401k Plan data: COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN plan

COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN 401k Plan overview

Plan Name	COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN
Plan identification number	001

COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION

Employer identification number (EIN): 050562661

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 PATTY COOPER 2020-02-22 PATTY COOPER 2020-02-22
001 2018-01-01 PATTY COOPER 2019-08-13 PATTY COOPER 2019-08-13
001 2017-01-01 PATTY COOPER 2018-09-24 PATTY COOPER 2018-09-24
001 2016-01-01 PATTY COOPER 2017-10-16 PATTY COOPER 2017-10-16
001 2015-01-01 PATTY COOPER PATTY COOPER 2016-09-20
001 2014-01-01 PATTY COOPER PATTY COOPER 2015-10-08
001 2013-01-01 PATTY COOPER PATTY COOPER 2014-10-13
001 2012-01-01 PATTY COOPER PATTY COOPER 2013-09-16
001 2011-01-01 PATTY COOPER PATTY COOPER 2012-10-02
001 2009-01-01 PATTY COOPER PATTY COOPER 2010-09-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	PATTY COOPER	2020-02-22	PATTY COOPER	2020-02-22
001	2018-01-01	PATTY COOPER	2019-08-13	PATTY COOPER	2019-08-13
001	2017-01-01	PATTY COOPER	2018-09-24	PATTY COOPER	2018-09-24
001	2016-01-01	PATTY COOPER	2017-10-16	PATTY COOPER	2017-10-16
001	2015-01-01	PATTY COOPER		PATTY COOPER	2016-09-20
001	2014-01-01	PATTY COOPER		PATTY COOPER	2015-10-08
001	2013-01-01	PATTY COOPER		PATTY COOPER	2014-10-13
001	2012-01-01	PATTY COOPER		PATTY COOPER	2013-09-16
001	2011-01-01	PATTY COOPER		PATTY COOPER	2012-10-02
001	2009-01-01	PATTY COOPER		PATTY COOPER	2010-09-15

Plan Statistics for COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN

401k plan membership statisitcs for COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN

Measure Date Value
2015: COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2015: COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN

Measure	Date	Value
2015 : COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$182,466
Expenses. Total of all expenses incurred	2015-12-31	$34,000
Benefits paid (including direct rollovers)	2015-12-31	$33,445
Total plan assets at end of year	2015-12-31	$1,916,639
Total plan assets at beginning of year	2015-12-31	$1,768,173
Value of fidelity bond covering the plan	2015-12-31	$160,000
Total contributions received or receivable from participants	2015-12-31	$72,703
Assets. Value of loans (other than to participants)	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$23,719
Net income (gross income less expenses)	2015-12-31	$148,466
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,916,639
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,768,173
Total contributions received or receivable from employer(s)	2015-12-31	$86,044
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$555
2014 : COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$312,095
Expenses. Total of all expenses incurred	2014-12-31	$44,617
Benefits paid (including direct rollovers)	2014-12-31	$44,262
Total plan assets at end of year	2014-12-31	$1,768,173
Total plan assets at beginning of year	2014-12-31	$1,500,695
Value of fidelity bond covering the plan	2014-12-31	$160,000
Total contributions received or receivable from participants	2014-12-31	$60,557
Assets. Value of loans (other than to participants)	2014-12-31	$600,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$120,898
Other income received	2014-12-31	$45,739
Net income (gross income less expenses)	2014-12-31	$267,478
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,768,173
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,500,695
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$84,901
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$355
2013 : COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$172,228
Expenses. Total of all expenses incurred	2013-12-31	$6,001
Benefits paid (including direct rollovers)	2013-12-31	$5,526
Total plan assets at end of year	2013-12-31	$1,500,695
Total plan assets at beginning of year	2013-12-31	$1,334,468
Total contributions received or receivable from participants	2013-12-31	$57,628
Assets. Value of loans (other than to participants)	2013-12-31	$600,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$32,400
Net income (gross income less expenses)	2013-12-31	$166,227
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,500,695
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,334,468
Assets. Value of participant loans	2013-12-31	$426
Total contributions received or receivable from employer(s)	2013-12-31	$82,200
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$475
2012 : COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$217,548
Expenses. Total of all expenses incurred	2012-12-31	$200
Total plan assets at end of year	2012-12-31	$1,334,468
Total plan assets at beginning of year	2012-12-31	$1,117,120
Total contributions received or receivable from participants	2012-12-31	$60,765
Assets. Value of loans (other than to participants)	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$76,466
Net income (gross income less expenses)	2012-12-31	$217,348
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,334,468
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,117,120
Assets. Value of participant loans	2012-12-31	$1,660
Total contributions received or receivable from employer(s)	2012-12-31	$80,317
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$200
2011 : COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$216,067
Expenses. Total of all expenses incurred	2011-12-31	$7,977
Benefits paid (including direct rollovers)	2011-12-31	$7,587
Total plan assets at end of year	2011-12-31	$1,117,120
Total plan assets at beginning of year	2011-12-31	$909,030
Total contributions received or receivable from participants	2011-12-31	$60,000
Assets. Value of loans (other than to participants)	2011-12-31	$512,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$81,711
Net income (gross income less expenses)	2011-12-31	$208,090
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,117,120
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$909,030
Assets. Value of participant loans	2011-12-31	$2,831
Total contributions received or receivable from employer(s)	2011-12-31	$74,356
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$390
2010 : COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$20,933
Expenses. Total of all expenses incurred	2010-12-31	$510
Total plan assets at end of year	2010-12-31	$909,030
Total plan assets at beginning of year	2010-12-31	$888,607
Total contributions received or receivable from participants	2010-12-31	$4,460
Assets. Value of loans (other than to participants)	2010-12-31	$512,000
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$16,473
Net income (gross income less expenses)	2010-12-31	$20,423
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$909,030
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$888,607
Assets. Value of participant loans	2010-12-31	$3,941
Total contributions received or receivable from employer(s)	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$510

Form 5500 Responses for COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN

2015: COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION 401-K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	COOPER & ASSOCIATES, A PROFESSIONAL CORPORATION
Employer identification number (EIN):	050562661
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers