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C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 401k Plan overview

Plan NameC. VICTOR COATES, C.P.A. EMP. PROF. SH. PL.
Plan identification number 001

C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

C. VICTOR COATES, C.P.A. has sponsored the creation of one or more 401k plans.

Company Name:C. VICTOR COATES, C.P.A.
Employer identification number (EIN):731197081
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01C. VICTOR COATES, C.P.A. C. VICTOR COATES, C.P.A.2019-02-22
0012017-01-01C. VICTOR COATES, C.P.A. C. VICTOR COATES, C.P.A.2018-03-21
0012016-01-01C. VICTOR COATES, C.P.A. C. VICTOR COATES, C.P.A.2017-04-17
0012015-01-01C. VICTOR COATES, C.P.A. C. VICTOR COATES, C.P.A.2016-04-03
0012014-01-01C. VICTOR COATES, C.P.A. C. VICTOR COATES, C.P.A.2015-04-09
0012013-01-01C. VICTOR COATES, C.P.A. C. VICTOR COATES, C.P.A.2014-05-01
0012012-01-01C. VICTOR COATES, C.P.A. C. VICTOR COATES, C.P.A.2013-04-11
0012011-01-01C. VICTOR COATES, C.P.A. C. VICTOR COATES, C.P.A.2012-01-30
0012009-01-01C. VICTOR COATES, C.P.A.
0012009-01-01C. VICTOR COATES, C.P.A.

Plan Statistics for C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL.

401k plan membership statisitcs for C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL.

Measure Date Value
2019: C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011
Number of participants with account balances2009-01-011

Financial Data on C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL.

Measure Date Value
2019 : C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 2019 401k financial data
Total income from all sources2019-12-31$24,629
Expenses. Total of all expenses incurred2019-12-31$1,085,414
Benefits paid (including direct rollovers)2019-12-31$1,085,414
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$1,060,785
Other income received2019-12-31$24,629
Net income (gross income less expenses)2019-12-31$-1,060,785
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,060,785
2018 : C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 2018 401k financial data
Total income from all sources2018-12-31$-79,494
Total plan assets at end of year2018-12-31$1,060,785
Total plan assets at beginning of year2018-12-31$1,140,279
Total contributions received or receivable from participants2018-12-31$32,000
Other income received2018-12-31$-116,002
Net income (gross income less expenses)2018-12-31$-79,494
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,060,785
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,140,279
Total contributions received or receivable from employer(s)2018-12-31$4,508
2017 : C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 2017 401k financial data
Total income from all sources2017-12-31$118,126
Total plan assets at end of year2017-12-31$1,140,279
Total plan assets at beginning of year2017-12-31$1,022,153
Total contributions received or receivable from participants2017-12-31$32,000
Other income received2017-12-31$81,602
Net income (gross income less expenses)2017-12-31$118,126
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,140,279
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,022,153
Total contributions received or receivable from employer(s)2017-12-31$4,524
2016 : C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 2016 401k financial data
Total income from all sources2016-12-31$33,332
Expenses. Total of all expenses incurred2016-12-31$32,000
Benefits paid (including direct rollovers)2016-12-31$32,000
Total plan assets at end of year2016-12-31$1,022,153
Total plan assets at beginning of year2016-12-31$1,020,821
Total contributions received or receivable from participants2016-12-31$32,000
Other income received2016-12-31$-3,142
Net income (gross income less expenses)2016-12-31$1,332
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,022,153
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,020,821
Total contributions received or receivable from employer(s)2016-12-31$4,474
2015 : C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 2015 401k financial data
Total income from all sources2015-12-31$36,729
Total plan assets at end of year2015-12-31$1,020,821
Total plan assets at beginning of year2015-12-31$984,092
Total contributions received or receivable from participants2015-12-31$31,000
Other income received2015-12-31$212
Net income (gross income less expenses)2015-12-31$36,729
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,020,821
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$984,092
Total contributions received or receivable from employer(s)2015-12-31$5,517
2014 : C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 2014 401k financial data
Total income from all sources2014-12-31$45,293
Total plan assets at end of year2014-12-31$984,092
Total plan assets at beginning of year2014-12-31$938,799
Total contributions received or receivable from participants2014-12-31$31,000
Other income received2014-12-31$9,786
Net income (gross income less expenses)2014-12-31$45,293
Net plan assets at end of year (total assets less liabilities)2014-12-31$984,092
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$938,799
Total contributions received or receivable from employer(s)2014-12-31$4,507
2013 : C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 2013 401k financial data
Total income from all sources2013-12-31$60,024
Expenses. Total of all expenses incurred2013-12-31$32,000
Benefits paid (including direct rollovers)2013-12-31$32,000
Total plan assets at end of year2013-12-31$938,799
Total plan assets at beginning of year2013-12-31$910,775
Total contributions received or receivable from participants2013-12-31$31,000
Other income received2013-12-31$24,620
Net income (gross income less expenses)2013-12-31$28,024
Net plan assets at end of year (total assets less liabilities)2013-12-31$938,799
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$910,775
Total contributions received or receivable from employer(s)2013-12-31$4,404
2012 : C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 2012 401k financial data
Total income from all sources2012-12-31$-2,184
Expenses. Total of all expenses incurred2012-12-31$4,908
Benefits paid (including direct rollovers)2012-12-31$4,908
Total plan assets at end of year2012-12-31$910,775
Total plan assets at beginning of year2012-12-31$917,867
Total contributions received or receivable from participants2012-12-31$30,000
Other income received2012-12-31$-36,877
Net income (gross income less expenses)2012-12-31$-7,092
Net plan assets at end of year (total assets less liabilities)2012-12-31$910,775
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$917,867
Total contributions received or receivable from employer(s)2012-12-31$4,693
2011 : C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 2011 401k financial data
Total income from all sources2011-12-31$338,622
Total plan assets at end of year2011-12-31$917,867
Total plan assets at beginning of year2011-12-31$579,245
Total contributions received or receivable from participants2011-12-31$32,500
Contributions received from other sources (not participants or employers)2011-12-31$326,824
Other income received2011-12-31$-25,116
Net income (gross income less expenses)2011-12-31$338,622
Net plan assets at end of year (total assets less liabilities)2011-12-31$917,867
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$579,245
Total contributions received or receivable from employer(s)2011-12-31$4,414
2010 : C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 2010 401k financial data
Total income from all sources2010-12-31$95,582
Total plan assets at end of year2010-12-31$579,245
Total plan assets at beginning of year2010-12-31$483,663
Total contributions received or receivable from participants2010-12-31$30,000
Other income received2010-12-31$61,572
Net income (gross income less expenses)2010-12-31$95,582
Net plan assets at end of year (total assets less liabilities)2010-12-31$579,245
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$483,663
Total contributions received or receivable from employer(s)2010-12-31$4,010

Form 5500 Responses for C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL.

2019: C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: C. VICTOR COATES, C.P.A. EMP. PROF. SH. PL. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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