401k Plan data: PLUNKETT COONEY, P.C. ASSOCIATES' 401(K) PLAN plan

PLUNKETT COONEY, P.C. ASSOCIATES' 401(K) PLAN 401k Plan overview

Plan Name	PLUNKETT COONEY, P.C. ASSOCIATES' 401(K) PLAN
Plan identification number	003

PLUNKETT COONEY, P.C. ASSOCIATES' 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

PLUNKETT COONEY, P.C. has sponsored the creation of one or more 401k plans.

Company Name: PLUNKETT COONEY, P.C.

Employer identification number (EIN): 381896842

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUNKETT COONEY, P.C. ASSOCIATES' 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 DEREK REDMAN 2024-10-10
003 2022-01-01 DEREK REDMAN 2023-10-05
003 2021-01-01 DEREK REDMAN 2022-09-13
003 2020-01-01 DEREK REDMAN 2021-10-11
003 2019-01-01 DEREK REDMAN 2020-10-12
003 2018-01-01 DEREK REDMAN 2019-10-04
003 2017-01-01 DEREK REDMAN 2018-09-26
003 2016-01-01 PAUL BRAKORA 2017-10-09
003 2015-01-01 PAUL BRAKORA 2016-10-14
003 2014-01-01 PAUL BRAKORA 2015-10-08
003 2013-01-01 PAUL BRAKORA 2014-10-06
003 2012-01-01 PAUL BRAKORA 2013-10-07 PAUL BRAKORA 2013-10-07
003 2011-01-01 PAUL BRAKORA 2012-10-08 PAUL BRAKORA 2012-10-08
003 2010-01-01 PAUL BRAKORA 2011-10-11 PAUL BRAKORA 2011-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	DEREK REDMAN	2024-10-10
003	2022-01-01	DEREK REDMAN	2023-10-05
003	2021-01-01	DEREK REDMAN	2022-09-13
003	2020-01-01	DEREK REDMAN	2021-10-11
003	2019-01-01	DEREK REDMAN	2020-10-12
003	2018-01-01	DEREK REDMAN	2019-10-04
003	2017-01-01	DEREK REDMAN	2018-09-26
003	2016-01-01	PAUL BRAKORA	2017-10-09
003	2015-01-01	PAUL BRAKORA	2016-10-14
003	2014-01-01	PAUL BRAKORA	2015-10-08
003	2013-01-01	PAUL BRAKORA	2014-10-06
003	2012-01-01	PAUL BRAKORA	2013-10-07	PAUL BRAKORA	2013-10-07
003	2011-01-01	PAUL BRAKORA	2012-10-08	PAUL BRAKORA	2012-10-08
003	2010-01-01	PAUL BRAKORA	2011-10-11	PAUL BRAKORA	2011-10-11

Financial Data on PLUNKETT COONEY, P.C. ASSOCIATES' 401(K) PLAN

Measure	Date	Value
2025 : PLUNKETT COONEY, P.C. ASSOCIATES' 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-09-30	-336352
Total expenses incurred by plan in this plan year	2025-09-30	3103668
Net assets as of the end of the plan year	2025-09-30	10308248
Total assets as of the beginning of the plan year	2025-09-30	11242543
Value of plan covered by a fidelity bond	2025-09-30	5000000
Participant contributions to plan in this plan year	2025-09-30	684123
Other contributions to plan in this plan year	2025-09-30	303136
Other income to plan in this plan year	2025-09-30	1518466
Plan net income in this plan year	2025-09-30	-597943
Net assets as of the end of the plan year	2025-09-30	10308248
Net assets as of the beginning of the plan year	2025-09-30	11242543
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-30	30123
2024 : PLUNKETT COONEY, P.C. ASSOCIATES' 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-10-10	-581485
Total liabilities as of the beginning of the plan year	2024-10-10	0
Total expenses incurred by plan in this plan year	2024-10-10	573894
Net assets as of the end of the plan year	2024-10-10	11242543
Total assets as of the beginning of the plan year	2024-10-10	9602223
Value of plan covered by a fidelity bond	2024-10-10	5000000
Participant contributions to plan in this plan year	2024-10-10	836796
Value of participant loans at end of plan year	2024-10-10	7468
Other expenses paid from plan in this plan year	2024-10-10	0
Other contributions to plan in this plan year	2024-10-10	262601
Other income to plan in this plan year	2024-10-10	1696302
Plan net income in this plan year	2024-10-10	2221805
Net assets as of the end of the plan year	2024-10-10	11242543
Net assets as of the beginning of the plan year	2024-10-10	9602223
Employer contributions to plan in this plan year	2024-10-10	0
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-10	30559
2022 : PLUNKETT COONEY, P.C. ASSOCIATES' 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-09-13	-204781
Total liabilities as of the end of the plan year	2022-09-13	0
Total liabilities as of the beginning of the plan year	2022-09-13	0
Total expenses incurred by plan in this plan year	2022-09-13	644982
Net assets as of the end of the plan year	2022-09-13	10678966
Total assets as of the beginning of the plan year	2022-09-13	9113068
Value of plan covered by a fidelity bond	2022-09-13	10000000
Participant contributions to plan in this plan year	2022-09-13	724543
Value of participant loans at end of plan year	2022-09-13	39467
Other expenses paid from plan in this plan year	2022-09-13	0
Other contributions to plan in this plan year	2022-09-13	117390
Other income to plan in this plan year	2022-09-13	1404653
Plan net income in this plan year	2022-09-13	1770679
Net assets as of the end of the plan year	2022-09-13	10678966
Net assets as of the beginning of the plan year	2022-09-13	9113068
Employer contributions to plan in this plan year	2022-09-13	169075
Expensese paid to adminstrative service provicers from plan in this plan year	2022-09-13	29661

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Company Name:	PLUNKETT COONEY, P.C.
Employer identification number (EIN):	381896842
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers