COOPER LEVENSON PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COOPER LEVENSON, P.A. 401(K) SAVINGS PLAN 2
401k plan membership statisitcs for COOPER LEVENSON, P.A. 401(K) SAVINGS PLAN 2
| Measure | Date | Value |
|---|
| 2025 : COOPER LEVENSON, P.A. 401(K) SAVINGS PLAN 2 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-14 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-14 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-14 | 4945090 |
| Net assets as of the end of the plan year | 2025-10-14 | 18093428 |
| Total assets as of the beginning of the plan year | 2025-10-14 | 20070441 |
| Value of plan covered by a fidelity bond | 2025-10-14 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-14 | 597487 |
| Value of participant loans at end of plan year | 2025-10-14 | 24909 |
| Other expenses paid from plan in this plan year | 2025-10-14 | 0 |
| Other contributions to plan in this plan year | 2025-10-14 | 71751 |
| Other income to plan in this plan year | 2025-10-14 | 2131709 |
| Plan net income in this plan year | 2025-10-14 | -1977013 |
| Net assets as of the end of the plan year | 2025-10-14 | 18093428 |
| Net assets as of the beginning of the plan year | 2025-10-14 | 20070441 |
| Employer contributions to plan in this plan year | 2025-10-14 | 167130 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-14 | 0 |
| 2024 : COOPER LEVENSON, P.A. 401(K) SAVINGS PLAN 2 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-08 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-08 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-08 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-08 | 2217020 |
| Net assets as of the end of the plan year | 2024-10-08 | 20070441 |
| Total assets as of the beginning of the plan year | 2024-10-08 | 18938608 |
| Value of plan covered by a fidelity bond | 2024-10-08 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-08 | 574549 |
| Value of participant loans at end of plan year | 2024-10-08 | 35723 |
| Other expenses paid from plan in this plan year | 2024-10-08 | 0 |
| Other contributions to plan in this plan year | 2024-10-08 | 0 |
| Other income to plan in this plan year | 2024-10-08 | 2667951 |
| Plan net income in this plan year | 2024-10-08 | 1131833 |
| Net assets as of the end of the plan year | 2024-10-08 | 20070441 |
| Net assets as of the beginning of the plan year | 2024-10-08 | 18938608 |
| Employer contributions to plan in this plan year | 2024-10-08 | 106353 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-08 | 0 |
| 2022 : COOPER LEVENSON, P.A. 401(K) SAVINGS PLAN 2 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-08-23 | 0 |
| Total liabilities as of the end of the plan year | 2022-08-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-08-23 | 0 |
| Total expenses incurred by plan in this plan year | 2022-08-23 | 1308416 |
| Net assets as of the end of the plan year | 2022-08-23 | 22067320 |
| Total assets as of the beginning of the plan year | 2022-08-23 | 19792206 |
| Value of plan covered by a fidelity bond | 2022-08-23 | 500000 |
| Participant contributions to plan in this plan year | 2022-08-23 | 548851 |
| Value of participant loans at end of plan year | 2022-08-23 | 127107 |
| Other expenses paid from plan in this plan year | 2022-08-23 | 0 |
| Other contributions to plan in this plan year | 2022-08-23 | 4333 |
| Other income to plan in this plan year | 2022-08-23 | 2873808 |
| Plan net income in this plan year | 2022-08-23 | 2275114 |
| Net assets as of the end of the plan year | 2022-08-23 | 22067320 |
| Net assets as of the beginning of the plan year | 2022-08-23 | 19792206 |
| Employer contributions to plan in this plan year | 2022-08-23 | 156538 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-23 | 0 |