401k Plan data: COOKE AND MVULA, PLLC RETIREMENT PLAN plan

COOKE AND MVULA, PLLC RETIREMENT PLAN 401k Plan overview

Plan Name	COOKE AND MVULA, PLLC RETIREMENT PLAN
Plan identification number	001

COOKE AND MVULA, PLLC RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COOKE AND MVULA, PLLC has sponsored the creation of one or more 401k plans.

Company Name: COOKE AND MVULA, PLLC

Employer identification number (EIN): 471347124

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COOKE AND MVULA, PLLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 TARA LAWRENCE 2023-08-28
001 2021-01-01 TARA LAWRENCE 2022-10-12
001 2020-01-01 TARA LAWRENCE 2021-07-22
001 2019-01-01
001 2018-01-01
001 2017-01-01 OSCAR MVULA OSCAR MVULA 2018-07-23
001 2016-01-01 OSCAR MVULA OSCAR MVULA 2017-06-29
001 2015-01-01 OSCAR MVULA OSCAR MVULA 2016-10-17
001 2014-08-01 OSCAR MVULA OSCAR MVULA 2015-07-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	TARA LAWRENCE	2023-08-28
001	2021-01-01	TARA LAWRENCE	2022-10-12
001	2020-01-01	TARA LAWRENCE	2021-07-22
001	2019-01-01
001	2018-01-01
001	2017-01-01	OSCAR MVULA		OSCAR MVULA	2018-07-23
001	2016-01-01	OSCAR MVULA		OSCAR MVULA	2017-06-29
001	2015-01-01	OSCAR MVULA		OSCAR MVULA	2016-10-17
001	2014-08-01	OSCAR MVULA		OSCAR MVULA	2015-07-30

Plan Statistics for COOKE AND MVULA, PLLC RETIREMENT PLAN

401k plan membership statisitcs for COOKE AND MVULA, PLLC RETIREMENT PLAN

Measure Date Value
2019: COOKE AND MVULA, PLLC RETIREMENT PLAN 2019 401k membership
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
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
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
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
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
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
2019: COOKE AND MVULA, PLLC RETIREMENT PLAN 2019 401k membership
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
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
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
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
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
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

Financial Data on COOKE AND MVULA, PLLC RETIREMENT PLAN

Measure	Date	Value
2019 : COOKE AND MVULA, PLLC RETIREMENT PLAN 2019 401k financial data
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
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
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
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
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
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

Form 5500 Responses for COOKE AND MVULA, PLLC RETIREMENT PLAN

2019: COOKE AND MVULA, PLLC RETIREMENT PLAN 2019 form 5500 responses
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
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
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
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
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
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

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Company Name:	COOKE AND MVULA, PLLC
Employer identification number (EIN):	471347124
NAIC Classification:	621210
NAIC Description:	Offices of Dentists