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CO-ADVANTAGE RESOURCES, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameCO-ADVANTAGE RESOURCES, INC. RETIREMENT SAVINGS PLAN
Plan identification number 333

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

401k Sponsoring company profile

COADVANTAGE RESOURCES INC has sponsored the creation of one or more 401k plans.

Company Name:COADVANTAGE RESOURCES INC
Employer identification number (EIN):593434670
NAIC Classification:561300

Additional information about COADVANTAGE RESOURCES INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4815824

More information about COADVANTAGE RESOURCES INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CO-ADVANTAGE RESOURCES, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332014-01-01JEFF SJOBECK, CFO
3332013-01-01JEFF SJOBEK
3332012-01-01MARK LOWREY
3332011-01-01MARK LOWREY
3332009-01-01MARK LOWREY

Plan Statistics for CO-ADVANTAGE RESOURCES, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CO-ADVANTAGE RESOURCES, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2014: CO-ADVANTAGE RESOURCES, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017,556
Total number of active participants reported on line 7a of the Form 55002014-01-016,915
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,175
Total of all active and inactive participants2014-01-018,090
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018,090
Number of participants with account balances2014-01-013,406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0132
2013: CO-ADVANTAGE RESOURCES, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016,457
Total number of active participants reported on line 7a of the Form 55002013-01-016,196
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-011,037
Total of all active and inactive participants2013-01-017,236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017,236
Number of participants with account balances2013-01-013,177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0136
2012: CO-ADVANTAGE RESOURCES, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,184
Total number of active participants reported on line 7a of the Form 55002012-01-015,536
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-01916
Total of all active and inactive participants2012-01-016,455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-016,457
Number of participants with account balances2012-01-012,596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0135
2011: CO-ADVANTAGE RESOURCES, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016,903
Total number of active participants reported on line 7a of the Form 55002011-01-014,023
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-011,156
Total of all active and inactive participants2011-01-015,181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-015,184
Number of participants with account balances2011-01-012,924
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0150
2009: CO-ADVANTAGE RESOURCES, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,277
Total number of active participants reported on line 7a of the Form 55002009-01-015,159
Number of retired or separated participants receiving benefits2009-01-0113
Number of other retired or separated participants entitled to future benefits2009-01-01950
Total of all active and inactive participants2009-01-016,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016,122
Number of participants with account balances2009-01-013,285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0173

Financial Data on CO-ADVANTAGE RESOURCES, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2014 : CO-ADVANTAGE RESOURCES, INC. RETIREMENT SAVINGS PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$12,917,071
Total income from all sources (including contributions)2014-12-31$18,565,918
Total of all expenses incurred2014-12-31$25,152,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$24,869,602
Value of total corrective distributions2014-12-31$9,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$12,908,888
Value of total assets at end of year2014-12-31$94,006,383
Value of total assets at beginning of year2014-12-31$87,676,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$273,344
Total interest from all sources2014-12-31$94,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$9,314,842
Participant contributions at end of year2014-12-31$2,766,268
Participant contributions at beginning of year2014-12-31$2,573,147
Participant contributions at beginning of year2014-12-31$113,876
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,335,663
Other income not declared elsewhere2014-12-31$165,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-6,586,918
Value of net assets at end of year (total assets less liabilities)2014-12-31$94,006,383
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$87,676,230
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
Value of interest in pooled separate accounts at end of year2014-12-31$82,526,819
Value of interest in pooled separate accounts at beginning of year2014-12-31$74,378,897
Interest on participant loans2014-12-31$94,898
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$8,713,296
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$10,579,725
Net investment gain/loss from pooled separate accounts2014-12-31$5,396,549
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,258,383
Employer contributions (assets) at beginning of year2014-12-31$30,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$24,869,602
Contract administrator fees2014-12-31$273,344
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 name2014-12-31VESTAL & WILER
Accountancy firm EIN2014-12-31593198021
2013 : CO-ADVANTAGE RESOURCES, INC. RETIREMENT SAVINGS PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$16,309,873
Total transfer of assets from this plan2013-12-31$5,392,129
Total income from all sources (including contributions)2013-12-31$23,272,653
Total of all expenses incurred2013-12-31$8,119,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,897,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$11,199,967
Value of total assets at end of year2013-12-31$87,676,230
Value of total assets at beginning of year2013-12-31$61,605,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$222,624
Total interest from all sources2013-12-31$113,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$8,000
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 period2013-12-31No
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$8,159,142
Participant contributions at end of year2013-12-31$2,573,147
Participant contributions at beginning of year2013-12-31$2,380,979
Participant contributions at end of year2013-12-31$113,876
Participant contributions at beginning of year2013-12-31$158,526
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,173,990
Other income not declared elsewhere2013-12-31$154,899
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$15,152,747
Value of net assets at end of year (total assets less liabilities)2013-12-31$87,676,230
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$61,605,739
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
Value of interest in pooled separate accounts at end of year2013-12-31$74,378,897
Value of interest in pooled separate accounts at beginning of year2013-12-31$50,919,179
Interest on participant loans2013-12-31$113,672
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$10,579,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,956,218
Net investment gain/loss from pooled separate accounts2013-12-31$11,804,115
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$1,866,835
Employer contributions (assets) at end of year2013-12-31$30,585
Employer contributions (assets) at beginning of year2013-12-31$190,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,897,282
Contract administrator fees2013-12-31$214,624
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31VESTAL & WILER CPA'S
Accountancy firm EIN2013-12-31593198021
2012 : CO-ADVANTAGE RESOURCES, INC. RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$6,695,110
Total transfer of assets from this plan2012-12-31$12,457,925
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$16,326,156
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$10,283,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$10,092,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,528,840
Value of total assets at end of year2012-12-31$61,605,739
Value of total assets at beginning of year2012-12-31$61,325,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$191,206
Total interest from all sources2012-12-31$79,015
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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
Contributions received from participants2012-12-31$6,319,885
Participant contributions at end of year2012-12-31$2,380,979
Participant contributions at beginning of year2012-12-31$2,135,692
Participant contributions at end of year2012-12-31$158,526
Participant contributions at beginning of year2012-12-31$127,070
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,081,511
Other income not declared elsewhere2012-12-31$162,050
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$6,042,675
Value of net assets at end of year (total assets less liabilities)2012-12-31$61,605,739
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$61,325,879
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
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$50,919,179
Value of interest in pooled separate accounts at beginning of year2012-12-31$50,660,350
Interest on participant loans2012-12-31$79,015
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,956,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,337,967
Net investment gain/loss from pooled separate accounts2012-12-31$6,556,251
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,127,444
Employer contributions (assets) at end of year2012-12-31$190,837
Employer contributions (assets) at beginning of year2012-12-31$64,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$10,092,275
Contract administrator fees2012-12-31$191,206
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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
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 name2012-12-31VESTAL & WILER CPA'S
Accountancy firm EIN2012-12-31593198021
2011 : CO-ADVANTAGE RESOURCES, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$22,959,022
Total transfer of assets from this plan2011-12-31$28,577,459
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$9,981,042
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$9,380,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,024,750
Value of total corrective distributions2011-12-31$148,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,585,933
Value of total assets at end of year2011-12-31$61,325,879
Value of total assets at beginning of year2011-12-31$66,343,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$206,389
Total interest from all sources2011-12-31$77,051
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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
Contributions received from participants2011-12-31$6,877,586
Participant contributions at end of year2011-12-31$2,135,692
Participant contributions at beginning of year2011-12-31$2,128,252
Participant contributions at end of year2011-12-31$127,070
Participant contributions at beginning of year2011-12-31$140,820
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$168,174
Other income not declared elsewhere2011-12-31$218,050
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$601,034
Value of net assets at end of year (total assets less liabilities)2011-12-31$61,325,879
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$66,343,282
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
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$50,660,350
Value of interest in pooled separate accounts at beginning of year2011-12-31$55,850,505
Interest on participant loans2011-12-31$77,051
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,337,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,074,021
Net investment gain/loss from pooled separate accounts2011-12-31$100,008
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,540,173
Employer contributions (assets) at end of year2011-12-31$64,800
Employer contributions (assets) at beginning of year2011-12-31$149,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,024,750
Contract administrator fees2011-12-31$206,389
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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
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 name2011-12-31VESTAL & WILER CPA'S
Accountancy firm EIN2011-12-31593198021
2010 : CO-ADVANTAGE RESOURCES, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$4,072,920
Total transfer of assets from this plan2010-12-31$3,230,886
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$17,018,680
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$7,453,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,255,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,693,948
Value of total assets at end of year2010-12-31$66,343,282
Value of total assets at beginning of year2010-12-31$55,936,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$198,457
Total interest from all sources2010-12-31$87,089
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$45,667
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 period2010-12-31No
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
Contributions received from participants2010-12-31$6,864,616
Participant contributions at end of year2010-12-31$2,128,252
Participant contributions at beginning of year2010-12-31$1,910,495
Participant contributions at end of year2010-12-31$140,820
Participant contributions at beginning of year2010-12-31$132,719
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$325,846
Other income not declared elsewhere2010-12-31$206,905
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$9,564,926
Value of net assets at end of year (total assets less liabilities)2010-12-31$66,343,282
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$55,936,322
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
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$55,850,505
Value of interest in pooled separate accounts at beginning of year2010-12-31$53,746,990
Interest on participant loans2010-12-31$87,089
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,074,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$7,030,738
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$2,503,486
Employer contributions (assets) at end of year2010-12-31$149,684
Employer contributions (assets) at beginning of year2010-12-31$146,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,255,297
Contract administrator fees2010-12-31$152,790
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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
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 name2010-12-31VESTAL & WILER CPA'S
Accountancy firm EIN2010-12-31593198021
2009 : CO-ADVANTAGE RESOURCES, INC. RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CO-ADVANTAGE RESOURCES, INC. RETIREMENT SAVINGS PLAN

2014: CO-ADVANTAGE RESOURCES, INC. RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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: CO-ADVANTAGE RESOURCES, INC. RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedYes
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: CO-ADVANTAGE RESOURCES, INC. RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan 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: CO-ADVANTAGE RESOURCES, INC. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
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
2009: CO-ADVANTAGE RESOURCES, INC. RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932022-000
Policy instance 1
Insurance contract or identification number932022-000
Number of Individuals Covered3406
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $52,558
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52,558
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932022-000
Policy instance 1
Insurance contract or identification number932022-000
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $57,549
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $57,549
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932022-000
Policy instance 1
Insurance contract or identification number932022-000
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $49,581
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $49,581
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932022-000
Policy instance 1
Insurance contract or identification number932022-000
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $49,284
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932022-000
Policy instance 1
Insurance contract or identification number932022-000
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $41,897
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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