Logo

COOTS HENKE & WHEELER, P.C. 401k Plan overview

Plan NameCOOTS HENKE & WHEELER, P.C.
Plan identification number 001

COOTS HENKE & WHEELER, P.C. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

COOTS HENKE & WHEELER, P.C. has sponsored the creation of one or more 401k plans.

Company Name:COOTS HENKE & WHEELER, P.C.
Employer identification number (EIN):351431645
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COOTS HENKE & WHEELER, P.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CATHEY JACKSON2024-07-08 CATHEY JACKSON2024-07-08
0012022-01-01CATHEY JACKSON2023-07-18
0012021-01-01CATHEY JACKSON2022-07-15
0012020-01-01CATHEY JACKSON2021-06-21
0012019-01-01CATHEY JACKSON2020-06-29
0012018-01-01CATHEY JACKSON2019-07-31 CATHEY JACKSON2019-07-31
0012017-01-01CATHEY JACKSON2018-07-18 CATHEY JACKSON2018-07-18
0012016-01-01CATHEY JACKSON2017-06-27 CATHEY JACKSON2017-06-27
0012015-01-01CATHEY JACKSON
0012015-01-01CATHEY JACKSON CATHEY JACKSON2016-07-07
0012014-01-01CATHEY JACKSON CATHEY JACKSON2015-06-18
0012013-01-01CATHEY JACKSON CATHEY JACKSON2014-07-14
0012012-01-01CATHEY JACKSON CATHEY JACKSON2013-07-29
0012011-01-01CATHEY JACKSON CATHEY JACKSON2012-07-26
0012010-01-01CATHEY JACKSON
0012009-01-01CATHEY JACKSON

Plan Statistics for COOTS HENKE & WHEELER, P.C.

401k plan membership statisitcs for COOTS HENKE & WHEELER, P.C.

Measure Date Value
2015: COOTS HENKE & WHEELER, P.C. 2015 401k membership
Total participants, beginning-of-year2015-01-0141
Total number of active participants reported on line 7a of the Form 55002015-01-0136
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0141
Number of participants with account balances2015-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COOTS HENKE & WHEELER, P.C. 2014 401k membership
Total participants, beginning-of-year2014-01-0139
Total number of active participants reported on line 7a of the Form 55002014-01-0137
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0142
Number of participants with account balances2014-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COOTS HENKE & WHEELER, P.C. 2013 401k membership
Total participants, beginning-of-year2013-01-0138
Total number of active participants reported on line 7a of the Form 55002013-01-0130
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0134
Number of participants with account balances2013-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COOTS HENKE & WHEELER, P.C. 2012 401k membership
Total participants, beginning-of-year2012-01-0127
Total number of active participants reported on line 7a of the Form 55002012-01-0130
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0136
Number of participants with account balances2012-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COOTS HENKE & WHEELER, P.C. 2011 401k membership
Total participants, beginning-of-year2011-01-0128
Total number of active participants reported on line 7a of the Form 55002011-01-0128
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0134
Number of participants with account balances2011-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: COOTS HENKE & WHEELER, P.C. 2010 401k membership
Total participants, beginning-of-year2010-01-0129
Total number of active participants reported on line 7a of the Form 55002010-01-0125
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-016
Total of all active and inactive participants2010-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0131
Number of participants with account balances2010-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: COOTS HENKE & WHEELER, P.C. 2009 401k membership
Total participants, beginning-of-year2009-01-0126
Total number of active participants reported on line 7a of the Form 55002009-01-0123
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0129
Number of participants with account balances2009-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on COOTS HENKE & WHEELER, P.C.

Measure Date Value
2015 : COOTS HENKE & WHEELER, P.C. 2015 401k financial data
Total income from all sources2015-12-31$225,821
Expenses. Total of all expenses incurred2015-12-31$24,952
Benefits paid (including direct rollovers)2015-12-31$24,849
Total plan assets at end of year2015-12-31$3,716,873
Total plan assets at beginning of year2015-12-31$3,516,004
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$157,541
Expenses. Other expenses not covered elsewhere2015-12-31$103
Other income received2015-12-31$-15,757
Net income (gross income less expenses)2015-12-31$200,869
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,716,873
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,516,004
Assets. Value of participant loans2015-12-31$53,859
Total contributions received or receivable from employer(s)2015-12-31$84,037
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : COOTS HENKE & WHEELER, P.C. 2014 401k financial data
Total income from all sources2014-12-31$438,629
Expenses. Total of all expenses incurred2014-12-31$150,675
Benefits paid (including direct rollovers)2014-12-31$150,581
Total plan assets at end of year2014-12-31$3,516,004
Total plan assets at beginning of year2014-12-31$3,228,050
Total contributions received or receivable from participants2014-12-31$137,702
Expenses. Other expenses not covered elsewhere2014-12-31$94
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$222,107
Net income (gross income less expenses)2014-12-31$287,954
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,516,004
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,228,050
Assets. Value of participant loans2014-12-31$59,568
Total contributions received or receivable from employer(s)2014-12-31$78,820
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : COOTS HENKE & WHEELER, P.C. 2013 401k financial data
Total income from all sources2013-12-31$754,124
Expenses. Total of all expenses incurred2013-12-31$336,428
Benefits paid (including direct rollovers)2013-12-31$336,276
Total plan assets at end of year2013-12-31$3,228,050
Total plan assets at beginning of year2013-12-31$2,810,354
Total contributions received or receivable from participants2013-12-31$102,715
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$588,454
Net income (gross income less expenses)2013-12-31$417,696
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,228,050
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,810,354
Assets. Value of participant loans2013-12-31$31,560
Total contributions received or receivable from employer(s)2013-12-31$62,955
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$152
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 : COOTS HENKE & WHEELER, P.C. 2012 401k financial data
Total income from all sources2012-12-31$468,913
Expenses. Total of all expenses incurred2012-12-31$120,380
Benefits paid (including direct rollovers)2012-12-31$120,380
Total plan assets at end of year2012-12-31$2,810,354
Total plan assets at beginning of year2012-12-31$2,461,821
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$97,848
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$309,273
Net income (gross income less expenses)2012-12-31$348,533
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,810,354
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,461,821
Assets. Value of participant loans2012-12-31$41,735
Total contributions received or receivable from employer(s)2012-12-31$61,792
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 : COOTS HENKE & WHEELER, P.C. 2011 401k financial data
Total income from all sources2011-12-31$141,339
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$2,461,821
Total plan assets at beginning of year2011-12-31$2,320,482
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$93,552
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$1,074
Net income (gross income less expenses)2011-12-31$141,339
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,461,821
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,320,482
Assets. Value of participant loans2011-12-31$38,589
Total contributions received or receivable from employer(s)2011-12-31$46,713
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
2010 : COOTS HENKE & WHEELER, P.C. 2010 401k financial data
Total income from all sources2010-12-31$445,575
Expenses. Total of all expenses incurred2010-12-31$5,773
Benefits paid (including direct rollovers)2010-12-31$4,032
Total plan assets at end of year2010-12-31$2,320,482
Total plan assets at beginning of year2010-12-31$1,880,680
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$81,036
Contributions received from other sources (not participants or employers)2010-12-31$44,225
Other income received2010-12-31$269,947
Net income (gross income less expenses)2010-12-31$439,802
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,320,482
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,880,680
Assets. Value of participant loans2010-12-31$47,237
Total contributions received or receivable from employer(s)2010-12-31$50,367
Value of certain deemed distributions of participant loans2010-12-31$1,741
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
2009 : COOTS HENKE & WHEELER, P.C. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for COOTS HENKE & WHEELER, P.C.

2015: COOTS HENKE & WHEELER, P.C. 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: COOTS HENKE & WHEELER, P.C. 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: COOTS HENKE & WHEELER, P.C. 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: COOTS HENKE & WHEELER, P.C. 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: COOTS HENKE & WHEELER, P.C. 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: COOTS HENKE & WHEELER, P.C. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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
2009: COOTS HENKE & WHEELER, P.C. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1