401k Plan data: CO-OP 401(K) PLAN plan

CO-OP 401(K) PLAN 401k Plan overview

Plan Name	CO-OP 401(K) PLAN
Plan identification number	002

CO-OP 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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

CO-OP SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: CO-OP SERVICES, INC.

Employer identification number (EIN): 730237320

NAIC Classification: 115110

Additional information about CO-OP SERVICES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1984-01-26

Company Identification Number: G80495

Legal Registered Office Address: 211 NORTH PALAFOX STREET

PENSACOLA

32501

More information about CO-OP SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CO-OP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01 STEVE SWEENEY 2023-08-21
002 2021-01-01 STEVE SWEENEY 2022-08-02
002 2020-01-01 STEVE SWEENEY 2021-07-22
002 2019-01-01 STEVE SWEENEY 2020-05-28
002 2018-01-01 STEVE SWEENEY 2019-05-31
002 2017-01-01 STEVE SWEENEY 2018-06-19 STEVE SWEENEY 2018-06-19
002 2016-01-01 STEVE SWEENEY 2017-05-03
002 2015-01-01 STEVE SWEENEY 2016-05-12 STEVE SWEENEY 2016-05-12
002 2014-01-01 CHARLIE SWANSON 2015-09-15
002 2013-01-01 CHARLIE SWANSON 2014-07-02
002 2012-01-01 CHARLIE SWANSON 2013-05-07 CHARLIE SWANSON 2013-05-07
002 2011-01-01 CHARLIE SWANSON 2012-07-09 CHARLIE SWANSON 2012-07-09
002 2009-01-01 CHARLIE SWANSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01	STEVE SWEENEY	2023-08-21
002	2021-01-01	STEVE SWEENEY	2022-08-02
002	2020-01-01	STEVE SWEENEY	2021-07-22
002	2019-01-01	STEVE SWEENEY	2020-05-28
002	2018-01-01	STEVE SWEENEY	2019-05-31
002	2017-01-01	STEVE SWEENEY	2018-06-19	STEVE SWEENEY	2018-06-19
002	2016-01-01	STEVE SWEENEY	2017-05-03
002	2015-01-01	STEVE SWEENEY	2016-05-12	STEVE SWEENEY	2016-05-12
002	2014-01-01	CHARLIE SWANSON	2015-09-15
002	2013-01-01	CHARLIE SWANSON	2014-07-02
002	2012-01-01	CHARLIE SWANSON	2013-05-07	CHARLIE SWANSON	2013-05-07
002	2011-01-01	CHARLIE SWANSON	2012-07-09	CHARLIE SWANSON	2012-07-09
002	2009-01-01	CHARLIE SWANSON

Financial Data on CO-OP 401(K) PLAN

Measure	Date	Value
2025 : CO-OP 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-08-14	0
Total liabilities as of the end of the plan year	2025-08-14	0
Total liabilities as of the beginning of the plan year	2025-08-14	0
Total expenses incurred by plan in this plan year	2025-08-14	5920
Net assets as of the end of the plan year	2025-08-14	168635
Total assets as of the beginning of the plan year	2025-08-14	151665
Value of plan covered by a fidelity bond	2025-08-14	100000
Participant contributions to plan in this plan year	2025-08-14	2768
Value of participant loans at end of plan year	2025-08-14	10394
Other expenses paid from plan in this plan year	2025-08-14	2974
Other contributions to plan in this plan year	2025-08-14	0
Other income to plan in this plan year	2025-08-14	20122
Plan net income in this plan year	2025-08-14	16970
Net assets as of the end of the plan year	2025-08-14	168635
Net assets as of the beginning of the plan year	2025-08-14	151665
Employer contributions to plan in this plan year	2025-08-14	0
Expensese paid to adminstrative service provicers from plan in this plan year	2025-08-14	0
2024 : CO-OP 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-08-21	0
Total liabilities as of the end of the plan year	2024-08-21	0
Total liabilities as of the beginning of the plan year	2024-08-21	0
Total expenses incurred by plan in this plan year	2024-08-21	93886
Net assets as of the end of the plan year	2024-08-21	151665
Total assets as of the beginning of the plan year	2024-08-21	221052
Value of plan covered by a fidelity bond	2024-08-21	100000
Participant contributions to plan in this plan year	2024-08-21	3031
Value of participant loans at end of plan year	2024-08-21	14743
Other expenses paid from plan in this plan year	2024-08-21	2988
Other contributions to plan in this plan year	2024-08-21	0
Other income to plan in this plan year	2024-08-21	21468
Plan net income in this plan year	2024-08-21	-69387
Net assets as of the end of the plan year	2024-08-21	151665
Net assets as of the beginning of the plan year	2024-08-21	221052
Employer contributions to plan in this plan year	2024-08-21	0
2022 : CO-OP 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-08-02	0
Total liabilities as of the end of the plan year	2022-08-02	0
Total liabilities as of the beginning of the plan year	2022-08-02	0
Total expenses incurred by plan in this plan year	2022-08-02	4963
Net assets as of the end of the plan year	2022-08-02	253646
Total assets as of the beginning of the plan year	2022-08-02	228323
Value of plan covered by a fidelity bond	2022-08-02	100000
Participant contributions to plan in this plan year	2022-08-02	2706
Value of participant loans at end of plan year	2022-08-02	2301
Other expenses paid from plan in this plan year	2022-08-02	4921
Other contributions to plan in this plan year	2022-08-02	0
Other income to plan in this plan year	2022-08-02	27580
Plan net income in this plan year	2022-08-02	25323
Net assets as of the end of the plan year	2022-08-02	253646
Net assets as of the beginning of the plan year	2022-08-02	228323
Employer contributions to plan in this plan year	2022-08-02	0
Expensese paid to adminstrative service provicers from plan in this plan year	2022-08-02	0
2010 : CO-OP 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$48,153
Expenses. Total of all expenses incurred	2010-12-31	$2,400
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$268,275
Total plan assets at beginning of year	2010-12-31	$222,522
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$18,756
Expenses. Other expenses not covered elsewhere	2010-12-31	$2,400
Other income received	2010-12-31	$29,397
Net income (gross income less expenses)	2010-12-31	$45,753
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$268,275
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$222,522
Assets. Value of participant loans	2010-12-31	$2,378
Total contributions received or receivable from employer(s)	2010-12-31	$0
2009 : CO-OP 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CO-OP 401(K) PLAN

2009: CO-OP 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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

Company Name:	CO-OP SERVICES, INC.
Employer identification number (EIN):	730237320
NAIC Classification:	115110

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1984-01-26
Company Identification Number:	G80495
Legal Registered Office Address:	211 NORTH PALAFOX STREET PENSACOLA 32501