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PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA 401(K) PROFIT SHARING PLAN
Plan identification number 001

PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA 401(K) PROFIT SHARING 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
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA has sponsored the creation of one or more 401k plans.

Company Name:PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA
Employer identification number (EIN):260024449
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2002-01-02
Company Identification Number: P02000000336
Legal Registered Office Address: 6853 ENERGY COURT

LAKEWOOD RANCH

34240

More information about PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01ANDREW H. COHEN2019-10-07
0012018-01-01ANDREW H. COHEN2021-10-13
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01DAVID P. PERSSON
0012014-01-01
0012013-01-01DAVID P. PERSSON
0012012-01-01DAVID P. PERSSON
0012011-01-01DAVID P. PERSSON DAVID P. PERSSON2012-10-12
0012009-01-01DAVID P. PERSSON

Financial Data on PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-290
Net assets as of the end of the plan year2025-08-292107477
Total assets as of the beginning of the plan year2025-08-291746031
Value of plan covered by a fidelity bond2025-08-29550000
Participant contributions to plan in this plan year2025-08-2952500
Other income to plan in this plan year2025-08-29243913
Plan net income in this plan year2025-08-29361446
Net assets as of the end of the plan year2025-08-292107477
Net assets as of the beginning of the plan year2025-08-291746031
Employer contributions to plan in this plan year2025-08-2965033
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-291838
Total expenses incurred by plan in this plan year2025-01-270
Net assets as of the end of the plan year2025-01-272113477
Total assets as of the beginning of the plan year2025-01-271746031
Value of plan covered by a fidelity bond2025-01-27550000
Participant contributions to plan in this plan year2025-01-2752500
Other income to plan in this plan year2025-01-27243913
Plan net income in this plan year2025-01-27367446
Net assets as of the end of the plan year2025-01-272113477
Net assets as of the beginning of the plan year2025-01-271746031
Employer contributions to plan in this plan year2025-01-2771033
2018 : PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$390,772
Expenses. Total of all expenses incurred2018-12-31$2,747,480
Benefits paid (including direct rollovers)2018-12-31$2,745,133
Total plan assets at end of year2018-12-31$1,114,155
Total plan assets at beginning of year2018-12-31$3,470,863
Value of fidelity bond covering the plan2018-12-31$550,000
Total contributions received or receivable from participants2018-12-31$67,369
Assets. Value of loans (other than to participants)2018-12-31$0
Other income received2018-12-31$255,744
Net income (gross income less expenses)2018-12-31$-2,356,708
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,114,155
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,470,863
Total contributions received or receivable from employer(s)2018-12-31$67,659
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,347
2017 : PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$558,235
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$3,470,863
Total plan assets at beginning of year2017-12-31$2,912,628
Value of fidelity bond covering the plan2017-12-31$550,000
Total contributions received or receivable from participants2017-12-31$86,600
Assets. Value of loans (other than to participants)2017-12-31$449,170
Other income received2017-12-31$382,585
Net income (gross income less expenses)2017-12-31$558,235
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,470,863
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,912,628
Assets. Value of participant loans2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$89,050
2016 : PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$343,377
Expenses. Total of all expenses incurred2016-12-31$11,717
Benefits paid (including direct rollovers)2016-12-31$9,645
Total plan assets at end of year2016-12-31$2,912,628
Total plan assets at beginning of year2016-12-31$2,580,968
Value of fidelity bond covering the plan2016-12-31$550,000
Total contributions received or receivable from participants2016-12-31$78,750
Assets. Value of loans (other than to participants)2016-12-31$470,069
Other income received2016-12-31$187,227
Net income (gross income less expenses)2016-12-31$331,660
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,912,628
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,580,968
Assets. Value of participant loans2016-12-31$7,572
Assets. Value of real-estate (other than employer real property)2016-12-31$158,986
Total contributions received or receivable from employer(s)2016-12-31$77,400
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,072
2015 : PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA 401(K) PROFIT SHARING PLAN 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$117,789
Expenses. Total of all expenses incurred2015-12-31$146
Total plan assets at end of year2015-12-31$2,580,968
Total plan assets at beginning of year2015-12-31$2,463,325
Value of fidelity bond covering the plan2015-12-31$550,000
Total contributions received or receivable from participants2015-12-31$71,600
Assets. Value of loans (other than to participants)2015-12-31$1,016,411
Other income received2015-12-31$6,358
Net income (gross income less expenses)2015-12-31$117,643
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,580,968
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,463,325
Assets. Value of participant loans2015-12-31$18,291
Assets. Value of real-estate (other than employer real property)2015-12-31$60,750
Total contributions received or receivable from employer(s)2015-12-31$39,831
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$146
2014 : PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA 401(K) PROFIT SHARING PLAN 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$152,242
Expenses. Total of all expenses incurred2014-12-31$10,000
Benefits paid (including direct rollovers)2014-12-31$10,000
Total plan assets at end of year2014-12-31$2,033,325
Total plan assets at beginning of year2014-12-31$1,891,083
Value of fidelity bond covering the plan2014-12-31$550,000
Total contributions received or receivable from participants2014-12-31$71,600
Assets. Value of loans (other than to participants)2014-12-31$232,064
Contributions received from other sources (not participants or employers)2014-12-31$196,966
Other income received2014-12-31$-153,899
Net income (gross income less expenses)2014-12-31$142,242
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,033,325
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,891,083
Assets. Value of participant loans2014-12-31$29,287
Assets. Value of assets in partnership/joint-venture interests2014-12-31$359,000
Assets. Value of real-estate (other than employer real property)2014-12-31$60,750
Total contributions received or receivable from employer(s)2014-12-31$37,575
2013 : PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA 401(K) PROFIT SHARING PLAN 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$148,498
Expenses. Total of all expenses incurred2013-12-31$80,210
Benefits paid (including direct rollovers)2013-12-31$79,904
Total plan assets at end of year2013-12-31$1,891,083
Total plan assets at beginning of year2013-12-31$1,822,795
Value of fidelity bond covering the plan2013-12-31$550,000
Total contributions received or receivable from participants2013-12-31$35,000
Assets. Value of loans (other than to participants)2013-12-31$690,805
Expenses. Other expenses not covered elsewhere2013-12-31$306
Other income received2013-12-31$72,715
Net income (gross income less expenses)2013-12-31$68,288
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,891,083
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,822,795
Assets. Value of participant loans2013-12-31$37,328
Assets. Value of assets in partnership/joint-venture interests2013-12-31$147,350
Assets. Value of real-estate (other than employer real property)2013-12-31$60,750
Total contributions received or receivable from employer(s)2013-12-31$40,783
2012 : PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA 401(K) PROFIT SHARING PLAN 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$331,265
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,822,795
Total plan assets at beginning of year2012-12-31$1,491,530
Value of fidelity bond covering the plan2012-12-31$550,000
Total contributions received or receivable from participants2012-12-31$34,000
Assets. Value of loans (other than to participants)2012-12-31$461,711
Contributions received from other sources (not participants or employers)2012-12-31$29,328
Other income received2012-12-31$240,183
Net income (gross income less expenses)2012-12-31$331,265
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,822,795
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,491,530
Assets. Value of participant loans2012-12-31$49,375
Assets. Value of assets in partnership/joint-venture interests2012-12-31$147,350
Assets. Value of real-estate (other than employer real property)2012-12-31$72,490
Total contributions received or receivable from employer(s)2012-12-31$27,754
2011 : PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA 401(K) PROFIT SHARING PLAN 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$204,341
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,491,530
Total plan assets at beginning of year2011-12-31$1,287,189
Value of fidelity bond covering the plan2011-12-31$550,000
Total contributions received or receivable from participants2011-12-31$55,000
Assets. Value of loans (other than to participants)2011-12-31$350,800
Other income received2011-12-31$113,608
Net income (gross income less expenses)2011-12-31$204,341
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,491,530
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,287,189
Assets. Value of assets in partnership/joint-venture interests2011-12-31$148,114
Assets. Value of real-estate (other than employer real property)2011-12-31$72,490
Total contributions received or receivable from employer(s)2011-12-31$35,733
2010 : PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA 401(K) PROFIT SHARING PLAN 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$186,214
Expenses. Total of all expenses incurred2010-12-31$319
Total plan assets at end of year2010-12-31$1,287,189
Total plan assets at beginning of year2010-12-31$1,101,294
Value of fidelity bond covering the plan2010-12-31$350,000
Total contributions received or receivable from participants2010-12-31$16,500
Assets. Value of loans (other than to participants)2010-12-31$424,537
Other income received2010-12-31$125,987
Net income (gross income less expenses)2010-12-31$185,895
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,287,189
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,101,294
Assets. Value of assets in partnership/joint-venture interests2010-12-31$134,790
Total contributions received or receivable from employer(s)2010-12-31$43,727
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$319

Form 5500 Responses for PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA 401(K) PROFIT SHARING PLAN

2018: PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA 401(K) PROFIT SHARING PLAN 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 filingNo
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: PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA 401(K) PROFIT SHARING PLAN 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: PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA 401(K) PROFIT SHARING PLAN 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: PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA 401(K) PROFIT SHARING PLAN 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: PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA 401(K) PROFIT SHARING PLAN 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: PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA 401(K) PROFIT SHARING PLAN 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: PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA 401(K) PROFIT SHARING PLAN 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: PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA 401(K) PROFIT SHARING PLAN 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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