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COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 401k Plan overview

Plan NameCOOK & LOGOTHETIS, LLC PROFIT SHARING PLAN
Plan identification number 001

COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COOK & LOGOTHETIS, LLC has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TRICIA ROTH2024-07-11 TRICIA ROTH2024-07-11
0012022-01-01TRICIA E ROTH2023-08-17 TRICIA E ROTH2023-08-17
0012021-01-01TRICIA E ROTH2022-10-03 TRICIA E ROTH2022-10-03
0012020-01-01TRICIA E ROTH2021-07-22 TRICIA E ROTH2021-07-22
0012019-01-01TRICIA E ROTH2020-07-30 TRICIA E ROTH2020-07-30
0012018-01-01TRICIA E. ROTH2019-07-25 TRICIA E. ROTH2019-07-25
0012017-01-01TRICIA E. ROTH2018-07-25 TRICIA E. ROTH2018-07-25
0012016-01-01TRICIA E ROH2017-08-28 TRICIA E ROTH2017-08-28
0012015-01-01TRICIA E ROTH TRICIA E ROTH2016-07-26
0012014-01-01TRICIA E ROTH TRICA E ROTH2015-07-31
0012013-01-01TRICIA E ROTH TRICIA E ROTH2014-07-30
0012012-01-01TRICIA E. ROTH TRICIA E.ROTH2013-10-11
0012011-01-01TRICIA E. ROTH TRICIA E. ROTH2012-10-03
0012010-01-01TRICIA E. ROTH TRICIA E. ROTH2012-10-02

Plan Statistics for COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN

401k plan membership statisitcs for COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN

Measure Date Value
2015: COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017
Number of participants with account balances2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016
Number of participants with account balances2010-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN

Measure Date Value
2015 : COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$7,564
Expenses. Total of all expenses incurred2015-12-31$71
Total plan assets at end of year2015-12-31$953,310
Total plan assets at beginning of year2015-12-31$945,817
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$12,552
Expenses. Other expenses not covered elsewhere2015-12-31$71
Other income received2015-12-31$-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 loans2015-12-31$29,810
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$75,692
Expenses. Total of all expenses incurred2014-12-31$68
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$878,993
Total plan assets at beginning of year2014-12-31$803,369
Value of fidelity bond covering the plan2014-12-31$5,000
Total contributions received or receivable from participants2014-12-31$16,637
Expenses. Other expenses not covered elsewhere2014-12-31$68
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$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 loans2014-12-31$39,369
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
2013 : COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$145,003
Expenses. Total of all expenses incurred2013-12-31$4,032
Benefits paid (including direct rollovers)2013-12-31$3,143
Total plan assets at end of year2013-12-31$740,187
Total plan assets at beginning of year2013-12-31$599,216
Value of fidelity bond covering the plan2013-12-31$5,000
Total contributions received or receivable from participants2013-12-31$19,007
Expenses. Other expenses not covered elsewhere2013-12-31$55
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$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 loans2013-12-31$47,836
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$834
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$83,017
Expenses. Total of all expenses incurred2012-12-31$1,844
Benefits paid (including direct rollovers)2012-12-31$1,812
Total plan assets at end of year2012-12-31$550,736
Total plan assets at beginning of year2012-12-31$469,564
Value of fidelity bond covering the plan2012-12-31$5,000
Total contributions received or receivable from participants2012-12-31$18,694
Expenses. Other expenses not covered elsewhere2012-12-31$32
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$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 loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$2,736
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$61,113
Expenses. Total of all expenses incurred2011-12-31$12,501
Benefits paid (including direct rollovers)2011-12-31$10,665
Total plan assets at end of year2011-12-31$469,564
Total plan assets at beginning of year2011-12-31$420,954
Value of fidelity bond covering the plan2011-12-31$5,000
Total contributions received or receivable from participants2011-12-31$36,670
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-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 loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$31,499
Value of certain deemed distributions of participant loans2011-12-31$1,836
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$118,737
Expenses. Total of all expenses incurred2010-12-31$1,855
Benefits paid (including direct rollovers)2010-12-31$1,855
Total plan assets at end of year2010-12-31$420,954
Total plan assets at beginning of year2010-12-31$304,072
Value of fidelity bond covering the plan2010-12-31$5,000
Total contributions received or receivable from participants2010-12-31$9,936
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$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 loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$64,345
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0

Form 5500 Responses for COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN

2015: COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COOK & LOGOTHETIS, LLC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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