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, Cooper & Scully, P.C. 401(K) Plan is a benefit plan reported by Cooper & Scully, P.C. under EIN 75-2478365 and plan number 001. The latest loaded filing year is 2023. The filing reports 111 participants and $24,697,776 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,697,776
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,697,776
- Net assets (BOY)
- $21,365,214
Income & contributions
- Employer contributions
- $377,893
- Participant contributions
- $872,160
- Total contributions
- $1,266,932
- Total income / additions
- $4,725,659
Expenses & distributions
- Benefits paid
- $1,360,649
- Administrative expenses
- $30,503
- Total expenses
- $1,393,097
- Net increase / (decrease)
- $3,332,562