401k Plan data: COOKMAN INSURANCE GROUP RETIREMENT PLAN plan

COOKMAN INSURANCE GROUP RETIREMENT PLAN 401k Plan overview

Plan Name	COOKMAN INSURANCE GROUP RETIREMENT PLAN
Plan identification number	002

COOKMAN INSURANCE GROUP RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.

401k Sponsoring company profile

COOKMAN INSURANCE GROUP has sponsored the creation of one or more 401k plans.

Company Name: COOKMAN INSURANCE GROUP

Employer identification number (EIN): 550545072

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COOKMAN INSURANCE GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-11-01
002 2020-11-01
002 2019-11-01
002 2018-11-01
002 2017-11-01
002 2016-11-01 JAMES M. COOKMAN
002 2015-11-01 JAMES M. COOKMAN
002 2014-11-01 JAMES M. COOKMAN
002 2013-11-01 JAMES M. COOKMAN
002 2012-11-01 JAMES M. COOKMAN
002 2011-11-01 JAMES M COOKMAN
002 2009-11-01 JAMES M COOKMAN
002 2008-11-01

Plan Statistics for COOKMAN INSURANCE GROUP RETIREMENT PLAN

401k plan membership statisitcs for COOKMAN INSURANCE GROUP RETIREMENT PLAN

Measure Date Value
2021: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-11-01 8
Total number of active participants reported on line 7a of the Form 5500 2021-11-01 8
Total of all active and inactive participants 2021-11-01 8
Total participants 2021-11-01 8
Number of participants with account balances 2021-11-01 8
2020: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-11-01 8
Total number of active participants reported on line 7a of the Form 5500 2020-11-01 8
Total of all active and inactive participants 2020-11-01 8
Total participants 2020-11-01 8
Number of participants with account balances 2020-11-01 0
2019: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-11-01 8
Total of all active and inactive participants 2019-11-01 8
Total participants 2019-11-01 8
Number of participants with account balances 2019-11-01 8
2018: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-11-01 8
Total number of active participants reported on line 7a of the Form 5500 2018-11-01 7
Total of all active and inactive participants 2018-11-01 7
Total participants 2018-11-01 7
2017: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-11-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-11-01 8
Total of all active and inactive participants 2017-11-01 8
Total participants 2017-11-01 8
Number of participants with account balances 2017-11-01 8
2016: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-11-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-11-01 7
Number of retired or separated participants receiving benefits 2016-11-01 1
Total of all active and inactive participants 2016-11-01 8
Total participants 2016-11-01 8
Number of participants with account balances 2016-11-01 7
2015: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-11-01 0
Total number of active participants reported on line 7a of the Form 5500 2015-11-01 8
Total of all active and inactive participants 2015-11-01 8
Total participants 2015-11-01 8
2014: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-11-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 8
Total of all active and inactive participants 2014-11-01 8
Total participants 2014-11-01 8
2013: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-11-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 8
Total of all active and inactive participants 2013-11-01 8
Total participants 2013-11-01 8
2012: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-11-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 8
Total of all active and inactive participants 2012-11-01 8
Total participants 2012-11-01 8
2011: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 8
Total of all active and inactive participants 2011-11-01 8
Total participants 2011-11-01 8
Number of participants with account balances 2011-11-01 8
2009: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-11-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 9
Total of all active and inactive participants 2009-11-01 9
Total participants 2009-11-01 9
Number of participants with account balances 2009-11-01 9

Measure	Date	Value
2021: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-11-01	8
Total number of active participants reported on line 7a of the Form 5500	2021-11-01	8
Total of all active and inactive participants	2021-11-01	8
Total participants	2021-11-01	8
Number of participants with account balances	2021-11-01	8
2020: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-11-01	8
Total number of active participants reported on line 7a of the Form 5500	2020-11-01	8
Total of all active and inactive participants	2020-11-01	8
Total participants	2020-11-01	8
Number of participants with account balances	2020-11-01	0
2019: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-11-01	8
Total of all active and inactive participants	2019-11-01	8
Total participants	2019-11-01	8
Number of participants with account balances	2019-11-01	8
2018: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-11-01	8
Total number of active participants reported on line 7a of the Form 5500	2018-11-01	7
Total of all active and inactive participants	2018-11-01	7
Total participants	2018-11-01	7
2017: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-11-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-11-01	8
Total of all active and inactive participants	2017-11-01	8
Total participants	2017-11-01	8
Number of participants with account balances	2017-11-01	8
2016: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-11-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-11-01	7
Number of retired or separated participants receiving benefits	2016-11-01	1
Total of all active and inactive participants	2016-11-01	8
Total participants	2016-11-01	8
Number of participants with account balances	2016-11-01	7
2015: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-11-01	0
Total number of active participants reported on line 7a of the Form 5500	2015-11-01	8
Total of all active and inactive participants	2015-11-01	8
Total participants	2015-11-01	8
2014: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-11-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	8
Total of all active and inactive participants	2014-11-01	8
Total participants	2014-11-01	8
2013: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-11-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	8
Total of all active and inactive participants	2013-11-01	8
Total participants	2013-11-01	8
2012: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-11-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	8
Total of all active and inactive participants	2012-11-01	8
Total participants	2012-11-01	8
2011: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	8
Total of all active and inactive participants	2011-11-01	8
Total participants	2011-11-01	8
Number of participants with account balances	2011-11-01	8
2009: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-11-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	9
Total of all active and inactive participants	2009-11-01	9
Total participants	2009-11-01	9
Number of participants with account balances	2009-11-01	9

Financial Data on COOKMAN INSURANCE GROUP RETIREMENT PLAN

Measure	Date	Value
2022 : COOKMAN INSURANCE GROUP RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-10-31	$-389,051
Total plan assets at end of year	2022-10-31	$4,204,366
Total plan assets at beginning of year	2022-10-31	$4,593,417
Value of fidelity bond covering the plan	2022-10-31	$500,000
Total contributions received or receivable from participants	2022-10-31	$6,922
Other income received	2022-10-31	$-398,941
Net income (gross income less expenses)	2022-10-31	$-389,051
Net plan assets at end of year (total assets less liabilities)	2022-10-31	$4,204,366
Net plan assets at beginning of year (total assets less liabilities)	2022-10-31	$4,593,417
Assets. Value of participant loans	2022-10-31	$90,752
Total contributions received or receivable from employer(s)	2022-10-31	$2,968
2021 : COOKMAN INSURANCE GROUP RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-10-31	$1,079,652
Total plan assets at end of year	2021-10-31	$4,593,417
Total plan assets at beginning of year	2021-10-31	$3,513,765
Value of fidelity bond covering the plan	2021-10-31	$500,000
Total contributions received or receivable from participants	2021-10-31	$6,396
Other income received	2021-10-31	$1,070,395
Net income (gross income less expenses)	2021-10-31	$1,079,652
Net plan assets at end of year (total assets less liabilities)	2021-10-31	$4,593,417
Net plan assets at beginning of year (total assets less liabilities)	2021-10-31	$3,513,765
Assets. Value of participant loans	2021-10-31	$80,943
Total contributions received or receivable from employer(s)	2021-10-31	$2,861
2020 : COOKMAN INSURANCE GROUP RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-10-31	$31,895
Total plan assets at end of year	2020-10-31	$3,513,765
Total plan assets at beginning of year	2020-10-31	$3,481,870
Value of fidelity bond covering the plan	2020-10-31	$400,000
Total contributions received or receivable from participants	2020-10-31	$6,442
Other income received	2020-10-31	$22,280
Net income (gross income less expenses)	2020-10-31	$31,895
Net plan assets at end of year (total assets less liabilities)	2020-10-31	$3,513,765
Net plan assets at beginning of year (total assets less liabilities)	2020-10-31	$3,481,870
Assets. Value of participant loans	2020-10-31	$75,437
Total contributions received or receivable from employer(s)	2020-10-31	$3,173
2019 : COOKMAN INSURANCE GROUP RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-10-31	$397,958
Expenses. Total of all expenses incurred	2019-10-31	$577
Benefits paid (including direct rollovers)	2019-10-31	$577
Total plan assets at end of year	2019-10-31	$3,481,870
Total plan assets at beginning of year	2019-10-31	$3,084,489
Value of fidelity bond covering the plan	2019-10-31	$400,000
Total contributions received or receivable from participants	2019-10-31	$5,612
Other income received	2019-10-31	$389,602
Net income (gross income less expenses)	2019-10-31	$397,381
Net plan assets at end of year (total assets less liabilities)	2019-10-31	$3,481,870
Net plan assets at beginning of year (total assets less liabilities)	2019-10-31	$3,084,489
Total contributions received or receivable from employer(s)	2019-10-31	$2,744
2017 : COOKMAN INSURANCE GROUP RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-10-31	$554,084
Expenses. Total of all expenses incurred	2017-10-31	$4,770
Benefits paid (including direct rollovers)	2017-10-31	$4,770
Total plan assets at end of year	2017-10-31	$3,125,394
Total plan assets at beginning of year	2017-10-31	$2,576,080
Value of fidelity bond covering the plan	2017-10-31	$400,000
Total contributions received or receivable from participants	2017-10-31	$4,118
Other income received	2017-10-31	$548,615
Net income (gross income less expenses)	2017-10-31	$549,314
Net plan assets at end of year (total assets less liabilities)	2017-10-31	$3,125,394
Net plan assets at beginning of year (total assets less liabilities)	2017-10-31	$2,576,080
Assets. Value of participant loans	2017-10-31	$112,629
Total contributions received or receivable from employer(s)	2017-10-31	$1,351
2016 : COOKMAN INSURANCE GROUP RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-10-31	$290,989
Total plan assets at end of year	2016-10-31	$2,576,080
Total plan assets at beginning of year	2016-10-31	$2,285,091
Value of fidelity bond covering the plan	2016-10-31	$300,000
Total contributions received or receivable from participants	2016-10-31	$4,758
Other income received	2016-10-31	$284,507
Net income (gross income less expenses)	2016-10-31	$290,989
Net plan assets at end of year (total assets less liabilities)	2016-10-31	$2,576,080
Net plan assets at beginning of year (total assets less liabilities)	2016-10-31	$2,285,091
Assets. Value of participant loans	2016-10-31	$113,853
Total contributions received or receivable from employer(s)	2016-10-31	$1,724
2015 : COOKMAN INSURANCE GROUP RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-10-31	$4,030
Expenses. Total of all expenses incurred	2015-10-31	$102,140
Benefits paid (including direct rollovers)	2015-10-31	$102,140
Total plan assets at end of year	2015-10-31	$2,285,091
Total plan assets at beginning of year	2015-10-31	$2,383,201
Value of fidelity bond covering the plan	2015-10-31	$250,000
Total contributions received or receivable from participants	2015-10-31	$4,225
Other income received	2015-10-31	$-1,675
Net income (gross income less expenses)	2015-10-31	$-98,110
Net plan assets at end of year (total assets less liabilities)	2015-10-31	$2,285,091
Net plan assets at beginning of year (total assets less liabilities)	2015-10-31	$2,383,201
Total contributions received or receivable from employer(s)	2015-10-31	$1,480
2014 : COOKMAN INSURANCE GROUP RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-10-31	$230,012
Total plan assets at end of year	2014-10-31	$2,383,201
Total plan assets at beginning of year	2014-10-31	$2,153,189
Value of fidelity bond covering the plan	2014-10-31	$250,000
Total contributions received or receivable from participants	2014-10-31	$3,858
Other income received	2014-10-31	$225,320
Net income (gross income less expenses)	2014-10-31	$230,012
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$2,383,201
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$2,153,189
Total contributions received or receivable from employer(s)	2014-10-31	$834
2013 : COOKMAN INSURANCE GROUP RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-10-31	$382,443
Total plan assets at end of year	2013-10-31	$2,153,189
Total plan assets at beginning of year	2013-10-31	$1,770,746
Value of fidelity bond covering the plan	2013-10-31	$250,000
Total contributions received or receivable from participants	2013-10-31	$5,736
Other income received	2013-10-31	$375,152
Net income (gross income less expenses)	2013-10-31	$382,443
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$2,153,189
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$1,770,746
Total contributions received or receivable from employer(s)	2013-10-31	$1,555
2012 : COOKMAN INSURANCE GROUP RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-10-31	$201,081
Total plan assets at end of year	2012-10-31	$1,770,746
Total plan assets at beginning of year	2012-10-31	$1,569,665
Value of fidelity bond covering the plan	2012-10-31	$250,000
Total contributions received or receivable from participants	2012-10-31	$5,319
Other income received	2012-10-31	$194,034
Net income (gross income less expenses)	2012-10-31	$201,081
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$1,770,746
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$1,569,665
Total contributions received or receivable from employer(s)	2012-10-31	$1,728
2011 : COOKMAN INSURANCE GROUP RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-10-31	$21,927
Expenses. Total of all expenses incurred	2011-10-31	$75,346
Benefits paid (including direct rollovers)	2011-10-31	$75,346
Total plan assets at end of year	2011-10-31	$1,569,665
Total plan assets at beginning of year	2011-10-31	$1,623,084
Value of fidelity bond covering the plan	2011-10-31	$250,000
Total contributions received or receivable from participants	2011-10-31	$5,522
Assets. Value of loans (other than to participants)	2011-10-31	$51,019
Other income received	2011-10-31	$14,880
Net income (gross income less expenses)	2011-10-31	$-53,419
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$1,569,665
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$1,623,084
Total contributions received or receivable from employer(s)	2011-10-31	$1,525

Form 5500 Responses for COOKMAN INSURANCE GROUP RETIREMENT PLAN

2021: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2021 form 5500 responses
2021-11-01	Type of plan entity	Single employer plan
2021-11-01	Plan funding arrangement – Trust	Yes
2021-11-01	Plan benefit arrangement - Trust	Yes
2020: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2020 form 5500 responses
2020-11-01	Type of plan entity	Single employer plan
2020-11-01	Plan funding arrangement – Trust	Yes
2020-11-01	Plan benefit arrangement - Trust	Yes
2019: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2019 form 5500 responses
2019-11-01	Type of plan entity	Single employer plan
2019-11-01	Plan funding arrangement – Trust	Yes
2019-11-01	Plan benefit arrangement - Trust	Yes
2018: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2018 form 5500 responses
2018-11-01	Type of plan entity	Single employer plan
2018-11-01	Plan funding arrangement – Trust	Yes
2018-11-01	Plan benefit arrangement - Trust	Yes
2017: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2017 form 5500 responses
2017-11-01	Type of plan entity	Single employer plan
2017-11-01	Plan funding arrangement – Trust	Yes
2017-11-01	Plan benefit arrangement - Trust	Yes
2016: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2016 form 5500 responses
2016-11-01	Type of plan entity	Single employer plan
2016-11-01	Plan funding arrangement – Trust	Yes
2016-11-01	Plan benefit arrangement - Trust	Yes
2015: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2015 form 5500 responses
2015-11-01	Type of plan entity	Single employer plan
2015-11-01	Plan funding arrangement – Trust	Yes
2015-11-01	Plan benefit arrangement - Trust	Yes
2014: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2013: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2009: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes
2008: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2008 form 5500 responses
2008-11-01	Type of plan entity	Single employer plan
2008-11-01	Submission has been amended	No
2008-11-01	This submission is the final filing	No
2008-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-11-01	Plan is a collectively bargained plan	No

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Company Name:	COOKMAN INSURANCE GROUP
Employer identification number (EIN):	550545072
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages