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C R COOPER CPA PA 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameC R COOPER CPA PA 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

C R COOPER CPA PA 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

C R COOPER CPA PA has sponsored the creation of one or more 401k plans.

Company Name:C R COOPER CPA PA
Employer identification number (EIN):650698602
NAIC Classification:541213
NAIC Description:Tax Preparation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C R COOPER CPA PA 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KATHLEEN COOPER2024-07-26
0012022-01-01KATHLEEN COOPER2023-06-15
0012021-01-01KATHLEEN COOPER2022-05-16
0012020-01-01KATHLEEN COOPER2021-06-21
0012019-01-01KATHLEEN COOPER2020-07-18
0012018-01-01KATHLEEN COOPER2019-07-18
0012017-01-01KATHLEEN COOPER2018-07-05
0012016-01-01C R COOPER CPA2017-05-31
0012015-01-01C R COOPER CPA2016-06-29
0012013-01-01CLARENCE R COOPER2014-07-09
0012012-01-01C R COOPER CPA PA2013-06-04
0012011-01-01C R COOPER CPA PA2013-10-24
0012010-01-01C.R. COOPER, CPA, PA2011-06-08

Plan Statistics for C R COOPER CPA PA 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for C R COOPER CPA PA 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: C R COOPER CPA PA 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-04-131
Total number of particpants at end of year2025-04-130
Number of Participants With Account Balances2025-04-130
2024: C R COOPER CPA PA 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-261
Total number of particpants at end of year2024-07-261
Number of Participants With Account Balances2024-07-261
2022: C R COOPER CPA PA 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total number of particpants at beginning of year2022-05-161
Total number of particpants at end of year2022-05-161
Number of Participants With Account Balances2022-05-161

Financial Data on C R COOPER CPA PA 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : C R COOPER CPA PA 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-130
Total liabilities as of the end of the plan year2025-04-130
Total liabilities as of the beginning of the plan year2025-04-130
Total expenses incurred by plan in this plan year2025-04-1355916
Net assets as of the end of the plan year2025-04-130
Total assets as of the beginning of the plan year2025-04-1349762
Participant contributions to plan in this plan year2025-04-130
Other expenses paid from plan in this plan year2025-04-130
Other contributions to plan in this plan year2025-04-130
Other income to plan in this plan year2025-04-136154
Plan net income in this plan year2025-04-13-49762
Net assets as of the end of the plan year2025-04-130
Net assets as of the beginning of the plan year2025-04-1349762
Employer contributions to plan in this plan year2025-04-130
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-1375
2024 : C R COOPER CPA PA 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-260
Total liabilities as of the end of the plan year2024-07-260
Total liabilities as of the beginning of the plan year2024-07-260
Total expenses incurred by plan in this plan year2024-07-260
Net assets as of the end of the plan year2024-07-2649762
Total assets as of the beginning of the plan year2024-07-2642337
Participant contributions to plan in this plan year2024-07-260
Other expenses paid from plan in this plan year2024-07-260
Other contributions to plan in this plan year2024-07-260
Other income to plan in this plan year2024-07-267425
Plan net income in this plan year2024-07-267425
Net assets as of the end of the plan year2024-07-2649762
Net assets as of the beginning of the plan year2024-07-2642337
Employer contributions to plan in this plan year2024-07-260
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-260
2022 : C R COOPER CPA PA 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-160
Total liabilities as of the end of the plan year2022-05-160
Total liabilities as of the beginning of the plan year2022-05-160
Total expenses incurred by plan in this plan year2022-05-160
Net assets as of the end of the plan year2022-05-1652150
Total assets as of the beginning of the plan year2022-05-1644751
Participant contributions to plan in this plan year2022-05-160
Other expenses paid from plan in this plan year2022-05-160
Other contributions to plan in this plan year2022-05-160
Other income to plan in this plan year2022-05-167399
Plan net income in this plan year2022-05-167399
Net assets as of the end of the plan year2022-05-1652150
Net assets as of the beginning of the plan year2022-05-1644751
Employer contributions to plan in this plan year2022-05-160
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-160

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