401k Plan data: BERKOWITZ, COOK, GONDRING & DRISKELL SAFE HARBOR 401(K) & PROFIT SHARING PLAN plan

BERKOWITZ, COOK, GONDRING & DRISKELL SAFE HARBOR 401(K) & PROFIT SHARING PLAN 401k Plan overview

Plan Name	BERKOWITZ, COOK, GONDRING & DRISKELL SAFE HARBOR 401(K) & PROFIT SHARING PLAN
Plan identification number	001

BERKOWITZ, COOK, GONDRING & DRISKELL SAFE HARBOR 401(K) & PROFIT SHARING 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.
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

BERKOWITZ, COOK, GONDRING & DRISKELL has sponsored the creation of one or more 401k plans.

Company Name: BERKOWITZ, COOK, GONDRING & DRISKELL

Employer identification number (EIN): 431505750

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERKOWITZ, COOK, GONDRING & DRISKELL SAFE HARBOR 401(K) & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2016-01-01 JAMES T COOK
001 2015-01-01 JAMES T COOK
001 2014-01-01 JAMES T COOK
001 2013-01-01 JAMES T COOK GAIL BERKOWITZ 2014-09-30
001 2012-01-01 JAMES T COOK GAIL BERKOWITZ 2013-10-07
001 2011-01-01 JAMES T COOK GAIL BERKOWITZ 2012-10-05
001 2010-01-01 JAMES T. COOK 2011-10-03 GAIL BERKOWITZ 2011-10-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2016-01-01	JAMES T COOK
001	2015-01-01	JAMES T COOK
001	2014-01-01	JAMES T COOK
001	2013-01-01	JAMES T COOK		GAIL BERKOWITZ	2014-09-30
001	2012-01-01	JAMES T COOK		GAIL BERKOWITZ	2013-10-07
001	2011-01-01	JAMES T COOK		GAIL BERKOWITZ	2012-10-05
001	2010-01-01	JAMES T. COOK	2011-10-03	GAIL BERKOWITZ	2011-10-03

Financial Data on BERKOWITZ, COOK, GONDRING & DRISKELL SAFE HARBOR 401(K) & PROFIT SHARING PLAN

Measure	Date	Value
2025 : BERKOWITZ, COOK, GONDRING & DRISKELL SAFE HARBOR 401(K) & PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-09-11	21561
Net assets as of the end of the plan year	2025-09-11	2193095
Total assets as of the beginning of the plan year	2025-09-11	1736455
Value of plan covered by a fidelity bond	2025-09-11	300000
Participant contributions to plan in this plan year	2025-09-11	128774
Value of participant loans at end of plan year	2025-09-11	2474
Other income to plan in this plan year	2025-09-11	248509
Plan net income in this plan year	2025-09-11	456640
Net assets as of the end of the plan year	2025-09-11	2193095
Net assets as of the beginning of the plan year	2025-09-11	1736455
Employer contributions to plan in this plan year	2025-09-11	100918
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-11	14234
2024 : BERKOWITZ, COOK, GONDRING & DRISKELL SAFE HARBOR 401(K) & PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-19	48138
Net assets as of the end of the plan year	2024-07-19	1736455
Total assets as of the beginning of the plan year	2024-07-19	1395034
Value of plan covered by a fidelity bond	2024-07-19	300000
Participant contributions to plan in this plan year	2024-07-19	115900
Value of participant loans at end of plan year	2024-07-19	90
Other income to plan in this plan year	2024-07-19	219190
Plan net income in this plan year	2024-07-19	341421
Net assets as of the end of the plan year	2024-07-19	1736455
Net assets as of the beginning of the plan year	2024-07-19	1395034
Employer contributions to plan in this plan year	2024-07-19	54469
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-19	11626
2016 : BERKOWITZ, COOK, GONDRING & DRISKELL SAFE HARBOR 401(K) & PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-07-26	$-1,106,227
Total income from all sources	2016-07-26	$70,799
Expenses. Total of all expenses incurred	2016-07-26	$0
Benefits paid (including direct rollovers)	2016-07-26	$0
Total plan assets at end of year	2016-07-26	$0
Total plan assets at beginning of year	2016-07-26	$1,035,428
Value of fidelity bond covering the plan	2016-07-26	$150,000
Total contributions received or receivable from participants	2016-07-26	$19,438
Other income received	2016-07-26	$32,458
Net income (gross income less expenses)	2016-07-26	$70,799
Net plan assets at end of year (total assets less liabilities)	2016-07-26	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-07-26	$1,035,428
Assets. Value of participant loans	2016-07-26	$0
Total contributions received or receivable from employer(s)	2016-07-26	$18,903
2015 : BERKOWITZ, COOK, GONDRING & DRISKELL SAFE HARBOR 401(K) & PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$145,520
Expenses. Total of all expenses incurred	2015-12-31	$34,671
Benefits paid (including direct rollovers)	2015-12-31	$18,200
Total plan assets at end of year	2015-12-31	$1,035,428
Total plan assets at beginning of year	2015-12-31	$924,579
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$30,047
Other income received	2015-12-31	$85,998
Net income (gross income less expenses)	2015-12-31	$110,849
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,035,428
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$924,579
Assets. Value of participant loans	2015-12-31	$57,856
Total contributions received or receivable from employer(s)	2015-12-31	$29,475
Value of certain deemed distributions of participant loans	2015-12-31	$16,421
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BERKOWITZ, COOK, GONDRING & DRISKELL SAFE HARBOR 401(K) & PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$104,426
Expenses. Total of all expenses incurred	2014-12-31	$11,815
Benefits paid (including direct rollovers)	2014-12-31	$11,815
Total plan assets at end of year	2014-12-31	$924,579
Total plan assets at beginning of year	2014-12-31	$831,968
Value of fidelity bond covering the plan	2014-12-31	$125,000
Total contributions received or receivable from participants	2014-12-31	$36,102
Other income received	2014-12-31	$37,200
Net income (gross income less expenses)	2014-12-31	$92,611
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$924,579
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$831,968
Assets. Value of participant loans	2014-12-31	$68,038
Total contributions received or receivable from employer(s)	2014-12-31	$31,124
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : BERKOWITZ, COOK, GONDRING & DRISKELL SAFE HARBOR 401(K) & PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$187,438
Expenses. Total of all expenses incurred	2013-12-31	$506,933
Benefits paid (including direct rollovers)	2013-12-31	$506,833
Total plan assets at end of year	2013-12-31	$831,968
Total plan assets at beginning of year	2013-12-31	$1,151,463
Value of fidelity bond covering the plan	2013-12-31	$125,000
Total contributions received or receivable from participants	2013-12-31	$41,161
Other income received	2013-12-31	$112,659
Net income (gross income less expenses)	2013-12-31	$-319,495
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$831,968
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,151,463
Assets. Value of participant loans	2013-12-31	$90,805
Total contributions received or receivable from employer(s)	2013-12-31	$33,618
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : BERKOWITZ, COOK, GONDRING & DRISKELL SAFE HARBOR 401(K) & PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$188,289
Expenses. Total of all expenses incurred	2012-12-31	$96,264
Benefits paid (including direct rollovers)	2012-12-31	$94,749
Total plan assets at end of year	2012-12-31	$1,151,463
Total plan assets at beginning of year	2012-12-31	$1,059,438
Value of fidelity bond covering the plan	2012-12-31	$125,000
Total contributions received or receivable from participants	2012-12-31	$51,255
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,515
Other income received	2012-12-31	$96,132
Net income (gross income less expenses)	2012-12-31	$92,025
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,151,463
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,059,438
Assets. Value of participant loans	2012-12-31	$79,587
Total contributions received or receivable from employer(s)	2012-12-31	$40,902
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : BERKOWITZ, COOK, GONDRING & DRISKELL SAFE HARBOR 401(K) & PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$92,135
Expenses. Total of all expenses incurred	2011-12-31	$74,500
Benefits paid (including direct rollovers)	2011-12-31	$74,400
Total plan assets at end of year	2011-12-31	$1,059,438
Total plan assets at beginning of year	2011-12-31	$1,041,803
Value of fidelity bond covering the plan	2011-12-31	$110,000
Total contributions received or receivable from participants	2011-12-31	$52,420
Expenses. Other expenses not covered elsewhere	2011-12-31	$100
Other income received	2011-12-31	$5,729
Net income (gross income less expenses)	2011-12-31	$17,635
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,059,438
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,041,803
Assets. Value of participant loans	2011-12-31	$60,349
Total contributions received or receivable from employer(s)	2011-12-31	$33,986
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for BERKOWITZ, COOK, GONDRING & DRISKELL SAFE HARBOR 401(K) & PROFIT SHARING PLAN

2016: BERKOWITZ, COOK, GONDRING & DRISKELL SAFE HARBOR 401(K) & PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BERKOWITZ, COOK, GONDRING & DRISKELL SAFE HARBOR 401(K) & PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BERKOWITZ, COOK, GONDRING & DRISKELL SAFE HARBOR 401(K) & PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BERKOWITZ, COOK, GONDRING & DRISKELL SAFE HARBOR 401(K) & PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BERKOWITZ, COOK, GONDRING & DRISKELL SAFE HARBOR 401(K) & PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BERKOWITZ, COOK, GONDRING & DRISKELL SAFE HARBOR 401(K) & PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	706441
Policy instance	1
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	706441
Policy instance	1
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract number	706441
Policy instance	1
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract number	706441
Policy instance	1
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract number	706441
Policy instance	1
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract number	706441
Policy instance	1

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	BERKOWITZ, COOK, GONDRING & DRISKELL
Employer identification number (EIN):	431505750
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers