James M. Cooper D.D.S., Pc Employees' 401(K) Profit Sharing Plan — Form 5500 plan (James M. Cooper, D.D.S., P.C.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, James M. Cooper D.D.S., Pc Employees' 401(K) Profit Sharing Plan is a benefit plan reported by James M. Cooper, D.D.S., P.C. under EIN 38-2009097 and plan number 002. The latest loaded filing year is 2023. The filing reports 1 participants and $2,533,636 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.5MPlan net assets, end of year$2,533,636
Participants1Covered participants reported
Assets / participant$2.5MComputed: assets ÷ participants$2,533,636 (computed)
Provider compensationNone reported
Plan sponsor
James M. Cooper, D.D.S., P.C.
EIN
38-2009097
Plan number
002
Plan type
2
Location
Grosse Pointe Woods, MI
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.5M total assets
Net assets$2.5MLiabilities
Money in vs. money out
Total income / additions$380.3K
Total expenses$16.4K
Benefits paid / distributionsNot reported
Contributions
Employer$0
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$2,533,636
Net assets (EOY)
$2,533,636
Net assets (BOY)
$2,169,728

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
$380,266

Expenses & distributions

Administrative expenses
$0
Total expenses
$16,358
Net increase / (decrease)
$363,908
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages