401k Plan data: COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN plan

COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN
Plan identification number	003

COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: COORDINATED INSURANCE SERVICES, INC.

Employer identification number (EIN): 953074590

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about COORDINATED INSURANCE SERVICES, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 2001-12-17

Company Identification Number: 602167856

Legal Registered Office Address: 18988 SULFUR SPRINGS RD

MOUNT VERNON
United States of America (USA)
982748111

More information about COORDINATED INSURANCE SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-10-01 WILLIAM LEIGH 2022-11-16 WILLIAM LEIGH 2022-11-16
003 2014-10-01
003 2013-10-01 WILLIAM LEIGH
003 2012-10-01 WILLIAM LEIGH
003 2011-10-01 WILLIAM LEIGH
003 2010-10-01 WILLIAM LEIGH
003 2009-10-01 WILLIAM LEIGH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2021-10-01	WILLIAM LEIGH	2022-11-16	WILLIAM LEIGH	2022-11-16
003	2014-10-01
003	2013-10-01	WILLIAM LEIGH
003	2012-10-01	WILLIAM LEIGH
003	2011-10-01	WILLIAM LEIGH
003	2010-10-01	WILLIAM LEIGH
003	2009-10-01	WILLIAM LEIGH

Plan Statistics for COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN

Measure Date Value
2014: COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 2
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 0
Total of all active and inactive participants 2014-10-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 2
Number of participants with account balances 2014-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 2
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 0
Total of all active and inactive participants 2013-10-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 2
Number of participants with account balances 2013-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 3
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 0
Total of all active and inactive participants 2012-10-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 3
Number of participants with account balances 2012-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 3
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 0
Total of all active and inactive participants 2011-10-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 3
Number of participants with account balances 2011-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2010: COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 3
Number of retired or separated participants receiving benefits 2010-10-01 0
Number of other retired or separated participants entitled to future benefits 2010-10-01 0
Total of all active and inactive participants 2010-10-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-10-01 0
Total participants 2010-10-01 3
Number of participants with account balances 2010-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 0
2009: COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 3
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 0
Total of all active and inactive participants 2009-10-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 3
Number of participants with account balances 2009-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2014: COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	2
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	0
Total of all active and inactive participants	2014-10-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	2
Number of participants with account balances	2014-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	2
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	0
Total of all active and inactive participants	2013-10-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	2
Number of participants with account balances	2013-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	3
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	0
Total of all active and inactive participants	2012-10-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	3
Number of participants with account balances	2012-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	3
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	0
Total of all active and inactive participants	2011-10-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	3
Number of participants with account balances	2011-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2010: COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	3
Number of retired or separated participants receiving benefits	2010-10-01	0
Number of other retired or separated participants entitled to future benefits	2010-10-01	0
Total of all active and inactive participants	2010-10-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-10-01	0
Total participants	2010-10-01	3
Number of participants with account balances	2010-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	0
2009: COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	3
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	0
Total of all active and inactive participants	2009-10-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	3
Number of participants with account balances	2009-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Financial Data on COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN

Measure	Date	Value
2015 : COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-09-30	$0
Total plan liabilities at beginning of year	2015-09-30	$0
Total income from all sources	2015-09-30	$2,237
Expenses. Total of all expenses incurred	2015-09-30	$53,464
Benefits paid (including direct rollovers)	2015-09-30	$52,000
Total plan assets at end of year	2015-09-30	$1,638,856
Total plan assets at beginning of year	2015-09-30	$1,690,083
Total contributions received or receivable from participants	2015-09-30	$0
Expenses. Other expenses not covered elsewhere	2015-09-30	$0
Contributions received from other sources (not participants or employers)	2015-09-30	$0
Other income received	2015-09-30	$2,237
Noncash contributions received	2015-09-30	$0
Net income (gross income less expenses)	2015-09-30	$-51,227
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$1,638,856
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$1,690,083
Assets. Value of real-estate (other than employer real property)	2015-09-30	$90,000
Total contributions received or receivable from employer(s)	2015-09-30	$0
Value of certain deemed distributions of participant loans	2015-09-30	$0
Value of corrective distributions	2015-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-30	$1,464
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-09-30	$0
2014 : COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-09-30	$0
Total plan liabilities at end of year	2014-09-30	$0
Total plan liabilities at beginning of year	2014-09-30	$0
Total income from all sources	2014-09-30	$191,676
Expenses. Total of all expenses incurred	2014-09-30	$78,638
Benefits paid (including direct rollovers)	2014-09-30	$72,107
Total plan assets at end of year	2014-09-30	$1,690,083
Total plan assets at beginning of year	2014-09-30	$1,577,045
Total contributions received or receivable from participants	2014-09-30	$0
Expenses. Other expenses not covered elsewhere	2014-09-30	$4,498
Contributions received from other sources (not participants or employers)	2014-09-30	$116,676
Other income received	2014-09-30	$0
Noncash contributions received	2014-09-30	$0
Net income (gross income less expenses)	2014-09-30	$113,038
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$1,690,083
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$1,577,045
Assets. Value of real-estate (other than employer real property)	2014-09-30	$90,000
Total contributions received or receivable from employer(s)	2014-09-30	$75,000
Value of certain deemed distributions of participant loans	2014-09-30	$0
Value of corrective distributions	2014-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-09-30	$2,033
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-09-30	$0
2013 : COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-09-30	$0
Total income from all sources	2013-09-30	$144,324
Expenses. Total of all expenses incurred	2013-09-30	$77,028
Benefits paid (including direct rollovers)	2013-09-30	$67,500
Total plan assets at end of year	2013-09-30	$1,577,045
Total plan assets at beginning of year	2013-09-30	$1,509,749
Total contributions received or receivable from participants	2013-09-30	$0
Expenses. Other expenses not covered elsewhere	2013-09-30	$7,663
Contributions received from other sources (not participants or employers)	2013-09-30	$0
Other income received	2013-09-30	$144,324
Noncash contributions received	2013-09-30	$0
Net income (gross income less expenses)	2013-09-30	$67,296
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$1,577,045
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$1,509,749
Assets. Value of real-estate (other than employer real property)	2013-09-30	$100,000
Total contributions received or receivable from employer(s)	2013-09-30	$0
Value of certain deemed distributions of participant loans	2013-09-30	$0
Value of corrective distributions	2013-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-09-30	$1,865
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-09-30	$0
2012 : COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-09-30	$161,276
Expenses. Total of all expenses incurred	2012-09-30	$69,331
Benefits paid (including direct rollovers)	2012-09-30	$60,000
Total plan assets at end of year	2012-09-30	$1,509,749
Total plan assets at beginning of year	2012-09-30	$1,417,804
Expenses. Other expenses not covered elsewhere	2012-09-30	$9,331
Other income received	2012-09-30	$161,276
Net income (gross income less expenses)	2012-09-30	$91,945
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$1,509,749
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$1,417,804
Assets. Value of real-estate (other than employer real property)	2012-09-30	$90,000
Value of certain deemed distributions of participant loans	2012-09-30	$0
Value of corrective distributions	2012-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-09-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-09-30	$0
2011 : COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-09-30	$0
Total income from all sources	2011-09-30	$66,452
Expenses. Total of all expenses incurred	2011-09-30	$129,038
Benefits paid (including direct rollovers)	2011-09-30	$117,700
Total plan assets at end of year	2011-09-30	$1,417,804
Total plan assets at beginning of year	2011-09-30	$1,480,390
Value of fidelity bond covering the plan	2011-09-30	$200,000
Expenses. Other expenses not covered elsewhere	2011-09-30	$11,338
Other income received	2011-09-30	$66,452
Net income (gross income less expenses)	2011-09-30	$-62,586
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$1,417,804
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$1,480,390
Assets. Value of real-estate (other than employer real property)	2011-09-30	$180,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-09-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-09-30	$0
2010 : COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-09-30	$0

Form 5500 Responses for COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN

2014: COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Insurance	Yes
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Insurance	Yes
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Insurance	Yes
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Insurance	Yes
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Submission has been amended	Yes
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-10-01	Plan is a collectively bargained plan	No
2010-10-01	Plan funding arrangement – Insurance	Yes
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: COORDINATED INSURANCE SERVICES, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Insurance	Yes
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	COORDINATED INSURANCE SERVICES, INC.
Employer identification number (EIN):	953074590
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	2001-12-17
Company Identification Number:	602167856
Legal Registered Office Address:	18988 SULFUR SPRINGS RD MOUNT VERNON United States of America (USA) 982748111