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$605,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$541,893
Value of total assets at end of year2021-08-31$7,270,555
Value of total assets at beginning of year2021-08-31$5,875,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$3,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31No
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$500,000
If this is an individual account plan, was there a blackout period2021-08-31No
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Contributions received from participants2021-08-31$414,294
Other income not declared elsewhere2021-08-31$1,462,710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$1,395,204
Value of net assets at end of year (total assets less liabilities)2021-08-31$7,270,555
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$5,875,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-08-31$7,142,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-08-31$5,743,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31No
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Contributions received in cash from employer2021-08-31$127,599
Employer contributions (assets) at end of year2021-08-31$127,599
Employer contributions (assets) at beginning of year2021-08-31$132,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-31$605,689
Contract administrator fees2021-08-31$3,710
Did the plan have assets held for investment2021-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31No
Opinion of an independent qualified public accountant for this plan2021-08-31Disclaimer
Accountancy firm name2021-08-31GROSSMAN YANAK & FORD
Accountancy firm EIN2021-08-31251638525
2020 : COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$2,359
Total income from all sources (including contributions)2020-08-31$1,275,626
Total of all expenses incurred2020-08-31$947,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$944,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$556,781
Value of total assets at end of year2020-08-31$5,875,351
Value of total assets at beginning of year2020-08-31$5,549,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$2,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$500,000
If this is an individual account plan, was there a blackout period2020-08-31No
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Contributions received from participants2020-08-31$424,750
Other income not declared elsewhere2020-08-31$718,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$327,992
Value of net assets at end of year (total assets less liabilities)2020-08-31$5,875,351
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$5,547,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-08-31$5,743,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-08-31$5,427,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31No
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Contributions received in cash from employer2020-08-31$132,031
Employer contributions (assets) at end of year2020-08-31$132,031
Employer contributions (assets) at beginning of year2020-08-31$122,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-31$944,934
Contract administrator fees2020-08-31$2,700
Liabilities. Value of benefit claims payable at beginning of year2020-08-31$2,359
Did the plan have assets held for investment2020-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31Yes
Opinion of an independent qualified public accountant for this plan2020-08-31Disclaimer
Accountancy firm name2020-08-31GROSSMAN YANAK & FORD
Accountancy firm EIN2020-08-31251638525
2019 : COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$2,359
Total income from all sources (including contributions)2019-08-31$617,983
Total of all expenses incurred2019-08-31$467,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$462,285
Value of total corrective distributions2019-08-31$2,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$533,383
Value of total assets at end of year2019-08-31$5,549,718
Value of total assets at beginning of year2019-08-31$5,396,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$2,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$500,000
If this is an individual account plan, was there a blackout period2019-08-31No
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Contributions received from participants2019-08-31$410,110
Income. Received or receivable in cash from other sources (including rollovers)2019-08-31$604
Other income not declared elsewhere2019-08-31$84,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$150,589
Value of net assets at end of year (total assets less liabilities)2019-08-31$5,547,359
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$5,396,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-08-31$5,427,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-08-31$5,286,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31No
Was there a failure to transmit to the plan any participant contributions2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Contributions received in cash from employer2019-08-31$122,669
Employer contributions (assets) at end of year2019-08-31$122,669
Employer contributions (assets) at beginning of year2019-08-31$110,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-31$462,285
Contract administrator fees2019-08-31$2,750
Liabilities. Value of benefit claims payable at end of year2019-08-31$2,359
Did the plan have assets held for investment2019-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31Yes
Opinion of an independent qualified public accountant for this plan2019-08-31Disclaimer
Accountancy firm name2019-08-31GROSSMAN YANAK & FORD
Accountancy firm EIN2019-08-31251638525
2018 : COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-08-31$995,271
Total of all expenses incurred2018-08-31$116,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$114,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$489,069
Value of total assets at end of year2018-08-31$5,396,770
Value of total assets at beginning of year2018-08-31$4,518,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$2,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$500,000
If this is an individual account plan, was there a blackout period2018-08-31No
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Contributions received from participants2018-08-31$378,943
Other income not declared elsewhere2018-08-31$506,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$878,538
Value of net assets at end of year (total assets less liabilities)2018-08-31$5,396,770
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$4,518,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-08-31$5,286,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-31$4,418,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31No
Was there a failure to transmit to the plan any participant contributions2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Contributions received in cash from employer2018-08-31$110,126
Employer contributions (assets) at end of year2018-08-31$110,126
Employer contributions (assets) at beginning of year2018-08-31$99,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$114,233
Contract administrator fees2018-08-31$2,500
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31Yes
Opinion of an independent qualified public accountant for this plan2018-08-31Disclaimer
Accountancy firm name2018-08-31GROSSMAN YANAK & FORD
Accountancy firm EIN2018-08-31251638525
2017 : COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-08-31$914,953
Total of all expenses incurred2017-08-31$146,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$144,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$450,049
Value of total assets at end of year2017-08-31$4,518,232
Value of total assets at beginning of year2017-08-31$3,749,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$1,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$500,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$349,649
Income. Received or receivable in cash from other sources (including rollovers)2017-08-31$885
Other income not declared elsewhere2017-08-31$464,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$768,524
Value of net assets at end of year (total assets less liabilities)2017-08-31$4,518,232
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$3,749,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$4,418,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$3,668,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$99,515
Employer contributions (assets) at end of year2017-08-31$99,515
Employer contributions (assets) at beginning of year2017-08-31$81,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$144,999
Contract administrator fees2017-08-31$1,430
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31GROSSMAN YANAK & FORD
Accountancy firm EIN2017-08-31251638525
2016 : COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-08-31$655,133
Total of all expenses incurred2016-08-31$55,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$50,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$409,325
Value of total assets at end of year2016-08-31$3,749,708
Value of total assets at beginning of year2016-08-31$3,150,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$5,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$500,000
If this is an individual account plan, was there a blackout period2016-08-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Contributions received from participants2016-08-31$327,642
Other income not declared elsewhere2016-08-31$245,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$599,176
Value of net assets at end of year (total assets less liabilities)2016-08-31$3,749,708
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$3,150,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$3,668,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$3,067,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Contributions received in cash from employer2016-08-31$81,683
Employer contributions (assets) at end of year2016-08-31$81,683
Employer contributions (assets) at beginning of year2016-08-31$82,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$50,216
Contract administrator fees2016-08-31$5,741
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-08-31Yes
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31Yes
Opinion of an independent qualified public accountant for this plan2016-08-31Disclaimer
Accountancy firm name2016-08-31GROSSMAN YANAK & FORD
Accountancy firm EIN2016-08-31251638525
2015 : COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-08-31$272,979
Total of all expenses incurred2015-08-31$29,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$25,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$373,438
Value of total assets at end of year2015-08-31$3,150,532
Value of total assets at beginning of year2015-08-31$2,907,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$4,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$500,000
If this is an individual account plan, was there a blackout period2015-08-31No
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Contributions received from participants2015-08-31$267,304
Income. Received or receivable in cash from other sources (including rollovers)2015-08-31$23,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$243,007
Value of net assets at end of year (total assets less liabilities)2015-08-31$3,150,532
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$2,907,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$3,067,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$2,834,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$-100,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Contributions received in cash from employer2015-08-31$82,613
Employer contributions (assets) at end of year2015-08-31$82,613
Employer contributions (assets) at beginning of year2015-08-31$72,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$25,047
Contract administrator fees2015-08-31$4,925
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31Yes
Opinion of an independent qualified public accountant for this plan2015-08-31Disclaimer
Accountancy firm name2015-08-31GROSSMAN YANAK & FORD
Accountancy firm EIN2015-08-31251638525
2014 : COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-08-31$675,134
Total of all expenses incurred2014-08-31$248,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$242,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$301,942
Value of total assets at end of year2014-08-31$2,907,525
Value of total assets at beginning of year2014-08-31$2,480,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$5,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$500,000
If this is an individual account plan, was there a blackout period2014-08-31No
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Contributions received from participants2014-08-31$226,525
Participant contributions at beginning of year2014-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-08-31$2,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$426,663
Value of net assets at end of year (total assets less liabilities)2014-08-31$2,907,525
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$2,480,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$2,834,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$2,412,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$373,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$72,819
Employer contributions (assets) at end of year2014-08-31$72,819
Employer contributions (assets) at beginning of year2014-08-31$68,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$242,726
Contract administrator fees2014-08-31$5,745
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31Yes
Opinion of an independent qualified public accountant for this plan2014-08-31Disclaimer
Accountancy firm name2014-08-31GROSSMAN YANAK & FORD
Accountancy firm EIN2014-08-31251638525
2013 : COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-08-31$541,457
Total of all expenses incurred2013-08-31$191,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$186,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$290,467
Value of total assets at end of year2013-08-31$2,480,862
Value of total assets at beginning of year2013-08-31$2,131,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$5,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$500,000
If this is an individual account plan, was there a blackout period2013-08-31No
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Contributions received from participants2013-08-31$218,671
Participant contributions at end of year2013-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-08-31$3,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$349,493
Value of net assets at end of year (total assets less liabilities)2013-08-31$2,480,862
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$2,131,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$2,412,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$2,065,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$250,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$68,321
Employer contributions (assets) at end of year2013-08-31$68,321
Employer contributions (assets) at beginning of year2013-08-31$65,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$186,593
Contract administrator fees2013-08-31$5,371
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31Yes
Opinion of an independent qualified public accountant for this plan2013-08-31Disclaimer
Accountancy firm name2013-08-31STILLWAGGON AND MCGILL LLC
Accountancy firm EIN2013-08-31274573546
2012 : COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-08-31$538,191
Total of all expenses incurred2012-08-31$234,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$233,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$298,229
Value of total assets at end of year2012-08-31$2,131,369
Value of total assets at beginning of year2012-08-31$1,827,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$500,000
If this is an individual account plan, was there a blackout period2012-08-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Contributions received from participants2012-08-31$213,586
Participant contributions at beginning of year2012-08-31$17,339
Income. Received or receivable in cash from other sources (including rollovers)2012-08-31$18,704
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-08-31$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$303,917
Value of net assets at end of year (total assets less liabilities)2012-08-31$2,131,369
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$1,827,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$2,065,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$1,755,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-08-31$239,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$65,939
Employer contributions (assets) at end of year2012-08-31$65,939
Employer contributions (assets) at beginning of year2012-08-31$54,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$233,833
Contract administrator fees2012-08-31$441
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-08-31Yes
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31Yes
Opinion of an independent qualified public accountant for this plan2012-08-31Disclaimer
Accountancy firm name2012-08-31STILLWAGGON AND MCGILL LLC
Accountancy firm EIN2012-08-31274573546
2011 : COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-08-31$428,304
Total of all expenses incurred2011-08-31$310,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$308,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$259,698
Value of total assets at end of year2011-08-31$1,827,452
Value of total assets at beginning of year2011-08-31$1,709,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$1,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Administrative expenses professional fees incurred2011-08-31$1,970
Was this plan covered by a fidelity bond2011-08-31No
If this is an individual account plan, was there a blackout period2011-08-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Contributions received from participants2011-08-31$205,125
Participant contributions at end of year2011-08-31$17,339
Income. Received or receivable in cash from other sources (including rollovers)2011-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-08-31$8
Other income not declared elsewhere2011-08-31$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$118,210
Value of net assets at end of year (total assets less liabilities)2011-08-31$1,827,452
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$1,709,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$1,755,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$1,652,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$168,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$54,573
Employer contributions (assets) at end of year2011-08-31$54,767
Employer contributions (assets) at beginning of year2011-08-31$56,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$308,124
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-08-31Yes
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31No
Opinion of an independent qualified public accountant for this plan2011-08-31Unqualified
Accountancy firm name2011-08-31STILLWAGGON AND MCGILL LLC
Accountancy firm EIN2011-08-31274573546

Form 5500 Responses for COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN

2022: COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-09-01Type of plan entitySingle employer plan
2022-09-01Submission has been amendedYes
2022-09-01This submission is the final filingNo
2022-09-01This return/report is a short plan year return/report (less than 12 months)No
2022-09-01Plan is a collectively bargained planNo
2022-09-01Plan funding arrangement – InsuranceYes
2022-09-01Plan funding arrangement – TrustYes
2022-09-01Plan benefit arrangement – InsuranceYes
2022-09-01Plan benefit arrangement - TrustYes
2021: COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Submission has been amendedYes
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planNo
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement – InsuranceYes
2021-09-01Plan benefit arrangement - TrustYes
2020: COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement – InsuranceYes
2020-09-01Plan benefit arrangement - TrustYes
2019: COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement - TrustYes
2018: COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement - TrustYes
2017: COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes
2010: COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement - TrustYes
2009: COALITION FOR CHRISTIAN OUTREACH 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number815228
Policy instance 1
Insurance contract or identification number815228
Number of Individuals Covered139
Insurance policy start date2022-09-01
Insurance policy end date2023-08-31
Total amount of commissions paid to insurance brokerUSD $25,814
Total amount of fees paid to insurance companyUSD $8,186
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,814
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT MANAGEMENT COMMISSIONS PAID TO INVESTMENT ADVISOR
Insurance broker organization code?7
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number815228
Policy instance 1
Insurance contract or identification number815228
Number of Individuals Covered146
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $28,286
Total amount of fees paid to insurance companyUSD $8,430
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,286
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT MANAGEMENT COMMISSIONS PAID TO INVESTMENT ADVISOR
Insurance broker organization code?7
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number815228
Policy instance 1
Insurance contract or identification number815228
Number of Individuals Covered150
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $32,734
Total amount of fees paid to insurance companyUSD $5,907
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,734
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT MANAGEMENT COMMISSIONS PAID TO INVESTMENT ADVISOR
Insurance broker organization code?7
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number815228
Policy instance 1
Insurance contract or identification number815228
Number of Individuals Covered147
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $25,926
Total amount of fees paid to insurance companyUSD $4,596
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,926
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT MANAGEMENT COMMISSIONS PAID TO INVESTMENT ADVISOR
Insurance broker organization code?7
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number815228
Policy instance 1
Insurance contract or identification number815228
Number of Individuals Covered150
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $26,213
Total amount of fees paid to insurance companyUSD $4,604
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,213
Additional information about fees paid to insurance brokerINVESTMENT MANAGEMENT COMMISSIONS PAID TO INVESTMENT ADVISOR
Insurance broker organization code?7
Amount paid for insurance broker fees4604
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number815228
Policy instance 1
Insurance contract or identification number815228
Number of Individuals Covered140
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $24,417
Total amount of fees paid to insurance companyUSD $4,407
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-827524
Policy instance 2
Insurance contract or identification numberGA-827524
Number of Individuals Covered0
Insurance policy start date2015-09-01
Insurance policy end date2016-08-31
Total amount of commissions paid to insurance brokerUSD $8,392
Total amount of fees paid to insurance companyUSD $5,491
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,629
Insurance broker organization code?7
Amount paid for insurance broker fees5491
Insurance broker nameMETRO BENEFITS, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number815228
Policy instance 1
Insurance contract or identification number815228
Number of Individuals Covered122
Insurance policy start date2015-09-01
Insurance policy end date2016-08-31
Total amount of commissions paid to insurance brokerUSD $10,196
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,217
Insurance broker organization code?7
Amount paid for insurance broker fees0
Insurance broker nameMETRO BENEFITS, INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-827524
Policy instance 1
Insurance contract or identification numberGA-827524
Number of Individuals Covered119
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Total amount of commissions paid to insurance brokerUSD $15,853
Total amount of fees paid to insurance companyUSD $4,775
Commission paid to Insurance BrokerUSD $14,412
Insurance broker organization code?7
Amount paid for insurance broker fees4775
Insurance broker nameMETRO BENEFITS, INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-827524
Policy instance 1
Insurance contract or identification numberGA-827524
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $13,898
Total amount of fees paid to insurance companyUSD $5,495
Commission paid to Insurance BrokerUSD $12,635
Insurance broker organization code?7
Amount paid for insurance broker fees5495
Insurance broker nameMETRO BENEFITS, INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-827524
Policy instance 1
Insurance contract or identification numberGA-827524
Number of Individuals Covered108
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $11,949
Total amount of fees paid to insurance companyUSD $4,880
Commission paid to Insurance BrokerUSD $10,863
Insurance broker organization code?7
Amount paid for insurance broker fees4880
Insurance broker nameMETRO BENEFITS, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-827524
Policy instance 1
Insurance contract or identification numberGA-827524
Number of Individuals Covered123
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $9,424
Total amount of fees paid to insurance companyUSD $942
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

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