COPPEDGE & ASSOCIATES PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COPPEDGE & ASSOCIATES PC PROFIT SHARING PLAN
Measure | Date | Value |
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2014: COPPEDGE & ASSOCIATES PC PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 4 |
Total of all active and inactive participants | 2014-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 13 |
Number of participants with account balances | 2014-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
2013: COPPEDGE & ASSOCIATES PC PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 8 |
Total of all active and inactive participants | 2013-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 13 |
Number of participants with account balances | 2013-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: COPPEDGE & ASSOCIATES PC PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 8 |
Total of all active and inactive participants | 2012-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 15 |
Number of participants with account balances | 2012-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: COPPEDGE & ASSOCIATES PC PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 8 |
Total of all active and inactive participants | 2011-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 14 |
Number of participants with account balances | 2011-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2010: COPPEDGE & ASSOCIATES PC PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 5 |
Total of all active and inactive participants | 2010-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 13 |
Number of participants with account balances | 2010-01-01 | 13 |
2009: COPPEDGE & ASSOCIATES PC PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 7 |
Total of all active and inactive participants | 2009-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 13 |
Number of participants with account balances | 2009-01-01 | 13 |
Measure | Date | Value |
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2014 : COPPEDGE & ASSOCIATES PC PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $125,905 |
Expenses. Total of all expenses incurred | 2014-12-31 | $120,001 |
Benefits paid (including direct rollovers) | 2014-12-31 | $110,045 |
Total plan assets at end of year | 2014-12-31 | $751,080 |
Total plan assets at beginning of year | 2014-12-31 | $745,176 |
Value of fidelity bond covering the plan | 2014-12-31 | $125,000 |
Total contributions received or receivable from participants | 2014-12-31 | $23,753 |
Other income received | 2014-12-31 | $43,925 |
Net income (gross income less expenses) | 2014-12-31 | $5,904 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $751,080 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $745,176 |
Assets. Value of participant loans | 2014-12-31 | $16,228 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $58,227 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $9,956 |
2013 : COPPEDGE & ASSOCIATES PC PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $97,913 |
Expenses. Total of all expenses incurred | 2013-12-31 | $55,997 |
Benefits paid (including direct rollovers) | 2013-12-31 | $49,352 |
Total plan assets at end of year | 2013-12-31 | $745,176 |
Total plan assets at beginning of year | 2013-12-31 | $703,260 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $14,899 |
Other income received | 2013-12-31 | $26,522 |
Net income (gross income less expenses) | 2013-12-31 | $41,916 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $745,176 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $703,260 |
Assets. Value of participant loans | 2013-12-31 | $16,353 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $56,492 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $6,645 |
2012 : COPPEDGE & ASSOCIATES PC PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $94,437 |
Expenses. Total of all expenses incurred | 2012-12-31 | $31,369 |
Benefits paid (including direct rollovers) | 2012-12-31 | $25,341 |
Total plan assets at end of year | 2012-12-31 | $703,260 |
Total plan assets at beginning of year | 2012-12-31 | $640,192 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $10,757 |
Other income received | 2012-12-31 | $28,302 |
Net income (gross income less expenses) | 2012-12-31 | $63,068 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $703,260 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $640,192 |
Assets. Value of participant loans | 2012-12-31 | $17,820 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $55,378 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $6,028 |
2011 : COPPEDGE & ASSOCIATES PC PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $33,886 |
Expenses. Total of all expenses incurred | 2011-12-31 | $39,175 |
Benefits paid (including direct rollovers) | 2011-12-31 | $34,382 |
Total plan assets at end of year | 2011-12-31 | $640,192 |
Total plan assets at beginning of year | 2011-12-31 | $645,481 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $5,400 |
Other income received | 2011-12-31 | $12,576 |
Net income (gross income less expenses) | 2011-12-31 | $-5,289 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $640,192 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $645,481 |
Assets. Value of participant loans | 2011-12-31 | $25,169 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $15,910 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $4,793 |
2010 : COPPEDGE & ASSOCIATES PC PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $95,693 |
Expenses. Total of all expenses incurred | 2010-12-31 | $6,659 |
Benefits paid (including direct rollovers) | 2010-12-31 | $753 |
Total plan assets at end of year | 2010-12-31 | $645,481 |
Total plan assets at beginning of year | 2010-12-31 | $556,447 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $7,536 |
Other income received | 2010-12-31 | $22,389 |
Net income (gross income less expenses) | 2010-12-31 | $89,034 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $645,481 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $556,447 |
Assets. Value of participant loans | 2010-12-31 | $6,990 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $65,768 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $5,906 |