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COATES MOTOR RENTAL, INC. 401(K) PLAN 401k Plan overview

Plan NameCOATES MOTOR RENTAL, INC. 401(K) PLAN
Plan identification number 001

COATES MOTOR RENTAL, INC. 401(K) 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COATES MOTOR RENTAL, INC has sponsored the creation of one or more 401k plans.

Company Name:COATES MOTOR RENTAL, INC
Employer identification number (EIN):630397284
NAIC Classification:532100
NAIC Description: Automotive Equipment Rental and Leasing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COATES MOTOR RENTAL, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01FRED CARPENTER2022-10-10
0012020-01-01FRED CARPENTER2021-10-13
0012019-01-01FRED CARPENTER2020-10-08
0012018-01-01FRED CARPENTER2019-10-15
0012017-01-01FRED CARPENTER2018-10-08
0012016-01-01FRED CARPENTER2017-10-13
0012015-01-01FRED CARPENTER
0012014-01-01FRED CARPENTER
0012013-01-01FRED CARPENTER
0012012-01-01FRED CARPENTER FRED CARPENTER2013-10-14
0012011-01-01FRED CARPENTER FRED CARPENTER2012-10-09
0012009-01-01FRED CARPENTER FRED CARPENTER2010-10-05

Plan Statistics for COATES MOTOR RENTAL, INC. 401(K) PLAN

401k plan membership statisitcs for COATES MOTOR RENTAL, INC. 401(K) PLAN

Measure Date Value
2015: COATES MOTOR RENTAL, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01160
Total number of active participants reported on line 7a of the Form 55002015-01-0185
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0191
Number of participants with account balances2015-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: COATES MOTOR RENTAL, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01139
Total number of active participants reported on line 7a of the Form 55002014-01-01133
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01160
Number of participants with account balances2014-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COATES MOTOR RENTAL, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01148
Total number of active participants reported on line 7a of the Form 55002013-01-01111
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01138
Number of participants with account balances2013-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COATES MOTOR RENTAL, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01137
Total number of active participants reported on line 7a of the Form 55002012-01-01120
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01148
Number of participants with account balances2012-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COATES MOTOR RENTAL, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01124
Total number of active participants reported on line 7a of the Form 55002011-01-01103
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0131
Total of all active and inactive participants2011-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01134
Number of participants with account balances2011-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: COATES MOTOR RENTAL, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01142
Total number of active participants reported on line 7a of the Form 55002009-01-0182
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0137
Total of all active and inactive participants2009-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01119
Number of participants with account balances2009-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on COATES MOTOR RENTAL, INC. 401(K) PLAN

Measure Date Value
2015 : COATES MOTOR RENTAL, INC. 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$59,096
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$32,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$30,366
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$65,259
Value of total assets at end of year2015-12-31$604,635
Value of total assets at beginning of year2015-12-31$578,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,544
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$471
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$48,266
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$48,266
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
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 period2015-12-31Yes
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$39,752
Participant contributions at end of year2015-12-31$9,718
Participant contributions at beginning of year2015-12-31$14,252
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$439
Administrative expenses (other) incurred2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$26,186
Value of net assets at end of year (total assets less liabilities)2015-12-31$604,635
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$578,449
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$594,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$564,197
Interest on participant loans2015-12-31$471
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-55,339
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$25,507
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$30,366
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$2,544
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31TUCKER SMITH & ASSOCIATES
Accountancy firm EIN2015-12-31631031249
2014 : COATES MOTOR RENTAL, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$98,945
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$11,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$71,618
Value of total assets at end of year2014-12-31$578,449
Value of total assets at beginning of year2014-12-31$490,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,716
Total interest from all sources2014-12-31$356
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,324
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$1,324
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$36,894
Participant contributions at end of year2014-12-31$14,252
Participant contributions at beginning of year2014-12-31$3,534
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$11,737
Administrative expenses (other) incurred2014-12-31$5,559
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$87,811
Value of net assets at end of year (total assets less liabilities)2014-12-31$578,449
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$490,638
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$564,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$487,104
Interest on participant loans2014-12-31$356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$25,647
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$22,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$418
Contract administrator fees2014-12-31$5,157
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 name2014-12-31TUCKER, SMITH & ASSOCIATES
Accountancy firm EIN2014-12-31631031249
2013 : COATES MOTOR RENTAL, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$133,768
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$24,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$14,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$53,250
Value of total assets at end of year2013-12-31$490,638
Value of total assets at beginning of year2013-12-31$381,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,943
Total interest from all sources2013-12-31$186
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$582
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$582
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$30,995
Participant contributions at end of year2013-12-31$3,534
Participant contributions at beginning of year2013-12-31$4,112
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$109,115
Value of net assets at end of year (total assets less liabilities)2013-12-31$490,638
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$381,523
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$487,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$377,411
Interest on participant loans2013-12-31$186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$79,750
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$22,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$14,710
Contract administrator fees2013-12-31$9,943
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 name2013-12-31TUCKER, SMITH & ASSOCIATES
Accountancy firm EIN2013-12-31631031249
2012 : COATES MOTOR RENTAL, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$67,602
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$29,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$20,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$46,689
Value of total assets at end of year2012-12-31$381,523
Value of total assets at beginning of year2012-12-31$343,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,436
Total interest from all sources2012-12-31$195
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$615
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$615
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$27,233
Participant contributions at end of year2012-12-31$4,112
Participant contributions at beginning of year2012-12-31$4,690
Participant contributions at beginning of year2012-12-31$972
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$37,830
Value of net assets at end of year (total assets less liabilities)2012-12-31$381,523
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$343,693
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$377,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$337,364
Interest on participant loans2012-12-31$195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$20,103
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$19,456
Employer contributions (assets) at beginning of year2012-12-31$667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$20,336
Contract administrator fees2012-12-31$9,436
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 name2012-12-31TUCKER, SMITH & ASSOCIATES
Accountancy firm EIN2012-12-31631031249
2011 : COATES MOTOR RENTAL, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$46,973
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$39,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$30,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$49,843
Value of total assets at end of year2011-12-31$343,693
Value of total assets at beginning of year2011-12-31$336,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,474
Total interest from all sources2011-12-31$239
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$487
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$487
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$29,485
Participant contributions at end of year2011-12-31$4,690
Participant contributions at beginning of year2011-12-31$7,355
Participant contributions at end of year2011-12-31$972
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$7,226
Value of net assets at end of year (total assets less liabilities)2011-12-31$343,693
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$336,467
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$337,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$329,112
Interest on participant loans2011-12-31$239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,596
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$20,358
Employer contributions (assets) at end of year2011-12-31$667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$30,273
Contract administrator fees2011-12-31$9,474
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 name2011-12-31TUCKER, SMITH AND ASSOCIATES
Accountancy firm EIN2011-12-31631031249
2010 : COATES MOTOR RENTAL, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$75,892
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$25,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$17,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$47,307
Value of total assets at end of year2010-12-31$336,467
Value of total assets at beginning of year2010-12-31$285,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,220
Total interest from all sources2010-12-31$142
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$623
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$623
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$27,621
Participant contributions at end of year2010-12-31$7,355
Participant contributions at beginning of year2010-12-31$4,909
Participant contributions at beginning of year2010-12-31$1,017
Administrative expenses (other) incurred2010-12-31$1,450
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$50,797
Value of net assets at end of year (total assets less liabilities)2010-12-31$336,467
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$285,670
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$329,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$279,012
Interest on participant loans2010-12-31$142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$27,820
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$19,686
Employer contributions (assets) at beginning of year2010-12-31$732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$17,875
Contract administrator fees2010-12-31$5,770
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 name2010-12-31TUCKER, SMITH AND ASSOCIATES
Accountancy firm EIN2010-12-31631031249
2009 : COATES MOTOR RENTAL, INC. 401(K) 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 COATES MOTOR RENTAL, INC. 401(K) PLAN

2015: COATES MOTOR RENTAL, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COATES MOTOR RENTAL, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COATES MOTOR RENTAL, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COATES MOTOR RENTAL, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COATES MOTOR RENTAL, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: COATES MOTOR RENTAL, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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