JERRY E COOPER DDS SC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST
Measure | Date | Value |
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2023: JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 5 |
Total of all active and inactive participants | 2023-01-01 | 5 |
Total participants | 2023-01-01 | 5 |
Number of participants with account balances | 2023-01-01 | 5 |
2022: JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 5 |
Total of all active and inactive participants | 2022-01-01 | 5 |
Total participants | 2022-01-01 | 5 |
Number of participants with account balances | 2022-01-01 | 5 |
2021: JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 6 |
Total of all active and inactive participants | 2021-01-01 | 6 |
Total participants | 2021-01-01 | 6 |
Number of participants with account balances | 2021-01-01 | 6 |
2020: JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6 |
Total of all active and inactive participants | 2020-01-01 | 6 |
Total participants | 2020-01-01 | 6 |
Number of participants with account balances | 2020-01-01 | 6 |
2019: JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 6 |
Total of all active and inactive participants | 2019-01-01 | 6 |
Total participants | 2019-01-01 | 6 |
Number of participants with account balances | 2019-01-01 | 6 |
2018: JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 6 |
Total of all active and inactive participants | 2018-01-01 | 6 |
Total participants | 2018-01-01 | 6 |
Number of participants with account balances | 2018-01-01 | 6 |
2017: JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5 |
Total of all active and inactive participants | 2017-01-01 | 5 |
Total participants | 2017-01-01 | 5 |
Number of participants with account balances | 2017-01-01 | 5 |
2016: JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
Total of all active and inactive participants | 2016-01-01 | 4 |
Total participants | 2016-01-01 | 4 |
Number of participants with account balances | 2016-01-01 | 4 |
2015: JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
Total of all active and inactive participants | 2015-01-01 | 4 |
Total participants | 2015-01-01 | 4 |
Number of participants with account balances | 2015-01-01 | 4 |
2014: JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
Total of all active and inactive participants | 2014-01-01 | 4 |
Total participants | 2014-01-01 | 4 |
Number of participants with account balances | 2014-01-01 | 4 |
2013: JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
Total of all active and inactive participants | 2013-01-01 | 4 |
Total participants | 2013-01-01 | 4 |
Number of participants with account balances | 2013-01-01 | 4 |
2012: JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
Total of all active and inactive participants | 2012-01-01 | 4 |
Total participants | 2012-01-01 | 4 |
Number of participants with account balances | 2012-01-01 | 4 |
2011: JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
Total of all active and inactive participants | 2011-01-01 | 5 |
Total participants | 2011-01-01 | 5 |
Number of participants with account balances | 2011-01-01 | 5 |
2010: JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST 2010 401k membership |
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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 |
Total of all active and inactive participants | 2010-01-01 | 5 |
Total participants | 2010-01-01 | 5 |
Number of participants with account balances | 2010-01-01 | 5 |
2009: JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
Total of all active and inactive participants | 2009-01-01 | 4 |
Total participants | 2009-01-01 | 4 |
Number of participants with account balances | 2009-01-01 | 4 |
Measure | Date | Value |
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2023 : JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST 2023 401k financial data |
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Total income from all sources | 2023-12-31 | $106,674 |
Expenses. Total of all expenses incurred | 2023-12-31 | $4,228 |
Total plan assets at end of year | 2023-12-31 | $620,375 |
Total plan assets at beginning of year | 2023-12-31 | $517,929 |
Value of fidelity bond covering the plan | 2023-12-31 | $75,000 |
Total contributions received or receivable from participants | 2023-12-31 | $17,082 |
Other income received | 2023-12-31 | $80,365 |
Net income (gross income less expenses) | 2023-12-31 | $102,446 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $620,375 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $517,929 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $9,227 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $4,228 |
2022 : JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-64,675 |
Expenses. Total of all expenses incurred | 2022-12-31 | $8,197 |
Benefits paid (including direct rollovers) | 2022-12-31 | $4,002 |
Total plan assets at end of year | 2022-12-31 | $517,929 |
Total plan assets at beginning of year | 2022-12-31 | $590,801 |
Value of fidelity bond covering the plan | 2022-12-31 | $75,000 |
Total contributions received or receivable from participants | 2022-12-31 | $16,897 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $4,195 |
Other income received | 2022-12-31 | $-90,521 |
Net income (gross income less expenses) | 2022-12-31 | $-72,872 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $517,929 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $590,801 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $8,949 |
2021 : JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $92,064 |
Expenses. Total of all expenses incurred | 2021-12-31 | $37,296 |
Benefits paid (including direct rollovers) | 2021-12-31 | $33,514 |
Total plan assets at end of year | 2021-12-31 | $590,801 |
Total plan assets at beginning of year | 2021-12-31 | $536,033 |
Value of fidelity bond covering the plan | 2021-12-31 | $75,000 |
Total contributions received or receivable from participants | 2021-12-31 | $15,771 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $3,782 |
Other income received | 2021-12-31 | $67,386 |
Net income (gross income less expenses) | 2021-12-31 | $54,768 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $590,801 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $536,033 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $8,907 |
Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
2020 : JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $86,772 |
Expenses. Total of all expenses incurred | 2020-12-31 | $3,361 |
Total plan assets at end of year | 2020-12-31 | $536,033 |
Total plan assets at beginning of year | 2020-12-31 | $452,622 |
Value of fidelity bond covering the plan | 2020-12-31 | $70,000 |
Total contributions received or receivable from participants | 2020-12-31 | $14,613 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $3,361 |
Other income received | 2020-12-31 | $63,142 |
Net income (gross income less expenses) | 2020-12-31 | $83,411 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $536,033 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $452,622 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $9,017 |
Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $0 |
2019 : JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $136,334 |
Expenses. Total of all expenses incurred | 2019-12-31 | $234,633 |
Benefits paid (including direct rollovers) | 2019-12-31 | $229,517 |
Total plan assets at end of year | 2019-12-31 | $452,622 |
Total plan assets at beginning of year | 2019-12-31 | $550,921 |
Value of fidelity bond covering the plan | 2019-12-31 | $70,000 |
Total contributions received or receivable from participants | 2019-12-31 | $17,483 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $5,116 |
Other income received | 2019-12-31 | $108,580 |
Net income (gross income less expenses) | 2019-12-31 | $-98,299 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $452,622 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $550,921 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $10,271 |
Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $0 |
2018 : JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-308 |
Expenses. Total of all expenses incurred | 2018-12-31 | $4,441 |
Total plan assets at end of year | 2018-12-31 | $550,921 |
Total plan assets at beginning of year | 2018-12-31 | $555,670 |
Value of fidelity bond covering the plan | 2018-12-31 | $70,000 |
Total contributions received or receivable from participants | 2018-12-31 | $17,269 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $4,441 |
Other income received | 2018-12-31 | $-27,550 |
Net income (gross income less expenses) | 2018-12-31 | $-4,749 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $550,921 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $555,670 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $9,973 |
Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
2017 : JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $92,698 |
Expenses. Total of all expenses incurred | 2017-12-31 | $4,190 |
Benefits paid (including direct rollovers) | 2017-12-31 | $325 |
Total plan assets at end of year | 2017-12-31 | $555,670 |
Total plan assets at beginning of year | 2017-12-31 | $467,162 |
Value of fidelity bond covering the plan | 2017-12-31 | $65,000 |
Total contributions received or receivable from participants | 2017-12-31 | $14,303 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $3,865 |
Other income received | 2017-12-31 | $71,867 |
Net income (gross income less expenses) | 2017-12-31 | $88,508 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $555,670 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $467,162 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $6,528 |
Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
2016 : JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $48,470 |
Expenses. Total of all expenses incurred | 2016-12-31 | $102,492 |
Benefits paid (including direct rollovers) | 2016-12-31 | $98,648 |
Total plan assets at end of year | 2016-12-31 | $467,162 |
Total plan assets at beginning of year | 2016-12-31 | $521,184 |
Value of fidelity bond covering the plan | 2016-12-31 | $65,000 |
Total contributions received or receivable from participants | 2016-12-31 | $13,484 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $3,844 |
Other income received | 2016-12-31 | $28,480 |
Net income (gross income less expenses) | 2016-12-31 | $-54,022 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $467,162 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $521,184 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $6,506 |
Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $0 |
2015 : JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $20,836 |
Expenses. Total of all expenses incurred | 2015-12-31 | $3,944 |
Total plan assets at end of year | 2015-12-31 | $521,184 |
Total plan assets at beginning of year | 2015-12-31 | $504,292 |
Value of fidelity bond covering the plan | 2015-12-31 | $65,000 |
Total contributions received or receivable from participants | 2015-12-31 | $18,043 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $3,944 |
Other income received | 2015-12-31 | $2,793 |
Net income (gross income less expenses) | 2015-12-31 | $16,892 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $521,184 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $504,292 |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $0 |
2014 : JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $49,704 |
Expenses. Total of all expenses incurred | 2014-12-31 | $3,672 |
Total plan assets at end of year | 2014-12-31 | $504,292 |
Total plan assets at beginning of year | 2014-12-31 | $458,260 |
Value of fidelity bond covering the plan | 2014-12-31 | $65,000 |
Total contributions received or receivable from participants | 2014-12-31 | $19,588 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $3,672 |
Other income received | 2014-12-31 | $30,116 |
Net income (gross income less expenses) | 2014-12-31 | $46,032 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $504,292 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $458,260 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $74,251 |
Expenses. Total of all expenses incurred | 2013-12-31 | $2,450 |
Total plan assets at end of year | 2013-12-31 | $458,260 |
Total plan assets at beginning of year | 2013-12-31 | $386,459 |
Value of fidelity bond covering the plan | 2013-12-31 | $60,000 |
Total contributions received or receivable from participants | 2013-12-31 | $14,179 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $2,450 |
Other income received | 2013-12-31 | $50,173 |
Net income (gross income less expenses) | 2013-12-31 | $71,801 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $458,260 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $386,459 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $9,899 |
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 : JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $57,475 |
Expenses. Total of all expenses incurred | 2012-12-31 | $3,710 |
Benefits paid (including direct rollovers) | 2012-12-31 | $568 |
Total plan assets at end of year | 2012-12-31 | $386,459 |
Total plan assets at beginning of year | 2012-12-31 | $332,694 |
Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
Total contributions received or receivable from participants | 2012-12-31 | $14,471 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $3,142 |
Other income received | 2012-12-31 | $33,124 |
Net income (gross income less expenses) | 2012-12-31 | $53,765 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $386,459 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $332,694 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $9,880 |
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 : JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $42,981 |
Expenses. Total of all expenses incurred | 2011-12-31 | $2,473 |
Total plan assets at end of year | 2011-12-31 | $332,694 |
Total plan assets at beginning of year | 2011-12-31 | $292,186 |
Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
Total contributions received or receivable from participants | 2011-12-31 | $22,469 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $2,473 |
Other income received | 2011-12-31 | $4,756 |
Net income (gross income less expenses) | 2011-12-31 | $40,508 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $332,694 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $292,186 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $15,756 |
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 : JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $60,446 |
Expenses. Total of all expenses incurred | 2010-12-31 | $1,978 |
Total plan assets at end of year | 2010-12-31 | $292,186 |
Total plan assets at beginning of year | 2010-12-31 | $233,718 |
Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
Total contributions received or receivable from participants | 2010-12-31 | $22,873 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $1,978 |
Other income received | 2010-12-31 | $20,878 |
Net income (gross income less expenses) | 2010-12-31 | $58,468 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $292,186 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $233,718 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $16,695 |
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 |
2009 : JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST 2009 401k financial data |
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Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |