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COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameCOULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN
Plan identification number 001

COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Stock bonus
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COULTER COMPANIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:COULTER COMPANIES, INC.
Employer identification number (EIN):371186718
NAIC Classification:221300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT FERLMANN
0012016-01-01ROBERT FERLMANN
0012015-01-01ROBERT FERLMANN
0012014-01-01ROBERT FERLMANN
0012013-01-01ROBERT FERLMANN
0012012-01-01ROBERT FERLMANN ROBERT FERLMANN2013-08-06
0012011-01-01ROBERT FERLMANN ROBERT FERLMANN2012-10-09
0012010-12-01ROBERT FERLMANN
0012009-12-01ROBERT FERLMANN ROBERT FERLMANN2011-09-12
0012008-12-01

Plan Statistics for COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN

Measure Date Value
2021: COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01600
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01602
Total number of active participants reported on line 7a of the Form 55002020-01-01500
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0198
Total of all active and inactive participants2020-01-01600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01600
Number of participants with account balances2020-01-01600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0164
2019: COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01576
Total number of active participants reported on line 7a of the Form 55002019-01-01487
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01113
Total of all active and inactive participants2019-01-01601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01602
Number of participants with account balances2019-01-01602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0165
2018: COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01555
Total number of active participants reported on line 7a of the Form 55002018-01-01483
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0185
Total of all active and inactive participants2018-01-01572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01576
Number of participants with account balances2018-01-01574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0147
2017: COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01528
Total number of active participants reported on line 7a of the Form 55002017-01-01482
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0166
Total of all active and inactive participants2017-01-01552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01554
Number of participants with account balances2017-01-01550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0157
2016: COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01487
Total number of active participants reported on line 7a of the Form 55002016-01-01462
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0151
Total of all active and inactive participants2016-01-01517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01519
Number of participants with account balances2016-01-01518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0149
2015: COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01453
Total number of active participants reported on line 7a of the Form 55002015-01-01432
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0134
Total of all active and inactive participants2015-01-01470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01472
Number of participants with account balances2015-01-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0139
2014: COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01433
Total number of active participants reported on line 7a of the Form 55002014-01-01395
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0145
Total of all active and inactive participants2014-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01445
Number of participants with account balances2014-01-01440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0140
2013: COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01449
Total number of active participants reported on line 7a of the Form 55002013-01-01383
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0147
Total of all active and inactive participants2013-01-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01433
Number of participants with account balances2013-01-01433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0127
2012: COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01462
Total number of active participants reported on line 7a of the Form 55002012-01-01420
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01446
Number of participants with account balances2012-01-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0133
2011: COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01435
Total number of active participants reported on line 7a of the Form 55002011-01-01415
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01439
Number of participants with account balances2011-01-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0130
2010: COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-12-01423
Total number of active participants reported on line 7a of the Form 55002010-12-01397
Number of retired or separated participants receiving benefits2010-12-010
Number of other retired or separated participants entitled to future benefits2010-12-0130
Total of all active and inactive participants2010-12-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-12-010
Total participants2010-12-01427
Number of participants with account balances2010-12-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-12-011
2009: COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-12-01414
Total number of active participants reported on line 7a of the Form 55002009-12-01369
Number of retired or separated participants receiving benefits2009-12-010
Number of other retired or separated participants entitled to future benefits2009-12-0124
Total of all active and inactive participants2009-12-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-010
Total participants2009-12-01393
Number of participants with account balances2009-12-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-0115

Financial Data on COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN

Measure Date Value
2021 : COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$9,690,076
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$53,805,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$53,694,190
Expenses. Certain deemed distributions of participant loans2021-12-31$746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,982,684
Value of total assets at end of year2021-12-31$0
Value of total assets at beginning of year2021-12-31$44,115,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$110,284
Total interest from all sources2021-12-31$35,991
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$737,753
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$737,753
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,636,919
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$1,021,580
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$317,235
Other income not declared elsewhere2021-12-31$9,158
Administrative expenses (other) incurred2021-12-31$110,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-44,115,144
Value of net assets at end of year (total assets less liabilities)2021-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$44,115,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$40,353,243
Interest on participant loans2021-12-31$35,991
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$2,730,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$10,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$10,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,905,862
Net investment gain or loss from common/collective trusts2021-12-31$18,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,028,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$53,694,190
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31Yes
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,715,810
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,808,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,688,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,367,889
Value of total assets at end of year2020-12-31$44,115,144
Value of total assets at beginning of year2020-12-31$40,208,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$120,276
Total interest from all sources2020-12-31$49,833
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,253,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,253,886
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,683,344
Participant contributions at end of year2020-12-31$1,021,580
Participant contributions at beginning of year2020-12-31$1,092,277
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$121,015
Other income not declared elsewhere2020-12-31$23,945
Administrative expenses (other) incurred2020-12-31$120,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,906,819
Value of net assets at end of year (total assets less liabilities)2020-12-31$44,115,144
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$40,208,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$40,353,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$36,351,770
Interest on participant loans2020-12-31$49,833
Value of interest in common/collective trusts at end of year2020-12-31$2,730,252
Value of interest in common/collective trusts at beginning of year2020-12-31$2,701,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$10,069
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$62,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$62,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,977,255
Net investment gain or loss from common/collective trusts2020-12-31$43,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$563,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,688,715
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$10,352,598
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,484,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,204,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,448,011
Value of total assets at end of year2019-12-31$40,208,325
Value of total assets at beginning of year2019-12-31$34,340,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$280,134
Total interest from all sources2019-12-31$48,131
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,424,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,424,280
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,778,839
Participant contributions at end of year2019-12-31$1,092,277
Participant contributions at beginning of year2019-12-31$1,165,857
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$39,623
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,329
Administrative expenses (other) incurred2019-12-31$280,134
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$21,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,868,122
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,208,325
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$34,340,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$36,351,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$29,816,577
Interest on participant loans2019-12-31$48,131
Value of interest in common/collective trusts at end of year2019-12-31$2,701,920
Value of interest in common/collective trusts at beginning of year2019-12-31$2,830,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$62,358
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$49,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$49,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,370,994
Net investment gain or loss from common/collective trusts2019-12-31$61,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$669,172
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$415,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,204,342
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,044,965
Total of all expenses incurred2018-12-31$2,346,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,199,640
Expenses. Certain deemed distributions of participant loans2018-12-31$6,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,774,200
Value of total assets at end of year2018-12-31$34,340,203
Value of total assets at beginning of year2018-12-31$35,641,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$140,077
Total interest from all sources2018-12-31$43,624
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$514,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$514,361
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,702,404
Participant contributions at end of year2018-12-31$1,165,857
Participant contributions at beginning of year2018-12-31$1,067,207
Participant contributions at end of year2018-12-31$39,623
Participant contributions at beginning of year2018-12-31$44,091
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$44,671
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,329
Administrative expenses (other) incurred2018-12-31$87,228
Total non interest bearing cash at end of year2018-12-31$21,223
Total non interest bearing cash at beginning of year2018-12-31$26,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,301,125
Value of net assets at end of year (total assets less liabilities)2018-12-31$34,340,203
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$35,641,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$52,849
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$29,816,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$30,737,781
Interest on participant loans2018-12-31$43,450
Value of interest in common/collective trusts at end of year2018-12-31$2,830,284
Value of interest in common/collective trusts at beginning of year2018-12-31$3,146,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$49,176
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$76,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$76,942
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,345,351
Net investment gain or loss from common/collective trusts2018-12-31$58,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,027,125
Employer contributions (assets) at end of year2018-12-31$415,134
Employer contributions (assets) at beginning of year2018-12-31$542,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,199,640
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$7,993,559
Total of all expenses incurred2017-12-31$2,437,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,290,892
Expenses. Certain deemed distributions of participant loans2017-12-31$22,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,746,652
Value of total assets at end of year2017-12-31$35,641,328
Value of total assets at beginning of year2017-12-31$30,084,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$124,063
Total interest from all sources2017-12-31$35,202
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$463,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$463,441
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,550,949
Participant contributions at end of year2017-12-31$1,067,207
Participant contributions at beginning of year2017-12-31$974,566
Participant contributions at end of year2017-12-31$44,091
Participant contributions at beginning of year2017-12-31$58,061
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$118,683
Administrative expenses (other) incurred2017-12-31$77,872
Total non interest bearing cash at end of year2017-12-31$26,515
Total non interest bearing cash at beginning of year2017-12-31$25,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,556,408
Value of net assets at end of year (total assets less liabilities)2017-12-31$35,641,328
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$30,084,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$46,191
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$30,737,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$25,465,006
Interest on participant loans2017-12-31$35,162
Value of interest in common/collective trusts at end of year2017-12-31$3,146,603
Value of interest in common/collective trusts at beginning of year2017-12-31$3,052,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$76,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$62,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$62,331
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$40
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,702,193
Net investment gain or loss from common/collective trusts2017-12-31$46,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,077,020
Employer contributions (assets) at end of year2017-12-31$542,189
Employer contributions (assets) at beginning of year2017-12-31$446,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,290,892
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$4,647,587
Total of all expenses incurred2016-12-31$2,226,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,110,313
Expenses. Certain deemed distributions of participant loans2016-12-31$22,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,503,232
Value of total assets at end of year2016-12-31$30,084,920
Value of total assets at beginning of year2016-12-31$27,663,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$93,672
Total interest from all sources2016-12-31$29,422
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$380,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$380,808
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,428,577
Participant contributions at end of year2016-12-31$974,566
Participant contributions at beginning of year2016-12-31$1,008,856
Participant contributions at end of year2016-12-31$58,061
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$77,783
Administrative expenses (other) incurred2016-12-31$52,993
Total non interest bearing cash at end of year2016-12-31$25,522
Total non interest bearing cash at beginning of year2016-12-31$25,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,421,531
Value of net assets at end of year (total assets less liabilities)2016-12-31$30,084,920
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$27,663,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$40,679
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$25,465,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$23,619,760
Interest on participant loans2016-12-31$29,422
Value of interest in common/collective trusts at end of year2016-12-31$3,052,612
Value of interest in common/collective trusts at beginning of year2016-12-31$2,529,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$62,331
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$29,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$29,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,734,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$996,872
Employer contributions (assets) at end of year2016-12-31$446,822
Employer contributions (assets) at beginning of year2016-12-31$450,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,110,313
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,399,542
Total of all expenses incurred2015-12-31$1,468,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,351,159
Expenses. Certain deemed distributions of participant loans2015-12-31$7,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,171,991
Value of total assets at end of year2015-12-31$27,663,389
Value of total assets at beginning of year2015-12-31$26,731,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$109,183
Total interest from all sources2015-12-31$32,518
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$315,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$315,438
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,251,773
Participant contributions at end of year2015-12-31$1,008,856
Participant contributions at beginning of year2015-12-31$941,496
Participant contributions at beginning of year2015-12-31$59,505
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$25,021
Administrative expenses (other) incurred2015-12-31$70,582
Total non interest bearing cash at end of year2015-12-31$25,833
Total non interest bearing cash at beginning of year2015-12-31$25,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$931,419
Value of net assets at end of year (total assets less liabilities)2015-12-31$27,663,389
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$26,731,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$38,601
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$23,619,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$22,800,794
Interest on participant loans2015-12-31$32,518
Value of interest in common/collective trusts at end of year2015-12-31$2,529,454
Value of interest in common/collective trusts at beginning of year2015-12-31$2,260,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$29,486
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$70,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$70,200
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-144,423
Net investment gain or loss from common/collective trusts2015-12-31$24,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$895,197
Employer contributions (assets) at end of year2015-12-31$450,000
Employer contributions (assets) at beginning of year2015-12-31$573,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,351,159
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$3,952,377
Total of all expenses incurred2014-12-31$2,267,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,170,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,088,499
Value of total assets at end of year2014-12-31$26,731,970
Value of total assets at beginning of year2014-12-31$25,046,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$96,174
Total interest from all sources2014-12-31$25,918
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$359,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$359,995
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,058,626
Participant contributions at end of year2014-12-31$941,496
Participant contributions at beginning of year2014-12-31$873,433
Participant contributions at end of year2014-12-31$59,505
Participant contributions at beginning of year2014-12-31$41,446
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$32,092
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,356
Administrative expenses (other) incurred2014-12-31$59,528
Total non interest bearing cash at end of year2014-12-31$25,729
Total non interest bearing cash at beginning of year2014-12-31$13,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,685,310
Value of net assets at end of year (total assets less liabilities)2014-12-31$26,731,970
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$25,046,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$36,646
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$22,800,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$21,170,009
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$25,918
Value of interest in common/collective trusts at end of year2014-12-31$2,260,480
Value of interest in common/collective trusts at beginning of year2014-12-31$2,481,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$70,200
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$25,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$25,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,460,263
Net investment gain or loss from common/collective trusts2014-12-31$17,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$997,781
Employer contributions (assets) at end of year2014-12-31$573,766
Employer contributions (assets) at beginning of year2014-12-31$439,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,170,893
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$6,307,546
Total of all expenses incurred2013-12-31$1,459,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,391,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,924,715
Value of total assets at end of year2013-12-31$25,046,660
Value of total assets at beginning of year2013-12-31$20,199,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$68,019
Total interest from all sources2013-12-31$25,142
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$250,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$250,694
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,036,499
Participant contributions at end of year2013-12-31$873,433
Participant contributions at beginning of year2013-12-31$686,375
Participant contributions at end of year2013-12-31$41,446
Participant contributions at beginning of year2013-12-31$56,582
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$24,716
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,356
Administrative expenses (other) incurred2013-12-31$48,396
Total non interest bearing cash at end of year2013-12-31$13,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,847,598
Value of net assets at end of year (total assets less liabilities)2013-12-31$25,046,660
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,199,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$19,623
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$21,170,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,847,600
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$14,240,416
Interest on participant loans2013-12-31$25,141
Value of interest in common/collective trusts at end of year2013-12-31$2,481,814
Value of interest in common/collective trusts at beginning of year2013-12-31$2,343,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$25,845
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,081,871
Net investment gain/loss from pooled separate accounts2013-12-31$1,059,605
Net investment gain or loss from common/collective trusts2013-12-31$-34,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$863,500
Employer contributions (assets) at end of year2013-12-31$439,319
Employer contributions (assets) at beginning of year2013-12-31$24,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,391,929
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GORDON, STOCKMAN & WAUGH, PC.
Accountancy firm EIN2013-12-31412110811
2012 : COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,820,035
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,227,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,192,047
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,762,765
Value of total assets at end of year2012-12-31$20,199,062
Value of total assets at beginning of year2012-12-31$17,606,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$35,360
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$20,931
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$27,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$27,674
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$1,008,711
Participant contributions at end of year2012-12-31$686,375
Participant contributions at beginning of year2012-12-31$692,330
Participant contributions at end of year2012-12-31$56,582
Participant contributions at beginning of year2012-12-31$44,678
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$317,251
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$1
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,592,628
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,199,062
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,606,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,847,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,966,328
Value of interest in pooled separate accounts at end of year2012-12-31$14,240,416
Value of interest in pooled separate accounts at beginning of year2012-12-31$12,669,628
Interest on participant loans2012-12-31$20,931
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$2,343,348
Value of interest in common/collective trusts at beginning of year2012-12-31$2,211,340
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$124,480
Net investment gain/loss from pooled separate accounts2012-12-31$1,853,371
Net investment gain or loss from common/collective trusts2012-12-31$30,813
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$436,803
Employer contributions (assets) at end of year2012-12-31$24,741
Employer contributions (assets) at beginning of year2012-12-31$22,130
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,192,047
Contract administrator fees2012-12-31$35,360
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GORDON, STOCKMAN & WAUGH, PC.
Accountancy firm EIN2012-12-31412110811
2011 : COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
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$1,361,474
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,582,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,539,866
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,369,410
Value of total assets at end of year2011-12-31$17,606,434
Value of total assets at beginning of year2011-12-31$17,827,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$42,989
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$24,747
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,558
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$952,792
Participant contributions at end of year2011-12-31$692,330
Participant contributions at beginning of year2011-12-31$697,177
Participant contributions at end of year2011-12-31$44,678
Participant contributions at beginning of year2011-12-31$32,343
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$14,994
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-221,381
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,606,434
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,827,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,966,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,496,806
Value of interest in pooled separate accounts at end of year2011-12-31$12,669,628
Value of interest in pooled separate accounts at beginning of year2011-12-31$11,282,925
Interest on participant loans2011-12-31$24,747
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$2,211,340
Value of interest in common/collective trusts at beginning of year2011-12-31$2,304,515
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-40,384
Net investment gain/loss from pooled separate accounts2011-12-31$-40,442
Net investment gain or loss from common/collective trusts2011-12-31$44,585
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$401,624
Employer contributions (assets) at end of year2011-12-31$22,130
Employer contributions (assets) at beginning of year2011-12-31$14,049
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,539,866
Contract administrator fees2011-12-31$42,989
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GORDON, STOCKMAN AND WAUGH P.C.
Accountancy firm EIN2011-12-31412110811
2010 : COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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$865,978
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$145,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$140,308
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$99,199
Value of total assets at end of year2010-12-31$17,827,815
Value of total assets at beginning of year2010-12-31$17,107,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,111
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$1,811
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$8,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$8,141
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$68,860
Participant contributions at end of year2010-12-31$697,177
Participant contributions at beginning of year2010-12-31$716,231
Participant contributions at end of year2010-12-31$32,343
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$720,559
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,827,815
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,107,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,496,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,296,120
Value of interest in pooled separate accounts at end of year2010-12-31$11,282,925
Value of interest in pooled separate accounts at beginning of year2010-12-31$10,774,430
Interest on participant loans2010-12-31$1,811
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$2,304,515
Value of interest in common/collective trusts at beginning of year2010-12-31$2,320,475
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$209,161
Net investment gain/loss from pooled separate accounts2010-12-31$562,710
Net investment gain or loss from common/collective trusts2010-12-31$-15,044
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$30,339
Employer contributions (assets) at end of year2010-12-31$14,049
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$140,308
Contract administrator fees2010-12-31$5,111
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GORDON, STOCKMAN AND WAUGH, PC
Accountancy firm EIN2010-12-31412110811
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-11-30$0

Form 5500 Responses for COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN

2021: COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-12-01Type of plan entitySingle employer plan
2010-12-01This submission is the final filingNo
2010-12-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-12-01Plan is a collectively bargained planNo
2010-12-01Plan funding arrangement – InsuranceYes
2010-12-01Plan funding arrangement – TrustYes
2010-12-01Plan benefit arrangement – InsuranceYes
2010-12-01Plan benefit arrangement - TrustYes
2009: COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01This submission is the final filingNo
2009-12-01This return/report is a short plan year return/report (less than 12 months)No
2009-12-01Plan is a collectively bargained planNo
2009-12-01Plan funding arrangement – InsuranceYes
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement – InsuranceYes
2009-12-01Plan benefit arrangement - TrustYes
2008: COULTER COMPANIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number806488
Policy instance 1
Insurance contract or identification number806488
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-03-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number806488
Policy instance 1
Insurance contract or identification number806488
Number of Individuals Covered446
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $17,248
Total amount of fees paid to insurance companyUSD $2,296
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,248
Amount paid for insurance broker fees2296
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number806488
Policy instance 1
Insurance contract or identification number806488
Number of Individuals Covered439
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $34,413
Total amount of fees paid to insurance companyUSD $13,105
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number446567
Policy instance 1
Insurance contract or identification number446567
Number of Individuals Covered0
Insurance policy start date2010-12-01
Insurance policy end date2010-12-06
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,018
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number806488
Policy instance 2
Insurance contract or identification number806488
Number of Individuals Covered427
Insurance policy start date2010-12-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $25,531
Total amount of fees paid to insurance companyUSD $6,762
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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