Jerry E Cooper Dds Sc 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Jerry E Cooper Dds Sc
  • Sponsor EIN: 263277298
  • Sponsor Address: 5525 GREEN BAY ROAD, KENOSHA, WI, 53144
  • Plan Type: 401(k)
  • Total Participants: 10
  • Total Assets: $735,129

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202410$735,129$15,015$32,825
20235$620,375$9,227$17,082
20225$517,929$8,949$16,897

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