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NORTH CAROLINA OFS RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameNORTH CAROLINA OFS RETIREMENT PLAN & TRUST
Plan identification number 001

NORTH CAROLINA OFS RETIREMENT PLAN & TRUST 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
  • 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 covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COLEMAN AND COLEMAN PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name:COLEMAN AND COLEMAN PARTNERSHIP
Employer identification number (EIN):205377239
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH CAROLINA OFS RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01MICHAEL J. COLEMAN, DDS2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01PATRICK J. COLEMAN, D.M.D.
0012013-01-01PATRICK J. COLEMAN, D.M.D.
0012012-01-01PATRICK J. COLEMAN, D.M.D.
0012011-01-01PATRICK J. COLEMAN, D.M.D.
0012009-01-01J. PATRICK COLEMAN, D.D.S. J. PATRICK COLEMAN, D.D.S.2010-10-07

Financial Data on NORTH CAROLINA OFS RETIREMENT PLAN & TRUST

Measure Date Value
2025 : NORTH CAROLINA OFS RETIREMENT PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-020
Total liabilities as of the end of the plan year2025-10-020
Total liabilities as of the beginning of the plan year2025-10-020
Total expenses incurred by plan in this plan year2025-10-0213100
Net assets as of the end of the plan year2025-10-022253430
Total assets as of the beginning of the plan year2025-10-021911545
Value of plan covered by a fidelity bond2025-10-02385000
Participant contributions to plan in this plan year2025-10-0295501
Other expenses paid from plan in this plan year2025-10-020
Other contributions to plan in this plan year2025-10-020
Other income to plan in this plan year2025-10-02182608
Plan net income in this plan year2025-10-02341885
Net assets as of the end of the plan year2025-10-022253430
Net assets as of the beginning of the plan year2025-10-021911545
Value of contributions failed to transmitted timely2025-10-02737
Employer contributions to plan in this plan year2025-10-0276876
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0213100
2024 : NORTH CAROLINA OFS RETIREMENT PLAN & TRUST 2024 401k financial data
Total liabilities as of the end of the plan year2024-06-110
Total liabilities as of the beginning of the plan year2024-06-110
Total expenses incurred by plan in this plan year2024-06-1110265
Net assets as of the end of the plan year2024-06-111911545
Total assets as of the beginning of the plan year2024-06-111455959
Value of plan covered by a fidelity bond2024-06-11385000
Participant contributions to plan in this plan year2024-06-11100427
Other expenses paid from plan in this plan year2024-06-110
Other contributions to plan in this plan year2024-06-110
Other income to plan in this plan year2024-06-11246635
Plan net income in this plan year2024-06-11455586
Net assets as of the end of the plan year2024-06-111911545
Net assets as of the beginning of the plan year2024-06-111455959
Value of contributions failed to transmitted timely2024-06-11727
Employer contributions to plan in this plan year2024-06-11118789
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-1110265
2022 : NORTH CAROLINA OFS RETIREMENT PLAN & TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-270
Net assets as of the end of the plan year2022-09-272489465
Total assets as of the beginning of the plan year2022-09-272033939
Value of plan covered by a fidelity bond2022-09-27250000
Participant contributions to plan in this plan year2022-09-2786804
Other income to plan in this plan year2022-09-27300351
Plan net income in this plan year2022-09-27455526
Net assets as of the end of the plan year2022-09-272489465
Net assets as of the beginning of the plan year2022-09-272033939
Employer contributions to plan in this plan year2022-09-2768371
2019 : NORTH CAROLINA OFS RETIREMENT PLAN & TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$338
Total plan liabilities at beginning of year2019-12-31$338
Total income from all sources2019-12-31$565,739
Expenses. Total of all expenses incurred2019-12-31$11,908
Benefits paid (including direct rollovers)2019-12-31$2,371
Total plan assets at end of year2019-12-31$2,092,680
Total plan assets at beginning of year2019-12-31$1,538,849
Value of fidelity bond covering the plan2019-12-31$250,000
Total contributions received or receivable from participants2019-12-31$91,606
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$17,640
Other income received2019-12-31$360,550
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$553,831
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,092,342
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,538,511
Assets. Value of employer securities2019-12-31$355,000
Total contributions received or receivable from employer(s)2019-12-31$95,943
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$9,537
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2017 : NORTH CAROLINA OFS RETIREMENT PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$325,484
Expenses. Total of all expenses incurred2017-12-31$142,993
Benefits paid (including direct rollovers)2017-12-31$44,820
Total plan assets at end of year2017-12-31$1,531,862
Total plan assets at beginning of year2017-12-31$1,349,371
Value of fidelity bond covering the plan2017-12-31$250,000
Total contributions received or receivable from participants2017-12-31$88,272
Expenses. Other expenses not covered elsewhere2017-12-31$90,000
Other income received2017-12-31$169,122
Net income (gross income less expenses)2017-12-31$182,491
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,531,862
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,349,371
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$68,090
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$8,173
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : NORTH CAROLINA OFS RETIREMENT PLAN & TRUST 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$326,208
Expenses. Total of all expenses incurred2016-12-31$149,502
Benefits paid (including direct rollovers)2016-12-31$50,000
Total plan assets at end of year2016-12-31$1,349,371
Total plan assets at beginning of year2016-12-31$1,172,665
Value of fidelity bond covering the plan2016-12-31$250,000
Total contributions received or receivable from participants2016-12-31$62,801
Expenses. Other expenses not covered elsewhere2016-12-31$90,000
Contributions received from other sources (not participants or employers)2016-12-31$6,433
Other income received2016-12-31$158,690
Net income (gross income less expenses)2016-12-31$176,706
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,349,371
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,172,665
Assets. Value of assets in partnership/joint-venture interests2016-12-31$872
Total contributions received or receivable from employer(s)2016-12-31$98,284
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$9,502
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : NORTH CAROLINA OFS RETIREMENT PLAN & TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$212,548
Expenses. Total of all expenses incurred2015-12-31$104,947
Benefits paid (including direct rollovers)2015-12-31$4,597
Total plan assets at end of year2015-12-31$1,172,665
Total plan assets at beginning of year2015-12-31$1,065,064
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$88,342
Expenses. Other expenses not covered elsewhere2015-12-31$90,000
Contributions received from other sources (not participants or employers)2015-12-31$70,283
Other income received2015-12-31$-34,675
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$107,601
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,172,665
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,065,064
Assets. Value of assets in partnership/joint-venture interests2015-12-31$19,802
Total contributions received or receivable from employer(s)2015-12-31$88,598
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$10,350
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : NORTH CAROLINA OFS RETIREMENT PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$161,988
Expenses. Total of all expenses incurred2014-12-31$99,148
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,065,064
Total plan assets at beginning of year2014-12-31$1,002,224
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$65,242
Expenses. Other expenses not covered elsewhere2014-12-31$90,000
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$20,880
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$62,840
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,065,064
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,002,224
Assets. Value of assets in partnership/joint-venture interests2014-12-31$70,917
Total contributions received or receivable from employer(s)2014-12-31$75,866
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$9,148
2013 : NORTH CAROLINA OFS RETIREMENT PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$196,262
Expenses. Total of all expenses incurred2013-12-31$7,568
Total plan assets at end of year2013-12-31$1,002,224
Total plan assets at beginning of year2013-12-31$813,530
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$58,242
Other income received2013-12-31$89,297
Net income (gross income less expenses)2013-12-31$188,694
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,002,224
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$813,530
Assets. Value of assets in partnership/joint-venture interests2013-12-31$86,241
Total contributions received or receivable from employer(s)2013-12-31$48,723
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$7,568
2012 : NORTH CAROLINA OFS RETIREMENT PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$147,915
Expenses. Total of all expenses incurred2012-12-31$6,096
Total plan assets at end of year2012-12-31$813,530
Total plan assets at beginning of year2012-12-31$671,711
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$46,242
Other income received2012-12-31$69,489
Net income (gross income less expenses)2012-12-31$141,819
Net plan assets at end of year (total assets less liabilities)2012-12-31$813,530
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$671,711
Assets. Value of assets in partnership/joint-venture interests2012-12-31$88,661
Total contributions received or receivable from employer(s)2012-12-31$32,184
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,096
2011 : NORTH CAROLINA OFS RETIREMENT PLAN & TRUST 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$92,453
Expenses. Total of all expenses incurred2011-12-31$85,680
Benefits paid (including direct rollovers)2011-12-31$79,778
Total plan assets at end of year2011-12-31$671,711
Total plan assets at beginning of year2011-12-31$664,938
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$45,742
Noncash contributions received2011-12-31$5,064
Net income (gross income less expenses)2011-12-31$6,773
Net plan assets at end of year (total assets less liabilities)2011-12-31$671,711
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$664,938
Assets. Value of assets in partnership/joint-venture interests2011-12-31$87,495
Total contributions received or receivable from employer(s)2011-12-31$41,647
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$5,902
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : NORTH CAROLINA OFS RETIREMENT PLAN & TRUST 2010 401k financial data
Total plan liabilities at end of year2010-12-31$308
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$140,325
Expenses. Total of all expenses incurred2010-12-31$149,500
Benefits paid (including direct rollovers)2010-12-31$144,180
Total plan assets at end of year2010-12-31$664,938
Total plan assets at beginning of year2010-12-31$673,805
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$45,809
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$49,141
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-9,175
Net plan assets at end of year (total assets less liabilities)2010-12-31$664,630
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$673,805
Assets. Value of assets in partnership/joint-venture interests2010-12-31$86,094
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$5,479
Total contributions received or receivable from employer(s)2010-12-31$45,375
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,320
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : NORTH CAROLINA OFS RETIREMENT PLAN & TRUST 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 NORTH CAROLINA OFS RETIREMENT PLAN & TRUST

2019: NORTH CAROLINA OFS RETIREMENT PLAN & TRUST 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: NORTH CAROLINA OFS RETIREMENT PLAN & TRUST 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NORTH CAROLINA OFS RETIREMENT PLAN & TRUST 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NORTH CAROLINA OFS RETIREMENT PLAN & TRUST 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NORTH CAROLINA OFS RETIREMENT PLAN & TRUST 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NORTH CAROLINA OFS RETIREMENT PLAN & TRUST 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NORTH CAROLINA OFS RETIREMENT PLAN & TRUST 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NORTH CAROLINA OFS RETIREMENT PLAN & TRUST 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: NORTH CAROLINA OFS RETIREMENT PLAN & TRUST 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

GUARDIAN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number94007012
Policy instance 1

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