COOPER, WHITE & COOPER LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COOPER, WHITE & COOPER SALARY DEFERRAL PLAN
Measure | Date | Value |
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2023: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
Total of all active and inactive participants | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 0 |
Number of participants with account balances | 2023-01-01 | 0 |
2022: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
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 | 36 |
Total of all active and inactive participants | 2022-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 36 |
Number of participants with account balances | 2022-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 57 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 38 |
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 | 12 |
Total of all active and inactive participants | 2021-01-01 | 50 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 50 |
Number of participants with account balances | 2021-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 44 |
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 | 13 |
Total of all active and inactive participants | 2020-01-01 | 57 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 57 |
Number of participants with account balances | 2020-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 58 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 45 |
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 | 15 |
Total of all active and inactive participants | 2019-01-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 60 |
Number of participants with account balances | 2019-01-01 | 56 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 51 |
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 | 7 |
Total of all active and inactive participants | 2018-01-01 | 58 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 58 |
Number of participants with account balances | 2018-01-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 57 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 52 |
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 | 8 |
Total of all active and inactive participants | 2017-01-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 60 |
Number of participants with account balances | 2017-01-01 | 55 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 62 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 53 |
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 | 4 |
Total of all active and inactive participants | 2016-01-01 | 57 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 57 |
Number of participants with account balances | 2016-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 67 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 55 |
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 | 7 |
Total of all active and inactive participants | 2015-01-01 | 62 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 62 |
Number of participants with account balances | 2015-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 68 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 60 |
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 | 7 |
Total of all active and inactive participants | 2014-01-01 | 67 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 67 |
Number of participants with account balances | 2014-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 71 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 61 |
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 | 7 |
Total of all active and inactive participants | 2013-01-01 | 68 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 68 |
Number of participants with account balances | 2013-01-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 72 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 63 |
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 | 8 |
Total of all active and inactive participants | 2012-01-01 | 71 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 71 |
Number of participants with account balances | 2012-01-01 | 56 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 74 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 68 |
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 | 4 |
Total of all active and inactive participants | 2011-01-01 | 72 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 72 |
Number of participants with account balances | 2011-01-01 | 59 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 76 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 71 |
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 | 4 |
Total of all active and inactive participants | 2009-01-01 | 75 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 75 |
Number of participants with account balances | 2009-01-01 | 61 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2023 : COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2023 401k financial data |
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Transfers to/from the plan | 2023-07-27 | $0 |
Total plan liabilities at end of year | 2023-07-27 | $0 |
Total plan liabilities at beginning of year | 2023-07-27 | $0 |
Total income from all sources | 2023-07-27 | $524,890 |
Expenses. Total of all expenses incurred | 2023-07-27 | $12,710,004 |
Benefits paid (including direct rollovers) | 2023-07-27 | $12,708,462 |
Total plan assets at end of year | 2023-07-27 | $0 |
Total plan assets at beginning of year | 2023-07-27 | $12,185,114 |
Value of fidelity bond covering the plan | 2023-07-27 | $4,000,000 |
Assets. Value of tangible personal property | 2023-07-27 | $0 |
Total contributions received or receivable from participants | 2023-07-27 | $0 |
Assets. Value of loans (other than to participants) | 2023-07-27 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-07-27 | $0 |
Contributions received from other sources (not participants or employers) | 2023-07-27 | $0 |
Other income received | 2023-07-27 | $524,890 |
Noncash contributions received | 2023-07-27 | $0 |
Net income (gross income less expenses) | 2023-07-27 | $-12,185,114 |
Net plan assets at end of year (total assets less liabilities) | 2023-07-27 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-07-27 | $12,185,114 |
Assets. Value of participant loans | 2023-07-27 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2023-07-27 | $0 |
Assets. Value of real-estate (other than employer real property) | 2023-07-27 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2023-07-27 | $0 |
Assets. Value of employer securities | 2023-07-27 | $0 |
Assets. Value of employer real property | 2023-07-27 | $0 |
Total contributions received or receivable from employer(s) | 2023-07-27 | $0 |
Value of certain deemed distributions of participant loans | 2023-07-27 | $0 |
Value of corrective distributions | 2023-07-27 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-07-27 | $1,542 |
2022 : COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-1,769,836 |
Expenses. Total of all expenses incurred | 2022-12-31 | $25,113,911 |
Benefits paid (including direct rollovers) | 2022-12-31 | $25,092,573 |
Total plan assets at end of year | 2022-12-31 | $12,185,114 |
Total plan assets at beginning of year | 2022-12-31 | $39,068,861 |
Value of fidelity bond covering the plan | 2022-12-31 | $4,000,000 |
Total contributions received or receivable from participants | 2022-12-31 | $535,872 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-2,988,299 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-26,883,747 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $12,185,114 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $39,068,861 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $682,591 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $21,338 |
2021 : COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $6,376,394 |
Expenses. Total of all expenses incurred | 2021-12-31 | $620,928 |
Benefits paid (including direct rollovers) | 2021-12-31 | $599,845 |
Total plan assets at end of year | 2021-12-31 | $39,068,861 |
Total plan assets at beginning of year | 2021-12-31 | $33,313,395 |
Value of fidelity bond covering the plan | 2021-12-31 | $4,000,000 |
Total contributions received or receivable from participants | 2021-12-31 | $371,111 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $5,389,472 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $5,755,466 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $39,068,861 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $33,313,395 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $615,811 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $21,083 |
2020 : COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $4,313,167 |
Expenses. Total of all expenses incurred | 2020-12-31 | $4,496,224 |
Benefits paid (including direct rollovers) | 2020-12-31 | $4,478,557 |
Total plan assets at end of year | 2020-12-31 | $33,313,395 |
Total plan assets at beginning of year | 2020-12-31 | $33,496,452 |
Value of fidelity bond covering the plan | 2020-12-31 | $4,000,000 |
Total contributions received or receivable from participants | 2020-12-31 | $392,588 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $3,354,134 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $-183,057 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $33,313,395 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $33,496,452 |
Assets. Value of participant loans | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $566,445 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $17,667 |
2019 : COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $30 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $50 |
Total income from all sources | 2019-12-31 | $5,687,740 |
Expenses. Total of all expenses incurred | 2019-12-31 | $677,138 |
Benefits paid (including direct rollovers) | 2019-12-31 | $664,484 |
Total plan assets at end of year | 2019-12-31 | $33,496,452 |
Total plan assets at beginning of year | 2019-12-31 | $28,485,870 |
Value of fidelity bond covering the plan | 2019-12-31 | $4,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $422,384 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $4,586,137 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $5,010,602 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $33,496,452 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $28,485,820 |
Assets. Value of participant loans | 2019-12-31 | $13,771 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $679,219 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $12,654 |
2018 : COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $228,965 |
Total plan liabilities at end of year | 2018-12-31 | $50 |
Total plan liabilities at beginning of year | 2018-12-31 | $198 |
Total income from all sources | 2018-12-31 | $-226,241 |
Expenses. Total of all expenses incurred | 2018-12-31 | $222,159 |
Benefits paid (including direct rollovers) | 2018-12-31 | $222,159 |
Total plan assets at end of year | 2018-12-31 | $28,485,870 |
Total plan assets at beginning of year | 2018-12-31 | $28,705,453 |
Value of fidelity bond covering the plan | 2018-12-31 | $4,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $376,035 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-1,325,287 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-448,400 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $28,485,820 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $28,705,255 |
Assets. Value of participant loans | 2018-12-31 | $17,061 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $723,011 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
2017 : COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $19,665,924 |
Total plan liabilities at end of year | 2017-12-31 | $198 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $2,572,554 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,314,847 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,314,847 |
Total plan assets at end of year | 2017-12-31 | $28,705,453 |
Total plan assets at beginning of year | 2017-12-31 | $7,781,624 |
Value of fidelity bond covering the plan | 2017-12-31 | $4,000,000 |
Total contributions received or receivable from participants | 2017-12-31 | $237,501 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $1,807,858 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $1,257,707 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $28,705,255 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,781,624 |
Assets. Value of participant loans | 2017-12-31 | $20,209 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $527,195 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
2016 : COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2016 401k financial data |
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Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $879,359 |
Expenses. Total of all expenses incurred | 2016-12-31 | $961,171 |
Benefits paid (including direct rollovers) | 2016-12-31 | $961,171 |
Total plan assets at end of year | 2016-12-31 | $7,781,624 |
Total plan assets at beginning of year | 2016-12-31 | $7,863,436 |
Value of fidelity bond covering the plan | 2016-12-31 | $4,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $352,180 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $527,179 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $-81,812 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $7,781,624 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,863,436 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
2015 : COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $274,941 |
Expenses. Total of all expenses incurred | 2015-12-31 | $941,868 |
Benefits paid (including direct rollovers) | 2015-12-31 | $941,868 |
Total plan assets at end of year | 2015-12-31 | $7,863,436 |
Total plan assets at beginning of year | 2015-12-31 | $8,530,363 |
Value of fidelity bond covering the plan | 2015-12-31 | $4,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $408,689 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-133,748 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-666,927 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $7,863,436 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,530,363 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
2014 : COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $778,677 |
Expenses. Total of all expenses incurred | 2014-12-31 | $388,336 |
Benefits paid (including direct rollovers) | 2014-12-31 | $388,336 |
Total plan assets at end of year | 2014-12-31 | $8,530,363 |
Total plan assets at beginning of year | 2014-12-31 | $8,140,022 |
Value of fidelity bond covering the plan | 2014-12-31 | $4,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $428,763 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $349,914 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $390,341 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $8,530,363 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,140,022 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
2013 : COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2013 401k financial data |
---|
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $1,330,499 |
Expenses. Total of all expenses incurred | 2013-12-31 | $663,901 |
Benefits paid (including direct rollovers) | 2013-12-31 | $663,901 |
Total plan assets at end of year | 2013-12-31 | $8,140,022 |
Total plan assets at beginning of year | 2013-12-31 | $7,473,424 |
Value of fidelity bond covering the plan | 2013-12-31 | $4,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $384,905 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $945,594 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $666,598 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $8,140,022 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $7,473,424 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
2012 : COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2012 401k financial data |
---|
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $926,115 |
Expenses. Total of all expenses incurred | 2012-12-31 | $277,642 |
Benefits paid (including direct rollovers) | 2012-12-31 | $277,642 |
Total plan assets at end of year | 2012-12-31 | $7,473,424 |
Total plan assets at beginning of year | 2012-12-31 | $6,824,951 |
Value of fidelity bond covering the plan | 2012-12-31 | $4,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $452,605 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $473,510 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $648,473 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $7,473,424 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,824,951 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
2011 : COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2011 401k financial data |
---|
Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $447,910 |
Expenses. Total of all expenses incurred | 2011-12-31 | $197,229 |
Benefits paid (including direct rollovers) | 2011-12-31 | $197,229 |
Total plan assets at end of year | 2011-12-31 | $6,824,951 |
Total plan assets at beginning of year | 2011-12-31 | $6,574,270 |
Value of fidelity bond covering the plan | 2011-12-31 | $4,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $502,093 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-54,183 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $250,681 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $6,824,951 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,574,270 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
2010 : COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2010 401k financial data |
---|
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $1,054,788 |
Expenses. Total of all expenses incurred | 2010-12-31 | $347,941 |
Benefits paid (including direct rollovers) | 2010-12-31 | $347,941 |
Total plan assets at end of year | 2010-12-31 | $6,574,270 |
Total plan assets at beginning of year | 2010-12-31 | $5,867,423 |
Value of fidelity bond covering the plan | 2010-12-31 | $4,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $510,690 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $544,098 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $706,847 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $6,574,270 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,867,423 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
2023: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2023 form 5500 responses |
---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | Yes |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | Yes |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2016 form 5500 responses |
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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 | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2015 form 5500 responses |
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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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: COOPER, WHITE & COOPER SALARY DEFERRAL 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 – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: COOPER, WHITE & COOPER SALARY DEFERRAL 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 – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: COOPER, WHITE & COOPER SALARY DEFERRAL 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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: COOPER, WHITE & COOPER SALARY DEFERRAL 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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |