COOKMAN INSURANCE GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COOKMAN INSURANCE GROUP RETIREMENT PLAN
Measure | Date | Value |
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2022: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-11-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-11-01 | 6 |
Total of all active and inactive participants | 2022-11-01 | 6 |
Total participants | 2022-11-01 | 6 |
Number of participants with account balances | 2022-11-01 | 6 |
2021: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-11-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-11-01 | 8 |
Total of all active and inactive participants | 2021-11-01 | 8 |
Total participants | 2021-11-01 | 8 |
Number of participants with account balances | 2021-11-01 | 8 |
2020: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-11-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 8 |
Total of all active and inactive participants | 2020-11-01 | 8 |
Total participants | 2020-11-01 | 8 |
Number of participants with account balances | 2020-11-01 | 0 |
2019: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-11-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-11-01 | 8 |
Total of all active and inactive participants | 2019-11-01 | 8 |
Total participants | 2019-11-01 | 8 |
Number of participants with account balances | 2019-11-01 | 8 |
2018: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-11-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 7 |
Total of all active and inactive participants | 2018-11-01 | 7 |
Total participants | 2018-11-01 | 7 |
2017: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-11-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 8 |
Total of all active and inactive participants | 2017-11-01 | 8 |
Total participants | 2017-11-01 | 8 |
Number of participants with account balances | 2017-11-01 | 8 |
2016: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-11-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 7 |
Number of retired or separated participants receiving benefits | 2016-11-01 | 1 |
Total of all active and inactive participants | 2016-11-01 | 8 |
Total participants | 2016-11-01 | 8 |
Number of participants with account balances | 2016-11-01 | 7 |
2015: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-11-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 8 |
Total of all active and inactive participants | 2015-11-01 | 8 |
Total participants | 2015-11-01 | 8 |
2014: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-11-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 8 |
Total of all active and inactive participants | 2014-11-01 | 8 |
Total participants | 2014-11-01 | 8 |
2013: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-11-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 8 |
Total of all active and inactive participants | 2013-11-01 | 8 |
Total participants | 2013-11-01 | 8 |
2012: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-11-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 8 |
Total of all active and inactive participants | 2012-11-01 | 8 |
Total participants | 2012-11-01 | 8 |
2011: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-11-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 8 |
Total of all active and inactive participants | 2011-11-01 | 8 |
Total participants | 2011-11-01 | 8 |
Number of participants with account balances | 2011-11-01 | 8 |
2009: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-11-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 9 |
Total of all active and inactive participants | 2009-11-01 | 9 |
Total participants | 2009-11-01 | 9 |
Number of participants with account balances | 2009-11-01 | 9 |
Measure | Date | Value |
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2023 : COOKMAN INSURANCE GROUP RETIREMENT PLAN 2023 401k financial data |
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Total income from all sources | 2023-10-31 | $83,286 |
Expenses. Total of all expenses incurred | 2023-10-31 | $125,305 |
Benefits paid (including direct rollovers) | 2023-10-31 | $125,305 |
Total plan assets at end of year | 2023-10-31 | $4,162,347 |
Total plan assets at beginning of year | 2023-10-31 | $4,204,366 |
Value of fidelity bond covering the plan | 2023-10-31 | $500,000 |
Total contributions received or receivable from participants | 2023-10-31 | $5,296 |
Other income received | 2023-10-31 | $75,680 |
Net income (gross income less expenses) | 2023-10-31 | $-42,019 |
Net plan assets at end of year (total assets less liabilities) | 2023-10-31 | $4,162,347 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-10-31 | $4,204,366 |
Assets. Value of participant loans | 2023-10-31 | $81,973 |
Total contributions received or receivable from employer(s) | 2023-10-31 | $2,310 |
2022 : COOKMAN INSURANCE GROUP RETIREMENT PLAN 2022 401k financial data |
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Total income from all sources | 2022-10-31 | $-389,051 |
Total plan assets at end of year | 2022-10-31 | $4,204,366 |
Total plan assets at beginning of year | 2022-10-31 | $4,593,417 |
Value of fidelity bond covering the plan | 2022-10-31 | $500,000 |
Total contributions received or receivable from participants | 2022-10-31 | $6,922 |
Other income received | 2022-10-31 | $-398,941 |
Net income (gross income less expenses) | 2022-10-31 | $-389,051 |
Net plan assets at end of year (total assets less liabilities) | 2022-10-31 | $4,204,366 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-10-31 | $4,593,417 |
Assets. Value of participant loans | 2022-10-31 | $90,752 |
Total contributions received or receivable from employer(s) | 2022-10-31 | $2,968 |
2021 : COOKMAN INSURANCE GROUP RETIREMENT PLAN 2021 401k financial data |
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Total income from all sources | 2021-10-31 | $1,079,652 |
Total plan assets at end of year | 2021-10-31 | $4,593,417 |
Total plan assets at beginning of year | 2021-10-31 | $3,513,765 |
Value of fidelity bond covering the plan | 2021-10-31 | $500,000 |
Total contributions received or receivable from participants | 2021-10-31 | $6,396 |
Other income received | 2021-10-31 | $1,070,395 |
Net income (gross income less expenses) | 2021-10-31 | $1,079,652 |
Net plan assets at end of year (total assets less liabilities) | 2021-10-31 | $4,593,417 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-10-31 | $3,513,765 |
Assets. Value of participant loans | 2021-10-31 | $80,943 |
Total contributions received or receivable from employer(s) | 2021-10-31 | $2,861 |
2020 : COOKMAN INSURANCE GROUP RETIREMENT PLAN 2020 401k financial data |
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Total income from all sources | 2020-10-31 | $31,895 |
Total plan assets at end of year | 2020-10-31 | $3,513,765 |
Total plan assets at beginning of year | 2020-10-31 | $3,481,870 |
Value of fidelity bond covering the plan | 2020-10-31 | $400,000 |
Total contributions received or receivable from participants | 2020-10-31 | $6,442 |
Other income received | 2020-10-31 | $22,280 |
Net income (gross income less expenses) | 2020-10-31 | $31,895 |
Net plan assets at end of year (total assets less liabilities) | 2020-10-31 | $3,513,765 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-10-31 | $3,481,870 |
Assets. Value of participant loans | 2020-10-31 | $75,437 |
Total contributions received or receivable from employer(s) | 2020-10-31 | $3,173 |
2019 : COOKMAN INSURANCE GROUP RETIREMENT PLAN 2019 401k financial data |
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Total income from all sources | 2019-10-31 | $397,958 |
Expenses. Total of all expenses incurred | 2019-10-31 | $577 |
Benefits paid (including direct rollovers) | 2019-10-31 | $577 |
Total plan assets at end of year | 2019-10-31 | $3,481,870 |
Total plan assets at beginning of year | 2019-10-31 | $3,084,489 |
Value of fidelity bond covering the plan | 2019-10-31 | $400,000 |
Total contributions received or receivable from participants | 2019-10-31 | $5,612 |
Other income received | 2019-10-31 | $389,602 |
Net income (gross income less expenses) | 2019-10-31 | $397,381 |
Net plan assets at end of year (total assets less liabilities) | 2019-10-31 | $3,481,870 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-10-31 | $3,084,489 |
Total contributions received or receivable from employer(s) | 2019-10-31 | $2,744 |
2017 : COOKMAN INSURANCE GROUP RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources | 2017-10-31 | $554,084 |
Expenses. Total of all expenses incurred | 2017-10-31 | $4,770 |
Benefits paid (including direct rollovers) | 2017-10-31 | $4,770 |
Total plan assets at end of year | 2017-10-31 | $3,125,394 |
Total plan assets at beginning of year | 2017-10-31 | $2,576,080 |
Value of fidelity bond covering the plan | 2017-10-31 | $400,000 |
Total contributions received or receivable from participants | 2017-10-31 | $4,118 |
Other income received | 2017-10-31 | $548,615 |
Net income (gross income less expenses) | 2017-10-31 | $549,314 |
Net plan assets at end of year (total assets less liabilities) | 2017-10-31 | $3,125,394 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-10-31 | $2,576,080 |
Assets. Value of participant loans | 2017-10-31 | $112,629 |
Total contributions received or receivable from employer(s) | 2017-10-31 | $1,351 |
2016 : COOKMAN INSURANCE GROUP RETIREMENT PLAN 2016 401k financial data |
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Total income from all sources | 2016-10-31 | $290,989 |
Total plan assets at end of year | 2016-10-31 | $2,576,080 |
Total plan assets at beginning of year | 2016-10-31 | $2,285,091 |
Value of fidelity bond covering the plan | 2016-10-31 | $300,000 |
Total contributions received or receivable from participants | 2016-10-31 | $4,758 |
Other income received | 2016-10-31 | $284,507 |
Net income (gross income less expenses) | 2016-10-31 | $290,989 |
Net plan assets at end of year (total assets less liabilities) | 2016-10-31 | $2,576,080 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-10-31 | $2,285,091 |
Assets. Value of participant loans | 2016-10-31 | $113,853 |
Total contributions received or receivable from employer(s) | 2016-10-31 | $1,724 |
2015 : COOKMAN INSURANCE GROUP RETIREMENT PLAN 2015 401k financial data |
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Total income from all sources | 2015-10-31 | $4,030 |
Expenses. Total of all expenses incurred | 2015-10-31 | $102,140 |
Benefits paid (including direct rollovers) | 2015-10-31 | $102,140 |
Total plan assets at end of year | 2015-10-31 | $2,285,091 |
Total plan assets at beginning of year | 2015-10-31 | $2,383,201 |
Value of fidelity bond covering the plan | 2015-10-31 | $250,000 |
Total contributions received or receivable from participants | 2015-10-31 | $4,225 |
Other income received | 2015-10-31 | $-1,675 |
Net income (gross income less expenses) | 2015-10-31 | $-98,110 |
Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $2,285,091 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $2,383,201 |
Total contributions received or receivable from employer(s) | 2015-10-31 | $1,480 |
2014 : COOKMAN INSURANCE GROUP RETIREMENT PLAN 2014 401k financial data |
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Total income from all sources | 2014-10-31 | $230,012 |
Total plan assets at end of year | 2014-10-31 | $2,383,201 |
Total plan assets at beginning of year | 2014-10-31 | $2,153,189 |
Value of fidelity bond covering the plan | 2014-10-31 | $250,000 |
Total contributions received or receivable from participants | 2014-10-31 | $3,858 |
Other income received | 2014-10-31 | $225,320 |
Net income (gross income less expenses) | 2014-10-31 | $230,012 |
Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $2,383,201 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $2,153,189 |
Total contributions received or receivable from employer(s) | 2014-10-31 | $834 |
2013 : COOKMAN INSURANCE GROUP RETIREMENT PLAN 2013 401k financial data |
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Total income from all sources | 2013-10-31 | $382,443 |
Total plan assets at end of year | 2013-10-31 | $2,153,189 |
Total plan assets at beginning of year | 2013-10-31 | $1,770,746 |
Value of fidelity bond covering the plan | 2013-10-31 | $250,000 |
Total contributions received or receivable from participants | 2013-10-31 | $5,736 |
Other income received | 2013-10-31 | $375,152 |
Net income (gross income less expenses) | 2013-10-31 | $382,443 |
Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $2,153,189 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $1,770,746 |
Total contributions received or receivable from employer(s) | 2013-10-31 | $1,555 |
2012 : COOKMAN INSURANCE GROUP RETIREMENT PLAN 2012 401k financial data |
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Total income from all sources | 2012-10-31 | $201,081 |
Total plan assets at end of year | 2012-10-31 | $1,770,746 |
Total plan assets at beginning of year | 2012-10-31 | $1,569,665 |
Value of fidelity bond covering the plan | 2012-10-31 | $250,000 |
Total contributions received or receivable from participants | 2012-10-31 | $5,319 |
Other income received | 2012-10-31 | $194,034 |
Net income (gross income less expenses) | 2012-10-31 | $201,081 |
Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $1,770,746 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $1,569,665 |
Total contributions received or receivable from employer(s) | 2012-10-31 | $1,728 |
2011 : COOKMAN INSURANCE GROUP RETIREMENT PLAN 2011 401k financial data |
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Total income from all sources | 2011-10-31 | $21,927 |
Expenses. Total of all expenses incurred | 2011-10-31 | $75,346 |
Benefits paid (including direct rollovers) | 2011-10-31 | $75,346 |
Total plan assets at end of year | 2011-10-31 | $1,569,665 |
Total plan assets at beginning of year | 2011-10-31 | $1,623,084 |
Value of fidelity bond covering the plan | 2011-10-31 | $250,000 |
Total contributions received or receivable from participants | 2011-10-31 | $5,522 |
Assets. Value of loans (other than to participants) | 2011-10-31 | $51,019 |
Other income received | 2011-10-31 | $14,880 |
Net income (gross income less expenses) | 2011-10-31 | $-53,419 |
Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $1,569,665 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $1,623,084 |
Total contributions received or receivable from employer(s) | 2011-10-31 | $1,525 |
2022: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2022 form 5500 responses |
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2022-11-01 | Type of plan entity | Single employer plan |
2022-11-01 | Plan funding arrangement – Trust | Yes |
2022-11-01 | Plan benefit arrangement - Trust | Yes |
2021: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2021 form 5500 responses |
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2021-11-01 | Type of plan entity | Single employer plan |
2021-11-01 | Plan funding arrangement – Trust | Yes |
2021-11-01 | Plan benefit arrangement - Trust | Yes |
2020: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2020 form 5500 responses |
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2020-11-01 | Type of plan entity | Single employer plan |
2020-11-01 | Plan funding arrangement – Trust | Yes |
2020-11-01 | Plan benefit arrangement - Trust | Yes |
2019: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2019 form 5500 responses |
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2019-11-01 | Type of plan entity | Single employer plan |
2019-11-01 | Plan funding arrangement – Trust | Yes |
2019-11-01 | Plan benefit arrangement - Trust | Yes |
2018: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2018 form 5500 responses |
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2018-11-01 | Type of plan entity | Single employer plan |
2018-11-01 | Plan funding arrangement – Trust | Yes |
2018-11-01 | Plan benefit arrangement - Trust | Yes |
2017: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2017 form 5500 responses |
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2017-11-01 | Type of plan entity | Single employer plan |
2017-11-01 | Plan funding arrangement – Trust | Yes |
2017-11-01 | Plan benefit arrangement - Trust | Yes |
2016: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2016 form 5500 responses |
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2016-11-01 | Type of plan entity | Single employer plan |
2016-11-01 | Plan funding arrangement – Trust | Yes |
2016-11-01 | Plan benefit arrangement - Trust | Yes |
2015: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2015 form 5500 responses |
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2015-11-01 | Type of plan entity | Single employer plan |
2015-11-01 | Plan funding arrangement – Trust | Yes |
2015-11-01 | Plan benefit arrangement - Trust | Yes |
2014: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2014 form 5500 responses |
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2014-11-01 | Type of plan entity | Single employer plan |
2014-11-01 | Plan funding arrangement – Trust | Yes |
2014-11-01 | Plan benefit arrangement - Trust | Yes |
2013: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2013 form 5500 responses |
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2013-11-01 | Type of plan entity | Single employer plan |
2013-11-01 | Plan funding arrangement – Trust | Yes |
2013-11-01 | Plan benefit arrangement - Trust | Yes |
2012: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2012 form 5500 responses |
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2012-11-01 | Type of plan entity | Single employer plan |
2012-11-01 | Plan funding arrangement – Trust | Yes |
2012-11-01 | Plan benefit arrangement - Trust | Yes |
2011: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2011 form 5500 responses |
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2011-11-01 | Type of plan entity | Single employer plan |
2011-11-01 | Plan funding arrangement – Trust | Yes |
2011-11-01 | Plan benefit arrangement - Trust | Yes |
2009: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2009 form 5500 responses |
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2009-11-01 | Type of plan entity | Single employer plan |
2009-11-01 | Plan funding arrangement – Trust | Yes |
2009-11-01 | Plan benefit arrangement - Trust | Yes |
2008: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2008 form 5500 responses |
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2008-11-01 | Type of plan entity | Single employer plan |
2008-11-01 | Submission has been amended | No |
2008-11-01 | This submission is the final filing | No |
2008-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-11-01 | Plan is a collectively bargained plan | No |