Plunkett Cooney, P.C. Employees' Profit Sharing Plan — Form 5500 plan (Plunkett Cooney, P.C.)
Plain-English plan 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. Employees' Profit Sharing Plan is a benefit plan reported by Plunkett Cooney, P.C. under EIN 38-1896842 and plan number 001. The latest loaded filing year is 2023. The filing reports 271 participants and $84,473,043 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plunkett Cooney, P.C.
- EIN
- 38-1896842
- Plan number
- 001
- Plan type
- 2
- Location
- Bloomfield Hills, MI
- Latest filing year
- 2023
- Participants
- 271
- End-of-year plan assets
- $84,473,043
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 271 | H, C | 20240930120255NAL0003219731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,473,043
- Net assets (EOY)
- $84,473,043
- Net assets (BOY)
- $71,628,513
Income & contributions
- Employer contributions
- $717
- Participant contributions
- $2,847,663
- Total contributions
- $3,085,081
- Total income / additions
- $14,377,428
Expenses & distributions
- Benefits paid
- $1,928,154
- Administrative expenses
- $186,229
- Total expenses
- $2,114,383
- Net increase / (decrease)
- $12,263,045
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $118,780 | not reported in the loaded dataset | 2023 |
| Cbiz Investment Advisory Servi | NONE | $50,991 | not reported in the loaded dataset | 2023 |
| William Blair Investment Mgmt | NONE | $10,124 | not reported in the loaded dataset | 2023 |
| Planning Alternatives Ltd | NONE | $5,236 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $567 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plunkett Cooney, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Bloomfield Hills, MI
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Cbiz Investment Advisory Servi — Schedule C compensation
- William Blair Investment Mgmt — Schedule C compensation
- Planning Alternatives Ltd — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation