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COLEMAN, TAYLOR, KLAUS, DOUPE, DIAZ, & TORREZ P.A. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameCOLEMAN, TAYLOR, KLAUS, DOUPE, DIAZ, & TORREZ P.A. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

COLEMAN, TAYLOR, KLAUS, DOUPE, DIAZ, & TORREZ P.A. 401(K) PROFIT SHARING PLAN AND TRUST 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

COLEMAN, HAZZARD & TAYLOR, P.A. has sponsored the creation of one or more 401k plans.

Company Name:COLEMAN, HAZZARD & TAYLOR, P.A.
Employer identification number (EIN):201618587
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLEMAN, TAYLOR, KLAUS, DOUPE, DIAZ, & TORREZ P.A. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01WILLIAM HAZZARD WILLIAM HAZZARD2015-07-22
0012013-01-01WILLIAM HAZZARD WILLIAM HAZZARD2014-08-26
0012012-01-01WILLIAM HAZZARD WILLIAM HAZZARD2013-07-01
0012011-01-01COLEMAN HAZZARD TAYLOR PA2012-05-14
0012010-01-01COLEMAN HAZZARD TAYLOR PA2011-06-20

Plan Statistics for COLEMAN, TAYLOR, KLAUS, DOUPE, DIAZ, & TORREZ P.A. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for COLEMAN, TAYLOR, KLAUS, DOUPE, DIAZ, & TORREZ P.A. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2014: COLEMAN, TAYLOR, KLAUS, DOUPE, DIAZ, & TORREZ P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0112
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-012
Total of all active and inactive participants2014-01-018
Total participants2014-01-018
Number of participants with account balances2014-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COLEMAN, TAYLOR, KLAUS, DOUPE, DIAZ, & TORREZ P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-019
Number of retired or separated participants receiving benefits2013-01-012
Total of all active and inactive participants2013-01-0111
Total participants2013-01-0111
Number of participants with account balances2013-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COLEMAN, TAYLOR, KLAUS, DOUPE, DIAZ, & TORREZ P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-012
Total of all active and inactive participants2012-01-0110
Total participants2012-01-0110
Number of participants with account balances2012-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on COLEMAN, TAYLOR, KLAUS, DOUPE, DIAZ, & TORREZ P.A. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2014 : COLEMAN, TAYLOR, KLAUS, DOUPE, DIAZ, & TORREZ P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$158,481
Expenses. Total of all expenses incurred2014-12-31$94,176
Benefits paid (including direct rollovers)2014-12-31$94,026
Total plan assets at end of year2014-12-31$2,610,468
Total plan assets at beginning of year2014-12-31$2,546,163
Value of fidelity bond covering the plan2014-12-31$203,668
Total contributions received or receivable from participants2014-12-31$71,851
Other income received2014-12-31$-20,904
Net income (gross income less expenses)2014-12-31$64,305
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,610,468
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,546,163
Assets. Value of participant loans2014-12-31$30,383
Total contributions received or receivable from employer(s)2014-12-31$107,534
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : COLEMAN, TAYLOR, KLAUS, DOUPE, DIAZ, & TORREZ P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$378,529
Expenses. Total of all expenses incurred2013-12-31$2,180
Benefits paid (including direct rollovers)2013-12-31$2,130
Total plan assets at end of year2013-12-31$2,540,163
Total plan assets at beginning of year2013-12-31$2,163,814
Value of fidelity bond covering the plan2013-12-31$203,668
Total contributions received or receivable from participants2013-12-31$65,270
Other income received2013-12-31$221,285
Net income (gross income less expenses)2013-12-31$376,349
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,540,163
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,163,814
Assets. Value of participant loans2013-12-31$11,171
Total contributions received or receivable from employer(s)2013-12-31$91,974
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : COLEMAN, TAYLOR, KLAUS, DOUPE, DIAZ, & TORREZ P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$213,732
Expenses. Total of all expenses incurred2012-12-31$43,251
Benefits paid (including direct rollovers)2012-12-31$42,901
Total plan assets at end of year2012-12-31$2,163,814
Total plan assets at beginning of year2012-12-31$1,993,333
Value of fidelity bond covering the plan2012-12-31$203,668
Total contributions received or receivable from participants2012-12-31$68,480
Other income received2012-12-31$67,096
Net income (gross income less expenses)2012-12-31$170,481
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,163,814
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,993,333
Assets. Value of participant loans2012-12-31$14,535
Total contributions received or receivable from employer(s)2012-12-31$78,156
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$350
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for COLEMAN, TAYLOR, KLAUS, DOUPE, DIAZ, & TORREZ P.A. 401(K) PROFIT SHARING PLAN AND TRUST

2014: COLEMAN, TAYLOR, KLAUS, DOUPE, DIAZ, & TORREZ P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COLEMAN, TAYLOR, KLAUS, DOUPE, DIAZ, & TORREZ P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COLEMAN, TAYLOR, KLAUS, DOUPE, DIAZ, & TORREZ P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874057
Policy instance 1
Insurance contract or identification number874057
Number of Individuals Covered12
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,994
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $693
Insurance broker organization code?3
Insurance broker nameQUESTAR AGENCY INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874057
Policy instance 1
Insurance contract or identification number874057
Number of Individuals Covered11
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $11,564
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $5,160
Insurance broker organization code?3
Insurance broker namePENSION CONSULTANTS & ADMINISTRATOR
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874057
Policy instance 1
Insurance contract or identification number874057
Number of Individuals Covered10
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,387
Total amount of fees paid to insurance companyUSD $2,629
Commission paid to Insurance BrokerUSD $10,387
Insurance broker organization code?3
Insurance broker namePENSION CONSULTANTS & ADMINISTRATOR

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