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COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameCOOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST
Plan identification number 001

COOK & PAGANO, P.C. 401(K) RETIREMENT 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

COOK & PAGANO, P.C. has sponsored the creation of one or more 401k plans.

Company Name:COOK & PAGANO, P.C.
Employer identification number (EIN):841136578
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about COOK & PAGANO, P.C.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2012-01-16
Company Identification Number: 20121011837
Legal Registered Office Address: 5390 Manhattan Circle

Boulder
United States of America (USA)
80303

More information about COOK & PAGANO, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01STEPHEN H. COOK
0012017-01-01STEPHEN H. COOK
0012016-01-01STEPHEN H. COOK
0012015-01-01STEPHEN H. COOK
0012014-01-01STEPHEN H. COOK
0012013-01-01STEPHEN H. COOK
0012012-01-01STEPHEN H. COOK
0012011-01-01STEPHEN H. COOK
0012009-01-01STEPHEN H. COOK

Plan Statistics for COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST

401k plan membership statisitcs for COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST

Measure Date Value
2018: COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST

Measure Date Value
2018 : COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-47,257
Expenses. Total of all expenses incurred2018-12-31$485,989
Benefits paid (including direct rollovers)2018-12-31$485,989
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$533,246
Other income received2018-12-31$-47,257
Net income (gross income less expenses)2018-12-31$-533,246
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$533,246
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST 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$55,105
Expenses. Total of all expenses incurred2017-12-31$16,513
Benefits paid (including direct rollovers)2017-12-31$16,289
Total plan assets at end of year2017-12-31$533,246
Total plan assets at beginning of year2017-12-31$494,654
Total contributions received or receivable from participants2017-12-31$24,463
Other income received2017-12-31$26,213
Net income (gross income less expenses)2017-12-31$38,592
Net plan assets at end of year (total assets less liabilities)2017-12-31$533,246
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$494,654
Total contributions received or receivable from employer(s)2017-12-31$4,429
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$224
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST 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$52,971
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$494,654
Total plan assets at beginning of year2016-12-31$441,683
Total contributions received or receivable from participants2016-12-31$27,586
Other income received2016-12-31$14,376
Net income (gross income less expenses)2016-12-31$52,971
Net plan assets at end of year (total assets less liabilities)2016-12-31$494,654
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$441,683
Total contributions received or receivable from employer(s)2016-12-31$11,009
2015 : COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-3,365
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$441,683
Total plan assets at beginning of year2015-12-31$445,048
Total contributions received or receivable from participants2015-12-31$25,608
Other income received2015-12-31$-39,059
Net income (gross income less expenses)2015-12-31$-3,365
Net plan assets at end of year (total assets less liabilities)2015-12-31$441,683
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$445,048
Total contributions received or receivable from employer(s)2015-12-31$10,086
2014 : COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST 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$13,359
Expenses. Total of all expenses incurred2014-12-31$367
Benefits paid (including direct rollovers)2014-12-31$367
Total plan assets at end of year2014-12-31$445,048
Total plan assets at beginning of year2014-12-31$432,056
Total contributions received or receivable from participants2014-12-31$25,006
Other income received2014-12-31$-20,834
Net income (gross income less expenses)2014-12-31$12,992
Net plan assets at end of year (total assets less liabilities)2014-12-31$445,048
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$432,056
Total contributions received or receivable from employer(s)2014-12-31$9,187
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST 2013 401k financial data
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$11,061
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$432,056
Total plan assets at beginning of year2013-12-31$420,995
Total contributions received or receivable from participants2013-12-31$23,000
Other income received2013-12-31$-18,755
Net income (gross income less expenses)2013-12-31$11,061
Net plan assets at end of year (total assets less liabilities)2013-12-31$432,056
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$420,995
Total contributions received or receivable from employer(s)2013-12-31$6,816
2012 : COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST 2012 401k financial data
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$64,865
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$420,995
Total plan assets at beginning of year2012-12-31$356,130
Total contributions received or receivable from participants2012-12-31$22,500
Other income received2012-12-31$9,365
Net income (gross income less expenses)2012-12-31$64,865
Net plan assets at end of year (total assets less liabilities)2012-12-31$420,995
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$356,130
Total contributions received or receivable from employer(s)2012-12-31$33,000
2011 : COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST 2011 401k financial data
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$36,214
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$356,130
Total plan assets at beginning of year2011-12-31$319,916
Total contributions received or receivable from participants2011-12-31$22,000
Other income received2011-12-31$-18,286
Net income (gross income less expenses)2011-12-31$36,214
Net plan assets at end of year (total assets less liabilities)2011-12-31$356,130
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$319,916
Total contributions received or receivable from employer(s)2011-12-31$32,500
2010 : COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST 2010 401k financial data
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$100,479
Expenses. Total of all expenses incurred2010-12-31$50,405
Benefits paid (including direct rollovers)2010-12-31$50,405
Total plan assets at end of year2010-12-31$319,916
Total plan assets at beginning of year2010-12-31$269,842
Total contributions received or receivable from participants2010-12-31$22,000
Other income received2010-12-31$73,999
Net income (gross income less expenses)2010-12-31$50,074
Net plan assets at end of year (total assets less liabilities)2010-12-31$319,916
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$269,842
Total contributions received or receivable from employer(s)2010-12-31$4,480
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST

2018: COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: COOK & PAGANO, P.C. 401(K) RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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