What is the most recent Form 5500 filing year for Cokinos & Young, A Professional Corporation 401(K) Profit Sharing Plan?

The latest Form 5500 filing year loaded for Cokinos & Young, A Professional Corporation 401(K) Profit Sharing Plan is 2023.

What are the reported plan assets for Cokinos & Young, A Professional Corporation 401(K) Profit Sharing Plan?

Cokinos & Young, A Professional Corporation 401(K) Profit Sharing Plan reports $30,898,160 in end-of-year plan assets in its latest loaded Form 5500 filing.

Cokinos & Young, A Professional Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Cokinos & Young, A Professional)

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, Cokinos & Young, A Professional Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Cokinos & Young, A Professional under EIN 76-0288148 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $30,898,160 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$30.9MPlan net assets, end of year$30,898,160

Participants235Covered participants reported

Assets / participant$131.5KComputed: assets ÷ participants$131,482 (computed)

Provider compensation$60K1 Schedule C provider row(s)$59,994

Plan sponsor: Cokinos & Young, A Professional
EIN: 76-0288148
Plan number: 001
Plan type: 2
Location: Houston, TX
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

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

2023
235 participants · 2Sch HSch C
View filing →

Schedule H · 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)$30.9M total assets

Net assets$30.9MLiabilities$0

Money in vs. money out

Total income / additions$7.2M

Total expenses$2.1M

Benefits paid / distributions$2.1M

Contributions

Employer$923.8K

Participant$1.7M

Full reported line items

Net assets

Total assets (EOY): $30,898,160
Total liabilities (EOY): $0
Net assets (EOY): $30,898,160
Net assets (BOY): $25,854,911

Income & contributions

Employer contributions: $923,844
Participant contributions: $1,726,222
Total contributions: $2,656,536
Total income / additions: $7,173,936

Expenses & distributions

Benefits paid: $2,113,537
Administrative expenses: $13,732
Total expenses: $2,130,687
Net increase / (decrease): $5,043,249

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.

Contribution share (employer vs. participant)

35%65%

Employer 35%Participant 65%

Total expenses ÷ net assets7%Computed ratio

Benefits paid ÷ total income29%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Schedule C

Service provider compensation

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

1
Nationwide Insurance Company$60K
TRUST RECORDKEEPER · Direct $60K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Cokinos & Young, A Professional Corporation 401(K) Profit Sharing Plan?: Cokinos & Young, A Professional Corporation 401(K) Profit Sharing Plan is reported as sponsored by Cokinos & Young, A Professional (EIN 76-0288148, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Cokinos & Young, A Professional Corporation 401(K) Profit Sharing Plan?: The latest Form 5500 filing year loaded for Cokinos & Young, A Professional Corporation 401(K) Profit Sharing Plan is 2023.
How many participants does Cokinos & Young, A Professional Corporation 401(K) Profit Sharing Plan report?: Cokinos & Young, A Professional Corporation 401(K) Profit Sharing Plan reports 235 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Cokinos & Young, A Professional Corporation 401(K) Profit Sharing Plan?: Cokinos & Young, A Professional Corporation 401(K) Profit Sharing Plan reports $30,898,160 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.