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COAST AUTO INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCOAST AUTO INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

COAST AUTO INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

COAST AUTO INSURANCE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:COAST AUTO INSURANCE SERVICES, INC.
Employer identification number (EIN):770187237
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COAST AUTO INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01SHELLEY NICHOLS SHELLEY NICHOLS2013-07-25
0012011-01-01SHELLEY NICHOLS SHELLEY NICHOLS2012-06-25
0012009-01-01SHELLEY NICHOLS SHELLEY NICHOLS2010-10-08

Plan Statistics for COAST AUTO INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for COAST AUTO INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: COAST AUTO INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0135
Total number of active participants reported on line 7a of the Form 55002013-01-0132
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0137
Number of participants with account balances2013-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: COAST AUTO INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0135
Total number of active participants reported on line 7a of the Form 55002012-01-0129
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0135
Number of participants with account balances2012-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: COAST AUTO INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0134
Total number of active participants reported on line 7a of the Form 55002011-01-0131
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0134
Number of participants with account balances2011-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: COAST AUTO INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0137
Total number of active participants reported on line 7a of the Form 55002009-01-0131
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0135
Number of participants with account balances2009-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on COAST AUTO INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2013 : COAST AUTO INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$43,413
Expenses. Total of all expenses incurred2013-12-31$16,865
Benefits paid (including direct rollovers)2013-12-31$16,685
Total plan assets at end of year2013-12-31$1,273,880
Total plan assets at beginning of year2013-12-31$1,247,332
Value of fidelity bond covering the plan2013-12-31$130,000
Total contributions received or receivable from participants2013-12-31$2,989
Expenses. Other expenses not covered elsewhere2013-12-31$180
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$40,424
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$26,548
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,273,880
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,247,332
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : COAST AUTO INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$16,307
Expenses. Total of all expenses incurred2012-12-31$83,464
Benefits paid (including direct rollovers)2012-12-31$80,667
Total plan assets at end of year2012-12-31$1,247,332
Total plan assets at beginning of year2012-12-31$1,314,489
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$3,300
Expenses. Other expenses not covered elsewhere2012-12-31$2,797
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$13,007
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$-67,157
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,247,332
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,314,489
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : COAST AUTO INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$5,294
Expenses. Total of all expenses incurred2011-12-31$83,838
Benefits paid (including direct rollovers)2011-12-31$73,744
Total plan assets at end of year2011-12-31$1,314,589
Total plan assets at beginning of year2011-12-31$1,393,133
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$4,820
Expenses. Other expenses not covered elsewhere2011-12-31$10,094
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$474
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-78,544
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,314,589
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,393,133
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : COAST AUTO INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$163,463
Expenses. Total of all expenses incurred2010-12-31$12,900
Benefits paid (including direct rollovers)2010-12-31$3,628
Total plan assets at end of year2010-12-31$1,393,133
Total plan assets at beginning of year2010-12-31$1,242,570
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$4,900
Expenses. Other expenses not covered elsewhere2010-12-31$9,272
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$158,563
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$150,563
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,393,133
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,242,570
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : COAST AUTO INSURANCE SERVICES, INC. 401(K) PROFIT SHARING 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 COAST AUTO INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

2013: COAST AUTO INSURANCE SERVICES, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COAST AUTO INSURANCE SERVICES, INC. 401(K) PROFIT SHARING 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: COAST AUTO INSURANCE SERVICES, INC. 401(K) PROFIT SHARING 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: COAST AUTO INSURANCE SERVICES, INC. 401(K) PROFIT SHARING 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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered37
Insurance policy start date2013-09-13
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0

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