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COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 401k Plan overview

Plan NameCOIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN
Plan identification number 001

COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COIT SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:COIT SERVICES, INC.
Employer identification number (EIN):941635764
NAIC Classification:812320
NAIC Description:Drycleaning and Laundry Services (except Coin-Operated)

Additional information about COIT SERVICES, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2007-07-12
Company Identification Number: 1713174
Legal Registered Office Address: FOUR SEAGATE
8TH FL
TOLEDO
United States of America (USA)
43604

More information about COIT SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DOUG KITZMILLER DOUG KITZMILLER2018-10-08
0012016-01-01DOUG KITZMILLER DOUG KITZMILLER2017-10-13
0012015-01-01DOUG KITZMILLER DOUG KITZMILLER2016-10-11
0012014-01-01DOUG KITZMILLER DOUG KITZMILLER2015-10-13
0012013-01-01DOUG KITZMILLER DOUG KITZMILLER2014-10-13
0012012-01-01DOUG KITZMILLER DOUG KITZMILLER2013-10-02
0012011-01-01DOUG KITZMILLER DOUG KITZMILLER2012-10-14
0012010-01-01JUDY DAVIS
0012009-01-01JUDY DAVIS

Plan Statistics for COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN

401k plan membership statisitcs for COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN

Measure Date Value
2022: COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01446
Total number of active participants reported on line 7a of the Form 55002022-01-01210
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01199
Total of all active and inactive participants2022-01-01409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01409
Number of participants with account balances2022-01-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01463
Total number of active participants reported on line 7a of the Form 55002021-01-01223
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01204
Total of all active and inactive participants2021-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01427
Number of participants with account balances2021-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01484
Total number of active participants reported on line 7a of the Form 55002020-01-01242
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01208
Total of all active and inactive participants2020-01-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01450
Number of participants with account balances2020-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0121
2019: COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01496
Total number of active participants reported on line 7a of the Form 55002019-01-01276
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01182
Total of all active and inactive participants2019-01-01458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01458
Number of participants with account balances2019-01-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01509
Total number of active participants reported on line 7a of the Form 55002018-01-01303
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01125
Total of all active and inactive participants2018-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01428
Number of participants with account balances2018-01-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0171
2017: COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01558
Total number of active participants reported on line 7a of the Form 55002017-01-01344
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01165
Total of all active and inactive participants2017-01-01509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01509
Number of participants with account balances2017-01-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0127
2016: COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01557
Total number of active participants reported on line 7a of the Form 55002016-01-01365
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01153
Total of all active and inactive participants2016-01-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01518
Number of participants with account balances2016-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0130
2015: COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01529
Total number of active participants reported on line 7a of the Form 55002015-01-01385
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01120
Total of all active and inactive participants2015-01-01505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01505
Number of participants with account balances2015-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0134
2014: COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01507
Total number of active participants reported on line 7a of the Form 55002014-01-01417
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01112
Total of all active and inactive participants2014-01-01529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01529
Number of participants with account balances2014-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0125
2013: COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01445
Total number of active participants reported on line 7a of the Form 55002013-01-01404
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01103
Total of all active and inactive participants2013-01-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01507
Number of participants with account balances2013-01-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0132
2012: COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01488
Total number of active participants reported on line 7a of the Form 55002012-01-01358
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0187
Total of all active and inactive participants2012-01-01445
Total participants2012-01-01445
Number of participants with account balances2012-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0131
2011: COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01536
Total number of active participants reported on line 7a of the Form 55002011-01-01321
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01167
Total of all active and inactive participants2011-01-01488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01488
Number of participants with account balances2011-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0117
2010: COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01583
Total number of active participants reported on line 7a of the Form 55002010-01-01374
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01161
Total of all active and inactive participants2010-01-01536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01536
Number of participants with account balances2010-01-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0190
2009: COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01625
Total number of active participants reported on line 7a of the Form 55002009-01-01424
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-01150
Total of all active and inactive participants2009-01-01578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01578
Number of participants with account balances2009-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01118

Financial Data on COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN

Measure Date Value
2022 : COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,182,329
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$909,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$839,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$614,602
Value of total assets at end of year2022-12-31$10,585,893
Value of total assets at beginning of year2022-12-31$12,678,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$70,382
Total interest from all sources2022-12-31$239,733
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$576,055
Participant contributions at end of year2022-12-31$52,079
Participant contributions at beginning of year2022-12-31$55,790
Participant contributions at end of year2022-12-31$3,469
Participant contributions at beginning of year2022-12-31$2,111
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$4,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,092,143
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,585,893
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,678,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$22,422
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,542,011
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$10,777,794
Interest on participant loans2022-12-31$4,119
Interest earned on other investments2022-12-31$235,614
Value of interest in common/collective trusts at end of year2022-12-31$3,521,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,466,908
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,842,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,229,703
Net investment gain/loss from pooled separate accounts2022-12-31$-718,709
Net investment gain or loss from common/collective trusts2022-12-31$-88,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$38,547
Employer contributions (assets) at end of year2022-12-31$301
Employer contributions (assets) at beginning of year2022-12-31$167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$839,432
Contract administrator fees2022-12-31$43,172
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN PC .
Accountancy firm EIN2022-12-31431947695
2021 : COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,929,473
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$702,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$607,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$544,536
Value of total assets at end of year2021-12-31$12,678,036
Value of total assets at beginning of year2021-12-31$11,451,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$95,522
Total interest from all sources2021-12-31$719,963
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$506,405
Participant contributions at end of year2021-12-31$55,790
Participant contributions at beginning of year2021-12-31$78,302
Participant contributions at end of year2021-12-31$2,111
Participant contributions at beginning of year2021-12-31$3,903
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,226,799
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,678,036
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,451,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$23,566
Value of interest in pooled separate accounts at end of year2021-12-31$10,777,794
Value of interest in pooled separate accounts at beginning of year2021-12-31$9,383,242
Interest on participant loans2021-12-31$5,010
Interest earned on other investments2021-12-31$714,953
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,842,174
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,985,416
Net investment gain/loss from pooled separate accounts2021-12-31$664,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$38,131
Employer contributions (assets) at end of year2021-12-31$167
Employer contributions (assets) at beginning of year2021-12-31$374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$607,152
Contract administrator fees2021-12-31$71,956
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN PC .
Accountancy firm EIN2021-12-31431947695
2020 : COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,848,456
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$957,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$869,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$458,104
Value of total assets at end of year2020-12-31$11,451,237
Value of total assets at beginning of year2020-12-31$10,560,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$87,912
Total interest from all sources2020-12-31$331,494
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$428,141
Participant contributions at end of year2020-12-31$78,302
Participant contributions at beginning of year2020-12-31$141,156
Participant contributions at end of year2020-12-31$3,903
Participant contributions at beginning of year2020-12-31$3,440
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$891,228
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,451,237
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,560,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$20,105
Value of interest in pooled separate accounts at end of year2020-12-31$9,383,242
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,776,019
Interest on participant loans2020-12-31$7,218
Interest earned on other investments2020-12-31$324,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,985,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,639,126
Net investment gain/loss from pooled separate accounts2020-12-31$1,058,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$29,963
Employer contributions (assets) at end of year2020-12-31$374
Employer contributions (assets) at beginning of year2020-12-31$268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$869,316
Contract administrator fees2020-12-31$67,807
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SHEA LABAGH DOBBERSTEIN CPA'S INC.
Accountancy firm EIN2020-12-31942290202
2019 : COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,341,101
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$891,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$787,563
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$594,673
Value of total assets at end of year2019-12-31$10,560,009
Value of total assets at beginning of year2019-12-31$9,110,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$103,543
Total interest from all sources2019-12-31$488,448
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$11,400
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$552,927
Participant contributions at end of year2019-12-31$141,156
Participant contributions at beginning of year2019-12-31$233,554
Participant contributions at end of year2019-12-31$3,440
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,449,995
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,560,009
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,110,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$8,776,019
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,431,524
Interest on participant loans2019-12-31$13,465
Interest earned on other investments2019-12-31$474,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,639,126
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,444,936
Net investment gain/loss from pooled separate accounts2019-12-31$1,257,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$41,746
Employer contributions (assets) at end of year2019-12-31$268
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$787,563
Contract administrator fees2019-12-31$92,143
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SHEA LABAGH DOBBERSTEIN CPA'S INC.
Accountancy firm EIN2019-12-31942290202
2018 : COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$241,280
Total of all expenses incurred2018-12-31$829,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$775,071
Expenses. Certain deemed distributions of participant loans2018-12-31$2,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$611,420
Value of total assets at end of year2018-12-31$9,110,014
Value of total assets at beginning of year2018-12-31$9,697,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$51,564
Total interest from all sources2018-12-31$491,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$567,301
Participant contributions at end of year2018-12-31$233,554
Participant contributions at beginning of year2018-12-31$233,409
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$7,429
Other income not declared elsewhere2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-587,732
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,110,014
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,697,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$7,431,524
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,076,305
Interest on participant loans2018-12-31$13,972
Interest earned on other investments2018-12-31$477,589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,444,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,380,187
Net investment gain/loss from pooled separate accounts2018-12-31$-861,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$44,119
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$775,071
Contract administrator fees2018-12-31$51,564
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SHEA LABAGH DOBBERSTEIN CPA'S INC.
Accountancy firm EIN2018-12-31942290202
2017 : COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,834,770
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$349,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$288,172
Expenses. Certain deemed distributions of participant loans2017-12-31$36,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$605,483
Value of total assets at end of year2017-12-31$9,697,746
Value of total assets at beginning of year2017-12-31$8,212,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$24,830
Total interest from all sources2017-12-31$55,616
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$558,807
Participant contributions at end of year2017-12-31$233,409
Participant contributions at beginning of year2017-12-31$237,014
Participant contributions at end of year2017-12-31$7,429
Participant contributions at beginning of year2017-12-31$3,917
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,485,068
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,697,746
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,212,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$8,076,305
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,437,807
Interest on participant loans2017-12-31$13,563
Interest earned on other investments2017-12-31$42,053
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,380,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,533,560
Net investment gain/loss from pooled separate accounts2017-12-31$1,173,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$46,676
Employer contributions (assets) at end of year2017-12-31$416
Employer contributions (assets) at beginning of year2017-12-31$380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$288,172
Contract administrator fees2017-12-31$24,830
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SHEA LABAGH DOBBERSTEIN CPA'S INC.
Accountancy firm EIN2017-12-31942290202
2016 : COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,080,291
Total of all expenses incurred2016-12-31$563,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$540,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$574,176
Value of total assets at end of year2016-12-31$8,212,678
Value of total assets at beginning of year2016-12-31$7,695,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$23,437
Total interest from all sources2016-12-31$52,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$513,123
Participant contributions at end of year2016-12-31$237,014
Participant contributions at beginning of year2016-12-31$227,254
Participant contributions at end of year2016-12-31$3,917
Participant contributions at beginning of year2016-12-31$6,934
Other income not declared elsewhere2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$17,403
Value of net income/loss2016-12-31$516,683
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,212,678
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,695,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$6,437,807
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,162,677
Interest on participant loans2016-12-31$12,229
Interest earned on other investments2016-12-31$40,219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,533,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,298,734
Net investment gain/loss from pooled separate accounts2016-12-31$453,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$43,650
Employer contributions (assets) at end of year2016-12-31$380
Employer contributions (assets) at beginning of year2016-12-31$396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$540,171
Contract administrator fees2016-12-31$23,437
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SHEA LABAGH DOBBERSTEIN CPA'S INC.
Accountancy firm EIN2016-12-31942290202
2015 : COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$510,299
Total of all expenses incurred2015-12-31$834,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$810,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$597,227
Value of total assets at end of year2015-12-31$7,695,995
Value of total assets at beginning of year2015-12-31$8,020,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$23,551
Total interest from all sources2015-12-31$49,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$547,576
Participant contributions at end of year2015-12-31$227,254
Participant contributions at beginning of year2015-12-31$200,329
Participant contributions at end of year2015-12-31$6,934
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,076
Other income not declared elsewhere2015-12-31$881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-324,182
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,695,995
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,020,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$6,162,677
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,420,656
Interest on participant loans2015-12-31$11,164
Interest earned on other investments2015-12-31$37,899
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,298,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,399,192
Net investment gain/loss from pooled separate accounts2015-12-31$-136,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$45,575
Employer contributions (assets) at end of year2015-12-31$396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$810,930
Contract administrator fees2015-12-31$23,551
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SHEA LABAGH DOBBERSTEIN CPA'S INC.
Accountancy firm EIN2015-12-31942290202
2014 : COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$942,130
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$401,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$376,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$544,554
Value of total assets at end of year2014-12-31$8,020,177
Value of total assets at beginning of year2014-12-31$7,479,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,843
Total interest from all sources2014-12-31$12,399
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$495,341
Participant contributions at end of year2014-12-31$200,329
Participant contributions at beginning of year2014-12-31$256,873
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$540,401
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,020,177
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,479,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$6,420,656
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,891,862
Interest on participant loans2014-12-31$12,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,399,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,312,729
Net investment gain/loss from pooled separate accounts2014-12-31$385,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$49,213
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$18,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$376,886
Contract administrator fees2014-12-31$24,843
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SHEA LABAGH DOBBERSTEIN CPA'S INC.
Accountancy firm EIN2014-12-31942290202
2013 : COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,506,490
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$362,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$336,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$483,907
Value of total assets at end of year2013-12-31$7,479,776
Value of total assets at beginning of year2013-12-31$6,335,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25,406
Total interest from all sources2013-12-31$10,945
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$444,971
Participant contributions at end of year2013-12-31$256,873
Participant contributions at beginning of year2013-12-31$235,008
Participant contributions at beginning of year2013-12-31$4,678
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,453
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,144,146
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,479,776
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,335,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$5,891,862
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,817,241
Interest on participant loans2013-12-31$10,945
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,312,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,259,974
Net investment gain/loss from pooled separate accounts2013-12-31$1,011,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$36,483
Employer contributions (assets) at end of year2013-12-31$18,312
Employer contributions (assets) at beginning of year2013-12-31$18,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$336,938
Contract administrator fees2013-12-31$25,406
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SHEA LABAGH DOBBERSTEIN CPA'S INC.
Accountancy firm EIN2013-12-31942290202
2012 : COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2012 401k financial data
Total transfer of assets from this plan2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$723
Total income from all sources (including contributions)2012-12-31$1,237,864
Total of all expenses incurred2012-12-31$456,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$434,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$586,243
Value of total assets at end of year2012-12-31$6,335,630
Value of total assets at beginning of year2012-12-31$5,554,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,070
Total interest from all sources2012-12-31$41,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$454,004
Participant contributions at end of year2012-12-31$235,008
Participant contributions at beginning of year2012-12-31$200,553
Participant contributions at end of year2012-12-31$4,678
Participant contributions at beginning of year2012-12-31$3,314
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$76,271
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$781,504
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,335,630
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,554,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$4,817,241
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,298,118
Interest on participant loans2012-12-31$8,432
Interest earned on other investments2012-12-31$33,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,259,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,052,556
Net investment gain/loss from pooled separate accounts2012-12-31$609,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$55,968
Employer contributions (assets) at end of year2012-12-31$18,729
Employer contributions (assets) at beginning of year2012-12-31$308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$434,290
Contract administrator fees2012-12-31$22,070
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31COMYNS, SMITH, MCCLEARY AND DEAVER
Accountancy firm EIN2012-12-31680307221
2011 : COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$723
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,167
Total income from all sources (including contributions)2011-12-31$293,329
Total of all expenses incurred2011-12-31$105,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$103,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$394,020
Value of total assets at end of year2011-12-31$5,554,849
Value of total assets at beginning of year2011-12-31$5,369,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,517
Total interest from all sources2011-12-31$9,548
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$44,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$44,006
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$364,785
Participant contributions at end of year2011-12-31$200,553
Participant contributions at beginning of year2011-12-31$237,353
Participant contributions at end of year2011-12-31$3,314
Participant contributions at beginning of year2011-12-31$14,618
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$723
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$3,167
Other income not declared elsewhere2011-12-31$15,424
Administrative expenses (other) incurred2011-12-31$2,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$187,480
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,554,126
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,366,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,116,403
Value of interest in pooled separate accounts at end of year2011-12-31$4,298,118
Interest on participant loans2011-12-31$9,303
Interest earned on other investments2011-12-31$150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$95
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,052,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$169,709
Net investment gain/loss from pooled separate accounts2011-12-31$-339,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$29,235
Employer contributions (assets) at end of year2011-12-31$308
Employer contributions (assets) at beginning of year2011-12-31$1,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$103,332
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31COMYNS, SMITH, MCCLEARY AND DEAVER
Accountancy firm EIN2011-12-31680307221
2010 : COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,167
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,190
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$792,437
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$204,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$199,391
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$2,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$388,889
Value of total assets at end of year2010-12-31$5,369,813
Value of total assets at beginning of year2010-12-31$4,780,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,556
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$127,660
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$342,019
Participant contributions at end of year2010-12-31$237,353
Participant contributions at beginning of year2010-12-31$147,844
Participant contributions at end of year2010-12-31$14,618
Participant contributions at beginning of year2010-12-31$12,890
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$19,170
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$3,167
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,190
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$588,043
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,366,646
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,778,603
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$2,556
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,116,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,618,876
Interest on participant loans2010-12-31$8,563
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$119,097
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$275,888
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$27,700
Employer contributions (assets) at end of year2010-12-31$1,439
Employer contributions (assets) at beginning of year2010-12-31$1,183
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$199,391
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31COMYNS, SMITH MCCLEARY AND DEAVER
Accountancy firm EIN2010-12-31680307221
2009 : COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for COIT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN

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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-840297
Policy instance 1
Insurance contract or identification numberGA-840297
Insurance policy start date2022-01-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,138
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractGENERAL ACCOUNT
Amount paid for insurance broker fees3138
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker organization code?5
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-840297
Policy instance 1
Insurance contract or identification numberGA-840297
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,853
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractGENERAL ACCOUNT
Amount paid for insurance broker fees5853
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker organization code?5
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-840297
Policy instance 1
Insurance contract or identification numberGA-840297
Number of Individuals Covered361
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,033
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGENERAL ACCOUNT
Amount paid for insurance broker fees5033
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker organization code?5
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-840297
Policy instance 1
Insurance contract or identification numberGA-840297
Number of Individuals Covered359
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,804
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractGROUP ANNUITY CONTRACT
Amount paid for insurance broker fees4804
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker organization code?5
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-840297
Policy instance 1
Insurance contract or identification numberGA-840297
Number of Individuals Covered370
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,264
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractGROUP ANNUITY CONTRACT
Amount paid for insurance broker fees2264
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825627
Policy instance 2
Insurance contract or identification numberGA-825627
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,073
Total amount of fees paid to insurance companyUSD $1,973
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 $9,073
Insurance broker organization code?3
Amount paid for insurance broker fees1973
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825627
Policy instance 1
Insurance contract or identification numberGA-825627
Number of Individuals Covered395
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $30,805
Total amount of fees paid to insurance companyUSD $5,351
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $30,805
Insurance broker organization code?3
Amount paid for insurance broker fees5351
Additional information about fees paid to insurance brokerTPA ADMINISTRATIVE ALLOWANCE
Insurance broker nameHICKS PENSION SERVICES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825627
Policy instance 1
Insurance contract or identification numberGA-825627
Number of Individuals Covered370
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $29,394
Total amount of fees paid to insurance companyUSD $3,921
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $29,394
Insurance broker organization code?3
Amount paid for insurance broker fees3921
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker nameHICKS PENSION SERVICES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825627
Policy instance 1
Insurance contract or identification numberGA-825627
Number of Individuals Covered349
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $29,379
Total amount of fees paid to insurance companyUSD $3,672
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $21,683
Insurance broker organization code?3
Amount paid for insurance broker fees3672
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker nameNFP INSURANCE SERVICES INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825627
Policy instance 1
Insurance contract or identification numberGA-825627
Number of Individuals Covered320
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $25,428
Total amount of fees paid to insurance companyUSD $3,179
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $25,428
Insurance broker organization code?3
Amount paid for insurance broker fees3179
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker nameHICKS PENSION SERVICES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825627
Policy instance 1
Insurance contract or identification numberGA-825627
Number of Individuals Covered286
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,773
Total amount of fees paid to insurance companyUSD $2,826
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $10,773
Insurance broker organization code?3
Amount paid for insurance broker fees2826
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker nameHICKS PENSION SERVICES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825627
Policy instance 1
Insurance contract or identification numberGA-825627
Number of Individuals Covered370
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $85,221
Total amount of fees paid to insurance companyUSD $8,653
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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