?>
Logo

COEN OIL COMPANY 401(K) PLAN 401k Plan overview

Plan NameCOEN OIL COMPANY 401(K) PLAN
Plan identification number 001

COEN OIL COMPANY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

COEN OIL COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name:COEN OIL COMPANY, LLC
Employer identification number (EIN):250766350
NAIC Classification:424700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COEN OIL COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01EDWARD G. VARGO EDWARD G. VARGO2013-10-15
0012011-01-01EDWARD G. VARGO EDWARD G. VARGO2012-10-15
0012010-01-01EDWARD G. VARGO EDWARD G. VARGO2011-10-17
0012009-01-01ED VARGO

Plan Statistics for COEN OIL COMPANY 401(K) PLAN

401k plan membership statisitcs for COEN OIL COMPANY 401(K) PLAN

Measure Date Value
2015: COEN OIL COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01421
Total number of active participants reported on line 7a of the Form 55002015-01-01374
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0152
Total of all active and inactive participants2015-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01426
Number of participants with account balances2015-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0119
2014: COEN OIL COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01320
Total number of active participants reported on line 7a of the Form 55002014-01-01355
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01379
Number of participants with account balances2014-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: COEN OIL COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01183
Total number of active participants reported on line 7a of the Form 55002013-01-01205
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0134
Total of all active and inactive participants2013-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01239
Number of participants with account balances2013-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0134
2012: COEN OIL COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01161
Total number of active participants reported on line 7a of the Form 55002012-01-01128
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01144
Number of participants with account balances2012-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: COEN OIL COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01105
Total number of active participants reported on line 7a of the Form 55002011-01-01114
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01127
Number of participants with account balances2011-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: COEN OIL COMPANY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01122
Total number of active participants reported on line 7a of the Form 55002010-01-0190
Number of retired or separated participants receiving benefits2010-01-0115
Total of all active and inactive participants2010-01-01105
Total participants2010-01-01105
Number of participants with account balances2010-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: COEN OIL COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01104
Total number of active participants reported on line 7a of the Form 55002009-01-0190
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01103
Number of participants with account balances2009-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on COEN OIL COMPANY 401(K) PLAN

Measure Date Value
2015 : COEN OIL COMPANY 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$572,236
Total of all expenses incurred2015-12-31$149,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$136,205
Expenses. Certain deemed distributions of participant loans2015-12-31$2,552
Value of total corrective distributions2015-12-31$8,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$595,830
Value of total assets at end of year2015-12-31$3,111,777
Value of total assets at beginning of year2015-12-31$2,689,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,400
Total interest from all sources2015-12-31$1,331
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$13,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$13,570
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
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$324,136
Participant contributions at end of year2015-12-31$61,199
Participant contributions at beginning of year2015-12-31$36,978
Participant contributions at beginning of year2015-12-31$10,720
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$237,090
Administrative expenses (other) incurred2015-12-31$2,400
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$422,590
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,111,777
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,689,187
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$2,546,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,137,248
Interest on participant loans2015-12-31$1,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$469,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$438,721
Net investment gain/loss from pooled separate accounts2015-12-31$-38,495
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$34,604
Employer contributions (assets) at end of year2015-12-31$33,971
Employer contributions (assets) at beginning of year2015-12-31$65,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$136,205
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 name2015-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2015-12-31251408703
2014 : COEN OIL COMPANY 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$443,484
Total of all expenses incurred2014-12-31$237,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$221,150
Value of total corrective distributions2014-12-31$12,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$317,436
Value of total assets at end of year2014-12-31$2,689,187
Value of total assets at beginning of year2014-12-31$2,483,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,686
Total interest from all sources2014-12-31$1,206
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$16,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$16,450
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
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$236,428
Participant contributions at end of year2014-12-31$36,978
Participant contributions at beginning of year2014-12-31$44,629
Participant contributions at end of year2014-12-31$10,720
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$6,424
Administrative expenses (other) incurred2014-12-31$3,686
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$205,688
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,689,187
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,483,499
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$2,137,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,814,025
Interest on participant loans2014-12-31$1,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$438,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$574,845
Net investment gain/loss from pooled separate accounts2014-12-31$108,392
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$74,584
Employer contributions (assets) at end of year2014-12-31$65,520
Employer contributions (assets) at beginning of year2014-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$221,150
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 name2014-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2014-12-31251408703
2013 : COEN OIL COMPANY 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$610,543
Total of all expenses incurred2013-12-31$193,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$170,771
Value of total corrective distributions2013-12-31$21,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$247,577
Value of total assets at end of year2013-12-31$2,483,499
Value of total assets at beginning of year2013-12-31$2,066,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,150
Total interest from all sources2013-12-31$1,754
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$15,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$15,941
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
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$169,354
Participant contributions at end of year2013-12-31$44,629
Participant contributions at beginning of year2013-12-31$58,827
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$28,223
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$417,464
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,483,499
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,066,035
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
Investment advisory and management fees2013-12-31$1,150
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,814,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,463,434
Interest on participant loans2013-12-31$1,754
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$574,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$498,234
Net investment gain/loss from pooled separate accounts2013-12-31$345,271
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$50,000
Employer contributions (assets) at end of year2013-12-31$50,000
Employer contributions (assets) at beginning of year2013-12-31$45,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$170,771
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 name2013-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2013-12-31251408703
2012 : COEN OIL COMPANY 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$436,913
Total of all expenses incurred2012-12-31$82,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$72,164
Value of total corrective distributions2012-12-31$9,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$217,671
Value of total assets at end of year2012-12-31$2,066,035
Value of total assets at beginning of year2012-12-31$1,712,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$900
Total interest from all sources2012-12-31$1,869
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$300,000
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$140,443
Participant contributions at end of year2012-12-31$58,827
Participant contributions at beginning of year2012-12-31$66,516
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$31,688
Administrative expenses (other) incurred2012-12-31$900
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$354,019
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,066,035
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,712,016
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$1,463,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,334,097
Interest on participant loans2012-12-31$1,869
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$498,234
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$272,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$217,373
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$45,540
Employer contributions (assets) at end of year2012-12-31$45,540
Employer contributions (assets) at beginning of year2012-12-31$38,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$72,164
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 name2012-12-31LOUIS PLUNG & CO., LLP
Accountancy firm EIN2012-12-31251637458
2011 : COEN OIL COMPANY 401(K) PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$80,633
Total of all expenses incurred2011-12-31$11,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,206
Value of total corrective distributions2011-12-31$9,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$147,692
Value of total assets at end of year2011-12-31$1,712,016
Value of total assets at beginning of year2011-12-31$1,643,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$675
Total interest from all sources2011-12-31$1,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$112,327
Participant contributions at end of year2011-12-31$66,516
Participant contributions at beginning of year2011-12-31$44,425
Administrative expenses (other) incurred2011-12-31$675
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$68,862
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,712,016
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,643,154
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 end of year2011-12-31$1,334,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,349,729
Interest on participant loans2011-12-31$1,605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$272,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$216,324
Net investment gain/loss from pooled separate accounts2011-12-31$-68,664
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$35,365
Employer contributions (assets) at end of year2011-12-31$38,633
Employer contributions (assets) at beginning of year2011-12-31$32,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,206
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 name2011-12-31LOUIS PLUNG & CO., LLP
Accountancy firm EIN2011-12-31251637458
2010 : COEN OIL COMPANY 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$317,816
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$80,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$79,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$129,893
Value of total assets at end of year2010-12-31$1,643,154
Value of total assets at beginning of year2010-12-31$1,406,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$900
Total interest from all sources2010-12-31$886
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$97,217
Participant contributions at end of year2010-12-31$44,425
Participant contributions at beginning of year2010-12-31$7,398
Other income not declared elsewhere2010-12-31$112
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
Value of net income/loss2010-12-31$237,001
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,643,154
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,406,153
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,349,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,156,490
Interest on participant loans2010-12-31$886
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$216,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$216,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$186,925
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
Contributions received in cash from employer2010-12-31$32,676
Employer contributions (assets) at end of year2010-12-31$32,676
Employer contributions (assets) at beginning of year2010-12-31$25,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$79,915
Contract administrator fees2010-12-31$900
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
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 name2010-12-31LOUIS PLUNG & CO., LLP
Accountancy firm EIN2010-12-31251637458

Form 5500 Responses for COEN OIL COMPANY 401(K) PLAN

2015: COEN OIL COMPANY 401(K) 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 benefit arrangement – InsuranceYes
2014: COEN OIL COMPANY 401(K) 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 benefit arrangement – InsuranceYes
2013: COEN OIL COMPANY 401(K) 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 benefit arrangement – InsuranceYes
2012: COEN OIL COMPANY 401(K) 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 benefit arrangement – InsuranceYes
2011: COEN OIL COMPANY 401(K) 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 benefit arrangement – InsuranceYes
2010: COEN OIL COMPANY 401(K) 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 – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: COEN OIL COMPANY 401(K) 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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number887006
Policy instance 1
Insurance contract or identification number887006
Number of Individuals Covered149
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,116
Total amount of fees paid to insurance companyUSD $1,375
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 $7,116
Insurance broker organization code?3
Amount paid for insurance broker fees1375
Additional information about fees paid to insurance brokerPARTNERSHIP PROGRAM
Insurance broker nameCRPS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number887006
Policy instance 1
Insurance contract or identification number887006
Number of Individuals Covered120
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,232
Total amount of fees paid to insurance companyUSD $1,229
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 $6,232
Insurance broker organization code?3
Amount paid for insurance broker fees1229
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameCRPS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number887006
Policy instance 1
Insurance contract or identification number887006
Number of Individuals Covered80
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,287
Total amount of fees paid to insurance companyUSD $1,024
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 $5,287
Insurance broker organization code?3
Amount paid for insurance broker fees1024
Insurance broker nameCRPS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number887006
Policy instance 1
Insurance contract or identification number887006
Number of Individuals Covered55
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,541
Total amount of fees paid to insurance companyUSD $881
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 $4,541
Insurance broker organization code?3
Amount paid for insurance broker fees881
Insurance broker nameCRPS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number887006
Policy instance 1
Insurance contract or identification number887006
Number of Individuals Covered53
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,055
Total amount of fees paid to insurance companyUSD $801
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number887006
Policy instance 1
Insurance contract or identification number887006
Number of Individuals Covered43
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,544
Total amount of fees paid to insurance companyUSD $693
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3