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COECLES HARBOR MARINA & BOATYARD, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameCOECLES HARBOR MARINA & BOATYARD, INC. PROFIT SHARING PLAN
Plan identification number 001

COECLES HARBOR MARINA & BOATYARD, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Life insurance

401k Sponsoring company profile

COECLES HARBOR MARINA & BOATYARD, INC. has sponsored the creation of one or more 401k plans.

Company Name:COECLES HARBOR MARINA & BOATYARD, INC.
Employer identification number (EIN):112296291
NAIC Classification:441222
NAIC Description:Boat Dealers

Additional information about COECLES HARBOR MARINA & BOATYARD, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1973-04-09
Company Identification Number: 258544
Legal Registered Office Address: HUDSON AVENUE
Suffolk
SHELTER ISLAND
United States of America (USA)
119641670

More information about COECLES HARBOR MARINA & BOATYARD, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COECLES HARBOR MARINA & BOATYARD, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01PETER NEEDHAM2024-02-09
0012021-10-01PETER NEEDHAM2023-01-11
0012020-10-01PETER NEEDHAM2022-02-18
0012019-10-01PETER NEEDHAM2020-12-14
0012018-10-01PETER NEEDHAM2020-01-10
0012017-10-01PETER NEEDHAM2018-12-12
0012016-10-01PETER NEEDHAM2017-12-19
0012015-10-01PETER NEEDHAM2016-11-30
0012014-10-01PETER NEEDHAM2016-01-19
0012013-10-01PETER NEEDHAM2015-01-26
0012012-10-01PETER NEEDHAM2013-12-17
0012011-10-01PETER NEEDHAM
0012009-10-01PETER NEEDHAM
0012009-10-01PETER NEEDHAM

Plan Statistics for COECLES HARBOR MARINA & BOATYARD, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for COECLES HARBOR MARINA & BOATYARD, INC. PROFIT SHARING PLAN

Measure Date Value
2011: COECLES HARBOR MARINA & BOATYARD, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-0127
Total number of active participants reported on line 7a of the Form 55002011-10-0126
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-010
Total of all active and inactive participants2011-10-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-0126
Number of participants with account balances2011-10-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2009: COECLES HARBOR MARINA & BOATYARD, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0129
Total number of active participants reported on line 7a of the Form 55002009-10-0127
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-011
Total of all active and inactive participants2009-10-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-0128
Number of participants with account balances2009-10-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-011

Financial Data on COECLES HARBOR MARINA & BOATYARD, INC. PROFIT SHARING PLAN

Measure Date Value
2012 : COECLES HARBOR MARINA & BOATYARD, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-09-30$639,817
Expenses. Total of all expenses incurred2012-09-30$61,545
Benefits paid (including direct rollovers)2012-09-30$56,319
Total plan assets at end of year2012-09-30$2,892,879
Total plan assets at beginning of year2012-09-30$2,314,607
Value of fidelity bond covering the plan2012-09-30$225,000
Total contributions received or receivable from participants2012-09-30$0
Contributions received from other sources (not participants or employers)2012-09-30$0
Other income received2012-09-30$547,817
Net income (gross income less expenses)2012-09-30$578,272
Net plan assets at end of year (total assets less liabilities)2012-09-30$2,892,879
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$2,314,607
Total contributions received or receivable from employer(s)2012-09-30$92,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$5,226
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
2011 : COECLES HARBOR MARINA & BOATYARD, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-09-30$39,814
Expenses. Total of all expenses incurred2011-09-30$118,867
Benefits paid (including direct rollovers)2011-09-30$114,252
Total plan assets at end of year2011-09-30$2,314,607
Total plan assets at beginning of year2011-09-30$2,393,660
Value of fidelity bond covering the plan2011-09-30$225,000
Other income received2011-09-30$-47,686
Net income (gross income less expenses)2011-09-30$-79,053
Net plan assets at end of year (total assets less liabilities)2011-09-30$2,314,607
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$2,393,660
Total contributions received or receivable from employer(s)2011-09-30$87,500
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$4,615
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
2010 : COECLES HARBOR MARINA & BOATYARD, INC. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-09-30$0
Total income from all sources2010-09-30$356,196
Expenses. Total of all expenses incurred2010-09-30$28,599
Benefits paid (including direct rollovers)2010-09-30$24,925
Total plan assets at end of year2010-09-30$2,393,660
Total plan assets at beginning of year2010-09-30$2,066,063
Value of fidelity bond covering the plan2010-09-30$225,000
Total contributions received or receivable from participants2010-09-30$0
Expenses. Other expenses not covered elsewhere2010-09-30$1,589
Contributions received from other sources (not participants or employers)2010-09-30$0
Other income received2010-09-30$256,196
Noncash contributions received2010-09-30$0
Net income (gross income less expenses)2010-09-30$327,597
Net plan assets at end of year (total assets less liabilities)2010-09-30$2,393,660
Net plan assets at beginning of year (total assets less liabilities)2010-09-30$2,066,063
Total contributions received or receivable from employer(s)2010-09-30$100,000
Value of certain deemed distributions of participant loans2010-09-30$0
Value of corrective distributions2010-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-09-30$2,085
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for COECLES HARBOR MARINA & BOATYARD, INC. PROFIT SHARING PLAN

2011: COECLES HARBOR MARINA & BOATYARD, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2009: COECLES HARBOR MARINA & BOATYARD, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedYes
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number1335-5900-5782
Policy instance 1
Insurance contract or identification number1335-5900-5782
Number of Individuals Covered2
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number1335-5900-5782
Policy instance 1
Insurance contract or identification number1335-5900-5782
Number of Individuals Covered2
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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