401k Plan data: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN plan

COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 401k Plan overview

Plan Name	COOPER, WHITE & COOPER SALARY DEFERRAL PLAN
Plan identification number	002

COOPER, WHITE & COOPER SALARY DEFERRAL PLAN Benefits

401k Plan Type

Defined 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.
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.
Life insurance

401k Sponsoring company profile

COOPER, WHITE & COOPER LLP has sponsored the creation of one or more 401k plans.

Company Name: COOPER, WHITE & COOPER LLP

Employer identification number (EIN): 941591857

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COOPER, WHITE & COOPER SALARY DEFERRAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2023-01-01 MARK P. SCHREIBER
002 2022-01-01
002 2022-01-01 MARK P. SCHREIBER
002 2021-01-01
002 2021-01-01 MARK P. SCHREIBER
002 2020-01-01
002 2019-01-01
002 2018-01-01 MARK P. SCHREIBER
002 2017-01-01 MARK P. SCHREIBER
002 2016-01-01 MARK SCHREIBER MARK SCHREIBER 2017-07-24
002 2015-01-01 MARK SCHREIBER MARK SCHREIBER 2016-06-22
002 2014-01-01 DAVID TUCKER MARK SCHREIBER 2015-04-21
002 2013-01-01 DAVID TUCKER MARK SCHREIBER 2014-06-26
002 2012-01-01 DAVID TUCKER MARK SCHREIBER 2013-07-23
002 2011-01-01 DAVID TUCKER MARK SCHREIBER 2012-09-13
002 2009-01-01 DAVID TUCKER MARK SCHREIBER 2010-07-28

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2023-01-01	MARK P. SCHREIBER
002	2022-01-01
002	2022-01-01	MARK P. SCHREIBER
002	2021-01-01
002	2021-01-01	MARK P. SCHREIBER
002	2020-01-01
002	2019-01-01
002	2018-01-01	MARK P. SCHREIBER
002	2017-01-01	MARK P. SCHREIBER
002	2016-01-01	MARK SCHREIBER	MARK SCHREIBER	2017-07-24
002	2015-01-01	MARK SCHREIBER	MARK SCHREIBER	2016-06-22
002	2014-01-01	DAVID TUCKER	MARK SCHREIBER	2015-04-21
002	2013-01-01	DAVID TUCKER	MARK SCHREIBER	2014-06-26
002	2012-01-01	DAVID TUCKER	MARK SCHREIBER	2013-07-23
002	2011-01-01	DAVID TUCKER	MARK SCHREIBER	2012-09-13
002	2009-01-01	DAVID TUCKER	MARK SCHREIBER	2010-07-28

Plan Statistics for COOPER, WHITE & COOPER SALARY DEFERRAL PLAN

401k plan membership statisitcs for COOPER, WHITE & COOPER SALARY DEFERRAL PLAN

Measure Date Value
2023: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
2022: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 36
Total of all active and inactive participants 2022-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 36
Number of participants with account balances 2022-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 38
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 12
Total of all active and inactive participants 2021-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 50
Number of participants with account balances 2021-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 44
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 13
Total of all active and inactive participants 2020-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 57
Number of participants with account balances 2020-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 45
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 15
Total of all active and inactive participants 2019-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 60
Number of participants with account balances 2019-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 51
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 7
Total of all active and inactive participants 2018-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 58
Number of participants with account balances 2018-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 52
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 8
Total of all active and inactive participants 2017-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 60
Number of participants with account balances 2017-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 53
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 4
Total of all active and inactive participants 2016-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 57
Number of participants with account balances 2016-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 55
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 7
Total of all active and inactive participants 2015-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 62
Number of participants with account balances 2015-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 60
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 67
Number of participants with account balances 2014-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 61
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 7
Total of all active and inactive participants 2013-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 68
Number of participants with account balances 2013-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 63
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 8
Total of all active and inactive participants 2012-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 71
Number of participants with account balances 2012-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 68
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 72
Number of participants with account balances 2011-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 71
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 75
Number of participants with account balances 2009-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
2022: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	36
Total of all active and inactive participants	2022-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	36
Number of participants with account balances	2022-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	38
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	12
Total of all active and inactive participants	2021-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	50
Number of participants with account balances	2021-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	44
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	13
Total of all active and inactive participants	2020-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	57
Number of participants with account balances	2020-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	45
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	15
Total of all active and inactive participants	2019-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	60
Number of participants with account balances	2019-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	51
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	7
Total of all active and inactive participants	2018-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	58
Number of participants with account balances	2018-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	52
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	8
Total of all active and inactive participants	2017-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	60
Number of participants with account balances	2017-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	53
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	4
Total of all active and inactive participants	2016-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	57
Number of participants with account balances	2016-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	55
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	7
Total of all active and inactive participants	2015-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	62
Number of participants with account balances	2015-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	60
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	67
Number of participants with account balances	2014-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	61
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	7
Total of all active and inactive participants	2013-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	68
Number of participants with account balances	2013-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	63
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	8
Total of all active and inactive participants	2012-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	71
Number of participants with account balances	2012-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	68
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	72
Number of participants with account balances	2011-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	71
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	75
Number of participants with account balances	2009-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on COOPER, WHITE & COOPER SALARY DEFERRAL PLAN

Measure	Date	Value
2023 : COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2023 401k financial data
Transfers to/from the plan	2023-07-27	$0
Total plan liabilities at end of year	2023-07-27	$0
Total plan liabilities at beginning of year	2023-07-27	$0
Total income from all sources	2023-07-27	$524,890
Expenses. Total of all expenses incurred	2023-07-27	$12,710,004
Benefits paid (including direct rollovers)	2023-07-27	$12,708,462
Total plan assets at end of year	2023-07-27	$0
Total plan assets at beginning of year	2023-07-27	$12,185,114
Value of fidelity bond covering the plan	2023-07-27	$4,000,000
Assets. Value of tangible personal property	2023-07-27	$0
Total contributions received or receivable from participants	2023-07-27	$0
Assets. Value of loans (other than to participants)	2023-07-27	$0
Expenses. Other expenses not covered elsewhere	2023-07-27	$0
Contributions received from other sources (not participants or employers)	2023-07-27	$0
Other income received	2023-07-27	$524,890
Noncash contributions received	2023-07-27	$0
Net income (gross income less expenses)	2023-07-27	$-12,185,114
Net plan assets at end of year (total assets less liabilities)	2023-07-27	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-07-27	$12,185,114
Assets. Value of participant loans	2023-07-27	$0
Assets. Value of assets in partnership/joint-venture interests	2023-07-27	$0
Assets. Value of real-estate (other than employer real property)	2023-07-27	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2023-07-27	$0
Assets. Value of employer securities	2023-07-27	$0
Assets. Value of employer real property	2023-07-27	$0
Total contributions received or receivable from employer(s)	2023-07-27	$0
Value of certain deemed distributions of participant loans	2023-07-27	$0
Value of corrective distributions	2023-07-27	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-07-27	$1,542
2022 : COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-1,769,836
Expenses. Total of all expenses incurred	2022-12-31	$25,113,911
Benefits paid (including direct rollovers)	2022-12-31	$25,092,573
Total plan assets at end of year	2022-12-31	$12,185,114
Total plan assets at beginning of year	2022-12-31	$39,068,861
Value of fidelity bond covering the plan	2022-12-31	$4,000,000
Total contributions received or receivable from participants	2022-12-31	$535,872
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-2,988,299
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-26,883,747
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$12,185,114
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$39,068,861
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$682,591
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$21,338
2021 : COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$6,376,394
Expenses. Total of all expenses incurred	2021-12-31	$620,928
Benefits paid (including direct rollovers)	2021-12-31	$599,845
Total plan assets at end of year	2021-12-31	$39,068,861
Total plan assets at beginning of year	2021-12-31	$33,313,395
Value of fidelity bond covering the plan	2021-12-31	$4,000,000
Total contributions received or receivable from participants	2021-12-31	$371,111
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$5,389,472
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$5,755,466
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$39,068,861
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$33,313,395
Total contributions received or receivable from employer(s)	2021-12-31	$615,811
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$21,083
2020 : COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$4,313,167
Expenses. Total of all expenses incurred	2020-12-31	$4,496,224
Benefits paid (including direct rollovers)	2020-12-31	$4,478,557
Total plan assets at end of year	2020-12-31	$33,313,395
Total plan assets at beginning of year	2020-12-31	$33,496,452
Value of fidelity bond covering the plan	2020-12-31	$4,000,000
Total contributions received or receivable from participants	2020-12-31	$392,588
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$3,354,134
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-183,057
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$33,313,395
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$33,496,452
Assets. Value of participant loans	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$566,445
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$17,667
2019 : COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$30
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$50
Total income from all sources	2019-12-31	$5,687,740
Expenses. Total of all expenses incurred	2019-12-31	$677,138
Benefits paid (including direct rollovers)	2019-12-31	$664,484
Total plan assets at end of year	2019-12-31	$33,496,452
Total plan assets at beginning of year	2019-12-31	$28,485,870
Value of fidelity bond covering the plan	2019-12-31	$4,000,000
Total contributions received or receivable from participants	2019-12-31	$422,384
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$4,586,137
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$5,010,602
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$33,496,452
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$28,485,820
Assets. Value of participant loans	2019-12-31	$13,771
Total contributions received or receivable from employer(s)	2019-12-31	$679,219
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$12,654
2018 : COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$228,965
Total plan liabilities at end of year	2018-12-31	$50
Total plan liabilities at beginning of year	2018-12-31	$198
Total income from all sources	2018-12-31	$-226,241
Expenses. Total of all expenses incurred	2018-12-31	$222,159
Benefits paid (including direct rollovers)	2018-12-31	$222,159
Total plan assets at end of year	2018-12-31	$28,485,870
Total plan assets at beginning of year	2018-12-31	$28,705,453
Value of fidelity bond covering the plan	2018-12-31	$4,000,000
Total contributions received or receivable from participants	2018-12-31	$376,035
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-1,325,287
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-448,400
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$28,485,820
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$28,705,255
Assets. Value of participant loans	2018-12-31	$17,061
Total contributions received or receivable from employer(s)	2018-12-31	$723,011
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$19,665,924
Total plan liabilities at end of year	2017-12-31	$198
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$2,572,554
Expenses. Total of all expenses incurred	2017-12-31	$1,314,847
Benefits paid (including direct rollovers)	2017-12-31	$1,314,847
Total plan assets at end of year	2017-12-31	$28,705,453
Total plan assets at beginning of year	2017-12-31	$7,781,624
Value of fidelity bond covering the plan	2017-12-31	$4,000,000
Total contributions received or receivable from participants	2017-12-31	$237,501
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$1,807,858
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,257,707
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$28,705,255
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$7,781,624
Assets. Value of participant loans	2017-12-31	$20,209
Total contributions received or receivable from employer(s)	2017-12-31	$527,195
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$879,359
Expenses. Total of all expenses incurred	2016-12-31	$961,171
Benefits paid (including direct rollovers)	2016-12-31	$961,171
Total plan assets at end of year	2016-12-31	$7,781,624
Total plan assets at beginning of year	2016-12-31	$7,863,436
Value of fidelity bond covering the plan	2016-12-31	$4,000,000
Total contributions received or receivable from participants	2016-12-31	$352,180
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$527,179
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-81,812
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$7,781,624
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$7,863,436
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$274,941
Expenses. Total of all expenses incurred	2015-12-31	$941,868
Benefits paid (including direct rollovers)	2015-12-31	$941,868
Total plan assets at end of year	2015-12-31	$7,863,436
Total plan assets at beginning of year	2015-12-31	$8,530,363
Value of fidelity bond covering the plan	2015-12-31	$4,000,000
Total contributions received or receivable from participants	2015-12-31	$408,689
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-133,748
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-666,927
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$7,863,436
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$8,530,363
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$778,677
Expenses. Total of all expenses incurred	2014-12-31	$388,336
Benefits paid (including direct rollovers)	2014-12-31	$388,336
Total plan assets at end of year	2014-12-31	$8,530,363
Total plan assets at beginning of year	2014-12-31	$8,140,022
Value of fidelity bond covering the plan	2014-12-31	$4,000,000
Total contributions received or receivable from participants	2014-12-31	$428,763
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$349,914
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$390,341
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$8,530,363
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$8,140,022
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,330,499
Expenses. Total of all expenses incurred	2013-12-31	$663,901
Benefits paid (including direct rollovers)	2013-12-31	$663,901
Total plan assets at end of year	2013-12-31	$8,140,022
Total plan assets at beginning of year	2013-12-31	$7,473,424
Value of fidelity bond covering the plan	2013-12-31	$4,000,000
Total contributions received or receivable from participants	2013-12-31	$384,905
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$945,594
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$666,598
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$8,140,022
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$7,473,424
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$926,115
Expenses. Total of all expenses incurred	2012-12-31	$277,642
Benefits paid (including direct rollovers)	2012-12-31	$277,642
Total plan assets at end of year	2012-12-31	$7,473,424
Total plan assets at beginning of year	2012-12-31	$6,824,951
Value of fidelity bond covering the plan	2012-12-31	$4,000,000
Total contributions received or receivable from participants	2012-12-31	$452,605
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$473,510
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$648,473
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$7,473,424
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$6,824,951
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$447,910
Expenses. Total of all expenses incurred	2011-12-31	$197,229
Benefits paid (including direct rollovers)	2011-12-31	$197,229
Total plan assets at end of year	2011-12-31	$6,824,951
Total plan assets at beginning of year	2011-12-31	$6,574,270
Value of fidelity bond covering the plan	2011-12-31	$4,000,000
Total contributions received or receivable from participants	2011-12-31	$502,093
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-54,183
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$250,681
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,824,951
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$6,574,270
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$1,054,788
Expenses. Total of all expenses incurred	2010-12-31	$347,941
Benefits paid (including direct rollovers)	2010-12-31	$347,941
Total plan assets at end of year	2010-12-31	$6,574,270
Total plan assets at beginning of year	2010-12-31	$5,867,423
Value of fidelity bond covering the plan	2010-12-31	$4,000,000
Total contributions received or receivable from participants	2010-12-31	$510,690
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$544,098
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$706,847
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$6,574,270
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,867,423
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for COOPER, WHITE & COOPER SALARY DEFERRAL PLAN

2023: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COOPER, WHITE & COOPER SALARY DEFERRAL 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: COOPER, WHITE & COOPER SALARY DEFERRAL 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: COOPER, WHITE & COOPER SALARY DEFERRAL 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: COOPER, WHITE & COOPER SALARY DEFERRAL 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: COOPER, WHITE & COOPER SALARY DEFERRAL 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: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: COOPER, WHITE & COOPER SALARY DEFERRAL PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	A2500
Policy instance	1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	A2500
Policy instance	1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	A2500
Policy instance	1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	A2500
Policy instance	1

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Company Name:	COOPER, WHITE & COOPER LLP
Employer identification number (EIN):	941591857
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers