401k Plan data: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN plan

COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 401k Plan overview

Plan Name	COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN
Plan identification number	001

COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

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

Company Name: COWELL & LAPOINTE, P.C.

Employer identification number (EIN): 382422672

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 TERI L. CHESLA TERI L. CHESLA 2019-07-17
001 2017-01-01
001 2016-01-01 TERI L. CHESLA TERI L. CHESLA 2017-06-19
001 2015-01-01 TERI L. CHESLA TERI L. CHESLA 2016-07-06
001 2014-01-01 TERI L. CHESLA TERI L. CHESLA 2015-06-24
001 2013-01-01 TERI L. CHESLA TERI L. CHESLA 2014-05-23
001 2012-01-01 TERI L. CHESLA TERI L. CHESLA 2013-05-08
001 2011-01-01 TERI L. CHESLA TERI L. CHESLA 2012-07-02
001 2010-01-01 TERI L. CHESLA TERI L. CHESLA 2011-10-13
001 2009-01-01 TERI L. CHESLA TERI L. CHESLA 2010-07-06

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	TERI L. CHESLA	TERI L. CHESLA	2019-07-17
001	2017-01-01
001	2016-01-01	TERI L. CHESLA	TERI L. CHESLA	2017-06-19
001	2015-01-01	TERI L. CHESLA	TERI L. CHESLA	2016-07-06
001	2014-01-01	TERI L. CHESLA	TERI L. CHESLA	2015-06-24
001	2013-01-01	TERI L. CHESLA	TERI L. CHESLA	2014-05-23
001	2012-01-01	TERI L. CHESLA	TERI L. CHESLA	2013-05-08
001	2011-01-01	TERI L. CHESLA	TERI L. CHESLA	2012-07-02
001	2010-01-01	TERI L. CHESLA	TERI L. CHESLA	2011-10-13
001	2009-01-01	TERI L. CHESLA	TERI L. CHESLA	2010-07-06

Plan Statistics for COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN

401k plan membership statisitcs for COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN

Measure Date Value
2022: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 3
Number of participants with account balances 2022-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 6
2009: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5

Measure	Date	Value
2022: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	3
Number of participants with account balances	2022-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	6
2009: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5

Financial Data on COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN

Measure	Date	Value
2022 : COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$11,798
Expenses. Total of all expenses incurred	2022-12-31	$44,240
Benefits paid (including direct rollovers)	2022-12-31	$44,240
Total plan assets at end of year	2022-12-31	$628,971
Total plan assets at beginning of year	2022-12-31	$661,413
Other income received	2022-12-31	$-18,378
Net income (gross income less expenses)	2022-12-31	$-32,442
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$628,971
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$661,413
Total contributions received or receivable from employer(s)	2022-12-31	$30,176
2021 : COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$173,130
Expenses. Total of all expenses incurred	2021-12-31	$342,937
Benefits paid (including direct rollovers)	2021-12-31	$342,930
Total plan assets at end of year	2021-12-31	$661,413
Total plan assets at beginning of year	2021-12-31	$831,220
Expenses. Other expenses not covered elsewhere	2021-12-31	$7
Other income received	2021-12-31	$143,754
Net income (gross income less expenses)	2021-12-31	$-169,807
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$661,413
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$831,220
Total contributions received or receivable from employer(s)	2021-12-31	$29,376
2020 : COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$302,279
Total plan assets at end of year	2020-12-31	$831,220
Total plan assets at beginning of year	2020-12-31	$528,941
Other income received	2020-12-31	$278,130
Net income (gross income less expenses)	2020-12-31	$302,279
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$831,220
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$528,941
Total contributions received or receivable from employer(s)	2020-12-31	$24,149
2019 : COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$50,602
Total plan assets at end of year	2019-12-31	$528,941
Total plan assets at beginning of year	2019-12-31	$478,339
Other income received	2019-12-31	$20,717
Net income (gross income less expenses)	2019-12-31	$50,602
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$528,941
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$478,339
Total contributions received or receivable from employer(s)	2019-12-31	$29,885
2018 : COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$26,398
Total plan assets at end of year	2018-12-31	$478,339
Total plan assets at beginning of year	2018-12-31	$451,941
Other income received	2018-12-31	$1,401
Net income (gross income less expenses)	2018-12-31	$26,398
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$478,339
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$451,941
Total contributions received or receivable from employer(s)	2018-12-31	$24,997
2016 : COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$61,266
Total plan assets at end of year	2016-12-31	$473,415
Total plan assets at beginning of year	2016-12-31	$412,149
Other income received	2016-12-31	$31,885
Net income (gross income less expenses)	2016-12-31	$61,266
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$473,415
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$412,149
Total contributions received or receivable from employer(s)	2016-12-31	$29,381
2015 : COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$25,198
Expenses. Total of all expenses incurred	2015-12-31	$10,410
Benefits paid (including direct rollovers)	2015-12-31	$10,410
Total plan assets at end of year	2015-12-31	$412,149
Total plan assets at beginning of year	2015-12-31	$397,361
Other income received	2015-12-31	$-1,007
Net income (gross income less expenses)	2015-12-31	$14,788
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$412,149
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$397,361
Total contributions received or receivable from employer(s)	2015-12-31	$26,205
2014 : COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$59,966
Total plan assets at end of year	2014-12-31	$397,361
Total plan assets at beginning of year	2014-12-31	$337,395
Other income received	2014-12-31	$33,777
Net income (gross income less expenses)	2014-12-31	$59,966
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$397,361
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$337,395
Total contributions received or receivable from employer(s)	2014-12-31	$26,189
2013 : COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$80,056
Total plan assets at end of year	2013-12-31	$337,395
Total plan assets at beginning of year	2013-12-31	$257,339
Other income received	2013-12-31	$54,933
Net income (gross income less expenses)	2013-12-31	$80,056
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$337,395
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$257,339
Total contributions received or receivable from employer(s)	2013-12-31	$25,123
2012 : COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$39,515
Expenses. Total of all expenses incurred	2012-12-31	$24
Total plan assets at end of year	2012-12-31	$257,339
Total plan assets at beginning of year	2012-12-31	$217,848
Expenses. Other expenses not covered elsewhere	2012-12-31	$24
Other income received	2012-12-31	$18,726
Net income (gross income less expenses)	2012-12-31	$39,491
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$257,339
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$217,848
Total contributions received or receivable from employer(s)	2012-12-31	$20,789
2011 : COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$12,488
Expenses. Total of all expenses incurred	2011-12-31	$112
Total plan assets at end of year	2011-12-31	$217,848
Total plan assets at beginning of year	2011-12-31	$205,472
Expenses. Other expenses not covered elsewhere	2011-12-31	$112
Other income received	2011-12-31	$-8,861
Net income (gross income less expenses)	2011-12-31	$12,376
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$217,848
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$205,472
Total contributions received or receivable from employer(s)	2011-12-31	$21,349
2010 : COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$54,115
Expenses. Total of all expenses incurred	2010-12-31	$144
Total plan assets at end of year	2010-12-31	$205,472
Total plan assets at beginning of year	2010-12-31	$151,501
Expenses. Other expenses not covered elsewhere	2010-12-31	$144
Other income received	2010-12-31	$32,269
Net income (gross income less expenses)	2010-12-31	$53,971
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$205,472
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$151,501
Total contributions received or receivable from employer(s)	2010-12-31	$21,846

Form 5500 Responses for COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN

2022: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: COWELL & LAPOINTE PC EMPLOYEES PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	COWELL & LAPOINTE, P.C.
Employer identification number (EIN):	382422672
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants