401k Plan data: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN plan

COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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

COFFMAN SPECIALTIES, INC. has sponsored the creation of one or more 401k plans.

Company Name: COFFMAN SPECIALTIES, INC.

Employer identification number (EIN): 330483378

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 COLLEEN COFFMAN
001 2016-01-01 COLLEEN COFFMAN
001 2015-01-01 COLLEEN COFFMAN
001 2014-01-01 COLLEEN COFFMAN
001 2013-01-01 COLLEEN COFFMAN COLLEEN COFFMAN 2014-10-13
001 2012-01-01 COLLEEN COFFMAN COLLEEN COFFMAN 2013-10-09
001 2011-01-01 COLLEEN COFFMAN COLLEEN COFFMAN 2012-10-05
001 2010-01-01 COLLEEN COFFMAN COLLEEN COFFMAN 2011-12-13
001 2009-01-01 COLLEEN COFFMAN COLLEEN COFFMAN 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	COLLEEN COFFMAN
001	2016-01-01	COLLEEN COFFMAN
001	2015-01-01	COLLEEN COFFMAN
001	2014-01-01	COLLEEN COFFMAN
001	2013-01-01	COLLEEN COFFMAN	COLLEEN COFFMAN	2014-10-13
001	2012-01-01	COLLEEN COFFMAN	COLLEEN COFFMAN	2013-10-09
001	2011-01-01	COLLEEN COFFMAN	COLLEEN COFFMAN	2012-10-05
001	2010-01-01	COLLEEN COFFMAN	COLLEEN COFFMAN	2011-12-13
001	2009-01-01	COLLEEN COFFMAN	COLLEEN COFFMAN	2010-10-14

Plan Statistics for COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 245
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 109
Number of other retired or separated participants entitled to future benefits 2022-01-01 133
Total of all active and inactive participants 2022-01-01 242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 242
Number of participants with account balances 2022-01-01 222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 275
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 109
Number of other retired or separated participants entitled to future benefits 2021-01-01 153
Total of all active and inactive participants 2021-01-01 262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 262
Number of participants with account balances 2021-01-01 233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 17
2020: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 300
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 152
Number of other retired or separated participants entitled to future benefits 2020-01-01 118
Total of all active and inactive participants 2020-01-01 270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 270
Number of participants with account balances 2020-01-01 220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 35
2019: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 322
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 204
Number of other retired or separated participants entitled to future benefits 2019-01-01 93
Total of all active and inactive participants 2019-01-01 297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 297
Number of participants with account balances 2019-01-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 216
Number of other retired or separated participants entitled to future benefits 2018-01-01 90
Total of all active and inactive participants 2018-01-01 306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 306
Number of participants with account balances 2018-01-01 187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
2017: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 132
Number of other retired or separated participants entitled to future benefits 2017-01-01 75
Total of all active and inactive participants 2017-01-01 207
Total participants 2017-01-01 207
Number of participants with account balances 2017-01-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 16
2016: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 165
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 33
Total of all active and inactive participants 2016-01-01 198
Total participants 2016-01-01 198
Number of participants with account balances 2016-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 8
2015: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 134
Number of other retired or separated participants entitled to future benefits 2015-01-01 29
Total of all active and inactive participants 2015-01-01 163
Total participants 2015-01-01 163
Number of participants with account balances 2015-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 95
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 38
Total of all active and inactive participants 2014-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 133
Number of participants with account balances 2014-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 15
2013: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 131
Number of other retired or separated participants entitled to future benefits 2013-01-01 35
Total of all active and inactive participants 2013-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 166
Number of participants with account balances 2013-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5
2012: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 107
Number of other retired or separated participants entitled to future benefits 2012-01-01 73
Total of all active and inactive participants 2012-01-01 180
Total participants 2012-01-01 180
Number of participants with account balances 2012-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 76
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 74
Total of all active and inactive participants 2011-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 150
Number of participants with account balances 2011-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 8
2010: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 111
Number of retired or separated participants receiving benefits 2010-01-01 3
Number of other retired or separated participants entitled to future benefits 2010-01-01 75
Total of all active and inactive participants 2010-01-01 189
Total participants 2010-01-01 189
Number of participants with account balances 2010-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3
2009: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 118
Number of other retired or separated participants entitled to future benefits 2009-01-01 64
Total of all active and inactive participants 2009-01-01 182
Total participants 2009-01-01 182
Number of participants with account balances 2009-01-01 163

Measure	Date	Value
2022: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	245
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	109
Number of other retired or separated participants entitled to future benefits	2022-01-01	133
Total of all active and inactive participants	2022-01-01	242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	242
Number of participants with account balances	2022-01-01	222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	275
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	109
Number of other retired or separated participants entitled to future benefits	2021-01-01	153
Total of all active and inactive participants	2021-01-01	262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	262
Number of participants with account balances	2021-01-01	233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	17
2020: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	300
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	152
Number of other retired or separated participants entitled to future benefits	2020-01-01	118
Total of all active and inactive participants	2020-01-01	270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	270
Number of participants with account balances	2020-01-01	220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	35
2019: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	322
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	204
Number of other retired or separated participants entitled to future benefits	2019-01-01	93
Total of all active and inactive participants	2019-01-01	297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	297
Number of participants with account balances	2019-01-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	216
Number of other retired or separated participants entitled to future benefits	2018-01-01	90
Total of all active and inactive participants	2018-01-01	306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	306
Number of participants with account balances	2018-01-01	187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
2017: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	132
Number of other retired or separated participants entitled to future benefits	2017-01-01	75
Total of all active and inactive participants	2017-01-01	207
Total participants	2017-01-01	207
Number of participants with account balances	2017-01-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	16
2016: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	165
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	33
Total of all active and inactive participants	2016-01-01	198
Total participants	2016-01-01	198
Number of participants with account balances	2016-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	8
2015: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	134
Number of other retired or separated participants entitled to future benefits	2015-01-01	29
Total of all active and inactive participants	2015-01-01	163
Total participants	2015-01-01	163
Number of participants with account balances	2015-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	95
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	38
Total of all active and inactive participants	2014-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	133
Number of participants with account balances	2014-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	15
2013: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	131
Number of other retired or separated participants entitled to future benefits	2013-01-01	35
Total of all active and inactive participants	2013-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	166
Number of participants with account balances	2013-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5
2012: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	107
Number of other retired or separated participants entitled to future benefits	2012-01-01	73
Total of all active and inactive participants	2012-01-01	180
Total participants	2012-01-01	180
Number of participants with account balances	2012-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	76
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	74
Total of all active and inactive participants	2011-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	150
Number of participants with account balances	2011-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	8
2010: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	111
Number of retired or separated participants receiving benefits	2010-01-01	3
Number of other retired or separated participants entitled to future benefits	2010-01-01	75
Total of all active and inactive participants	2010-01-01	189
Total participants	2010-01-01	189
Number of participants with account balances	2010-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3
2009: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	118
Number of other retired or separated participants entitled to future benefits	2009-01-01	64
Total of all active and inactive participants	2009-01-01	182
Total participants	2009-01-01	182
Number of participants with account balances	2009-01-01	163

Financial Data on COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-824,053
Total of all expenses incurred	2022-12-31	$1,322,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,270,203
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$731,170
Value of total assets at end of year	2022-12-31	$15,898,692
Value of total assets at beginning of year	2022-12-31	$18,045,005
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$52,057
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$616,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$616,524
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$458,286
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Participant contributions at end of year	2022-12-31	$5,817
Participant contributions at beginning of year	2022-12-31	$5,315
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,146,313
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$15,898,692
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$18,045,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$8,123,234
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$11,459,584
Interest on participant loans	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$7,496,757
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$6,257,452
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,171,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$272,884
Employer contributions (assets) at end of year	2022-12-31	$272,884
Employer contributions (assets) at beginning of year	2022-12-31	$322,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,270,203
Contract administrator fees	2022-12-31	$52,057
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PLATFORM CPA'S LLP
Accountancy firm EIN	2022-12-31	884342576
2021 : COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$2,556,046
Total of all expenses incurred	2021-12-31	$1,162,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,143,124
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$883,847
Value of total assets at end of year	2021-12-31	$18,045,005
Value of total assets at beginning of year	2021-12-31	$16,651,358
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$19,275
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$476,740
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Participant contributions at end of year	2021-12-31	$5,315
Participant contributions at beginning of year	2021-12-31	$5,168
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$84,453
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,393,647
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$18,045,005
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$16,651,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$11,459,584
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$9,996,802
Interest on participant loans	2021-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$6,257,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$6,242,253
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,672,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$322,654
Employer contributions (assets) at end of year	2021-12-31	$322,654
Employer contributions (assets) at beginning of year	2021-12-31	$407,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,143,124
Contract administrator fees	2021-12-31	$19,275
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	JHS CPA'S LLP
Accountancy firm EIN	2021-12-31	810865829
2020 : COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$2,074,268
Total of all expenses incurred	2020-12-31	$606,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$600,140
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$939,359
Value of total assets at end of year	2020-12-31	$16,651,358
Value of total assets at beginning of year	2020-12-31	$15,183,666
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$6,436
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$532,224
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Participant contributions at end of year	2020-12-31	$5,168
Participant contributions at beginning of year	2020-12-31	$-1,202
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,467,692
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$16,651,358
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$15,183,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$9,996,802
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$9,322,942
Interest on participant loans	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$6,242,253
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$5,211,274
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,134,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$407,135
Employer contributions (assets) at end of year	2020-12-31	$407,135
Employer contributions (assets) at beginning of year	2020-12-31	$650,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$600,140
Contract administrator fees	2020-12-31	$6,436
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	JHS CPA'S LLP
Accountancy firm EIN	2020-12-31	810865829
2019 : COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$3,592,274
Total of all expenses incurred	2019-12-31	$539,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$528,871
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,828,049
Value of total assets at end of year	2019-12-31	$15,183,666
Value of total assets at beginning of year	2019-12-31	$12,130,632
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,369
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$507,514
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$-1,202
Participant contributions at beginning of year	2019-12-31	$5,390
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$669,883
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,053,034
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,183,666
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,130,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$9,322,942
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$7,207,210
Interest on participant loans	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$5,211,274
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$4,656,998
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,764,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$650,652
Employer contributions (assets) at end of year	2019-12-31	$650,652
Employer contributions (assets) at beginning of year	2019-12-31	$261,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$528,871
Contract administrator fees	2019-12-31	$10,369
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	JHS CPA'S LLP
Accountancy firm EIN	2019-12-31	810865829
2018 : COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$857,711
Total of all expenses incurred	2018-12-31	$520,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$512,830
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,284,086
Value of total assets at end of year	2018-12-31	$12,130,632
Value of total assets at beginning of year	2018-12-31	$11,793,411
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$7,660
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$548,063
Participant contributions at end of year	2018-12-31	$0
Participant contributions at end of year	2018-12-31	$5,390
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$193,879
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$337,221
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$12,130,632
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,793,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$7,207,210
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$8,188,656
Interest on participant loans	2018-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$4,656,998
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$3,604,755
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-426,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$542,144
Employer contributions (assets) at end of year	2018-12-31	$261,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$512,830
Contract administrator fees	2018-12-31	$7,660
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	JHS CPA'S LLP
Accountancy firm EIN	2018-12-31	810865829
2017 : COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$2,065,779
Total of all expenses incurred	2017-12-31	$202,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$186,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$824,730
Value of total assets at end of year	2017-12-31	$11,793,411
Value of total assets at beginning of year	2017-12-31	$9,930,159
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$15,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$15,990
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$530,871
Participant contributions at beginning of year	2017-12-31	$6,709
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$11,905
Other income not declared elsewhere	2017-12-31	$356,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,863,252
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$11,793,411
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,930,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$8,188,656
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$6,883,750
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$3,604,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$3,039,700
Net investment gain/loss from pooled separate accounts	2017-12-31	$884,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$281,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$186,537
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	JHS CPA'S, LLP
Accountancy firm EIN	2017-12-31	810865829
2016 : COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,764,764
Total of all expenses incurred	2016-12-31	$123,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$66,231
Value of total corrective distributions	2016-12-31	$43,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,233,362
Value of total assets at end of year	2016-12-31	$9,930,159
Value of total assets at beginning of year	2016-12-31	$8,288,761
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$13,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$13,225
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$538,748
Participant contributions at end of year	2016-12-31	$6,709
Participant contributions at beginning of year	2016-12-31	$6,975
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$99,334
Other income not declared elsewhere	2016-12-31	$235,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,641,398
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$9,930,159
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$8,288,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$6,883,750
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$6,040,757
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$3,039,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,241,029
Net investment gain/loss from pooled separate accounts	2016-12-31	$296,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$595,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$66,231
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	JHS CPA'S, LLP
Accountancy firm EIN	2016-12-31	810865829
2015 : COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,065,046
Total of all expenses incurred	2015-12-31	$133,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$60,514
Value of total corrective distributions	2015-12-31	$72,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,124,180
Value of total assets at end of year	2015-12-31	$8,288,761
Value of total assets at beginning of year	2015-12-31	$7,357,169
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$514,467
Participant contributions at end of year	2015-12-31	$6,975
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$82,423
Other income not declared elsewhere	2015-12-31	$277,873
Administrative expenses (other) incurred	2015-12-31	$600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$931,592
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$8,288,761
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,357,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$6,040,757
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$5,984,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,241,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,372,725
Net investment gain/loss from pooled separate accounts	2015-12-31	$-337,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$527,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$60,514
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	JHS CPAS, LLP
Accountancy firm EIN	2015-12-31	810865829
2014 : COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$1,274,613
Total of all expenses incurred	2014-12-31	$134,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$82,686
Value of total corrective distributions	2014-12-31	$50,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$944,640
Value of total assets at end of year	2014-12-31	$7,357,169
Value of total assets at beginning of year	2014-12-31	$6,216,616
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$425,825
Other income not declared elsewhere	2014-12-31	$357,968
Administrative expenses (other) incurred	2014-12-31	$1,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,140,553
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,357,169
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,216,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$5,984,444
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$4,988,698
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,372,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,227,918
Net investment gain/loss from pooled separate accounts	2014-12-31	$-27,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$518,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$82,686
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	JONES, HENLE & SCHUNCK
Accountancy firm EIN	2014-12-31	942318056
2013 : COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$1,550,928
Total of all expenses incurred	2013-12-31	$395,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$374,446
Value of total corrective distributions	2013-12-31	$17,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$785,391
Value of total assets at end of year	2013-12-31	$6,216,616
Value of total assets at beginning of year	2013-12-31	$5,061,659
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$365,993
Participant contributions at beginning of year	2013-12-31	$4,112
Other income not declared elsewhere	2013-12-31	$243,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,154,957
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,216,616
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,061,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$4,988,698
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$4,500,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,227,918
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$556,718
Net investment gain/loss from pooled separate accounts	2013-12-31	$521,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$419,398
Employer contributions (assets) at beginning of year	2013-12-31	$96
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$374,446
Contract administrator fees	2013-12-31	$3,935
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	JONES, HENLE & SCHUNCK
Accountancy firm EIN	2013-12-31	942318056
2012 : COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$1,143,327
Total of all expenses incurred	2012-12-31	$328,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$303,775
Value of total corrective distributions	2012-12-31	$23,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$691,544
Value of total assets at end of year	2012-12-31	$5,061,659
Value of total assets at beginning of year	2012-12-31	$4,246,967
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$287,085
Participant contributions at end of year	2012-12-31	$4,112
Participant contributions at beginning of year	2012-12-31	$3,053
Other income not declared elsewhere	2012-12-31	$152,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$814,692
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,061,659
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,246,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$4,500,733
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$3,768,068
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$556,718
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$475,846
Net investment gain/loss from pooled separate accounts	2012-12-31	$299,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$404,459
Employer contributions (assets) at end of year	2012-12-31	$96
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$303,775
Contract administrator fees	2012-12-31	$1,500
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	JONES, HENLE & SCHUNCK
Accountancy firm EIN	2012-12-31	942318056
2011 : COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$311,670
Total of all expenses incurred	2011-12-31	$795,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$779,158
Value of total corrective distributions	2011-12-31	$5,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$339,148
Value of total assets at end of year	2011-12-31	$4,246,967
Value of total assets at beginning of year	2011-12-31	$4,730,477
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$10,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$323,694
Participant contributions at end of year	2011-12-31	$3,053
Participant contributions at beginning of year	2011-12-31	$4,863
Other income not declared elsewhere	2011-12-31	$159,602
Administrative expenses (other) incurred	2011-12-31	$1,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-483,510
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,246,967
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,730,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$3,768,068
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$4,724,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$475,846
Net investment gain/loss from pooled separate accounts	2011-12-31	$-187,080
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$15,454
Employer contributions (assets) at beginning of year	2011-12-31	$780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$779,158
Contract administrator fees	2011-12-31	$8,889
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	JONES, HENLE & SCHUNCK
Accountancy firm EIN	2011-12-31	942318056
2010 : COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,127,390
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$341,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$259,659
Value of total corrective distributions	2010-12-31	$57,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$833,046
Value of total assets at end of year	2010-12-31	$4,730,477
Value of total assets at beginning of year	2010-12-31	$3,944,381
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$23,953
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$413,904
Participant contributions at end of year	2010-12-31	$4,863
Participant contributions at beginning of year	2010-12-31	$4,391
Other income not declared elsewhere	2010-12-31	$1,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$786,096
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,730,477
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,944,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$4,724,834
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$3,939,052
Net investment gain/loss from pooled separate accounts	2010-12-31	$293,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$419,142
Employer contributions (assets) at end of year	2010-12-31	$780
Employer contributions (assets) at beginning of year	2010-12-31	$938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$259,659
Contract administrator fees	2010-12-31	$23,953
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	JONES, HENLE & SCHUNCK
Accountancy firm EIN	2010-12-31	942318056

Form 5500 Responses for COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN

2022: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING 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 funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: COFFMAN SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

746805-01

Policy instance

Insurance contract or identification number	746805-01
Number of Individuals Covered	222
Total amount of commissions paid to insurance broker	USD $23,832
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $23,832
Insurance broker organization code?	4

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-825462

Policy instance

Insurance contract or identification number	GA-825462
Insurance policy start date	2022-01-01
Insurance policy end date	2022-02-28
Total amount of commissions paid to insurance broker	USD $17,678
Total amount of fees paid to insurance company	USD $4,420
Commission paid to Insurance Broker	USD $17,678
Insurance broker organization code?	3
Amount paid for insurance broker fees	4420

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-825462

Policy instance

Insurance contract or identification number	GA-825462
Number of Individuals Covered	229
Insurance policy start date	2021-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $32,941
Total amount of fees paid to insurance company	USD $8,235
Commission paid to Insurance Broker	USD $32,941
Insurance broker organization code?	3
Amount paid for insurance broker fees	8235

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-825462

Policy instance

Insurance contract or identification number	GA-825462
Number of Individuals Covered	200
Insurance policy start date	2020-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $28,375
Total amount of fees paid to insurance company	USD $7,079
Commission paid to Insurance Broker	USD $28,375
Insurance broker organization code?	3
Amount paid for insurance broker fees	7079

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-825462

Policy instance

Insurance contract or identification number	GA-825462
Number of Individuals Covered	184
Insurance policy start date	2019-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $19,624
Total amount of fees paid to insurance company	USD $6,401
Commission paid to Insurance Broker	USD $19,624
Insurance broker organization code?	3
Amount paid for insurance broker fees	6401

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-825462

Policy instance

Insurance contract or identification number	GA-825462
Number of Individuals Covered	188
Insurance policy start date	2018-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $24,082
Total amount of fees paid to insurance company	USD $4,515
Commission paid to Insurance Broker	USD $24,082
Insurance broker organization code?	3
Amount paid for insurance broker fees	4515

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-825462

Policy instance

Insurance contract or identification number	GA-825462
Number of Individuals Covered	165
Insurance policy start date	2017-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $26,491
Total amount of fees paid to insurance company	USD $6,623
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	6623
Additional information about fees paid to insurance broker	ADMINISTRATIVE FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $26,491
Insurance broker name	WELLS FARGO ADVRS INS AGCY

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-825462

Policy instance

Insurance contract or identification number	GA-825462
Number of Individuals Covered	128
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $15,032
Total amount of fees paid to insurance company	USD $3,758
Commission paid to Insurance Broker	USD $15,032
Insurance broker organization code?	3
Amount paid for insurance broker fees	3758
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE
Insurance broker name	PROFESSIONAL PLAN ADMINISTRATORS

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-825462

Policy instance

Insurance contract or identification number	GA-825462
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $12,778
Total amount of fees paid to insurance company	USD $2,809
Commission paid to Insurance Broker	USD $12,778
Insurance broker organization code?	3
Amount paid for insurance broker fees	2809
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE
Insurance broker name	PROFESSIONAL PLAN ADMINISTRATORS

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-825462

Policy instance

Insurance contract or identification number	GA-825462
Number of Individuals Covered	96
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $10,496
Total amount of fees paid to insurance company	USD $1,312
Commission paid to Insurance Broker	USD $10,496
Insurance broker organization code?	3
Amount paid for insurance broker fees	1312
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE
Insurance broker name	PROFESSIONAL PLAN ADMINISTRATORS

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-825462

Policy instance

Insurance contract or identification number	GA-825462
Number of Individuals Covered	133
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $5,341
Total amount of fees paid to insurance company	USD $1,371
Commission paid to Insurance Broker	USD $3,065
Insurance broker organization code?	3
Amount paid for insurance broker fees	1371
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE
Insurance broker name	WELLS FARGO ADVRS INS AGCY

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

7-05347

Policy instance

Insurance contract or identification number	7-05347
Number of Individuals Covered	0
Insurance policy start date	2011-01-01
Insurance policy end date	2011-04-29
Total amount of commissions paid to insurance broker	USD $1,364
Total amount of fees paid to insurance company	USD $96

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-825462

Policy instance

Insurance contract or identification number	GA-825462
Number of Individuals Covered	123
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $73,011
Total amount of fees paid to insurance company	USD $10,933

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

7-05347

Policy instance

Insurance contract or identification number	7-05347
Number of Individuals Covered	187
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $4,261
Total amount of fees paid to insurance company	USD $84
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

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Company Name:	COFFMAN SPECIALTIES, INC.
Employer identification number (EIN):	330483378
NAIC Classification:	238900