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L & D COATES, INC. 401(K) PLAN 401k Plan overview

Plan NameL & D COATES, INC. 401(K) PLAN
Plan identification number 001

L & D COATES, INC. 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.
  • 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

L & D COATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:L & D COATES, INC.
Employer identification number (EIN):843044076
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about L & D COATES, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2019-07-05
Company Identification Number: 0846166
Legal Registered Office Address: 935 GOOD HOPE CHURCH RD

ARODA
United States of America (USA)
22709

More information about L & D COATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan L & D COATES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TARA EVANS, FOR TAG RESOURCES2024-06-21
0012022-01-01TARA EVANS, FOR TAG RESOURCES2023-06-22
0012021-01-01TARA EVANS2022-09-08
0012020-01-01PHIL TISUE2021-03-22
0012019-01-01PHIL TISUE2020-07-23

Financial Data on L & D COATES, INC. 401(K) PLAN

Measure Date Value
2025 : L & D COATES, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-02-1483685
Net assets as of the end of the plan year2025-02-14975157
Total assets as of the beginning of the plan year2025-02-14890243
Value of plan covered by a fidelity bond2025-02-14500000
Participant contributions to plan in this plan year2025-02-1421922
Other income to plan in this plan year2025-02-14128139
Plan net income in this plan year2025-02-1484914
Net assets as of the end of the plan year2025-02-14975157
Net assets as of the beginning of the plan year2025-02-14890243
Employer contributions to plan in this plan year2025-02-1418538
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-149607
2024 : L & D COATES, INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-2165707
Net assets as of the end of the plan year2024-06-21890243
Total assets as of the beginning of the plan year2024-06-21783315
Value of plan covered by a fidelity bond2024-06-21500000
Participant contributions to plan in this plan year2024-06-2119342
Other income to plan in this plan year2024-06-21137250
Plan net income in this plan year2024-06-21106928
Net assets as of the end of the plan year2024-06-21890243
Net assets as of the beginning of the plan year2024-06-21783315
Employer contributions to plan in this plan year2024-06-2116043
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-218754

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