Plunkett Cooney, P.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Plunkett Cooney, P.C. (EIN 38-1896842) is a plan sponsor located in Bloomfield Hills, MI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
38-1896842
Location
Bloomfield Hills, MI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$84,473,043
Total reported net assets (EOY)
$84,473,043

Contributions & income

Employer contributions
$717
Participant contributions
$2,847,663
Total income / additions
$14,377,428

Expenses & distributions

Benefits paid / distributions
$1,928,154
Total expenses
$2,114,383
Net increase / (decrease)
$12,263,045

Coverage

Total reported participants
541
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Plunkett Cooney, P.C. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Plunkett Cooney, P.C. Employees' Profit Sharing Plan001271$84,473,0432023
Welfare Benefits Plan For Employees Of Plunkett Cooney, P.C.510270not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Plunkett Cooney, P.C.
YearPlanParticipantsSchedulesFiling
2023Welfare Benefits Plan For Employees Of Plunkett Cooney, P.C.27020240530113938NAL0013422129001
2023Plunkett Cooney, P.C. Employees' Profit Sharing Plan271H, C20240930120255NAL0003219731001

Related Form 5500 pages