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COBLE PENSION GROUP, LLC 401(K) PLAN 401k Plan overview

Plan NameCOBLE PENSION GROUP, LLC 401(K) PLAN
Plan identification number 001

COBLE PENSION GROUP, LLC 401(K) 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
  • 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.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COBLE PENSION GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:COBLE PENSION GROUP, LLC
Employer identification number (EIN):860805040
NAIC Classification:561490

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COBLE PENSION GROUP, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01RANDY COBLE2021-04-15 RANDY COBLE2021-04-15
0012020-01-01RANDY COBLE2021-04-15 RANDY COBLE2021-04-15
0012019-01-01MURPHY COBLE2020-10-14 MURPHY COBLE2020-10-14
0012018-01-01MURPHY R COBLE JR.2019-10-15 MURPHY R COBLE JR.2019-10-15
0012017-01-01MURPHY COBLE2018-10-15 MURPHY COBLE2018-10-15
0012016-01-01M RANDY COBLE2017-10-16 M RANDY COBLE2017-10-16
0012015-01-01M RANDY COBLE JR M RANDY COBLE JR2016-10-17
0012014-01-01RANDY COBLE RANDY COBLE2015-10-13
0012013-01-01RANDY COBLE RANDY COBLE2014-10-15
0012012-01-01RANDY COBLE RANDY COBLE2013-10-14
0012011-01-01M. RANDY COBLE
0012009-01-01M. RANDY COBLE

Plan Statistics for COBLE PENSION GROUP, LLC 401(K) PLAN

401k plan membership statisitcs for COBLE PENSION GROUP, LLC 401(K) PLAN

Measure Date Value
2015: COBLE PENSION GROUP, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0112
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 benefits2015-01-016
Total of all active and inactive participants2015-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COBLE PENSION GROUP, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0114
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0111
Number of participants with account balances2014-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COBLE PENSION GROUP, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0118
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0114
Number of participants with account balances2013-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COBLE PENSION GROUP, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0116
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0118
Number of participants with account balances2012-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COBLE PENSION GROUP, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0115
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0115
Number of participants with account balances2011-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: COBLE PENSION GROUP, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111
Total number of active participants reported on line 7a of the Form 55002009-01-0112
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0114
Total participants2009-01-0114
Number of participants with account balances2009-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on COBLE PENSION GROUP, LLC 401(K) PLAN

Measure Date Value
2015 : COBLE PENSION GROUP, LLC 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-14,045
Expenses. Total of all expenses incurred2015-12-31$160,444
Benefits paid (including direct rollovers)2015-12-31$160,444
Total plan assets at end of year2015-12-31$474,733
Total plan assets at beginning of year2015-12-31$649,222
Value of fidelity bond covering the plan2015-12-31$70,000
Total contributions received or receivable from participants2015-12-31$7,667
Other income received2015-12-31$-21,712
Net income (gross income less expenses)2015-12-31$-174,489
Net plan assets at end of year (total assets less liabilities)2015-12-31$474,733
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$649,222
Assets. Value of participant loans2015-12-31$23,569
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : COBLE PENSION GROUP, LLC 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$35,324
Expenses. Total of all expenses incurred2014-12-31$113,500
Benefits paid (including direct rollovers)2014-12-31$113,500
Total plan assets at end of year2014-12-31$649,222
Total plan assets at beginning of year2014-12-31$727,398
Value of fidelity bond covering the plan2014-12-31$70,000
Total contributions received or receivable from participants2014-12-31$28,438
Other income received2014-12-31$5,699
Net income (gross income less expenses)2014-12-31$-78,176
Net plan assets at end of year (total assets less liabilities)2014-12-31$649,222
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$727,398
Assets. Value of participant loans2014-12-31$24,856
Total contributions received or receivable from employer(s)2014-12-31$1,187
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : COBLE PENSION GROUP, LLC 401(K) PLAN 2013 401k financial data
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$147,164
Expenses. Total of all expenses incurred2013-12-31$693,929
Benefits paid (including direct rollovers)2013-12-31$693,929
Total plan assets at end of year2013-12-31$727,398
Total plan assets at beginning of year2013-12-31$1,274,163
Value of fidelity bond covering the plan2013-12-31$70,000
Total contributions received or receivable from participants2013-12-31$49,551
Other income received2013-12-31$93,627
Net income (gross income less expenses)2013-12-31$-546,765
Net plan assets at end of year (total assets less liabilities)2013-12-31$727,398
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,274,163
Assets. Value of participant loans2013-12-31$55,401
Total contributions received or receivable from employer(s)2013-12-31$3,986
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : COBLE PENSION GROUP, LLC 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$159,140
Expenses. Total of all expenses incurred2012-12-31$167,680
Benefits paid (including direct rollovers)2012-12-31$167,380
Total plan assets at end of year2012-12-31$1,274,163
Total plan assets at beginning of year2012-12-31$1,282,703
Value of fidelity bond covering the plan2012-12-31$120,000
Total contributions received or receivable from participants2012-12-31$57,923
Expenses. Other expenses not covered elsewhere2012-12-31$300
Other income received2012-12-31$94,064
Net income (gross income less expenses)2012-12-31$-8,540
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,274,163
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,282,703
Assets. Value of participant loans2012-12-31$65,469
Total contributions received or receivable from employer(s)2012-12-31$7,153
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : COBLE PENSION GROUP, LLC 401(K) PLAN 2011 401k financial data
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$123,968
Expenses. Total of all expenses incurred2011-12-31$8,154
Benefits paid (including direct rollovers)2011-12-31$8,154
Total plan assets at end of year2011-12-31$1,282,703
Total plan assets at beginning of year2011-12-31$1,166,889
Value of fidelity bond covering the plan2011-12-31$120,000
Total contributions received or receivable from participants2011-12-31$86,895
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$65,639
Other income received2011-12-31$-59,119
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$115,814
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,282,703
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,166,889
Assets. Value of participant loans2011-12-31$4,782
Total contributions received or receivable from employer(s)2011-12-31$30,553
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : COBLE PENSION GROUP, LLC 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
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$303,825
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,166,889
Total plan assets at beginning of year2010-12-31$863,064
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$121,286
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$58,375
Other income received2010-12-31$95,598
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$303,825
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,166,889
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$863,064
Assets. Value of participant loans2010-12-31$27,456
Total contributions received or receivable from employer(s)2010-12-31$28,566
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
2009 : COBLE PENSION GROUP, LLC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for COBLE PENSION GROUP, LLC 401(K) PLAN

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

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSAVE-14472
Policy instance 1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSAVE-14472
Policy instance 1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSAVE-14472
Policy instance 1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSAVE-14472
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number21525
Policy instance 1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14472
Policy instance 1

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