401k Plan data: COADVANTAGE 401(K)/PROFIT-SHARING PLAN plan

COADVANTAGE 401(K)/PROFIT-SHARING PLAN 401k Plan overview

Plan Name	COADVANTAGE 401(K)/PROFIT-SHARING PLAN
Plan identification number	333

COADVANTAGE 401(K)/PROFIT-SHARING PLAN Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

COADVANTAGE RESOURCES 51, INC. has sponsored the creation of one or more 401k plans.

Company Name: COADVANTAGE RESOURCES 51, INC.

Employer identification number (EIN): 752569853

NAIC Classification: 541214
NAIC Description: Payroll Services

Additional information about COADVANTAGE RESOURCES 51, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1995-01-17

Company Identification Number: 0134090300

Legal Registered Office Address: 2301 MAITLAND CENTER PKWY STE 100

MAITLAND
United States of America (USA)
32751

More information about COADVANTAGE RESOURCES 51, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COADVANTAGE 401(K)/PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
333 2016-01-01 ALICIA BLEDSOE ALICIA BLEDSOE 2018-01-24
333 2015-01-01 ALICIA BLEDSOE ALICIA BLEDSOE 2016-10-13
333 2014-01-01 JAMES A MUTZ JAMES A MUTZ 2015-10-13
333 2013-01-01 JAMES A. MUTZ
333 2012-01-01 JAMES A MUTZ
333 2011-01-01 JAMES A MUTZ
333 2009-01-01 JAMES A. MUTZ

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
333	2016-01-01	ALICIA BLEDSOE	ALICIA BLEDSOE	2018-01-24
333	2015-01-01	ALICIA BLEDSOE	ALICIA BLEDSOE	2016-10-13
333	2014-01-01	JAMES A MUTZ	JAMES A MUTZ	2015-10-13
333	2013-01-01	JAMES A. MUTZ
333	2012-01-01	JAMES A MUTZ
333	2011-01-01	JAMES A MUTZ
333	2009-01-01	JAMES A. MUTZ

Plan Statistics for COADVANTAGE 401(K)/PROFIT-SHARING PLAN

401k plan membership statisitcs for COADVANTAGE 401(K)/PROFIT-SHARING PLAN

Measure Date Value
2016: COADVANTAGE 401(K)/PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2,082
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Total participants 2016-01-01 0
2015: COADVANTAGE 401(K)/PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6,408
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6,314
Number of retired or separated participants receiving benefits 2015-01-01 6
Number of other retired or separated participants entitled to future benefits 2015-01-01 384
Total of all active and inactive participants 2015-01-01 6,704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6,704
Number of participants with account balances 2015-01-01 2,082
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 383
2014: COADVANTAGE 401(K)/PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5,292
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5,157
Number of retired or separated participants receiving benefits 2014-01-01 8
Number of other retired or separated participants entitled to future benefits 2014-01-01 336
Total of all active and inactive participants 2014-01-01 5,501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5,501
Number of participants with account balances 2014-01-01 2,066
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 335
2013: COADVANTAGE 401(K)/PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5,342
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5,378
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 570
Total of all active and inactive participants 2013-01-01 5,948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5,948
Number of participants with account balances 2013-01-01 2,588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 33
2012: COADVANTAGE 401(K)/PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6,119
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5,709
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 432
Total of all active and inactive participants 2012-01-01 6,141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6,141
Number of participants with account balances 2012-01-01 2,335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 59
2011: COADVANTAGE 401(K)/PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5,132
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5,109
Number of other retired or separated participants entitled to future benefits 2011-01-01 390
Total of all active and inactive participants 2011-01-01 5,499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5,499
Number of participants with account balances 2011-01-01 2,499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 52
2009: COADVANTAGE 401(K)/PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5,877
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4,683
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 410
Total of all active and inactive participants 2009-01-01 5,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5,093
Number of participants with account balances 2009-01-01 2,176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 143

Measure	Date	Value
2016: COADVANTAGE 401(K)/PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2,082
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Total participants	2016-01-01	0
2015: COADVANTAGE 401(K)/PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6,408
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6,314
Number of retired or separated participants receiving benefits	2015-01-01	6
Number of other retired or separated participants entitled to future benefits	2015-01-01	384
Total of all active and inactive participants	2015-01-01	6,704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6,704
Number of participants with account balances	2015-01-01	2,082
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	383
2014: COADVANTAGE 401(K)/PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5,292
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5,157
Number of retired or separated participants receiving benefits	2014-01-01	8
Number of other retired or separated participants entitled to future benefits	2014-01-01	336
Total of all active and inactive participants	2014-01-01	5,501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5,501
Number of participants with account balances	2014-01-01	2,066
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	335
2013: COADVANTAGE 401(K)/PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5,342
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5,378
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	570
Total of all active and inactive participants	2013-01-01	5,948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5,948
Number of participants with account balances	2013-01-01	2,588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	33
2012: COADVANTAGE 401(K)/PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6,119
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5,709
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	432
Total of all active and inactive participants	2012-01-01	6,141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6,141
Number of participants with account balances	2012-01-01	2,335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	59
2011: COADVANTAGE 401(K)/PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5,132
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5,109
Number of other retired or separated participants entitled to future benefits	2011-01-01	390
Total of all active and inactive participants	2011-01-01	5,499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5,499
Number of participants with account balances	2011-01-01	2,499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	52
2009: COADVANTAGE 401(K)/PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5,877
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4,683
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	410
Total of all active and inactive participants	2009-01-01	5,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5,093
Number of participants with account balances	2009-01-01	2,176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	143

Financial Data on COADVANTAGE 401(K)/PROFIT-SHARING PLAN

Measure	Date	Value
2016 : COADVANTAGE 401(K)/PROFIT-SHARING PLAN 2016 401k financial data
Total transfer of assets from this plan	2016-04-01	$83,821,453
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-04-01	$155,693
Total income from all sources (including contributions)	2016-04-01	$3,871,153
Total of all expenses incurred	2016-04-01	$990,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-04-01	$711,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-04-01	$3,750,921
Value of total assets at beginning of year	2016-04-01	$81,096,906
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-04-01	$279,297
Total interest from all sources	2016-04-01	$14,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-04-01	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-04-01	$0
Was this plan covered by a fidelity bond	2016-04-01	Yes
Value of fidelity bond cover	2016-04-01	$500,000
If this is an individual account plan, was there a blackout period	2016-04-01	No
Were there any nonexempt tranactions with any party-in-interest	2016-04-01	No
Contributions received from participants	2016-04-01	$1,987,995
Participant contributions at beginning of year	2016-04-01	$1,877,486
Participant contributions at beginning of year	2016-04-01	$454,968
Income. Received or receivable in cash from other sources (including rollovers)	2016-04-01	$58,511
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-04-01	$182,342
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-04-01	$155,693
Administrative expenses (other) incurred	2016-04-01	$279,297
Total non interest bearing cash at beginning of year	2016-04-01	$75,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-04-01	No
Value of net income/loss	2016-04-01	$2,880,240
Value of net assets at beginning of year (total assets less liabilities)	2016-04-01	$80,941,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-04-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-04-01	No
Were any leases to which the plan was party in default or uncollectible	2016-04-01	No
Value of interest in pooled separate accounts at beginning of year	2016-04-01	$66,702,612
Interest on participant loans	2016-04-01	$14,040
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-04-01	$10,545,404
Net investment gain/loss from pooled separate accounts	2016-04-01	$106,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-04-01	No
Was there a failure to transmit to the plan any participant contributions	2016-04-01	No
Has the plan failed to provide any benefit when due under the plan	2016-04-01	No
Contributions received in cash from employer	2016-04-01	$1,704,415
Employer contributions (assets) at beginning of year	2016-04-01	$1,258,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-04-01	$711,616
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-04-01	No
Did the plan have assets held for investment	2016-04-01	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-04-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-04-01	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-04-01	No
Opinion of an independent qualified public accountant for this plan	2016-04-01	Disclaimer
Accountancy firm name	2016-04-01	TEMPLETON & COMPANY
Accountancy firm EIN	2016-04-01	141918990
2015 : COADVANTAGE 401(K)/PROFIT-SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$11,582,454
Total transfer of assets from this plan	2015-12-31	$20,001,898
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$155,693
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$144,877
Total income from all sources (including contributions)	2015-12-31	$11,421,672
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$9,178,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$8,207,023
Expenses. Certain deemed distributions of participant loans	2015-12-31	$89,220
Value of total corrective distributions	2015-12-31	$155,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$13,795,768
Value of total assets at end of year	2015-12-31	$81,096,906
Value of total assets at beginning of year	2015-12-31	$87,262,033
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$726,784
Total interest from all sources	2015-12-31	$74,045
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$85,100
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$8,506,885
Participant contributions at end of year	2015-12-31	$1,877,486
Participant contributions at beginning of year	2015-12-31	$2,238,359
Participant contributions at end of year	2015-12-31	$454,968
Participant contributions at beginning of year	2015-12-31	$690,039
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$733,823
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$1,354
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$182,342
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$142,228
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$155,693
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$144,877
Other income not declared elsewhere	2015-12-31	$7,556
Administrative expenses (other) incurred	2015-12-31	$238,484
Total non interest bearing cash at end of year	2015-12-31	$75,996
Total non interest bearing cash at beginning of year	2015-12-31	$63,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$2,243,501
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$80,941,213
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$87,117,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$66,702,612
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$71,757,065
Interest on participant loans	2015-12-31	$74,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$10,545,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$10,945,893
Net investment gain/loss from pooled separate accounts	2015-12-31	$-2,455,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$4,555,060
Employer contributions (assets) at end of year	2015-12-31	$1,258,098
Employer contributions (assets) at beginning of year	2015-12-31	$1,424,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$8,205,669
Contract administrator fees	2015-12-31	$403,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	TEMPLETON & COMPANY
Accountancy firm EIN	2015-12-31	141918990
2014 : COADVANTAGE 401(K)/PROFIT-SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$9,065,703
Total transfer of assets from this plan	2014-12-31	$6,918,589
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$144,877
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$48,186
Total income from all sources (including contributions)	2014-12-31	$16,612,780
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$9,166,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$8,205,434
Expenses. Certain deemed distributions of participant loans	2014-12-31	$14,305
Value of total corrective distributions	2014-12-31	$144,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$14,792,957
Value of total assets at end of year	2014-12-31	$87,262,033
Value of total assets at beginning of year	2014-12-31	$77,571,914
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$802,545
Total interest from all sources	2014-12-31	$84,820
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$8,640,623
Participant contributions at end of year	2014-12-31	$2,238,359
Participant contributions at beginning of year	2014-12-31	$1,974,225
Participant contributions at end of year	2014-12-31	$690,039
Participant contributions at beginning of year	2014-12-31	$333,915
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,449,784
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$6,972
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$142,228
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$57,666
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$144,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$48,186
Administrative expenses (other) incurred	2014-12-31	$270,881
Total non interest bearing cash at end of year	2014-12-31	$63,774
Total non interest bearing cash at beginning of year	2014-12-31	$73,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$7,446,314
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$87,117,156
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$77,523,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$71,757,065
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$65,474,603
Interest on participant loans	2014-12-31	$84,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$10,945,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$8,628,627
Net investment gain/loss from pooled separate accounts	2014-12-31	$1,735,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$4,702,550
Employer contributions (assets) at end of year	2014-12-31	$1,424,675
Employer contributions (assets) at beginning of year	2014-12-31	$1,029,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$8,198,462
Contract administrator fees	2014-12-31	$531,664
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	TEMPLETON & COMPANY
Accountancy firm EIN	2014-12-31	141918990
2013 : COADVANTAGE 401(K)/PROFIT-SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$727,981
Total transfer of assets from this plan	2013-12-31	$14,095,348
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$48,186
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$167,383
Total income from all sources (including contributions)	2013-12-31	$22,518,681
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$8,164,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$7,350,448
Expenses. Certain deemed distributions of participant loans	2013-12-31	$23,463
Value of total corrective distributions	2013-12-31	$48,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$12,683,621
Value of total assets at end of year	2013-12-31	$77,571,914
Value of total assets at beginning of year	2013-12-31	$76,704,685
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$742,482
Total interest from all sources	2013-12-31	$74,720
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$7,922,075
Participant contributions at end of year	2013-12-31	$1,974,225
Participant contributions at beginning of year	2013-12-31	$2,044,682
Participant contributions at end of year	2013-12-31	$333,915
Participant contributions at beginning of year	2013-12-31	$318,783
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$828,058
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$91,350
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$57,666
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$59,303
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$48,186
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$167,383
Other income not declared elsewhere	2013-12-31	$81,644
Administrative expenses (other) incurred	2013-12-31	$298,382
Total non interest bearing cash at end of year	2013-12-31	$73,650
Total non interest bearing cash at beginning of year	2013-12-31	$50,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$14,353,793
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$77,523,728
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$76,537,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$65,474,603
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$70,712,375
Interest on participant loans	2013-12-31	$74,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$8,628,627
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,636,127
Net investment gain/loss from pooled separate accounts	2013-12-31	$9,678,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$3,933,488
Employer contributions (assets) at end of year	2013-12-31	$1,029,228
Employer contributions (assets) at beginning of year	2013-12-31	$882,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$7,259,098
Contract administrator fees	2013-12-31	$444,100
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	Yes
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	TEMPLETON & COMPANY
Accountancy firm EIN	2013-12-31	141918990
2012 : COADVANTAGE 401(K)/PROFIT-SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$12,905,547
Total transfer of assets from this plan	2012-12-31	$16,619,971
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$167,383
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$176,157
Total income from all sources (including contributions)	2012-12-31	$23,629,223
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$7,835,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$7,137,707
Expenses. Certain deemed distributions of participant loans	2012-12-31	$18,619
Value of total corrective distributions	2012-12-31	$176,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$15,560,924
Value of total assets at end of year	2012-12-31	$76,704,685
Value of total assets at beginning of year	2012-12-31	$64,634,312
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$503,167
Total interest from all sources	2012-12-31	$88,673
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 year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$9,902,358
Participant contributions at end of year	2012-12-31	$2,044,682
Participant contributions at beginning of year	2012-12-31	$2,081,365
Participant contributions at end of year	2012-12-31	$318,783
Participant contributions at beginning of year	2012-12-31	$299,471
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,230,860
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$1,070,915
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$59,303
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$69,621
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$167,383
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$176,157
Other income not declared elsewhere	2012-12-31	$851,660
Administrative expenses (other) incurred	2012-12-31	$100,019
Total non interest bearing cash at end of year	2012-12-31	$50,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$15,793,571
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$76,537,302
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$64,458,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$70,712,375
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$59,471,587
Interest on participant loans	2012-12-31	$88,673
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,636,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,840,108
Net investment gain/loss from pooled separate accounts	2012-12-31	$7,127,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$4,427,706
Employer contributions (assets) at end of year	2012-12-31	$882,973
Employer contributions (assets) at beginning of year	2012-12-31	$872,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$6,066,792
Contract administrator fees	2012-12-31	$403,148
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	TEMPLETON & COMPANY
Accountancy firm EIN	2012-12-31	141918990
2011 : COADVANTAGE 401(K)/PROFIT-SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$4,417,346
Total transfer of assets from this plan	2011-12-31	$5,636,432
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$176,157
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$146,856
Total income from all sources (including contributions)	2011-12-31	$12,052,282
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$10,559,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$9,809,923
Expenses. Certain deemed distributions of participant loans	2011-12-31	$63,332
Value of total corrective distributions	2011-12-31	$181,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$12,953,173
Value of total assets at end of year	2011-12-31	$64,634,312
Value of total assets at beginning of year	2011-12-31	$64,331,111
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$504,410
Total interest from all sources	2011-12-31	$89,081
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 year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$8,722,115
Participant contributions at end of year	2011-12-31	$2,081,365
Participant contributions at beginning of year	2011-12-31	$2,041,590
Participant contributions at end of year	2011-12-31	$299,471
Participant contributions at beginning of year	2011-12-31	$484,256
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$347,747
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$2,176,503
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$69,621
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$94,858
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$176,157
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$146,856
Other income not declared elsewhere	2011-12-31	$1,754,629
Administrative expenses (other) incurred	2011-12-31	$105,397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,492,986
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$64,458,155
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$64,184,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$59,471,587
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$59,847,263
Interest on participant loans	2011-12-31	$89,081
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,840,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,193,290
Net investment gain/loss from pooled separate accounts	2011-12-31	$-2,744,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$3,883,311
Employer contributions (assets) at end of year	2011-12-31	$872,160
Employer contributions (assets) at beginning of year	2011-12-31	$669,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$7,633,420
Contract administrator fees	2011-12-31	$399,013
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2011-12-31	431947695
2010 : COADVANTAGE 401(K)/PROFIT-SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$6,594,345
Total transfer of assets from this plan	2010-12-31	$1,562,410
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$146,856
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$237,225
Total income from all sources (including contributions)	2010-12-31	$17,653,507
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$8,506,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$7,856,251
Expenses. Certain deemed distributions of participant loans	2010-12-31	$73,899
Value of total corrective distributions	2010-12-31	$150,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$12,086,781
Value of total assets at end of year	2010-12-31	$64,331,111
Value of total assets at beginning of year	2010-12-31	$50,242,038
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$425,404
Total interest from all sources	2010-12-31	$86,563
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 year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$7,944,369
Participant contributions at end of year	2010-12-31	$2,041,590
Participant contributions at beginning of year	2010-12-31	$1,637,590
Participant contributions at end of year	2010-12-31	$484,256
Participant contributions at beginning of year	2010-12-31	$281,052
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$813,617
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$295,783
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$94,858
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$83,048
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$146,856
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$237,225
Other income not declared elsewhere	2010-12-31	$246,472
Administrative expenses (other) incurred	2010-12-31	$82,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$9,147,507
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$64,184,255
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$50,004,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$59,847,263
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$46,343,620
Interest on participant loans	2010-12-31	$86,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,193,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,640,912
Net investment gain/loss from pooled separate accounts	2010-12-31	$5,233,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$3,328,795
Employer contributions (assets) at end of year	2010-12-31	$669,854
Employer contributions (assets) at beginning of year	2010-12-31	$255,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$7,560,468
Contract administrator fees	2010-12-31	$342,502
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2010-12-31	431947695

Form 5500 Responses for COADVANTAGE 401(K)/PROFIT-SHARING PLAN

2016: COADVANTAGE 401(K)/PROFIT-SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: COADVANTAGE 401(K)/PROFIT-SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: COADVANTAGE 401(K)/PROFIT-SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: COADVANTAGE 401(K)/PROFIT-SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: COADVANTAGE 401(K)/PROFIT-SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COADVANTAGE 401(K)/PROFIT-SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: COADVANTAGE 401(K)/PROFIT-SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	589
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $170,159
Total amount of fees paid to insurance company	USD $87,103
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $163,425
Insurance broker organization code?	4
Amount paid for insurance broker fees	59063
Additional information about fees paid to insurance broker	TPA SUBSIDY
Insurance broker name	RAYMOND JAMES FINANCIAL SERVICES

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $461,797
Total amount of fees paid to insurance company	USD $220,259
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $446,311
Insurance broker organization code?	4
Amount paid for insurance broker fees	157483
Additional information about fees paid to insurance broker	TPA SUBSIDY
Insurance broker name	FIRST ALLIED SECURITIES INC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	2588
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $449,347
Total amount of fees paid to insurance company	USD $233,477
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $434,674
Insurance broker organization code?	4
Amount paid for insurance broker fees	182867
Additional information about fees paid to insurance broker	TPA SUBSIDY
Insurance broker name	MORGAN JR, HENRY A

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	2335
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $555,231
Total amount of fees paid to insurance company	USD $235,774
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $535,315
Insurance broker organization code?	4
Amount paid for insurance broker fees	173830
Additional information about fees paid to insurance broker	TPA SUBSIDY
Insurance broker name	TRANSAMERICA FINANCIAL ADVISOR

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	2499
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $473,022
Total amount of fees paid to insurance company	USD $225,367
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	2266
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $505,038
Total amount of fees paid to insurance company	USD $269,508
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	COADVANTAGE RESOURCES 51, INC.
Employer identification number (EIN):	752569853
NAIC Classification:	541214
NAIC Description:	Payroll Services

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1995-01-17
Company Identification Number:	0134090300
Legal Registered Office Address:	2301 MAITLAND CENTER PKWY STE 100 MAITLAND United States of America (USA) 32751