COOPER & KOWALSKI, LPA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COOPER & KOWALSKI, LPA PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : COOPER & KOWALSKI, LPA PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-10-13 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-13 | 73368 |
| Net assets as of the end of the plan year | 2025-10-13 | 3548060 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 3174490 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 275000 |
| Other income to plan in this plan year | 2025-10-13 | 446938 |
| Plan net income in this plan year | 2025-10-13 | 373570 |
| Net assets as of the end of the plan year | 2025-10-13 | 3548060 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 3174490 |
| Value of employer contributions paid | 2025-10-13 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 374 |
| 2024 : COOPER & KOWALSKI, LPA PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-10-13 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-13 | 46822 |
| Net assets as of the end of the plan year | 2024-10-13 | 3174490 |
| Total assets as of the beginning of the plan year | 2024-10-13 | 2752739 |
| Value of plan covered by a fidelity bond | 2024-10-13 | 275000 |
| Other income to plan in this plan year | 2024-10-13 | 468573 |
| Plan net income in this plan year | 2024-10-13 | 421751 |
| Net assets as of the end of the plan year | 2024-10-13 | 3174490 |
| Net assets as of the beginning of the plan year | 2024-10-13 | 2752739 |
| Value of employer contributions paid | 2024-10-13 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-13 | 322 |
| 2022 : COOPER & KOWALSKI, LPA PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-07 | 84348 |
| Net assets as of the end of the plan year | 2022-07-07 | 3399953 |
| Total assets as of the beginning of the plan year | 2022-07-07 | 3062980 |
| Value of plan covered by a fidelity bond | 2022-07-07 | 275000 |
| Value of participant loans at end of plan year | 2022-07-07 | 45070 |
| Other expenses paid from plan in this plan year | 2022-07-07 | 0 |
| Other income to plan in this plan year | 2022-07-07 | 421321 |
| Plan net income in this plan year | 2022-07-07 | 336973 |
| Net assets as of the end of the plan year | 2022-07-07 | 3399953 |
| Net assets as of the beginning of the plan year | 2022-07-07 | 3062980 |
| Value of employer contributions paid | 2022-07-07 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-07 | 348 |
| 2015 : COOPER & KOWALSKI, LPA PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $86,033 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $4,447,384 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $4,428,862 |
| Total plan assets at end of year | 2015-12-31 | $5,249,041 |
| Total plan assets at beginning of year | 2015-12-31 | $9,610,392 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $2 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $1,068 |
| Other income received | 2015-12-31 | $86,031 |
| Net income (gross income less expenses) | 2015-12-31 | $-4,361,351 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,249,041 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,610,392 |
| Assets. Value of participant loans | 2015-12-31 | $53,587 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $11,848 |
| Value of corrective distributions | 2015-12-31 | $5,606 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : COOPER & KOWALSKI, LPA PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $744,627 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $2,004,171 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,988,360 |
| Total plan assets at end of year | 2014-12-31 | $9,610,392 |
| Total plan assets at beginning of year | 2014-12-31 | $10,869,936 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $137,243 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $987 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $591,255 |
| Net income (gross income less expenses) | 2014-12-31 | $-1,259,544 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $9,610,392 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $10,869,936 |
| Assets. Value of participant loans | 2014-12-31 | $74,866 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $16,129 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $9,660 |
| Value of corrective distributions | 2014-12-31 | $5,164 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : COOPER & KOWALSKI, LPA PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $1,777,573 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $838,985 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $838,744 |
| Total plan assets at end of year | 2013-12-31 | $10,869,936 |
| Total plan assets at beginning of year | 2013-12-31 | $9,931,348 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $171,535 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $241 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $1,564,952 |
| Net income (gross income less expenses) | 2013-12-31 | $938,588 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $10,869,936 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,931,348 |
| Assets. Value of participant loans | 2013-12-31 | $128,906 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $41,086 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2012 : COOPER & KOWALSKI, LPA PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,272,727 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $822,242 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $814,624 |
| Total plan assets at end of year | 2012-12-31 | $9,931,348 |
| Total plan assets at beginning of year | 2012-12-31 | $9,480,863 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $180,572 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $210 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $29,686 |
| Other income received | 2012-12-31 | $978,501 |
| Net income (gross income less expenses) | 2012-12-31 | $450,485 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $9,931,348 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,480,863 |
| Assets. Value of participant loans | 2012-12-31 | $147,400 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $83,968 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $7,408 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : COOPER & KOWALSKI, LPA PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $329,438 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,056,940 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,042,549 |
| Total plan assets at end of year | 2011-12-31 | $9,480,863 |
| Total plan assets at beginning of year | 2011-12-31 | $10,208,365 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $217,279 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $279 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $17,881 |
| Net income (gross income less expenses) | 2011-12-31 | $-727,502 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $9,480,863 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $10,208,365 |
| Assets. Value of participant loans | 2011-12-31 | $184,160 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $94,278 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $14,112 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : COOPER & KOWALSKI, LPA PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $1,363,140 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $632,414 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $607,428 |
| Total plan assets at end of year | 2010-12-31 | $10,208,365 |
| Total plan assets at beginning of year | 2010-12-31 | $9,477,639 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $251,513 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $257 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $985,292 |
| Net income (gross income less expenses) | 2010-12-31 | $730,726 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $10,208,365 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $9,477,639 |
| Assets. Value of participant loans | 2010-12-31 | $175,664 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $126,335 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $24,729 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2009 : COOPER & KOWALSKI, LPA PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
