MICHAEL S. COFFIN, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHAEL S. COFFIN, LLC 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : MICHAEL S. COFFIN, LLC 401(K) RETIREMENT PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-10 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-10 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-10 | 172301 |
| Net assets as of the end of the plan year | 2025-07-10 | 1596775 |
| Total assets as of the beginning of the plan year | 2025-07-10 | 1249884 |
| Participant contributions to plan in this plan year | 2025-07-10 | 182917 |
| Value of participant loans at end of plan year | 2025-07-10 | 55183 |
| Other expenses paid from plan in this plan year | 2025-07-10 | 0 |
| Other contributions to plan in this plan year | 2025-07-10 | 0 |
| Other income to plan in this plan year | 2025-07-10 | 247848 |
| Plan net income in this plan year | 2025-07-10 | 346891 |
| Net assets as of the end of the plan year | 2025-07-10 | 1596775 |
| Net assets as of the beginning of the plan year | 2025-07-10 | 1249884 |
| Employer contributions to plan in this plan year | 2025-07-10 | 88427 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-10 | 6179 |
| 2024 : MICHAEL S. COFFIN, LLC 401(K) RETIREMENT PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-22 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-22 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-22 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-22 | 42421 |
| Net assets as of the end of the plan year | 2024-05-22 | 1249884 |
| Total assets as of the beginning of the plan year | 2024-05-22 | 809080 |
| Participant contributions to plan in this plan year | 2024-05-22 | 176212 |
| Value of participant loans at end of plan year | 2024-05-22 | 56036 |
| Other expenses paid from plan in this plan year | 2024-05-22 | 0 |
| Other contributions to plan in this plan year | 2024-05-22 | 0 |
| Other income to plan in this plan year | 2024-05-22 | 223152 |
| Plan net income in this plan year | 2024-05-22 | 440804 |
| Net assets as of the end of the plan year | 2024-05-22 | 1249884 |
| Net assets as of the beginning of the plan year | 2024-05-22 | 809080 |
| Employer contributions to plan in this plan year | 2024-05-22 | 83861 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-22 | 4668 |
| 2022 : MICHAEL S. COFFIN, LLC 401(K) RETIREMENT PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-08-12 | 0 |
| Total liabilities as of the end of the plan year | 2022-08-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-08-12 | 0 |
| Total expenses incurred by plan in this plan year | 2022-08-12 | 10830 |
| Net assets as of the end of the plan year | 2022-08-12 | 814398 |
| Total assets as of the beginning of the plan year | 2022-08-12 | 501527 |
| Value of plan covered by a fidelity bond | 2022-08-12 | 1000000 |
| Participant contributions to plan in this plan year | 2022-08-12 | 119032 |
| Value of participant loans at end of plan year | 2022-08-12 | 16888 |
| Other expenses paid from plan in this plan year | 2022-08-12 | 0 |
| Other contributions to plan in this plan year | 2022-08-12 | 0 |
| Other income to plan in this plan year | 2022-08-12 | 139531 |
| Plan net income in this plan year | 2022-08-12 | 312871 |
| Net assets as of the end of the plan year | 2022-08-12 | 814398 |
| Net assets as of the beginning of the plan year | 2022-08-12 | 501527 |
| Employer contributions to plan in this plan year | 2022-08-12 | 65138 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-12 | 3254 |
| 2018 : MICHAEL S. COFFIN, LLC 401(K) RETIREMENT PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $131,500 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $307 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $131,193 |
| Total plan assets at beginning of year | 2018-12-31 | $0 |
| Value of fidelity bond covering the plan | 2018-12-31 | $0 |
| Total contributions received or receivable from participants | 2018-12-31 | $45,476 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $67,034 |
| Net income (gross income less expenses) | 2018-12-31 | $131,193 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $131,193 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $18,990 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $307 |
