Coates Field Service, Inc. Employees Savings And Profit Sharing Plan — Form 5500 plan (Coates Field Service, Inc.)
Plain-English plan 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. Employees Savings And Profit Sharing Plan is a benefit plan reported by Coates Field Service, Inc. under EIN 73-0574212 and plan number 001. The latest loaded filing year is 2023. The filing reports 476 participants and $16,337,287 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coates Field Service, Inc.
- EIN
- 73-0574212
- Plan number
- 001
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 476
- End-of-year plan assets
- $16,337,287
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 476 | H, C | 20240904150418NAL0033027696001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,337,287
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,337,287
- Net assets (BOY)
- $15,369,606
Income & contributions
- Employer contributions
- $100,000
- Participant contributions
- $978,765
- Total contributions
- $1,078,765
- Total income / additions
- $3,724,469
Expenses & distributions
- Benefits paid
- $2,607,671
- Administrative expenses
- $101,448
- Total expenses
- $2,756,788
- Net increase / (decrease)
- $967,681
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $50,235 | $0 | 2023 |
| Exencial Wealth Advisors LLC | INVESTMENT ADVISOR | $31,206 | not reported in the loaded dataset | 2023 |
| Coates Field Service Inc | OTHER | $16,500 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,117 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Coates Field Service, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Oklahoma City, OK
- Empower Annuity Insurance Company O — Schedule C compensation
- Exencial Wealth Advisors LLC — Schedule C compensation
- Coates Field Service Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation