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.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$16.3MPlan net assets, end of year$16,337,287
Participants476Covered participants reported
Assets / participant$34.3KComputed: assets ÷ participants$34,322 (computed)
Provider compensation$101.1K4 Schedule C provider row(s)$101,058
- Plan sponsor
- Coates Field Service, Inc.
- EIN
- 73-0574212
- Plan number
- 001
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 476 | H, C | 20240904150418NAL0033027696001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$16.3M total assets
Net assets$16.3MLiabilities$0
Full reported line items
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
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
91%
Employer 9%Participant 91%
Total expenses ÷ net assets17%Computed ratio
Benefits paid ÷ total income70%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
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