Plan Name | COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | COOK & LOGOTHETIS, LLC |
Employer identification number (EIN): | 270749444 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about COOK & LOGOTHETIS, LLC
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 2009-07-17 |
Company Identification Number: | 1870689 |
Legal Registered Office Address: |
105 EAST FOURTH STREET SUITE 300 CINCINNATI United States of America (USA) 45202 |
More information about COOK & LOGOTHETIS, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | TRICIA ROTH | 2024-07-11 | TRICIA ROTH | 2024-07-11 |
001 | 2022-01-01 | TRICIA E ROTH | 2023-08-17 | TRICIA E ROTH | 2023-08-17 |
001 | 2021-01-01 | TRICIA E ROTH | 2022-10-03 | TRICIA E ROTH | 2022-10-03 |
001 | 2020-01-01 | TRICIA E ROTH | 2021-07-22 | TRICIA E ROTH | 2021-07-22 |
001 | 2019-01-01 | TRICIA E ROTH | 2020-07-30 | TRICIA E ROTH | 2020-07-30 |
001 | 2018-01-01 | TRICIA E. ROTH | 2019-07-25 | TRICIA E. ROTH | 2019-07-25 |
001 | 2017-01-01 | TRICIA E. ROTH | 2018-07-25 | TRICIA E. ROTH | 2018-07-25 |
001 | 2016-01-01 | TRICIA E ROH | 2017-08-28 | TRICIA E ROTH | 2017-08-28 |
001 | 2015-01-01 | TRICIA E ROTH | TRICIA E ROTH | 2016-07-26 | |
001 | 2014-01-01 | TRICIA E ROTH | TRICA E ROTH | 2015-07-31 | |
001 | 2013-01-01 | TRICIA E ROTH | TRICIA E ROTH | 2014-07-30 | |
001 | 2012-01-01 | TRICIA E. ROTH | TRICIA E.ROTH | 2013-10-11 | |
001 | 2011-01-01 | TRICIA E. ROTH | TRICIA E. ROTH | 2012-10-03 | |
001 | 2010-01-01 | TRICIA E. ROTH | TRICIA E. ROTH | 2012-10-02 |
Measure | Date | Value |
---|---|---|
2015: COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6 |
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 | 1 |
Total of all active and inactive participants | 2015-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 7 |
Number of participants with account balances | 2015-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7 |
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 | 0 |
Total of all active and inactive participants | 2014-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 7 |
Number of participants with account balances | 2014-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
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 | 0 |
Total of all active and inactive participants | 2013-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 7 |
Number of participants with account balances | 2013-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
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 | 0 |
Total of all active and inactive participants | 2012-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 6 |
Number of participants with account balances | 2012-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
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 | 0 |
Total of all active and inactive participants | 2011-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 6 |
Number of participants with account balances | 2011-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
Total of all active and inactive participants | 2010-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 6 |
Number of participants with account balances | 2010-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2015 : COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $7,564 |
Expenses. Total of all expenses incurred | 2015-12-31 | $71 |
Total plan assets at end of year | 2015-12-31 | $953,310 |
Total plan assets at beginning of year | 2015-12-31 | $945,817 |
Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
Total contributions received or receivable from participants | 2015-12-31 | $12,552 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $71 |
Other income received | 2015-12-31 | $-4,988 |
Net income (gross income less expenses) | 2015-12-31 | $7,493 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $953,310 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $945,817 |
Assets. Value of participant loans | 2015-12-31 | $29,810 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $75,692 |
Expenses. Total of all expenses incurred | 2014-12-31 | $68 |
Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $878,993 |
Total plan assets at beginning of year | 2014-12-31 | $803,369 |
Value of fidelity bond covering the plan | 2014-12-31 | $5,000 |
Total contributions received or receivable from participants | 2014-12-31 | $16,637 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $68 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $59,055 |
Net income (gross income less expenses) | 2014-12-31 | $75,624 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $878,993 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $803,369 |
Assets. Value of participant loans | 2014-12-31 | $39,369 |
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 |
2013 : COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $145,003 |
Expenses. Total of all expenses incurred | 2013-12-31 | $4,032 |
Benefits paid (including direct rollovers) | 2013-12-31 | $3,143 |
Total plan assets at end of year | 2013-12-31 | $740,187 |
Total plan assets at beginning of year | 2013-12-31 | $599,216 |
Value of fidelity bond covering the plan | 2013-12-31 | $5,000 |
Total contributions received or receivable from participants | 2013-12-31 | $19,007 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $55 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $125,996 |
Net income (gross income less expenses) | 2013-12-31 | $140,971 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $740,187 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $599,216 |
Assets. Value of participant loans | 2013-12-31 | $47,836 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $834 |
Value of corrective distributions | 2013-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $83,017 |
Expenses. Total of all expenses incurred | 2012-12-31 | $1,844 |
Benefits paid (including direct rollovers) | 2012-12-31 | $1,812 |
Total plan assets at end of year | 2012-12-31 | $550,736 |
Total plan assets at beginning of year | 2012-12-31 | $469,564 |
Value of fidelity bond covering the plan | 2012-12-31 | $5,000 |
Total contributions received or receivable from participants | 2012-12-31 | $18,694 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $32 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $61,587 |
Net income (gross income less expenses) | 2012-12-31 | $81,173 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $550,736 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $469,564 |
Assets. Value of participant loans | 2012-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $2,736 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $61,113 |
Expenses. Total of all expenses incurred | 2011-12-31 | $12,501 |
Benefits paid (including direct rollovers) | 2011-12-31 | $10,665 |
Total plan assets at end of year | 2011-12-31 | $469,564 |
Total plan assets at beginning of year | 2011-12-31 | $420,954 |
Value of fidelity bond covering the plan | 2011-12-31 | $5,000 |
Total contributions received or receivable from participants | 2011-12-31 | $36,670 |
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 | $-7,056 |
Net income (gross income less expenses) | 2011-12-31 | $48,612 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $469,564 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $420,954 |
Assets. Value of participant loans | 2011-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $31,499 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $1,836 |
Value of corrective distributions | 2011-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $118,737 |
Expenses. Total of all expenses incurred | 2010-12-31 | $1,855 |
Benefits paid (including direct rollovers) | 2010-12-31 | $1,855 |
Total plan assets at end of year | 2010-12-31 | $420,954 |
Total plan assets at beginning of year | 2010-12-31 | $304,072 |
Value of fidelity bond covering the plan | 2010-12-31 | $5,000 |
Total contributions received or receivable from participants | 2010-12-31 | $9,936 |
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 | $44,456 |
Net income (gross income less expenses) | 2010-12-31 | $116,882 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $420,954 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $304,072 |
Assets. Value of participant loans | 2010-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $64,345 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2015: COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2015 form 5500 responses | ||
---|---|---|
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: COOK & LOGOTHETIS, LLC PROFIT SHARING 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: COOK & LOGOTHETIS, LLC PROFIT SHARING 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: COOK & LOGOTHETIS, LLC PROFIT SHARING 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: COOK & LOGOTHETIS, LLC PROFIT SHARING 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 |
2010: COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |