COOKE AND MVULA, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COOKE AND MVULA, PLLC RETIREMENT PLAN
Measure | Date | Value |
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2019: COOKE AND MVULA, PLLC RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 9 |
Total of all active and inactive participants | 2019-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 28 |
Number of participants with account balances | 2019-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: COOKE AND MVULA, PLLC RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 9 |
Total of all active and inactive participants | 2018-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 21 |
Number of participants with account balances | 2018-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: COOKE AND MVULA, PLLC RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 7 |
Total of all active and inactive participants | 2017-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 21 |
Number of participants with account balances | 2017-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: COOKE AND MVULA, PLLC RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3 |
Total of all active and inactive participants | 2016-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 21 |
Number of participants with account balances | 2016-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: COOKE AND MVULA, PLLC RETIREMENT PLAN 2015 401k membership |
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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 | 10 |
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 | 2 |
Total of all active and inactive participants | 2015-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 12 |
Number of participants with account balances | 2015-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: COOKE AND MVULA, PLLC RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-08-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 6 |
Number of retired or separated participants receiving benefits | 2014-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-08-01 | 1 |
Total of all active and inactive participants | 2014-08-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-08-01 | 0 |
Total participants | 2014-08-01 | 7 |
Number of participants with account balances | 2014-08-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-08-01 | 0 |
Measure | Date | Value |
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2019 : COOKE AND MVULA, PLLC RETIREMENT PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $276,553 |
Expenses. Total of all expenses incurred | 2019-12-31 | $3,392 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,253 |
Total plan assets at end of year | 2019-12-31 | $445,206 |
Total plan assets at beginning of year | 2019-12-31 | $172,045 |
Total contributions received or receivable from participants | 2019-12-31 | $71,367 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $2,850 |
Other income received | 2019-12-31 | $41,591 |
Net income (gross income less expenses) | 2019-12-31 | $273,161 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $445,206 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $172,045 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $160,745 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $2,139 |
2018 : COOKE AND MVULA, PLLC RETIREMENT PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $139,849 |
Expenses. Total of all expenses incurred | 2018-12-31 | $2,657 |
Benefits paid (including direct rollovers) | 2018-12-31 | $1,220 |
Total plan assets at end of year | 2018-12-31 | $172,045 |
Total plan assets at beginning of year | 2018-12-31 | $34,853 |
Total contributions received or receivable from participants | 2018-12-31 | $44,754 |
Other income received | 2018-12-31 | $-14,486 |
Net income (gross income less expenses) | 2018-12-31 | $137,192 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $172,045 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $34,853 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $109,581 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,437 |
2017 : COOKE AND MVULA, PLLC RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $22,568 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,113 |
Total plan assets at end of year | 2017-12-31 | $34,853 |
Total plan assets at beginning of year | 2017-12-31 | $13,398 |
Total contributions received or receivable from participants | 2017-12-31 | $3,389 |
Other income received | 2017-12-31 | $3,111 |
Net income (gross income less expenses) | 2017-12-31 | $21,455 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $34,853 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $13,398 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $16,068 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,113 |
2016 : COOKE AND MVULA, PLLC RETIREMENT PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $8,026 |
Expenses. Total of all expenses incurred | 2016-12-31 | $659 |
Total plan assets at end of year | 2016-12-31 | $13,398 |
Total plan assets at beginning of year | 2016-12-31 | $6,031 |
Other income received | 2016-12-31 | $219 |
Net income (gross income less expenses) | 2016-12-31 | $7,367 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $13,398 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,031 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $7,807 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $659 |
2015 : COOKE AND MVULA, PLLC RETIREMENT PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $1,096 |
Expenses. Total of all expenses incurred | 2015-12-31 | $605 |
Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $6,031 |
Total plan assets at beginning of year | 2015-12-31 | $5,540 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-149 |
Net income (gross income less expenses) | 2015-12-31 | $491 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $6,031 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,540 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $1,245 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $605 |
2014 : COOKE AND MVULA, PLLC RETIREMENT PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $60,964 |
Total income from all sources | 2014-12-31 | $49,645 |
Expenses. Total of all expenses incurred | 2014-12-31 | $105,069 |
Benefits paid (including direct rollovers) | 2014-12-31 | $104,689 |
Total plan assets at end of year | 2014-12-31 | $5,540 |
Total plan assets at beginning of year | 2014-12-31 | $0 |
Total contributions received or receivable from participants | 2014-12-31 | $33,598 |
Other income received | 2014-12-31 | $2,239 |
Net income (gross income less expenses) | 2014-12-31 | $-55,424 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,540 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $13,808 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $380 |
2019: COOKE AND MVULA, PLLC RETIREMENT PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: COOKE AND MVULA, PLLC RETIREMENT PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: COOKE AND MVULA, PLLC RETIREMENT PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: COOKE AND MVULA, PLLC RETIREMENT PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: COOKE AND MVULA, PLLC RETIREMENT PLAN 2015 form 5500 responses |
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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: COOKE AND MVULA, PLLC RETIREMENT PLAN 2014 form 5500 responses |
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2014-08-01 | Type of plan entity | Single employer plan |
2014-08-01 | First time form 5500 has been submitted | Yes |
2014-08-01 | Submission has been amended | No |
2014-08-01 | This submission is the final filing | No |
2014-08-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2014-08-01 | Plan is a collectively bargained plan | No |
2014-08-01 | Plan funding arrangement – Trust | Yes |
2014-08-01 | Plan benefit arrangement - Trust | Yes |