COOPER & KIRK, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COOPER & KIRK, PLLC CASH BALANCE PENSION PLAN
| Measure | Date | Value |
|---|
| 2025 : COOPER & KIRK, PLLC CASH BALANCE PENSION PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-10 | 23122 |
| Net assets as of the end of the plan year | 2025-07-10 | 5003343 |
| Total assets as of the beginning of the plan year | 2025-07-10 | 4130326 |
| Value of plan covered by a fidelity bond | 2025-07-10 | 2000000 |
| Other income to plan in this plan year | 2025-07-10 | 494936 |
| Plan net income in this plan year | 2025-07-10 | 873017 |
| Net assets as of the end of the plan year | 2025-07-10 | 5003343 |
| Net assets as of the beginning of the plan year | 2025-07-10 | 4130326 |
| Employer contributions to plan in this plan year | 2025-07-10 | 401203 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-10 | 21351 |
| 2024 : COOPER & KIRK, PLLC CASH BALANCE PENSION PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-31 | 16719 |
| Net assets as of the end of the plan year | 2024-07-31 | 4130326 |
| Total assets as of the beginning of the plan year | 2024-07-31 | 3329789 |
| Value of plan covered by a fidelity bond | 2024-07-31 | 2000000 |
| Other income to plan in this plan year | 2024-07-31 | 420795 |
| Plan net income in this plan year | 2024-07-31 | 800537 |
| Net assets as of the end of the plan year | 2024-07-31 | 4130326 |
| Net assets as of the beginning of the plan year | 2024-07-31 | 3329789 |
| Employer contributions to plan in this plan year | 2024-07-31 | 396461 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-31 | 16719 |
| 2022 : COOPER & KIRK, PLLC CASH BALANCE PENSION PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-27 | 13573 |
| Net assets as of the end of the plan year | 2022-06-27 | 3369184 |
| Total assets as of the beginning of the plan year | 2022-06-27 | 2654485 |
| Value of plan covered by a fidelity bond | 2022-06-27 | 500000 |
| Other income to plan in this plan year | 2022-06-27 | 341879 |
| Plan net income in this plan year | 2022-06-27 | 714699 |
| Net assets as of the end of the plan year | 2022-06-27 | 3369184 |
| Net assets as of the beginning of the plan year | 2022-06-27 | 2654485 |
| Employer contributions to plan in this plan year | 2022-06-27 | 386393 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-27 | 13573 |
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