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COPPER BEECH FINANCIAL GROUP, LLC 401K PLAN 401k Plan overview

Plan NameCOPPER BEECH FINANCIAL GROUP, LLC 401K PLAN
Plan identification number 001

COPPER BEECH FINANCIAL GROUP, LLC 401K 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
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COPPER BEECH FINANCIAL GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:COPPER BEECH FINANCIAL GROUP, LLC
Employer identification number (EIN):270331584
NAIC Classification:523900

Additional information about COPPER BEECH FINANCIAL GROUP, LLC

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 0400320469

More information about COPPER BEECH FINANCIAL GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COPPER BEECH FINANCIAL GROUP, LLC 401K PLAN

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
0012016-01-01MICHAEL J. PARISE2017-10-02
0012015-01-01MICHAEL J. PARISE
0012014-01-01MICHAEL J. PARISE
0012013-01-01MICHAEL J. PARISE
0012012-01-01MICHAEL J. PARISE
0012011-01-01MICHAEL J. PARISE
0012010-01-01MICHAEL J. PARISE2011-10-03

Plan Statistics for COPPER BEECH FINANCIAL GROUP, LLC 401K PLAN

401k plan membership statisitcs for COPPER BEECH FINANCIAL GROUP, LLC 401K PLAN

Measure Date Value
2015: COPPER BEECH FINANCIAL GROUP, LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COPPER BEECH FINANCIAL GROUP, LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-018
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COPPER BEECH FINANCIAL GROUP, LLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COPPER BEECH FINANCIAL GROUP, LLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COPPER BEECH FINANCIAL GROUP, LLC 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on COPPER BEECH FINANCIAL GROUP, LLC 401K PLAN

Measure Date Value
2015 : COPPER BEECH FINANCIAL GROUP, LLC 401K PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$49,432
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$555,207
Total plan assets at beginning of year2015-12-31$505,775
Value of fidelity bond covering the plan2015-12-31$200,000
Total contributions received or receivable from participants2015-12-31$36,781
Other income received2015-12-31$4,858
Net income (gross income less expenses)2015-12-31$49,432
Net plan assets at end of year (total assets less liabilities)2015-12-31$555,207
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$505,775
Assets. Value of participant loans2015-12-31$0
Assets. Value of assets in partnership/joint-venture interests2015-12-31$65,741
Assets. Value of real-estate (other than employer real property)2015-12-31$21,512
Total contributions received or receivable from employer(s)2015-12-31$7,793
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : COPPER BEECH FINANCIAL GROUP, LLC 401K PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$88,629
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$505,775
Total plan assets at beginning of year2014-12-31$417,146
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$62,661
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$13,019
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$88,629
Net plan assets at end of year (total assets less liabilities)2014-12-31$505,775
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$417,146
Assets. Value of participant loans2014-12-31$11,314
Assets. Value of real-estate (other than employer real property)2014-12-31$19,145
Total contributions received or receivable from employer(s)2014-12-31$12,949
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : COPPER BEECH FINANCIAL GROUP, LLC 401K PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$134,944
Expenses. Total of all expenses incurred2013-12-31$92
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$417,146
Total plan assets at beginning of year2013-12-31$282,294
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$50,532
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$21,523
Other income received2013-12-31$53,114
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$134,852
Net plan assets at end of year (total assets less liabilities)2013-12-31$417,146
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$282,294
Assets. Value of participant loans2013-12-31$19,861
Assets. Value of real-estate (other than employer real property)2013-12-31$18,171
Total contributions received or receivable from employer(s)2013-12-31$9,775
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$92
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : COPPER BEECH FINANCIAL GROUP, LLC 401K PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$77,521
Expenses. Total of all expenses incurred2012-12-31$4,817
Benefits paid (including direct rollovers)2012-12-31$4,763
Total plan assets at end of year2012-12-31$282,294
Total plan assets at beginning of year2012-12-31$209,590
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$43,434
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$25,442
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$72,704
Net plan assets at end of year (total assets less liabilities)2012-12-31$282,294
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$209,590
Assets. Value of participant loans2012-12-31$27,446
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$3,858
Total contributions received or receivable from employer(s)2012-12-31$8,645
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$54
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : COPPER BEECH FINANCIAL GROUP, LLC 401K PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total income from all sources2011-12-31$43,210
Expenses. Total of all expenses incurred2011-12-31$32
Total plan assets at end of year2011-12-31$209,590
Total plan assets at beginning of year2011-12-31$166,412
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$42,291
Other income received2011-12-31$-7,051
Net income (gross income less expenses)2011-12-31$43,178
Net plan assets at end of year (total assets less liabilities)2011-12-31$209,590
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$166,412
Assets. Value of participant loans2011-12-31$35,012
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$4,560
Total contributions received or receivable from employer(s)2011-12-31$7,970
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$32

Form 5500 Responses for COPPER BEECH FINANCIAL GROUP, LLC 401K PLAN

2015: COPPER BEECH FINANCIAL GROUP, LLC 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COPPER BEECH FINANCIAL GROUP, LLC 401K PLAN 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COPPER BEECH FINANCIAL GROUP, LLC 401K PLAN 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COPPER BEECH FINANCIAL GROUP, LLC 401K PLAN 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COPPER BEECH FINANCIAL GROUP, LLC 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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