Coates Field Service, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Coates Field Service, Inc. (EIN 73-0574212) is a plan sponsor located in Oklahoma City, OK with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
73-0574212
Location
Oklahoma City, OK
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$16,337,287
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$16,337,287

Contributions & income

Employer contributions
$100,000
Participant contributions
$978,765
Total income / additions
$3,724,469

Expenses & distributions

Benefits paid / distributions
$2,607,671
Total expenses
$2,756,788
Net increase / (decrease)
$967,681

Coverage

Total reported participants
672
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Coates Field Service, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Coates Field Service, Inc. Employees Savings And Profit Sharing Plan001476$16,337,2872023
Coates Field Service Inc Cafeteria Benefit Plan502196not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Coates Field Service, Inc.
YearPlanParticipantsSchedulesFiling
2023Coates Field Service, Inc. Employees Savings And Profit Sharing Plan476H, C20240904150418NAL0033027696001
2023Coates Field Service Inc Cafeteria Benefit Plan19620241008155111NAL0009863859004

Related Form 5500 pages