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LAW OFFICE OF COOLEY & ASSOCIATES, PLC 401(K) PLAN 401k Plan overview

Plan NameLAW OFFICE OF COOLEY & ASSOCIATES, PLC 401(K) PLAN
Plan identification number 001

LAW OFFICE OF COOLEY & ASSOCIATES, PLC 401(K) PLAN 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

LAW OFFICE OF COOLEY AND ASSOCIATES PLC has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF COOLEY AND ASSOCIATES PLC
Employer identification number (EIN):822446972
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF COOLEY & ASSOCIATES, PLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN COOLEY2024-07-29
0012022-01-01JOHN COOLEY2023-07-24
0012021-01-01JOHN COOLEY2022-07-11
0012020-01-01JOHN L COOLEY2021-09-16 JOHN L COOLEY2021-09-16
0012019-01-01JOHN L. COOLEY2020-06-28 JOHN L. COOLEY2020-06-28
0012018-01-01JOHN COOLEY2019-09-17 JOHN COOLEY2019-09-17

Financial Data on LAW OFFICE OF COOLEY & ASSOCIATES, PLC 401(K) PLAN

Measure Date Value
2025 : LAW OFFICE OF COOLEY & ASSOCIATES, PLC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-220
Total liabilities as of the end of the plan year2025-09-220
Total liabilities as of the beginning of the plan year2025-09-220
Total expenses incurred by plan in this plan year2025-09-2255549
Net assets as of the end of the plan year2025-09-221998074
Total assets as of the beginning of the plan year2025-09-221725863
Value of plan covered by a fidelity bond2025-09-22250000
Participant contributions to plan in this plan year2025-09-2232173
Other expenses paid from plan in this plan year2025-09-220
Other contributions to plan in this plan year2025-09-220
Other income to plan in this plan year2025-09-22290868
Plan net income in this plan year2025-09-22272211
Net assets as of the end of the plan year2025-09-221998074
Net assets as of the beginning of the plan year2025-09-221725863
Employer contributions to plan in this plan year2025-09-224719
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-22198
2024 : LAW OFFICE OF COOLEY & ASSOCIATES, PLC 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-290
Total liabilities as of the beginning of the plan year2024-07-2914
Total expenses incurred by plan in this plan year2024-07-2945388
Net assets as of the end of the plan year2024-07-291725863
Total assets as of the beginning of the plan year2024-07-291457585
Value of plan covered by a fidelity bond2024-07-29250000
Participant contributions to plan in this plan year2024-07-2931056
Other expenses paid from plan in this plan year2024-07-290
Other contributions to plan in this plan year2024-07-290
Other income to plan in this plan year2024-07-29277448
Plan net income in this plan year2024-07-29268292
Net assets as of the end of the plan year2024-07-291725863
Net assets as of the beginning of the plan year2024-07-291457571
Employer contributions to plan in this plan year2024-07-295176
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2975
2022 : LAW OFFICE OF COOLEY & ASSOCIATES, PLC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-1146345
Net assets as of the end of the plan year2022-07-111703008
Total assets as of the beginning of the plan year2022-07-111490909
Value of plan covered by a fidelity bond2022-07-11250000
Participant contributions to plan in this plan year2022-07-1126114
Other income to plan in this plan year2022-07-11227539
Plan net income in this plan year2022-07-11212099
Net assets as of the end of the plan year2022-07-111703008
Net assets as of the beginning of the plan year2022-07-111490909
Employer contributions to plan in this plan year2022-07-114791

Potentially related plans

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