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COLE & REED, P.C. 401(K) PLAN 401k Plan overview

Plan NameCOLE & REED, P.C. 401(K) PLAN
Plan identification number 002

COLE & REED, P.C. 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

COLE & REED, P.C. has sponsored the creation of one or more 401k plans.

Company Name:COLE & REED, P.C.
Employer identification number (EIN):731312422
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about COLE & REED, P.C.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2004-06-22
Company Identification Number: 0800362275
Legal Registered Office Address: 210 PARK AVE STE 1725

OKLAHOMA CITY
United States of America (USA)
73102

More information about COLE & REED, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLE & REED, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01ALLEN COFFEY
0022014-01-01ALLEN COFFEY
0022013-01-01ALLEN COFFEY
0022012-01-01ALLEN COFFEY
0022011-01-01ALLEN COFFEY

Financial Data on COLE & REED, P.C. 401(K) PLAN

Measure Date Value
2015 : COLE & REED, P.C. 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year2015-06-30$0
Total plan liabilities at beginning of year2015-06-30$0
Total income from all sources2015-06-30$48,124
Expenses. Total of all expenses incurred2015-06-30$2,828,896
Benefits paid (including direct rollovers)2015-06-30$2,828,896
Total plan assets at end of year2015-06-30$0
Total plan assets at beginning of year2015-06-30$2,780,772
Value of fidelity bond covering the plan2015-06-30$150,000
Other income received2015-06-30$48,124
Net income (gross income less expenses)2015-06-30$-2,780,772
Net plan assets at end of year (total assets less liabilities)2015-06-30$0
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$2,780,772
2014 : COLE & REED, P.C. 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$791,574
Expenses. Total of all expenses incurred2014-12-31$152,085
Benefits paid (including direct rollovers)2014-12-31$152,085
Total plan assets at end of year2014-12-31$2,780,772
Total plan assets at beginning of year2014-12-31$2,141,283
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$358,842
Contributions received from other sources (not participants or employers)2014-12-31$6,621
Other income received2014-12-31$92,345
Net income (gross income less expenses)2014-12-31$639,489
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,780,772
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,141,283
Total contributions received or receivable from employer(s)2014-12-31$333,766
Value of certain deemed distributions of participant loans2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : COLE & REED, P.C. 401(K) PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$876,477
Expenses. Total of all expenses incurred2013-12-31$133,240
Benefits paid (including direct rollovers)2013-12-31$133,240
Total plan assets at end of year2013-12-31$2,141,283
Total plan assets at beginning of year2013-12-31$1,398,046
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$361,347
Contributions received from other sources (not participants or employers)2013-12-31$1,497
Other income received2013-12-31$191,825
Net income (gross income less expenses)2013-12-31$743,237
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,141,283
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,398,046
Total contributions received or receivable from employer(s)2013-12-31$321,808
2012 : COLE & REED, P.C. 401(K) PLAN 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$937,215
Expenses. Total of all expenses incurred2012-12-31$92,964
Benefits paid (including direct rollovers)2012-12-31$92,964
Total plan assets at end of year2012-12-31$1,398,046
Total plan assets at beginning of year2012-12-31$553,795
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$317,917
Contributions received from other sources (not participants or employers)2012-12-31$260,108
Other income received2012-12-31$86,784
Net income (gross income less expenses)2012-12-31$844,251
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,398,046
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$553,795
Total contributions received or receivable from employer(s)2012-12-31$272,406
2011 : COLE & REED, P.C. 401(K) PLAN 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$568,358
Expenses. Total of all expenses incurred2011-12-31$14,563
Benefits paid (including direct rollovers)2011-12-31$14,563
Total plan assets at end of year2011-12-31$553,795
Total plan assets at beginning of year2011-12-31$0
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$313,327
Other income received2011-12-31$-17,885
Net income (gross income less expenses)2011-12-31$553,795
Net plan assets at end of year (total assets less liabilities)2011-12-31$553,795
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$272,916

Form 5500 Responses for COLE & REED, P.C. 401(K) PLAN

2015: COLE & REED, P.C. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COLE & REED, P.C. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COLE & REED, P.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COLE & REED, P.C. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COLE & REED, P.C. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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