COLDWELL & CO., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COLDWELL & CO INC PROFIT SHARING
| Measure | Date | Value |
|---|
| 2019 : COLDWELL & CO INC PROFIT SHARING 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,927,812 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $159,653 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $152,100 |
| Total plan assets at end of year | 2019-12-31 | $10,363,528 |
| Total plan assets at beginning of year | 2019-12-31 | $8,595,369 |
| Value of fidelity bond covering the plan | 2019-12-31 | $523,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $92,814 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $7,553 |
| Other income received | 2019-12-31 | $1,756,435 |
| Net income (gross income less expenses) | 2019-12-31 | $1,768,159 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $10,363,528 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,595,369 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $78,563 |
| 2018 : COLDWELL & CO INC PROFIT SHARING 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-96,813 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $95,190 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $84,666 |
| Total plan assets at end of year | 2018-12-31 | $8,595,369 |
| Total plan assets at beginning of year | 2018-12-31 | $8,787,372 |
| Value of fidelity bond covering the plan | 2018-12-31 | $457,500 |
| Total contributions received or receivable from participants | 2018-12-31 | $102,056 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $10,524 |
| Other income received | 2018-12-31 | $-279,280 |
| Net income (gross income less expenses) | 2018-12-31 | $-192,003 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $8,595,369 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $8,787,372 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $80,411 |
| 2015 : COLDWELL & CO INC PROFIT SHARING 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $235,330 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $670,641 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $664,911 |
| Total plan assets at end of year | 2015-12-31 | $7,862,410 |
| Total plan assets at beginning of year | 2015-12-31 | $8,297,721 |
| Value of fidelity bond covering the plan | 2015-12-31 | $425,500 |
| Total contributions received or receivable from participants | 2015-12-31 | $95,193 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $5,730 |
| Other income received | 2015-12-31 | $61,098 |
| Net income (gross income less expenses) | 2015-12-31 | $-435,311 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $7,862,410 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,297,721 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $79,039 |
| 2014 : COLDWELL & CO INC PROFIT SHARING 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $727,059 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $18,062 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $18,062 |
| Total plan assets at end of year | 2014-12-31 | $8,297,721 |
| Total plan assets at beginning of year | 2014-12-31 | $7,588,724 |
| Value of fidelity bond covering the plan | 2014-12-31 | $460,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $104,942 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $2,720 |
| Other income received | 2014-12-31 | $538,409 |
| Net income (gross income less expenses) | 2014-12-31 | $708,997 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $8,297,721 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,588,724 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $80,988 |
| 2013 : COLDWELL & CO INC PROFIT SHARING 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $1,116,220 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,338,029 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $1,338,029 |
| Total plan assets at end of year | 2013-12-31 | $7,588,724 |
| Total plan assets at beginning of year | 2013-12-31 | $7,810,533 |
| Value of fidelity bond covering the plan | 2013-12-31 | $460,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $93,353 |
| Other income received | 2013-12-31 | $944,196 |
| Net income (gross income less expenses) | 2013-12-31 | $-221,809 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $7,588,724 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $7,810,533 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $78,671 |
| 2012 : COLDWELL & CO INC PROFIT SHARING 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,396,393 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $18,881 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $12,879 |
| Total plan assets at end of year | 2012-12-31 | $7,810,533 |
| Total plan assets at beginning of year | 2012-12-31 | $6,433,021 |
| Value of fidelity bond covering the plan | 2012-12-31 | $470,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $88,317 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $6,002 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $695,052 |
| Other income received | 2012-12-31 | $535,361 |
| Net income (gross income less expenses) | 2012-12-31 | $1,377,512 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $7,810,533 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,433,021 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $77,663 |
| 2011 : COLDWELL & CO INC PROFIT SHARING 2011 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $548,966 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,008,969 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,008,969 |
| Total plan assets at end of year | 2011-12-31 | $6,433,021 |
| Total plan assets at beginning of year | 2011-12-31 | $6,893,023 |
| Value of fidelity bond covering the plan | 2011-12-31 | $455,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $86,802 |
| Other income received | 2011-12-31 | $384,804 |
| Net income (gross income less expenses) | 2011-12-31 | $-460,003 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $6,433,021 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,893,023 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $77,360 |
| 2010 : COLDWELL & CO INC PROFIT SHARING 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $904,736 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $6,825 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $6,825 |
| Total plan assets at end of year | 2010-12-31 | $6,893,023 |
| Total plan assets at beginning of year | 2010-12-31 | $5,995,112 |
| Value of fidelity bond covering the plan | 2010-12-31 | $406,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $99,169 |
| Other income received | 2010-12-31 | $725,733 |
| Net income (gross income less expenses) | 2010-12-31 | $897,911 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $6,893,023 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,995,112 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $79,834 |
| 2019: COLDWELL & CO INC PROFIT SHARING 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | Yes |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 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: COLDWELL & CO INC PROFIT SHARING 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | First time form 5500 has been submitted | Yes |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 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: COLDWELL & CO INC PROFIT SHARING 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | First time form 5500 has been submitted | Yes |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 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: COLDWELL & CO INC PROFIT SHARING 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | First time form 5500 has been submitted | Yes |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 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: COLDWELL & CO INC PROFIT SHARING 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | First time form 5500 has been submitted | Yes |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: COLDWELL & CO INC PROFIT SHARING 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: COLDWELL & CO INC PROFIT SHARING 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 – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: COLDWELL & CO INC PROFIT SHARING 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 – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: COLDWELL & CO INC PROFIT SHARING 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 – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: COLDWELL & CO INC PROFIT SHARING 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 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 – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: COLDWELL & CO INC PROFIT SHARING 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 – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
