COUGHLIN BETKE LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COUGHLIN BETKE 401(K)/PSP PLAN
| Measure | Date | Value |
|---|
| 2014: COUGHLIN BETKE 401(K)/PSP PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 4 |
| Number of participants with account balances | 2014-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: COUGHLIN BETKE 401(K)/PSP PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
| Total of all active and inactive participants | 2013-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 10 |
| Number of participants with account balances | 2013-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
| 2012: COUGHLIN BETKE 401(K)/PSP PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 4 |
| Total of all active and inactive participants | 2012-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 15 |
| Number of participants with account balances | 2012-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: COUGHLIN BETKE 401(K)/PSP PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 12 |
| Number of participants with account balances | 2011-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: COUGHLIN BETKE 401(K)/PSP PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 13 |
| 2009: COUGHLIN BETKE 401(K)/PSP PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 5 |
| Total of all active and inactive participants | 2009-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 15 |
| Number of participants with account balances | 2009-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| 2008: COUGHLIN BETKE 401(K)/PSP PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 6 |
| Total of all active and inactive participants | 2008-01-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
| Total participants | 2008-01-01 | 16 |
| Number of participants with account balances | 2008-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
| 2007: COUGHLIN BETKE 401(K)/PSP PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2007-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 6 |
| Total of all active and inactive participants | 2007-01-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
| Total participants | 2007-01-01 | 16 |
| Number of participants with account balances | 2007-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2014 : COUGHLIN BETKE 401(K)/PSP PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $25,422 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $25,789 |
| Total plan assets at end of year | 2014-12-31 | $212,511 |
| Total plan assets at beginning of year | 2014-12-31 | $212,878 |
| Total contributions received or receivable from participants | 2014-12-31 | $8,877 |
| Other income received | 2014-12-31 | $16,545 |
| Net income (gross income less expenses) | 2014-12-31 | $-367 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $212,511 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $212,878 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $25,708 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $81 |
| 2013 : COUGHLIN BETKE 401(K)/PSP PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $50,914 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $251 |
| Total plan assets at end of year | 2013-12-31 | $212,878 |
| Total plan assets at beginning of year | 2013-12-31 | $162,215 |
| Value of fidelity bond covering the plan | 2013-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $12,843 |
| Other income received | 2013-12-31 | $38,071 |
| Net income (gross income less expenses) | 2013-12-31 | $50,663 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $212,878 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $162,215 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $251 |
| 2012 : COUGHLIN BETKE 401(K)/PSP PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $31,371 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $5,141 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $4,843 |
| Total plan assets at end of year | 2012-12-31 | $162,215 |
| Total plan assets at beginning of year | 2012-12-31 | $135,985 |
| Value of fidelity bond covering the plan | 2012-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $14,262 |
| Other income received | 2012-12-31 | $17,109 |
| Net income (gross income less expenses) | 2012-12-31 | $26,230 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $162,215 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $135,985 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $298 |
| 2011 : COUGHLIN BETKE 401(K)/PSP PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $-131,696 |
| Total income from all sources | 2011-12-31 | $17,500 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $559 |
| Total plan assets at end of year | 2011-12-31 | $135,985 |
| Total plan assets at beginning of year | 2011-12-31 | $250,740 |
| Value of fidelity bond covering the plan | 2011-12-31 | $25,000 |
| Other income received | 2011-12-31 | $17,500 |
| Net income (gross income less expenses) | 2011-12-31 | $16,941 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $135,985 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $250,740 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $559 |
| 2010 : COUGHLIN BETKE 401(K)/PSP PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $19,630 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,900 |
| Total plan assets at end of year | 2010-12-31 | $250,740 |
| Total plan assets at beginning of year | 2010-12-31 | $233,010 |
| Value of fidelity bond covering the plan | 2010-12-31 | $25,000 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $2,044 |
| Other income received | 2010-12-31 | $17,586 |
| Net income (gross income less expenses) | 2010-12-31 | $17,730 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $250,740 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $233,010 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,900 |
| 2014: COUGHLIN BETKE 401(K)/PSP PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: COUGHLIN BETKE 401(K)/PSP PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: COUGHLIN BETKE 401(K)/PSP PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: COUGHLIN BETKE 401(K)/PSP PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: COUGHLIN BETKE 401(K)/PSP PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: COUGHLIN BETKE 401(K)/PSP PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 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 – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2008: COUGHLIN BETKE 401(K)/PSP PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | Yes |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Insurance | Yes |
| 2008-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2007: COUGHLIN BETKE 401(K)/PSP PLAN 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Insurance | Yes |
| 2007-01-01 | Plan benefit arrangement – Insurance | Yes |
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 921827 |
| Policy instance | 1 |
| Insurance contract or identification number | 921827 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of fees paid to insurance company | USD $50 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 50 | | Insurance broker name | CES INSURANCE AGENCY |
|
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 921827 |
| Policy instance | 1 |
| Insurance contract or identification number | 921827 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $251 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $251 | | Insurance broker name | CES INSURANCE AGENCY |
|
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 921827 |
| Policy instance | 1 |
| Insurance contract or identification number | 921827 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $298 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $298 | | Insurance broker name | SALOMON SMITH BARNEY |
|
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 921827 |
| Policy instance | 1 |
| Insurance contract or identification number | 921827 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) |
| Policy contract number | 921827 |
| Policy instance | 1 |
| Insurance contract or identification number | 921827 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $1,900 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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