401k Plan data: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN plan

COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN
Plan identification number	001

COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Profit-sharing
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.

401k Sponsoring company profile

COFFEY, LOVINS & COMPANY, PLLC has sponsored the creation of one or more 401k plans.

Company Name: COFFEY, LOVINS & COMPANY, PLLC

Employer identification number (EIN): 561929162

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JOHN ROSENTAL JOHN ROSENTAL 2018-07-30
001 2016-01-01 JOHN ROSENTAL JOHN ROSENTAL 2017-06-23
001 2015-01-01 JOHN ROSENTAL JOHN ROSENTAL 2016-10-17
001 2014-01-01 WILLIAM H. COFFEY WILLIAM H. COFFEY 2015-07-30
001 2013-01-01 WILLIAM H. COFFEY WILLIAM H. COFFEY 2014-07-29
001 2012-01-01 WILLIAM H. COFFEY WILLIAM H. COFFEY 2013-07-29
001 2011-01-01 WILLIAM H. COFFEY WILLIAM H. COFFEY 2012-10-15
001 2009-01-01 WILLIAM H. COFFEY WILLIAM H. COFFEY 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JOHN ROSENTAL	JOHN ROSENTAL	2018-07-30
001	2016-01-01	JOHN ROSENTAL	JOHN ROSENTAL	2017-06-23
001	2015-01-01	JOHN ROSENTAL	JOHN ROSENTAL	2016-10-17
001	2014-01-01	WILLIAM H. COFFEY	WILLIAM H. COFFEY	2015-07-30
001	2013-01-01	WILLIAM H. COFFEY	WILLIAM H. COFFEY	2014-07-29
001	2012-01-01	WILLIAM H. COFFEY	WILLIAM H. COFFEY	2013-07-29
001	2011-01-01	WILLIAM H. COFFEY	WILLIAM H. COFFEY	2012-10-15
001	2009-01-01	WILLIAM H. COFFEY	WILLIAM H. COFFEY	2010-10-15

Plan Statistics for COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN

401k plan membership statisitcs for COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN

Measure Date Value
2023: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 7
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 9
Number of participants with account balances 2023-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 7
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 8
Number of participants with account balances 2022-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 9
Number of participants with account balances 2021-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 8
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 9
Number of participants with account balances 2020-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 9
Number of participants with account balances 2019-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 9
Number of participants with account balances 2018-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 9
Number of participants with account balances 2017-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 8
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 9
Number of participants with account balances 2016-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 9
Number of participants with account balances 2015-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
Total of all active and inactive participants 2009-01-01 10
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 10

Measure	Date	Value
2023: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	7
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	9
Number of participants with account balances	2023-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	7
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	8
Number of participants with account balances	2022-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	9
Number of participants with account balances	2021-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	8
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	9
Number of participants with account balances	2020-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	9
Number of participants with account balances	2019-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	9
Number of participants with account balances	2018-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	9
Number of participants with account balances	2017-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	8
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	9
Number of participants with account balances	2016-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
Total of all active and inactive participants	2009-01-01	10
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	10

Financial Data on COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN

Measure	Date	Value
2023 : COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$91,465
Expenses. Total of all expenses incurred	2023-12-31	$4,932
Benefits paid (including direct rollovers)	2023-12-31	$435
Total plan assets at end of year	2023-12-31	$517,905
Total plan assets at beginning of year	2023-12-31	$431,372
Total contributions received or receivable from participants	2023-12-31	$20,716
Expenses. Other expenses not covered elsewhere	2023-12-31	$4,497
Other income received	2023-12-31	$66,303
Net income (gross income less expenses)	2023-12-31	$86,533
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$517,905
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$431,372
Total contributions received or receivable from employer(s)	2023-12-31	$4,446
2022 : COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-59,988
Expenses. Total of all expenses incurred	2022-12-31	$34,012
Benefits paid (including direct rollovers)	2022-12-31	$29,406
Total plan assets at end of year	2022-12-31	$431,372
Total plan assets at beginning of year	2022-12-31	$525,372
Total contributions received or receivable from participants	2022-12-31	$17,011
Expenses. Other expenses not covered elsewhere	2022-12-31	$4,606
Other income received	2022-12-31	$-81,173
Net income (gross income less expenses)	2022-12-31	$-94,000
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$431,372
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$525,372
Total contributions received or receivable from employer(s)	2022-12-31	$4,174
2021 : COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$76,411
Expenses. Total of all expenses incurred	2021-12-31	$23,905
Benefits paid (including direct rollovers)	2021-12-31	$19,000
Total plan assets at end of year	2021-12-31	$525,372
Total plan assets at beginning of year	2021-12-31	$472,866
Total contributions received or receivable from participants	2021-12-31	$16,034
Expenses. Other expenses not covered elsewhere	2021-12-31	$4,905
Other income received	2021-12-31	$56,328
Net income (gross income less expenses)	2021-12-31	$52,506
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$525,372
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$472,866
Total contributions received or receivable from employer(s)	2021-12-31	$4,049
2020 : COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$107,480
Expenses. Total of all expenses incurred	2020-12-31	$29,856
Benefits paid (including direct rollovers)	2020-12-31	$26,000
Total plan assets at end of year	2020-12-31	$472,866
Total plan assets at beginning of year	2020-12-31	$395,242
Total contributions received or receivable from participants	2020-12-31	$41,029
Expenses. Other expenses not covered elsewhere	2020-12-31	$3,856
Other income received	2020-12-31	$62,558
Net income (gross income less expenses)	2020-12-31	$77,624
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$472,866
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$395,242
Total contributions received or receivable from employer(s)	2020-12-31	$3,893
2019 : COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$85,021
Expenses. Total of all expenses incurred	2019-12-31	$11,428
Benefits paid (including direct rollovers)	2019-12-31	$8,000
Total plan assets at end of year	2019-12-31	$395,242
Total plan assets at beginning of year	2019-12-31	$321,649
Total contributions received or receivable from participants	2019-12-31	$14,537
Expenses. Other expenses not covered elsewhere	2019-12-31	$3,428
Other income received	2019-12-31	$66,682
Net income (gross income less expenses)	2019-12-31	$73,593
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$395,242
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$321,649
Total contributions received or receivable from employer(s)	2019-12-31	$3,802
2018 : COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-4,797
Expenses. Total of all expenses incurred	2018-12-31	$11,359
Benefits paid (including direct rollovers)	2018-12-31	$8,000
Total plan assets at end of year	2018-12-31	$321,649
Total plan assets at beginning of year	2018-12-31	$337,805
Total contributions received or receivable from participants	2018-12-31	$12,456
Expenses. Other expenses not covered elsewhere	2018-12-31	$3,359
Other income received	2018-12-31	$-20,755
Net income (gross income less expenses)	2018-12-31	$-16,156
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$321,649
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$337,805
Total contributions received or receivable from employer(s)	2018-12-31	$3,502
2017 : COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$59,383
Expenses. Total of all expenses incurred	2017-12-31	$21,078
Benefits paid (including direct rollovers)	2017-12-31	$18,000
Total plan assets at end of year	2017-12-31	$337,805
Total plan assets at beginning of year	2017-12-31	$299,500
Total contributions received or receivable from participants	2017-12-31	$11,668
Expenses. Other expenses not covered elsewhere	2017-12-31	$3,078
Other income received	2017-12-31	$43,605
Net income (gross income less expenses)	2017-12-31	$38,305
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$337,805
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$299,500
Total contributions received or receivable from employer(s)	2017-12-31	$4,110
2016 : COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$36,926
Expenses. Total of all expenses incurred	2016-12-31	$10,748
Benefits paid (including direct rollovers)	2016-12-31	$8,000
Total plan assets at end of year	2016-12-31	$299,500
Total plan assets at beginning of year	2016-12-31	$273,322
Total contributions received or receivable from participants	2016-12-31	$13,222
Expenses. Other expenses not covered elsewhere	2016-12-31	$2,748
Other income received	2016-12-31	$19,708
Net income (gross income less expenses)	2016-12-31	$26,178
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$299,500
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$273,322
Total contributions received or receivable from employer(s)	2016-12-31	$3,996
2015 : COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$16,006
Expenses. Total of all expenses incurred	2015-12-31	$10,631
Benefits paid (including direct rollovers)	2015-12-31	$8,000
Total plan assets at end of year	2015-12-31	$273,322
Total plan assets at beginning of year	2015-12-31	$267,947
Total contributions received or receivable from participants	2015-12-31	$9,356
Expenses. Other expenses not covered elsewhere	2015-12-31	$2,631
Other income received	2015-12-31	$2,856
Net income (gross income less expenses)	2015-12-31	$5,375
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$273,322
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$267,947
Total contributions received or receivable from employer(s)	2015-12-31	$3,794
2014 : COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$24,338
Expenses. Total of all expenses incurred	2014-12-31	$9,663
Benefits paid (including direct rollovers)	2014-12-31	$7,000
Total plan assets at end of year	2014-12-31	$267,947
Total plan assets at beginning of year	2014-12-31	$253,272
Total contributions received or receivable from participants	2014-12-31	$7,178
Expenses. Other expenses not covered elsewhere	2014-12-31	$2,663
Other income received	2014-12-31	$13,460
Net income (gross income less expenses)	2014-12-31	$14,675
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$267,947
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$253,272
Total contributions received or receivable from employer(s)	2014-12-31	$3,700
2013 : COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$51,417
Expenses. Total of all expenses incurred	2013-12-31	$35,867
Benefits paid (including direct rollovers)	2013-12-31	$33,319
Total plan assets at end of year	2013-12-31	$253,272
Total plan assets at beginning of year	2013-12-31	$237,722
Total contributions received or receivable from participants	2013-12-31	$7,045
Expenses. Other expenses not covered elsewhere	2013-12-31	$2,548
Other income received	2013-12-31	$40,813
Net income (gross income less expenses)	2013-12-31	$15,550
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$253,272
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$237,722
Total contributions received or receivable from employer(s)	2013-12-31	$3,559
2012 : COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$35,706
Expenses. Total of all expenses incurred	2012-12-31	$7,827
Benefits paid (including direct rollovers)	2012-12-31	$5,500
Total plan assets at end of year	2012-12-31	$237,722
Total plan assets at beginning of year	2012-12-31	$209,843
Total contributions received or receivable from participants	2012-12-31	$7,577
Expenses. Other expenses not covered elsewhere	2012-12-31	$2,327
Other income received	2012-12-31	$23,931
Net income (gross income less expenses)	2012-12-31	$27,879
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$237,722
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$209,843
Total contributions received or receivable from employer(s)	2012-12-31	$4,198
2011 : COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$32,827
Expenses. Total of all expenses incurred	2011-12-31	$308,233
Benefits paid (including direct rollovers)	2011-12-31	$305,257
Total plan assets at end of year	2011-12-31	$209,843
Total plan assets at beginning of year	2011-12-31	$485,249
Total contributions received or receivable from participants	2011-12-31	$27,843
Expenses. Other expenses not covered elsewhere	2011-12-31	$2,976
Other income received	2011-12-31	$-101
Net income (gross income less expenses)	2011-12-31	$-275,406
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$209,843
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$485,249
Total contributions received or receivable from employer(s)	2011-12-31	$5,085
2010 : COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$92,121
Expenses. Total of all expenses incurred	2010-12-31	$15,635
Benefits paid (including direct rollovers)	2010-12-31	$11,625
Total plan assets at end of year	2010-12-31	$485,249
Total plan assets at beginning of year	2010-12-31	$408,763
Total contributions received or receivable from participants	2010-12-31	$37,477
Expenses. Other expenses not covered elsewhere	2010-12-31	$4,010
Other income received	2010-12-31	$49,937
Net income (gross income less expenses)	2010-12-31	$76,486
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$485,249
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$408,763
Total contributions received or receivable from employer(s)	2010-12-31	$4,707

Form 5500 Responses for COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN

2023: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: COFFEY, LOVINS & COMPANY 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	COFFEY, LOVINS & COMPANY, PLLC
Employer identification number (EIN):	561929162
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants