RICHARD C. COLE, JR., LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RICHARD C COLE JR LTD PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023: RICHARD C COLE JR LTD PROFIT SHARING PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 0 |
| Number of participants with account balances | 2023-01-01 | 0 |
| 2022: RICHARD C COLE JR LTD PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 0 |
| Number of participants with account balances | 2022-01-01 | 0 |
| 2021: RICHARD C COLE JR LTD PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 0 |
| Number of participants with account balances | 2021-01-01 | 0 |
| 2020: RICHARD C COLE JR LTD PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1 |
| Total of all active and inactive participants | 2020-01-01 | 1 |
| Total participants | 2020-01-01 | 1 |
| Number of participants with account balances | 2020-01-01 | 1 |
| 2019: RICHARD C COLE JR LTD PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 1 |
| Total participants | 2019-01-01 | 1 |
| 2018: RICHARD C COLE JR LTD PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 1 |
| Total participants | 2018-01-01 | 1 |
| Number of participants with account balances | 2018-01-01 | 1 |
| 2017: RICHARD C COLE JR LTD PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 0 |
| 2016: RICHARD C COLE JR LTD PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 1 |
| Total participants | 2016-01-01 | 1 |
| 2015: RICHARD C COLE JR LTD PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 0 |
| 2014: RICHARD C COLE JR LTD PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 0 |
| 2013: RICHARD C COLE JR LTD PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 0 |
| 2012: RICHARD C COLE JR LTD PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 2 |
| Total participants | 2012-01-01 | 2 |
| 2011: RICHARD C COLE JR LTD PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Total participants | 2011-01-01 | 2 |
| 2009: RICHARD C COLE JR LTD PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 2 |
| Total participants | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2023 : RICHARD C COLE JR LTD PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $115,159 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $122,110 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $120,000 |
| Total plan assets at end of year | 2023-12-31 | $4,168,439 |
| Total plan assets at beginning of year | 2023-12-31 | $4,175,390 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $6,004 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $2,110 |
| Other income received | 2023-12-31 | $115,159 |
| Net income (gross income less expenses) | 2023-12-31 | $-6,951 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $4,168,439 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,175,390 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $319,111 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $741,666 |
| 2022 : RICHARD C COLE JR LTD PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-360,543 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $120,675 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $120,000 |
| Total plan assets at end of year | 2022-12-31 | $4,175,390 |
| Total plan assets at beginning of year | 2022-12-31 | $4,656,608 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $675 |
| Other income received | 2022-12-31 | $-360,543 |
| Net income (gross income less expenses) | 2022-12-31 | $-481,218 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,175,390 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,656,608 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $319,111 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $766,666 |
| 2021 : RICHARD C COLE JR LTD PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $389,593 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $121,553 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $120,000 |
| Total plan assets at end of year | 2021-12-31 | $4,656,608 |
| Total plan assets at beginning of year | 2021-12-31 | $4,388,568 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $1,553 |
| Other income received | 2021-12-31 | $389,593 |
| Net income (gross income less expenses) | 2021-12-31 | $268,040 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,656,608 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,388,568 |
| 2020 : RICHARD C COLE JR LTD PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $33,667 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $123,502 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $120,000 |
| Total plan assets at end of year | 2020-12-31 | $4,388,568 |
| Total plan assets at beginning of year | 2020-12-31 | $4,478,403 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $3,502 |
| Other income received | 2020-12-31 | $33,667 |
| Net income (gross income less expenses) | 2020-12-31 | $-89,835 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,388,568 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,478,403 |
| 2019 : RICHARD C COLE JR LTD PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $8,859 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $120,000 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $120,000 |
| Total plan assets at end of year | 2019-12-31 | $4,478,403 |
| Total plan assets at beginning of year | 2019-12-31 | $4,589,544 |
| Other income received | 2019-12-31 | $8,859 |
| Net income (gross income less expenses) | 2019-12-31 | $-111,141 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,478,403 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,589,544 |
| 2018 : RICHARD C COLE JR LTD PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $7,440 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $90,278 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $90,000 |
| Total plan assets at end of year | 2018-12-31 | $4,589,544 |
| Total plan assets at beginning of year | 2018-12-31 | $4,672,382 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $278 |
| Other income received | 2018-12-31 | $7,440 |
| Net income (gross income less expenses) | 2018-12-31 | $-82,838 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,589,544 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,672,382 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $323,578 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $791,668 |
| 2017 : RICHARD C COLE JR LTD PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $614,885 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $3,206 |
| Total plan assets at end of year | 2017-12-31 | $4,672,382 |
| Total plan assets at beginning of year | 2017-12-31 | $4,060,703 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $3,206 |
| Other income received | 2017-12-31 | $614,885 |
| Net income (gross income less expenses) | 2017-12-31 | $611,679 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,672,382 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,060,703 |
| 2016 : RICHARD C COLE JR LTD PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $28,540 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $13,214 |
| Total plan assets at end of year | 2016-12-31 | $4,060,703 |
| Total plan assets at beginning of year | 2016-12-31 | $4,045,377 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $13,214 |
| Other income received | 2016-12-31 | $28,540 |
| Net income (gross income less expenses) | 2016-12-31 | $15,326 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,060,703 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,045,377 |
| 2015 : RICHARD C COLE JR LTD PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $429,853 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $12,960 |
| Total plan assets at end of year | 2015-12-31 | $4,045,377 |
| Total plan assets at beginning of year | 2015-12-31 | $3,628,484 |
| Assets. Value of loans (other than to participants) | 2015-12-31 | $75,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $12,960 |
| Other income received | 2015-12-31 | $429,853 |
| Net income (gross income less expenses) | 2015-12-31 | $416,893 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,045,377 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,628,484 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $951,467 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $840,000 |
| Assets. Value of employer securities | 2015-12-31 | $1,219,808 |
| 2014 : RICHARD C COLE JR LTD PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $144,186 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $223,650 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $223,650 |
| Total plan assets at end of year | 2014-12-31 | $3,628,484 |
| Total plan assets at beginning of year | 2014-12-31 | $3,707,948 |
| Assets. Value of loans (other than to participants) | 2014-12-31 | $75,000 |
| Other income received | 2014-12-31 | $144,186 |
| Net income (gross income less expenses) | 2014-12-31 | $-79,464 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,628,484 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,707,948 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $955,745 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $318,442 |
| Assets. Value of employer securities | 2014-12-31 | $1,275,421 |
| 2013 : RICHARD C COLE JR LTD PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $752,616 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $10,100 |
| Total plan assets at end of year | 2013-12-31 | $3,707,948 |
| Total plan assets at beginning of year | 2013-12-31 | $2,965,432 |
| Assets. Value of loans (other than to participants) | 2013-12-31 | $179,307 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $10,100 |
| Other income received | 2013-12-31 | $712,101 |
| Net income (gross income less expenses) | 2013-12-31 | $742,516 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,707,948 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,965,432 |
| Assets. Value of participant loans | 2013-12-31 | $12,598 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $959,558 |
| Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $309,796 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $40,515 |
| 2012 : RICHARD C COLE JR LTD PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $519,458 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,575 |
| Total plan assets at end of year | 2012-12-31 | $2,965,432 |
| Total plan assets at beginning of year | 2012-12-31 | $2,447,549 |
| Assets. Value of loans (other than to participants) | 2012-12-31 | $179,601 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $1,575 |
| Other income received | 2012-12-31 | $480,128 |
| Net income (gross income less expenses) | 2012-12-31 | $517,883 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,965,432 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,447,549 |
| Assets. Value of participant loans | 2012-12-31 | $5,098 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $959,558 |
| Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $122,707 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $39,330 |
| 2011 : RICHARD C COLE JR LTD PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $210,573 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $25,416 |
| Total plan assets at end of year | 2011-12-31 | $2,447,549 |
| Total plan assets at beginning of year | 2011-12-31 | $2,262,392 |
| Assets. Value of loans (other than to participants) | 2011-12-31 | $761,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $25,416 |
| Other income received | 2011-12-31 | $171,243 |
| Net income (gross income less expenses) | 2011-12-31 | $185,157 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,447,549 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,262,392 |
| Assets. Value of participant loans | 2011-12-31 | $5,000 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $339,375 |
| Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $175,207 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $39,330 |
| 2010 : RICHARD C COLE JR LTD PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $199,236 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $17,959 |
| Total plan assets at end of year | 2010-12-31 | $2,262,392 |
| Total plan assets at beginning of year | 2010-12-31 | $2,081,115 |
| Total contributions received or receivable from participants | 2010-12-31 | $39,330 |
| Assets. Value of loans (other than to participants) | 2010-12-31 | $260,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $17,959 |
| Other income received | 2010-12-31 | $159,906 |
| Net income (gross income less expenses) | 2010-12-31 | $181,277 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,262,392 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,081,115 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $339,378 |
| Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $175,207 |
