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CARLILE COATSWORTH ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCARLILE COATSWORTH ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

CARLILE COATSWORTH ARCHITECTS, INC. 401(K) PROFIT SHARING 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
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

CARLILE COATSWORTH ARCHITECTS INC has sponsored the creation of one or more 401k plans.

Company Name:CARLILE COATSWORTH ARCHITECTS INC
Employer identification number (EIN):330364241
NAIC Classification:541310
NAIC Description:Architectural Services

Additional information about CARLILE COATSWORTH ARCHITECTS INC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1644946

More information about CARLILE COATSWORTH ARCHITECTS INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARLILE COATSWORTH ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01MARCY FIELDS2021-06-29
0012019-01-01MARCY FIELDS2020-09-28
0012018-01-01MARCY FIELDS2019-08-01
0012017-01-01MARCY FIELDS2018-05-25
0012016-01-01MARCY FIELDS2017-03-23
0012015-01-01MARCY FIELDS2016-08-25
0012014-01-01MARCY FIELDS2015-09-01
0012013-01-01MARCY FIELDS
0012012-01-01ELIZABETH LONGWORTH
0012011-01-01CALVIN COATSWORTH2012-09-19
0012009-01-01CALVIN COATSWORTH

Plan Statistics for CARLILE COATSWORTH ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CARLILE COATSWORTH ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: CARLILE COATSWORTH ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0132
Total number of active participants reported on line 7a of the Form 55002013-01-0118
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0127
Number of participants with account balances2013-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CARLILE COATSWORTH ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0131
Total number of active participants reported on line 7a of the Form 55002012-01-0123
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0132
Number of participants with account balances2012-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2009: CARLILE COATSWORTH ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0146
Total number of active participants reported on line 7a of the Form 55002009-01-0114
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0129
Total of all active and inactive participants2009-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0143
Number of participants with account balances2009-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on CARLILE COATSWORTH ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2013 : CARLILE COATSWORTH ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$620,327
Expenses. Total of all expenses incurred2013-12-31$108,483
Benefits paid (including direct rollovers)2013-12-31$108,458
Total plan assets at end of year2013-12-31$3,678,339
Total plan assets at beginning of year2013-12-31$3,166,495
Value of fidelity bond covering the plan2013-12-31$425,000
Total contributions received or receivable from participants2013-12-31$125,347
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$32,427
Other income received2013-12-31$407,750
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$511,844
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,678,339
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,166,495
Assets. Value of participant loans2013-12-31$5,004
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$54,803
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$25
2012 : CARLILE COATSWORTH ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$377,431
Expenses. Total of all expenses incurred2012-12-31$20,736
Benefits paid (including direct rollovers)2012-12-31$20,736
Total plan assets at end of year2012-12-31$3,166,495
Total plan assets at beginning of year2012-12-31$2,809,800
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$110,902
Other income received2012-12-31$215,497
Net income (gross income less expenses)2012-12-31$356,695
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,166,495
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,809,800
Assets. Value of participant loans2012-12-31$6,969
Total contributions received or receivable from employer(s)2012-12-31$51,032
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2010 : CARLILE COATSWORTH ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$434,065
Expenses. Total of all expenses incurred2010-12-31$57,785
Benefits paid (including direct rollovers)2010-12-31$53,590
Total plan assets at end of year2010-12-31$2,856,495
Total plan assets at beginning of year2010-12-31$2,480,215
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$84,592
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$311,926
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$376,280
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,856,495
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,480,215
Assets. Value of real-estate (other than employer real property)2010-12-31$48,308
Total contributions received or receivable from employer(s)2010-12-31$37,547
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$4,195
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for CARLILE COATSWORTH ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN

2013: CARLILE COATSWORTH ARCHITECTS, INC. 401(K) PROFIT SHARING 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: CARLILE COATSWORTH ARCHITECTS, INC. 401(K) PROFIT SHARING 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2009: CARLILE COATSWORTH ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number92039
Policy instance 1
Insurance contract or identification number92039
Number of Individuals Covered32
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,540
Total amount of fees paid to insurance companyUSD $1,637
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
Commission paid to Insurance BrokerUSD $2,540
Insurance broker organization code?7
Amount paid for insurance broker fees1637
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameSAN DIEGO PENSION CONSULTANTS

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