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COOKMAN INSURANCE GROUP RETIREMENT PLAN 401k Plan overview

Plan NameCOOKMAN INSURANCE GROUP RETIREMENT PLAN
Plan identification number 002

COOKMAN INSURANCE GROUP RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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.
  • 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

COOKMAN INSURANCE GROUP has sponsored the creation of one or more 401k plans.

Company Name:COOKMAN INSURANCE GROUP
Employer identification number (EIN):550545072
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COOKMAN INSURANCE GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-11-01
0022021-11-01
0022020-11-01
0022019-11-01
0022018-11-01
0022017-11-01
0022016-11-01JAMES M. COOKMAN
0022015-11-01JAMES M. COOKMAN
0022014-11-01JAMES M. COOKMAN
0022013-11-01JAMES M. COOKMAN
0022012-11-01JAMES M. COOKMAN
0022011-11-01JAMES M COOKMAN
0022009-11-01JAMES M COOKMAN
0022008-11-01

Plan Statistics for COOKMAN INSURANCE GROUP RETIREMENT PLAN

401k plan membership statisitcs for COOKMAN INSURANCE GROUP RETIREMENT PLAN

Measure Date Value
2022: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-11-018
Total number of active participants reported on line 7a of the Form 55002022-11-016
Total of all active and inactive participants2022-11-016
Total participants2022-11-016
Number of participants with account balances2022-11-016
2021: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-11-018
Total number of active participants reported on line 7a of the Form 55002021-11-018
Total of all active and inactive participants2021-11-018
Total participants2021-11-018
Number of participants with account balances2021-11-018
2020: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-11-018
Total number of active participants reported on line 7a of the Form 55002020-11-018
Total of all active and inactive participants2020-11-018
Total participants2020-11-018
Number of participants with account balances2020-11-010
2019: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-11-017
Total number of active participants reported on line 7a of the Form 55002019-11-018
Total of all active and inactive participants2019-11-018
Total participants2019-11-018
Number of participants with account balances2019-11-018
2018: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-11-018
Total number of active participants reported on line 7a of the Form 55002018-11-017
Total of all active and inactive participants2018-11-017
Total participants2018-11-017
2017: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-010
Total number of active participants reported on line 7a of the Form 55002017-11-018
Total of all active and inactive participants2017-11-018
Total participants2017-11-018
Number of participants with account balances2017-11-018
2016: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-018
Total number of active participants reported on line 7a of the Form 55002016-11-017
Number of retired or separated participants receiving benefits2016-11-011
Total of all active and inactive participants2016-11-018
Total participants2016-11-018
Number of participants with account balances2016-11-017
2015: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-010
Total number of active participants reported on line 7a of the Form 55002015-11-018
Total of all active and inactive participants2015-11-018
Total participants2015-11-018
2014: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-018
Total number of active participants reported on line 7a of the Form 55002014-11-018
Total of all active and inactive participants2014-11-018
Total participants2014-11-018
2013: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-018
Total number of active participants reported on line 7a of the Form 55002013-11-018
Total of all active and inactive participants2013-11-018
Total participants2013-11-018
2012: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-018
Total number of active participants reported on line 7a of the Form 55002012-11-018
Total of all active and inactive participants2012-11-018
Total participants2012-11-018
2011: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-018
Total number of active participants reported on line 7a of the Form 55002011-11-018
Total of all active and inactive participants2011-11-018
Total participants2011-11-018
Number of participants with account balances2011-11-018
2009: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-0110
Total number of active participants reported on line 7a of the Form 55002009-11-019
Total of all active and inactive participants2009-11-019
Total participants2009-11-019
Number of participants with account balances2009-11-019

Financial Data on COOKMAN INSURANCE GROUP RETIREMENT PLAN

Measure Date Value
2023 : COOKMAN INSURANCE GROUP RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-10-31$83,286
Expenses. Total of all expenses incurred2023-10-31$125,305
Benefits paid (including direct rollovers)2023-10-31$125,305
Total plan assets at end of year2023-10-31$4,162,347
Total plan assets at beginning of year2023-10-31$4,204,366
Value of fidelity bond covering the plan2023-10-31$500,000
Total contributions received or receivable from participants2023-10-31$5,296
Other income received2023-10-31$75,680
Net income (gross income less expenses)2023-10-31$-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 loans2023-10-31$81,973
Total contributions received or receivable from employer(s)2023-10-31$2,310
2022 : COOKMAN INSURANCE GROUP RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-10-31$-389,051
Total plan assets at end of year2022-10-31$4,204,366
Total plan assets at beginning of year2022-10-31$4,593,417
Value of fidelity bond covering the plan2022-10-31$500,000
Total contributions received or receivable from participants2022-10-31$6,922
Other income received2022-10-31$-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 loans2022-10-31$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
Total income from all sources2021-10-31$1,079,652
Total plan assets at end of year2021-10-31$4,593,417
Total plan assets at beginning of year2021-10-31$3,513,765
Value of fidelity bond covering the plan2021-10-31$500,000
Total contributions received or receivable from participants2021-10-31$6,396
Other income received2021-10-31$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 loans2021-10-31$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
Total income from all sources2020-10-31$31,895
Total plan assets at end of year2020-10-31$3,513,765
Total plan assets at beginning of year2020-10-31$3,481,870
Value of fidelity bond covering the plan2020-10-31$400,000
Total contributions received or receivable from participants2020-10-31$6,442
Other income received2020-10-31$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 loans2020-10-31$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
Total income from all sources2019-10-31$397,958
Expenses. Total of all expenses incurred2019-10-31$577
Benefits paid (including direct rollovers)2019-10-31$577
Total plan assets at end of year2019-10-31$3,481,870
Total plan assets at beginning of year2019-10-31$3,084,489
Value of fidelity bond covering the plan2019-10-31$400,000
Total contributions received or receivable from participants2019-10-31$5,612
Other income received2019-10-31$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
Total income from all sources2017-10-31$554,084
Expenses. Total of all expenses incurred2017-10-31$4,770
Benefits paid (including direct rollovers)2017-10-31$4,770
Total plan assets at end of year2017-10-31$3,125,394
Total plan assets at beginning of year2017-10-31$2,576,080
Value of fidelity bond covering the plan2017-10-31$400,000
Total contributions received or receivable from participants2017-10-31$4,118
Other income received2017-10-31$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 loans2017-10-31$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
Total income from all sources2016-10-31$290,989
Total plan assets at end of year2016-10-31$2,576,080
Total plan assets at beginning of year2016-10-31$2,285,091
Value of fidelity bond covering the plan2016-10-31$300,000
Total contributions received or receivable from participants2016-10-31$4,758
Other income received2016-10-31$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 loans2016-10-31$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
Total income from all sources2015-10-31$4,030
Expenses. Total of all expenses incurred2015-10-31$102,140
Benefits paid (including direct rollovers)2015-10-31$102,140
Total plan assets at end of year2015-10-31$2,285,091
Total plan assets at beginning of year2015-10-31$2,383,201
Value of fidelity bond covering the plan2015-10-31$250,000
Total contributions received or receivable from participants2015-10-31$4,225
Other income received2015-10-31$-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
Total income from all sources2014-10-31$230,012
Total plan assets at end of year2014-10-31$2,383,201
Total plan assets at beginning of year2014-10-31$2,153,189
Value of fidelity bond covering the plan2014-10-31$250,000
Total contributions received or receivable from participants2014-10-31$3,858
Other income received2014-10-31$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
Total income from all sources2013-10-31$382,443
Total plan assets at end of year2013-10-31$2,153,189
Total plan assets at beginning of year2013-10-31$1,770,746
Value of fidelity bond covering the plan2013-10-31$250,000
Total contributions received or receivable from participants2013-10-31$5,736
Other income received2013-10-31$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
Total income from all sources2012-10-31$201,081
Total plan assets at end of year2012-10-31$1,770,746
Total plan assets at beginning of year2012-10-31$1,569,665
Value of fidelity bond covering the plan2012-10-31$250,000
Total contributions received or receivable from participants2012-10-31$5,319
Other income received2012-10-31$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
Total income from all sources2011-10-31$21,927
Expenses. Total of all expenses incurred2011-10-31$75,346
Benefits paid (including direct rollovers)2011-10-31$75,346
Total plan assets at end of year2011-10-31$1,569,665
Total plan assets at beginning of year2011-10-31$1,623,084
Value of fidelity bond covering the plan2011-10-31$250,000
Total contributions received or receivable from participants2011-10-31$5,522
Assets. Value of loans (other than to participants)2011-10-31$51,019
Other income received2011-10-31$14,880
Net income (gross income less expenses)2011-10-31$-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

Form 5500 Responses for COOKMAN INSURANCE GROUP RETIREMENT PLAN

2022: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2022 form 5500 responses
2022-11-01Type of plan entitySingle employer plan
2022-11-01Plan funding arrangement – TrustYes
2022-11-01Plan benefit arrangement - TrustYes
2021: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2021 form 5500 responses
2021-11-01Type of plan entitySingle employer plan
2021-11-01Plan funding arrangement – TrustYes
2021-11-01Plan benefit arrangement - TrustYes
2020: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Plan funding arrangement – TrustYes
2020-11-01Plan benefit arrangement - TrustYes
2019: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement - TrustYes
2018: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement - TrustYes
2017: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement - TrustYes
2016: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement - TrustYes
2015: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2009: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes
2008: COOKMAN INSURANCE GROUP RETIREMENT PLAN 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

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