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COOPER & DUNHAM, LLP 401(K) PLAN 401k Plan overview

Plan NameCOOPER & DUNHAM, LLP 401(K) PLAN
Plan identification number 001

COOPER & DUNHAM, LLP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='135533228' AND PlanID='001'

401k Sponsoring company profile

COOPER & DUNHAM, LLP has sponsored the creation of one or more 401k plans.

Company Name:COOPER & DUNHAM, LLP
Employer identification number (EIN):135533228
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about COOPER & DUNHAM, LLP

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1994-12-28
Company Identification Number: 1879540
Legal Registered Office Address: 30 ROCKEFELLER PLAZA

NEW YORK
United States of America (USA)
10112

More information about COOPER & DUNHAM, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COOPER & DUNHAM, LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BETSY BOOKAS2024-10-16
0012022-01-01BETSY BOOKAS2023-10-08
0012021-01-01BETSY BOOKAS2022-09-07
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GARY GERSHIK
0012016-01-01GARY GERSHIK
0012015-01-01GARY GERSHIK
0012014-01-01WENDY E MILLER
0012013-01-01WENDY E MILLER
0012012-01-01WENDY E MILLER
0012011-01-01WENDY E MILLER
0012010-01-01WILLIAM E PELTON
0012009-01-01WILLIAM E. PELTON WILLIAM E. PELTON2010-10-14

Financial Data on COOPER & DUNHAM, LLP 401(K) PLAN

Measure Date Value
2025 : COOPER & DUNHAM, LLP 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-280
Net assets as of the end of the plan year2025-07-281065340
Total assets as of the beginning of the plan year2025-07-28971839
Value of plan covered by a fidelity bond2025-07-281000000
Participant contributions to plan in this plan year2025-07-281338
Other income to plan in this plan year2025-07-2892163
Plan net income in this plan year2025-07-2893501
Net assets as of the end of the plan year2025-07-281065340
Net assets as of the beginning of the plan year2025-07-28971839
2024 : COOPER & DUNHAM, LLP 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-16102390
Net assets as of the end of the plan year2024-10-16971839
Total assets as of the beginning of the plan year2024-10-161014948
Value of plan covered by a fidelity bond2024-10-161000000
Participant contributions to plan in this plan year2024-10-165573
Other income to plan in this plan year2024-10-1652684
Plan net income in this plan year2024-10-16-43109
Net assets as of the end of the plan year2024-10-16971839
Net assets as of the beginning of the plan year2024-10-161014948
Employer contributions to plan in this plan year2024-10-161024
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-16883
2021 : COOPER & DUNHAM, LLP 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$679,907
Expenses. Total of all expenses incurred2021-12-31$1,688,720
Benefits paid (including direct rollovers)2021-12-31$1,685,633
Total plan assets at end of year2021-12-31$5,083,559
Total plan assets at beginning of year2021-12-31$6,092,372
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$89,253
Other income received2021-12-31$579,371
Net income (gross income less expenses)2021-12-31$-1,008,813
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,083,559
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$6,092,372
Assets. Value of participant loans2021-12-31$9,438
Total contributions received or receivable from employer(s)2021-12-31$11,283
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$3,087
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : COOPER & DUNHAM, LLP 401(K) PLAN 2020 401k financial data
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,081,431
Expenses. Total of all expenses incurred2020-12-31$8,256,152
Benefits paid (including direct rollovers)2020-12-31$8,254,721
Total plan assets at end of year2020-12-31$6,092,372
Total plan assets at beginning of year2020-12-31$13,267,093
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$164,837
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$634,808
Net income (gross income less expenses)2020-12-31$-7,174,721
Net plan assets at end of year (total assets less liabilities)2020-12-31$6,092,372
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$13,267,093
Assets. Value of participant loans2020-12-31$69,340
Total contributions received or receivable from employer(s)2020-12-31$281,786
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,431
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : COOPER & DUNHAM, LLP 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$2,213,855
Expenses. Total of all expenses incurred2019-12-31$860,486
Benefits paid (including direct rollovers)2019-12-31$858,567
Total plan assets at end of year2019-12-31$13,267,093
Total plan assets at beginning of year2019-12-31$11,913,724
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$330,632
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$1,536,675
Net income (gross income less expenses)2019-12-31$1,353,369
Net plan assets at end of year (total assets less liabilities)2019-12-31$13,267,093
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$11,913,724
Assets. Value of participant loans2019-12-31$69,340
Total contributions received or receivable from employer(s)2019-12-31$346,548
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,919
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : COOPER & DUNHAM, LLP 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$293,668
Expenses. Total of all expenses incurred2018-12-31$7,936,132
Benefits paid (including direct rollovers)2018-12-31$7,933,804
Total plan assets at end of year2018-12-31$11,913,724
Total plan assets at beginning of year2018-12-31$19,556,188
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$330,938
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-351,285
Net income (gross income less expenses)2018-12-31$-7,642,464
Net plan assets at end of year (total assets less liabilities)2018-12-31$11,913,724
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$19,556,188
Assets. Value of participant loans2018-12-31$75,228
Total contributions received or receivable from employer(s)2018-12-31$314,015
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,328
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : COOPER & DUNHAM, LLP 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$2,868,144
Expenses. Total of all expenses incurred2017-12-31$1,177,551
Benefits paid (including direct rollovers)2017-12-31$1,175,617
Total plan assets at end of year2017-12-31$19,556,188
Total plan assets at beginning of year2017-12-31$17,865,595
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$372,184
Expenses. Other expenses not covered elsewhere2017-12-31$1,934
Other income received2017-12-31$2,219,931
Net income (gross income less expenses)2017-12-31$1,690,593
Net plan assets at end of year (total assets less liabilities)2017-12-31$19,556,188
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$17,865,595
Assets. Value of participant loans2017-12-31$69,193
Total contributions received or receivable from employer(s)2017-12-31$276,029
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : COOPER & DUNHAM, LLP 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,635,037
Expenses. Total of all expenses incurred2016-12-31$1,509,507
Benefits paid (including direct rollovers)2016-12-31$1,506,867
Total plan assets at end of year2016-12-31$17,865,595
Total plan assets at beginning of year2016-12-31$17,740,065
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$344,238
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$979,656
Net income (gross income less expenses)2016-12-31$125,530
Net plan assets at end of year (total assets less liabilities)2016-12-31$17,865,595
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$17,740,065
Assets. Value of participant loans2016-12-31$80,568
Total contributions received or receivable from employer(s)2016-12-31$311,143
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,640
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : COOPER & DUNHAM, LLP 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$945,558
Expenses. Total of all expenses incurred2015-12-31$2,255,707
Benefits paid (including direct rollovers)2015-12-31$2,252,714
Total plan assets at end of year2015-12-31$17,740,065
Total plan assets at beginning of year2015-12-31$19,050,214
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$345,143
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$216,476
Net income (gross income less expenses)2015-12-31$-1,310,149
Net plan assets at end of year (total assets less liabilities)2015-12-31$17,740,065
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$19,050,214
Assets. Value of participant loans2015-12-31$33,173
Total contributions received or receivable from employer(s)2015-12-31$383,939
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,993
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : COOPER & DUNHAM, LLP 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,863,131
Expenses. Total of all expenses incurred2014-12-31$276,970
Benefits paid (including direct rollovers)2014-12-31$276,296
Total plan assets at end of year2014-12-31$19,050,214
Total plan assets at beginning of year2014-12-31$17,464,053
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$379,165
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$1,483,966
Net income (gross income less expenses)2014-12-31$1,586,161
Net plan assets at end of year (total assets less liabilities)2014-12-31$19,050,214
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$17,464,053
Assets. Value of participant loans2014-12-31$40,396
Total contributions received or receivable from employer(s)2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$674
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : COOPER & DUNHAM, LLP 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$2,367,225
Expenses. Total of all expenses incurred2013-12-31$840,442
Benefits paid (including direct rollovers)2013-12-31$840,442
Total plan assets at end of year2013-12-31$17,464,053
Total plan assets at beginning of year2013-12-31$15,937,270
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$414,436
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$1,632,009
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,526,783
Net plan assets at end of year (total assets less liabilities)2013-12-31$17,464,053
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$15,937,270
Assets. Value of participant loans2013-12-31$43,713
Total contributions received or receivable from employer(s)2013-12-31$320,780
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : COOPER & DUNHAM, LLP 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$2,448,325
Expenses. Total of all expenses incurred2012-12-31$5,512,681
Benefits paid (including direct rollovers)2012-12-31$5,496,756
Total plan assets at end of year2012-12-31$15,937,270
Total plan assets at beginning of year2012-12-31$19,001,626
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$352,491
Expenses. Other expenses not covered elsewhere2012-12-31$15,925
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$1,740,097
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$-3,064,356
Net plan assets at end of year (total assets less liabilities)2012-12-31$15,937,270
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$19,001,626
Assets. Value of participant loans2012-12-31$45,033
Total contributions received or receivable from employer(s)2012-12-31$355,737
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : COOPER & DUNHAM, LLP 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$1,747,497
Expenses. Total of all expenses incurred2011-12-31$1,312,031
Benefits paid (including direct rollovers)2011-12-31$1,287,222
Total plan assets at end of year2011-12-31$19,001,626
Total plan assets at beginning of year2011-12-31$18,566,160
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$438,887
Expenses. Other expenses not covered elsewhere2011-12-31$24,809
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$937,350
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$435,466
Net plan assets at end of year (total assets less liabilities)2011-12-31$19,001,626
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$18,566,160
Assets. Value of participant loans2011-12-31$95,474
Total contributions received or receivable from employer(s)2011-12-31$371,260
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : COOPER & DUNHAM, LLP 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$2,654,260
Expenses. Total of all expenses incurred2010-12-31$1,082,408
Benefits paid (including direct rollovers)2010-12-31$1,077,343
Total plan assets at end of year2010-12-31$18,566,160
Total plan assets at beginning of year2010-12-31$16,994,308
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$409,307
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$1,781,210
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$1,571,852
Net plan assets at end of year (total assets less liabilities)2010-12-31$18,566,160
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$16,994,308
Assets. Value of participant loans2010-12-31$97,688
Total contributions received or receivable from employer(s)2010-12-31$463,743
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,065
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : COOPER & DUNHAM, LLP 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

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