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COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 401k Plan overview

Plan NameCOFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S
Plan identification number 001

COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COFFMAN ENGINEERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:COFFMAN ENGINEERS, INC.
Employer identification number (EIN):911053429
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-10-01
0012017-10-01
0012016-10-01PATRICK PIERMATTEI
0012015-10-01PATRICK PIERMATTEI
0012014-10-01PATRICK PIERMATTEI
0012013-10-01PATRICK PIERMATTEI
0012012-10-01PATRICK PIERMATTEI
0012011-10-01PATRICK PIERMATTEI
0012010-10-01PATRICK J. PIERMATTEI
0012009-10-01PATRICK J. PIERMATTEI

Plan Statistics for COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S

401k plan membership statisitcs for COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S

Measure Date Value
2022: COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2022 401k membership
Total participants, beginning-of-year2022-01-01846
Total number of active participants reported on line 7a of the Form 55002022-01-01677
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01164
Total of all active and inactive participants2022-01-01841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-01848
Number of participants with account balances2022-01-01840
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2021 401k membership
Total participants, beginning-of-year2021-01-01757
Total number of active participants reported on line 7a of the Form 55002021-01-01597
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01159
Total of all active and inactive participants2021-01-01756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-01762
Number of participants with account balances2021-01-01743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2020 401k membership
Total participants, beginning-of-year2020-01-01681
Total number of active participants reported on line 7a of the Form 55002020-01-01578
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01133
Total of all active and inactive participants2020-01-01711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-01716
Number of participants with account balances2020-01-01702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2019 401k membership
Total participants, beginning-of-year2019-01-01597
Total number of active participants reported on line 7a of the Form 55002019-01-01540
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01137
Total of all active and inactive participants2019-01-01677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01680
Number of participants with account balances2019-01-01671
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2018 401k membership
Total participants, beginning-of-year2018-10-01583
Total number of active participants reported on line 7a of the Form 55002018-10-01475
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-01118
Total of all active and inactive participants2018-10-01593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-014
Total participants2018-10-01597
Number of participants with account balances2018-10-01590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2017 401k membership
Total participants, beginning-of-year2017-10-01497
Total number of active participants reported on line 7a of the Form 55002017-10-01461
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-01119
Total of all active and inactive participants2017-10-01580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-013
Total participants2017-10-01583
Number of participants with account balances2017-10-01571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2016 401k membership
Total participants, beginning-of-year2016-10-01449
Total number of active participants reported on line 7a of the Form 55002016-10-01406
Number of retired or separated participants receiving benefits2016-10-014
Number of other retired or separated participants entitled to future benefits2016-10-0185
Total of all active and inactive participants2016-10-01495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-012
Total participants2016-10-01497
Number of participants with account balances2016-10-01494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2015 401k membership
Total participants, beginning-of-year2015-10-01406
Total number of active participants reported on line 7a of the Form 55002015-10-01367
Number of retired or separated participants receiving benefits2015-10-012
Number of other retired or separated participants entitled to future benefits2015-10-0179
Total of all active and inactive participants2015-10-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-011
Total participants2015-10-01449
Number of participants with account balances2015-10-01440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2014 401k membership
Total participants, beginning-of-year2014-10-01341
Total number of active participants reported on line 7a of the Form 55002014-10-01335
Number of retired or separated participants receiving benefits2014-10-012
Number of other retired or separated participants entitled to future benefits2014-10-0168
Total of all active and inactive participants2014-10-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-011
Total participants2014-10-01406
Number of participants with account balances2014-10-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2013 401k membership
Total participants, beginning-of-year2013-10-01312
Total number of active participants reported on line 7a of the Form 55002013-10-01274
Number of retired or separated participants receiving benefits2013-10-012
Number of other retired or separated participants entitled to future benefits2013-10-0164
Total of all active and inactive participants2013-10-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-011
Total participants2013-10-01341
Number of participants with account balances2013-10-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2012 401k membership
Total participants, beginning-of-year2012-10-01302
Total number of active participants reported on line 7a of the Form 55002012-10-01251
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0160
Total of all active and inactive participants2012-10-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-011
Total participants2012-10-01312
Number of participants with account balances2012-10-01305
2011: COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2011 401k membership
Total participants, beginning-of-year2011-10-01291
Total number of active participants reported on line 7a of the Form 55002011-10-01242
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0159
Total of all active and inactive participants2011-10-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-011
Total participants2011-10-01302
Number of participants with account balances2011-10-01288
2010: COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2010 401k membership
Total participants, beginning-of-year2010-10-01259
Total number of active participants reported on line 7a of the Form 55002010-10-01236
Number of retired or separated participants receiving benefits2010-10-0155
Number of other retired or separated participants entitled to future benefits2010-10-010
Total of all active and inactive participants2010-10-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-01291
Number of participants with account balances2010-10-01265
2009: COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2009 401k membership
Total participants, beginning-of-year2009-10-01238
Total number of active participants reported on line 7a of the Form 55002009-10-01207
Number of other retired or separated participants entitled to future benefits2009-10-0152
Total of all active and inactive participants2009-10-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01259
Number of participants with account balances2009-10-01233

Financial Data on COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S

Measure Date Value
2022 : COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-10,601,037
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,785,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,744,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$16,964,603
Value of total assets at end of year2022-12-31$130,812,213
Value of total assets at beginning of year2022-12-31$145,199,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$41,677
Total interest from all sources2022-12-31$22,347
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,573,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,573,360
Administrative expenses professional fees incurred2022-12-31$37,257
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$7,820,251
Participant contributions at end of year2022-12-31$424,113
Participant contributions at beginning of year2022-12-31$402,311
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,664,588
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$304,101
Other income not declared elsewhere2022-12-31$3,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,386,960
Value of net assets at end of year (total assets less liabilities)2022-12-31$130,812,213
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$145,199,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$123,814,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$138,285,236
Interest on participant loans2022-12-31$22,347
Value of interest in common/collective trusts at end of year2022-12-31$6,573,547
Value of interest in common/collective trusts at beginning of year2022-12-31$6,511,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-29,136,129
Net investment gain or loss from common/collective trusts2022-12-31$-28,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,479,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,440,145
Contract administrator fees2022-12-31$4,420
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS
Accountancy firm EIN2022-12-31910189318
2021 : COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$30,253,075
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,852,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,836,917
Value of total corrective distributions2021-12-31$6,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$13,048,672
Value of total assets at end of year2021-12-31$145,199,173
Value of total assets at beginning of year2021-12-31$122,799,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$9,971
Total interest from all sources2021-12-31$21,441
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,260,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,260,599
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,100,145
Participant contributions at end of year2021-12-31$402,311
Participant contributions at beginning of year2021-12-31$316,247
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,603,663
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$770
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,689
Other income not declared elsewhere2021-12-31$3
Administrative expenses (other) incurred2021-12-31$7,442
Total non interest bearing cash at beginning of year2021-12-31$19,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$22,400,170
Value of net assets at end of year (total assets less liabilities)2021-12-31$145,199,173
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$122,799,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$138,285,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$100,038,885
Interest on participant loans2021-12-31$21,441
Value of interest in common/collective trusts at end of year2021-12-31$6,511,626
Value of interest in common/collective trusts at beginning of year2021-12-31$8,990,456
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$756,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$756,979
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$15,763,544
Net investment gain or loss from common/collective trusts2021-12-31$158,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,344,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,836,147
Contract administrator fees2021-12-31$2,529
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$12,675,145
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS
Accountancy firm EIN2021-12-31910189318
2020 : COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$4,598,014
Total unrealized appreciation/depreciation of assets2020-12-31$4,598,014
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,720
Total income from all sources (including contributions)2020-12-31$30,218,220
Total loss/gain on sale of assets2020-12-31$1,005,389
Total of all expenses incurred2020-12-31$5,393,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,370,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,778,226
Value of total assets at end of year2020-12-31$122,799,003
Value of total assets at beginning of year2020-12-31$97,979,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,903
Total interest from all sources2020-12-31$23,351
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,550,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,502,723
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$6,446,477
Participant contributions at end of year2020-12-31$316,247
Participant contributions at beginning of year2020-12-31$385,666
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,313,364
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,689
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$7,155
Other income not declared elsewhere2020-12-31$446,733
Administrative expenses (other) incurred2020-12-31$22,903
Liabilities. Value of operating payables at beginning of year2020-12-31$4,720
Total non interest bearing cash at end of year2020-12-31$19,602
Total non interest bearing cash at beginning of year2020-12-31$264,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$24,824,328
Value of net assets at end of year (total assets less liabilities)2020-12-31$122,799,003
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$97,974,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$100,038,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$80,652,737
Interest on participant loans2020-12-31$22,105
Value of interest in common/collective trusts at end of year2020-12-31$8,990,456
Value of interest in common/collective trusts at beginning of year2020-12-31$6,444,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$756,979
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$373,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$373,156
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,610,200
Net investment gain or loss from common/collective trusts2020-12-31$1,205,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,018,385
Income. Dividends from common stock2020-12-31$47,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,370,989
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$12,675,145
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$9,852,470
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$8,810,109
Aggregate carrying amount (costs) on sale of assets2020-12-31$7,804,720
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS
Accountancy firm EIN2020-12-31910189318
2019 : COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,858,746
Total unrealized appreciation/depreciation of assets2019-12-31$1,858,746
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,720
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$233,286
Total income from all sources (including contributions)2019-12-31$25,234,747
Total loss/gain on sale of assets2019-12-31$607,978
Total of all expenses incurred2019-12-31$3,238,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,211,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,106,520
Value of total assets at end of year2019-12-31$97,979,395
Value of total assets at beginning of year2019-12-31$76,212,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,736
Total interest from all sources2019-12-31$25,321
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,690,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,628,237
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,448,791
Participant contributions at end of year2019-12-31$385,666
Participant contributions at beginning of year2019-12-31$318,940
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,657,729
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$7,155
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$59,490
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$227,636
Other income not declared elsewhere2019-12-31$-134,267
Administrative expenses (other) incurred2019-12-31$27,736
Liabilities. Value of operating payables at end of year2019-12-31$4,720
Liabilities. Value of operating payables at beginning of year2019-12-31$5,650
Total non interest bearing cash at end of year2019-12-31$264,107
Total non interest bearing cash at beginning of year2019-12-31$167,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$21,995,785
Value of net assets at end of year (total assets less liabilities)2019-12-31$97,974,675
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$75,978,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$80,652,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$62,816,286
Interest on participant loans2019-12-31$20,867
Value of interest in common/collective trusts at end of year2019-12-31$6,444,104
Value of interest in common/collective trusts at beginning of year2019-12-31$1,879,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$373,156
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$262,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$262,605
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,136,854
Net investment gain or loss from common/collective trusts2019-12-31$943,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Employer contributions (assets) at beginning of year2019-12-31$424,260
Income. Dividends from common stock2019-12-31$61,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,211,226
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$9,852,470
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$10,283,522
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$5,277,272
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,669,294
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS
Accountancy firm EIN2019-12-31910189318
2018 : COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-2,063,952
Total unrealized appreciation/depreciation of assets2018-12-31$-2,063,952
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$233,286
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$19,636,207
Total income from all sources (including contributions)2018-12-31$-6,873,291
Total loss/gain on sale of assets2018-12-31$-103,072
Total of all expenses incurred2018-12-31$789,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$761,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,247,240
Value of total assets at end of year2018-12-31$76,212,176
Value of total assets at beginning of year2018-12-31$103,278,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$27,882
Total interest from all sources2018-12-31$6,612
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$994,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$974,579
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,181,440
Participant contributions at end of year2018-12-31$318,940
Participant contributions at beginning of year2018-12-31$357,132
Participant contributions at beginning of year2018-12-31$480,049
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$641,540
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$59,490
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$19,636,601
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$227,636
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$19,626,651
Other income not declared elsewhere2018-12-31$196
Administrative expenses (other) incurred2018-12-31$2,977
Liabilities. Value of operating payables at end of year2018-12-31$5,650
Liabilities. Value of operating payables at beginning of year2018-12-31$9,556
Total non interest bearing cash at end of year2018-12-31$167,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,662,954
Value of net assets at end of year (total assets less liabilities)2018-12-31$75,978,890
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$83,641,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$24,905
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$62,816,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$66,674,427
Income. Interest from loans (other than to participants)2018-12-31$5,397
Value of interest in common/collective trusts at end of year2018-12-31$1,879,998
Value of interest in common/collective trusts at beginning of year2018-12-31$1,698,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$262,605
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$174,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$174,832
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,964,041
Net investment gain or loss from common/collective trusts2018-12-31$8,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$424,260
Employer contributions (assets) at end of year2018-12-31$424,260
Employer contributions (assets) at beginning of year2018-12-31$1,722,548
Income. Dividends from common stock2018-12-31$20,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$761,781
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$10,283,522
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$12,533,926
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$980,855
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,083,927
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BADER MARTIN
Accountancy firm EIN2018-12-31911501421
Unrealized appreciation/depreciation of other (non real estate) assets2018-09-30$2,690,713
Total unrealized appreciation/depreciation of assets2018-09-30$2,690,713
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$19,636,207
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$1,824,840
Total income from all sources (including contributions)2018-09-30$20,086,719
Total loss/gain on sale of assets2018-09-30$1,203,910
Total of all expenses incurred2018-09-30$2,119,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$1,971,492
Expenses. Certain deemed distributions of participant loans2018-09-30$4,638
Value of total corrective distributions2018-09-30$241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$11,191,967
Value of total assets at end of year2018-09-30$103,278,051
Value of total assets at beginning of year2018-09-30$67,499,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$143,382
Total interest from all sources2018-09-30$30,347
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$1,164,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$1,058,824
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$1,000,000
If this is an individual account plan, was there a blackout period2018-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$4,705,157
Participant contributions at end of year2018-09-30$357,132
Participant contributions at beginning of year2018-09-30$410,777
Participant contributions at end of year2018-09-30$480,049
Participant contributions at beginning of year2018-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$4,764,262
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$19,636,601
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$23,217
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-09-30$19,626,651
Other income not declared elsewhere2018-09-30$2,349
Administrative expenses (other) incurred2018-09-30$10,982
Liabilities. Value of operating payables at end of year2018-09-30$9,556
Liabilities. Value of operating payables at beginning of year2018-09-30$1,850
Total non interest bearing cash at beginning of year2018-09-30$734,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$17,966,966
Value of net assets at end of year (total assets less liabilities)2018-09-30$83,641,844
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$65,674,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$132,400
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$66,674,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$38,023,356
Interest on participant loans2018-09-30$20,703
Value of interest in common/collective trusts at end of year2018-09-30$1,698,536
Value of interest in common/collective trusts at beginning of year2018-09-30$2,032,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$174,832
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$1,222,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$1,222,206
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$9,644
Asset value of US Government securities at beginning of year2018-09-30$88,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$3,849,840
Net investment gain or loss from common/collective trusts2018-09-30$-47,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30Yes
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$1,722,548
Employer contributions (assets) at end of year2018-09-30$1,722,548
Employer contributions (assets) at beginning of year2018-09-30$1,485,747
Income. Dividends from common stock2018-09-30$105,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$1,971,492
Asset. Corporate debt instrument debt (other) at beginning of year2018-09-30$2,598,707
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-09-30Yes
Assets. Corporate common stocks other than exployer securities at end of year2018-09-30$12,533,926
Assets. Corporate common stocks other than exployer securities at beginning of year2018-09-30$20,880,722
Liabilities. Value of benefit claims payable at beginning of year2018-09-30$1,822,990
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Aggregate proceeds on sale of assets2018-09-30$31,348,989
Aggregate carrying amount (costs) on sale of assets2018-09-30$30,145,079
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30No
Opinion of an independent qualified public accountant for this plan2018-09-30Unqualified
Accountancy firm name2018-09-30BADER MARTIN
Accountancy firm EIN2018-09-30911501421
2017 : COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-09-30$306,036
Total unrealized appreciation/depreciation of assets2017-09-30$306,036
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$1,824,840
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$1,116,244
Total income from all sources (including contributions)2017-09-30$15,671,635
Total loss/gain on sale of assets2017-09-30$4,427,587
Total of all expenses incurred2017-09-30$2,672,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$2,443,652
Value of total corrective distributions2017-09-30$3,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$6,635,159
Value of total assets at end of year2017-09-30$67,499,718
Value of total assets at beginning of year2017-09-30$53,792,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$225,943
Total interest from all sources2017-09-30$171,884
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$851,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$558,102
Administrative expenses professional fees incurred2017-09-30$15,000
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$1,000,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$4,179,814
Participant contributions at end of year2017-09-30$410,777
Participant contributions at beginning of year2017-09-30$321,346
Participant contributions at end of year2017-09-30$0
Participant contributions at beginning of year2017-09-30$138,094
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$968,971
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$23,217
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$29,354
Liabilities. Value of operating payables at end of year2017-09-30$1,850
Liabilities. Value of operating payables at beginning of year2017-09-30$1,700
Total non interest bearing cash at end of year2017-09-30$734,661
Total non interest bearing cash at beginning of year2017-09-30$5,118,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$12,998,843
Value of net assets at end of year (total assets less liabilities)2017-09-30$65,674,878
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$52,676,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$204,043
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$38,023,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$12,253,405
Interest on participant loans2017-09-30$18,406
Income. Interest from US Government securities2017-09-30$5,579
Income. Interest from corporate debt instruments2017-09-30$146,520
Value of interest in common/collective trusts at end of year2017-09-30$2,032,112
Value of interest in common/collective trusts at beginning of year2017-09-30$1,765,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$1,222,206
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$1,499,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$1,499,450
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$1,379
Asset value of US Government securities at end of year2017-09-30$88,213
Asset value of US Government securities at beginning of year2017-09-30$219,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$3,250,992
Net investment gain or loss from common/collective trusts2017-09-30$28,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$1,486,374
Employer contributions (assets) at end of year2017-09-30$1,485,747
Employer contributions (assets) at beginning of year2017-09-30$1,067,791
Income. Dividends from common stock2017-09-30$293,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$2,443,652
Asset. Corporate debt instrument debt (other) at end of year2017-09-30$2,598,707
Asset. Corporate debt instrument debt (other) at beginning of year2017-09-30$2,883,866
Contract administrator fees2017-09-30$6,900
Assets. Corporate common stocks other than exployer securities at end of year2017-09-30$20,880,722
Assets. Corporate common stocks other than exployer securities at beginning of year2017-09-30$28,495,469
Liabilities. Value of benefit claims payable at end of year2017-09-30$1,822,990
Liabilities. Value of benefit claims payable at beginning of year2017-09-30$1,114,544
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Aggregate proceeds on sale of assets2017-09-30$22,023,079
Aggregate carrying amount (costs) on sale of assets2017-09-30$17,595,492
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30No
Opinion of an independent qualified public accountant for this plan2017-09-30Unqualified
Accountancy firm name2017-09-30BADER MARTIN, P.S.
Accountancy firm EIN2017-09-30911501421
2016 : COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$509,401
Total unrealized appreciation/depreciation of assets2016-09-30$509,401
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$1,116,244
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$531,294
Total income from all sources (including contributions)2016-09-30$10,493,725
Total loss/gain on sale of assets2016-09-30$2,621,926
Total of all expenses incurred2016-09-30$1,444,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$1,234,519
Value of total corrective distributions2016-09-30$267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$5,167,225
Value of total assets at end of year2016-09-30$53,792,279
Value of total assets at beginning of year2016-09-30$44,158,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$210,048
Total interest from all sources2016-09-30$158,470
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$704,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$364,243
Administrative expenses professional fees incurred2016-09-30$15,000
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$1,000,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$3,343,750
Participant contributions at end of year2016-09-30$321,346
Participant contributions at beginning of year2016-09-30$319,766
Participant contributions at end of year2016-09-30$138,094
Participant contributions at beginning of year2016-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$755,684
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$29,354
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$24,792
Liabilities. Value of operating payables at end of year2016-09-30$1,700
Liabilities. Value of operating payables at beginning of year2016-09-30$1,100
Total non interest bearing cash at end of year2016-09-30$5,118,504
Total non interest bearing cash at beginning of year2016-09-30$83,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$9,048,891
Value of net assets at end of year (total assets less liabilities)2016-09-30$52,676,035
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$43,627,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$192,648
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$12,253,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$12,664,459
Interest on participant loans2016-09-30$16,147
Income. Interest from US Government securities2016-09-30$4,728
Income. Interest from corporate debt instruments2016-09-30$137,549
Value of interest in common/collective trusts at end of year2016-09-30$1,765,678
Value of interest in common/collective trusts at beginning of year2016-09-30$1,601,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$1,499,450
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$1,271,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$1,271,270
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$46
Asset value of US Government securities at end of year2016-09-30$219,322
Asset value of US Government securities at beginning of year2016-09-30$220,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$1,293,239
Net investment gain or loss from common/collective trusts2016-09-30$39,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$1,067,791
Employer contributions (assets) at end of year2016-09-30$1,067,791
Employer contributions (assets) at beginning of year2016-09-30$929,389
Income. Dividends from common stock2016-09-30$339,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$1,234,519
Asset. Corporate debt instrument debt (other) at end of year2016-09-30$2,883,866
Asset. Corporate debt instrument debt (other) at beginning of year2016-09-30$2,761,428
Contract administrator fees2016-09-30$2,400
Assets. Corporate common stocks other than exployer securities at end of year2016-09-30$28,495,469
Assets. Corporate common stocks other than exployer securities at beginning of year2016-09-30$24,281,387
Liabilities. Value of benefit claims payable at end of year2016-09-30$1,114,544
Liabilities. Value of benefit claims payable at beginning of year2016-09-30$530,194
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Aggregate proceeds on sale of assets2016-09-30$12,455,750
Aggregate carrying amount (costs) on sale of assets2016-09-30$9,833,824
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30No
Opinion of an independent qualified public accountant for this plan2016-09-30Unqualified
Accountancy firm name2016-09-30BADER MARTIN, P.S.
Accountancy firm EIN2016-09-30911501421
2015 : COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$-1,265,729
Total unrealized appreciation/depreciation of assets2015-09-30$-1,265,729
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$531,294
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$1,705,245
Total income from all sources (including contributions)2015-09-30$5,993,573
Total loss/gain on sale of assets2015-09-30$1,374,323
Total of all expenses incurred2015-09-30$737,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$542,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$5,730,552
Value of total assets at end of year2015-09-30$44,158,438
Value of total assets at beginning of year2015-09-30$40,076,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$195,104
Total interest from all sources2015-09-30$160,813
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$586,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$308,823
Administrative expenses professional fees incurred2015-09-30$15,000
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$1,000,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$2,828,869
Participant contributions at end of year2015-09-30$319,766
Participant contributions at beginning of year2015-09-30$374,442
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$1,972,294
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$24,792
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$29,094
Liabilities. Value of operating payables at end of year2015-09-30$1,100
Liabilities. Value of operating payables at beginning of year2015-09-30$1,650
Total non interest bearing cash at end of year2015-09-30$83,075
Total non interest bearing cash at beginning of year2015-09-30$2,236,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$5,255,858
Value of net assets at end of year (total assets less liabilities)2015-09-30$43,627,144
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$38,371,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$179,004
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$12,664,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$9,148,477
Interest on participant loans2015-09-30$17,188
Income. Interest from US Government securities2015-09-30$8,083
Income. Interest from corporate debt instruments2015-09-30$135,542
Value of interest in common/collective trusts at end of year2015-09-30$1,601,878
Value of interest in common/collective trusts at beginning of year2015-09-30$1,320,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$1,271,270
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$1,118,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$1,118,215
Asset value of US Government securities at end of year2015-09-30$220,994
Asset value of US Government securities at beginning of year2015-09-30$371,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-610,539
Net investment gain or loss from common/collective trusts2015-09-30$18,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$929,389
Employer contributions (assets) at end of year2015-09-30$929,389
Employer contributions (assets) at beginning of year2015-09-30$766,789
Income. Dividends from common stock2015-09-30$277,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$542,611
Asset. Corporate debt instrument debt (other) at end of year2015-09-30$2,761,428
Asset. Corporate debt instrument debt (other) at beginning of year2015-09-30$2,556,628
Contract administrator fees2015-09-30$1,100
Assets. Corporate common stocks other than exployer securities at end of year2015-09-30$24,281,387
Assets. Corporate common stocks other than exployer securities at beginning of year2015-09-30$22,153,607
Liabilities. Value of benefit claims payable at end of year2015-09-30$530,194
Liabilities. Value of benefit claims payable at beginning of year2015-09-30$1,703,595
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$5,850,744
Aggregate carrying amount (costs) on sale of assets2015-09-30$4,476,421
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30No
Opinion of an independent qualified public accountant for this plan2015-09-30Unqualified
Accountancy firm name2015-09-30BADER MARTIN, P.S.
Accountancy firm EIN2015-09-30911501421
2014 : COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$541,222
Total unrealized appreciation/depreciation of assets2014-09-30$541,222
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$1,705,245
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$1,116,440
Total income from all sources (including contributions)2014-09-30$6,901,756
Total loss/gain on sale of assets2014-09-30$1,969,085
Total of all expenses incurred2014-09-30$1,883,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$1,703,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$3,014,417
Value of total assets at end of year2014-09-30$40,076,531
Value of total assets at beginning of year2014-09-30$34,469,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$179,835
Total interest from all sources2014-09-30$152,281
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$519,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$273,200
Administrative expenses professional fees incurred2014-09-30$15,000
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$1,000,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$2,083,239
Participant contributions at end of year2014-09-30$374,442
Participant contributions at beginning of year2014-09-30$303,093
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$164,389
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$29,094
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$17,851
Liabilities. Value of operating payables at end of year2014-09-30$1,650
Liabilities. Value of operating payables at beginning of year2014-09-30$14,200
Total non interest bearing cash at end of year2014-09-30$2,236,884
Total non interest bearing cash at beginning of year2014-09-30$131,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$5,018,326
Value of net assets at end of year (total assets less liabilities)2014-09-30$38,371,286
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$33,352,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$163,185
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$9,148,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$8,815,199
Interest on participant loans2014-09-30$16,519
Income. Interest from US Government securities2014-09-30$11,947
Income. Interest from corporate debt instruments2014-09-30$123,789
Value of interest in common/collective trusts at end of year2014-09-30$1,320,718
Value of interest in common/collective trusts at beginning of year2014-09-30$1,437,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$1,118,215
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$1,634,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$1,634,315
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$26
Asset value of US Government securities at end of year2014-09-30$371,677
Asset value of US Government securities at beginning of year2014-09-30$479,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$693,079
Net investment gain or loss from common/collective trusts2014-09-30$12,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$766,789
Employer contributions (assets) at end of year2014-09-30$766,789
Employer contributions (assets) at beginning of year2014-09-30$684,087
Income. Dividends from common stock2014-09-30$245,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$1,703,595
Asset. Corporate debt instrument debt (other) at end of year2014-09-30$2,556,628
Asset. Corporate debt instrument debt (other) at beginning of year2014-09-30$1,632,982
Contract administrator fees2014-09-30$1,650
Assets. Corporate common stocks other than exployer securities at end of year2014-09-30$22,153,607
Assets. Corporate common stocks other than exployer securities at beginning of year2014-09-30$19,333,251
Liabilities. Value of benefit claims payable at end of year2014-09-30$1,703,595
Liabilities. Value of benefit claims payable at beginning of year2014-09-30$1,102,240
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Aggregate proceeds on sale of assets2014-09-30$9,918,705
Aggregate carrying amount (costs) on sale of assets2014-09-30$7,949,620
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30No
Opinion of an independent qualified public accountant for this plan2014-09-30Unqualified
Accountancy firm name2014-09-30BADER MARTIN, P.S.
Accountancy firm EIN2014-09-30911501421
2013 : COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$3,037,758
Total unrealized appreciation/depreciation of assets2013-09-30$3,037,758
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$1,116,440
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$1,502,298
Total income from all sources (including contributions)2013-09-30$7,871,891
Total loss/gain on sale of assets2013-09-30$1,136,450
Total of all expenses incurred2013-09-30$1,253,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$1,117,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$2,556,176
Value of total assets at end of year2013-09-30$34,469,400
Value of total assets at beginning of year2013-09-30$28,237,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$136,305
Total interest from all sources2013-09-30$102,043
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$561,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$321,076
Administrative expenses professional fees incurred2013-09-30$13,000
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$1,000,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$1,723,432
Participant contributions at end of year2013-09-30$303,093
Participant contributions at beginning of year2013-09-30$219,157
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$148,657
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$17,851
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$16,540
Liabilities. Value of operating payables at end of year2013-09-30$14,200
Liabilities. Value of operating payables at beginning of year2013-09-30$13,000
Total non interest bearing cash at end of year2013-09-30$131,213
Total non interest bearing cash at beginning of year2013-09-30$26,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$6,617,971
Value of net assets at end of year (total assets less liabilities)2013-09-30$33,352,960
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$26,734,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$122,055
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$8,815,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$8,455,330
Interest on participant loans2013-09-30$13,241
Income. Interest from US Government securities2013-09-30$14,286
Income. Interest from corporate debt instruments2013-09-30$74,415
Value of interest in common/collective trusts at end of year2013-09-30$1,437,841
Value of interest in common/collective trusts at beginning of year2013-09-30$1,270,803
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$1,634,315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$631,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$631,539
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$101
Asset value of US Government securities at end of year2013-09-30$479,568
Asset value of US Government securities at beginning of year2013-09-30$524,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$463,208
Net investment gain or loss from common/collective trusts2013-09-30$15,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$684,087
Employer contributions (assets) at end of year2013-09-30$684,087
Employer contributions (assets) at beginning of year2013-09-30$609,112
Income. Dividends from common stock2013-09-30$240,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$1,117,615
Asset. Corporate debt instrument debt (other) at end of year2013-09-30$1,632,982
Asset. Corporate debt instrument debt (other) at beginning of year2013-09-30$1,460,419
Contract administrator fees2013-09-30$1,250
Assets. Corporate common stocks other than exployer securities at end of year2013-09-30$19,333,251
Assets. Corporate common stocks other than exployer securities at beginning of year2013-09-30$15,023,142
Liabilities. Value of benefit claims payable at end of year2013-09-30$1,102,240
Liabilities. Value of benefit claims payable at beginning of year2013-09-30$1,489,298
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$5,782,953
Aggregate carrying amount (costs) on sale of assets2013-09-30$4,646,503
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30No
Opinion of an independent qualified public accountant for this plan2013-09-30Unqualified
Accountancy firm name2013-09-30BADER MARTIN, P.S.
Accountancy firm EIN2013-09-30911501421
2012 : COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$2,340,380
Total unrealized appreciation/depreciation of assets2012-09-30$2,340,380
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$1,502,298
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$1,323,309
Total income from all sources (including contributions)2012-09-30$6,537,038
Total loss/gain on sale of assets2012-09-30$376,398
Total of all expenses incurred2012-09-30$1,630,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$1,494,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$2,436,242
Value of total assets at end of year2012-09-30$28,237,287
Value of total assets at beginning of year2012-09-30$23,151,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$135,551
Total interest from all sources2012-09-30$86,311
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$444,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$259,544
Administrative expenses professional fees incurred2012-09-30$13,000
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$1,000,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$1,532,984
Participant contributions at end of year2012-09-30$219,157
Participant contributions at beginning of year2012-09-30$111,766
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$294,146
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$16,540
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$15,627
Liabilities. Value of operating payables at end of year2012-09-30$13,000
Total non interest bearing cash at end of year2012-09-30$26,439
Total non interest bearing cash at beginning of year2012-09-30$16,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$4,906,657
Value of net assets at end of year (total assets less liabilities)2012-09-30$26,734,989
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$21,828,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$122,551
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$8,455,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$8,020,751
Interest on participant loans2012-09-30$8,142
Income. Interest from US Government securities2012-09-30$15,047
Income. Interest from corporate debt instruments2012-09-30$63,041
Value of interest in common/collective trusts at end of year2012-09-30$1,270,803
Value of interest in common/collective trusts at beginning of year2012-09-30$934,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$631,539
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$770,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$770,054
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$81
Asset value of US Government securities at end of year2012-09-30$524,806
Asset value of US Government securities at beginning of year2012-09-30$516,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$835,587
Net investment gain or loss from common/collective trusts2012-09-30$17,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$609,112
Employer contributions (assets) at end of year2012-09-30$609,112
Employer contributions (assets) at beginning of year2012-09-30$533,482
Income. Dividends from common stock2012-09-30$185,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$1,494,830
Asset. Corporate debt instrument debt (other) at end of year2012-09-30$1,460,419
Asset. Corporate debt instrument debt (other) at beginning of year2012-09-30$1,383,872
Assets. Corporate common stocks other than exployer securities at end of year2012-09-30$15,023,142
Assets. Corporate common stocks other than exployer securities at beginning of year2012-09-30$10,848,879
Liabilities. Value of benefit claims payable at end of year2012-09-30$1,489,298
Liabilities. Value of benefit claims payable at beginning of year2012-09-30$1,323,309
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$4,644,347
Aggregate carrying amount (costs) on sale of assets2012-09-30$4,267,949
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30No
Opinion of an independent qualified public accountant for this plan2012-09-30Unqualified
Accountancy firm name2012-09-30BADER MARTIN, P.S.
Accountancy firm EIN2012-09-30911501421
2011 : COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$-237,257
Total unrealized appreciation/depreciation of assets2011-09-30$-237,257
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$1,323,309
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$1,793,780
Total income from all sources (including contributions)2011-09-30$2,088,166
Total loss/gain on sale of assets2011-09-30$626,968
Total of all expenses incurred2011-09-30$1,538,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$1,405,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$1,817,347
Value of total assets at end of year2011-09-30$23,151,641
Value of total assets at beginning of year2011-09-30$23,072,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$132,644
Total interest from all sources2011-09-30$132,936
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$408,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$148,238
Administrative expenses professional fees incurred2011-09-30$13,430
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$1,000,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$1,276,920
Participant contributions at end of year2011-09-30$111,766
Participant contributions at beginning of year2011-09-30$124,025
Participant contributions at end of year2011-09-30$0
Participant contributions at beginning of year2011-09-30$1,689
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$6,945
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$15,627
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$15,623
Total non interest bearing cash at end of year2011-09-30$16,071
Total non interest bearing cash at beginning of year2011-09-30$10,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$550,036
Value of net assets at end of year (total assets less liabilities)2011-09-30$21,828,332
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$21,278,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Investment advisory and management fees2011-09-30$119,214
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$8,020,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$5,972,743
Interest on participant loans2011-09-30$6,400
Income. Interest from US Government securities2011-09-30$21,414
Income. Interest from corporate debt instruments2011-09-30$105,122
Value of interest in common/collective trusts at end of year2011-09-30$934,701
Value of interest in common/collective trusts at beginning of year2011-09-30$786,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$770,054
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$590,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$590,635
Asset value of US Government securities at end of year2011-09-30$516,438
Asset value of US Government securities at beginning of year2011-09-30$604,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-677,060
Net investment gain or loss from common/collective trusts2011-09-30$16,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$533,482
Employer contributions (assets) at end of year2011-09-30$533,482
Employer contributions (assets) at beginning of year2011-09-30$295,230
Income. Dividends from common stock2011-09-30$260,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$1,405,486
Asset. Corporate debt instrument debt (other) at end of year2011-09-30$1,383,872
Asset. Corporate debt instrument debt (other) at beginning of year2011-09-30$1,328,403
Assets. Corporate common stocks other than exployer securities at end of year2011-09-30$10,848,879
Assets. Corporate common stocks other than exployer securities at beginning of year2011-09-30$13,342,824
Liabilities. Value of benefit claims payable at end of year2011-09-30$1,323,309
Liabilities. Value of benefit claims payable at beginning of year2011-09-30$1,793,780
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$10,284,803
Aggregate carrying amount (costs) on sale of assets2011-09-30$9,657,835
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30No
Opinion of an independent qualified public accountant for this plan2011-09-30Unqualified
Accountancy firm name2011-09-30BADER MARTIN, P.S.
Accountancy firm EIN2011-09-30911501421

Form 5500 Responses for COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S

2022: COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: COFFMAN ENGINEERS, INC. SALARY DEFERRAL P/S 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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