Cooper Financial Services Inc.
Plan context: Cooper Financial Services Inc. 401(K) Profit Sharing Plan and Trust
EIN 06-1126179 • Shelton, CT • 31 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$320,328
2024 Contributions
$36,605
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $320,328 | $36,605 | $9,151iApproximate average salary by contribution assumption: employee only about $228,781 at 4% or $152,521 at 6%; with 50% employer match about $152,521 at 4% or $101,681 at 6%; with 100% employer match about $114,391 at 4% or $76,260 at 6%. |
| Cooper Financial Services Inc. 401(K) Profit Sharing Plan and Trust | - | 4 | $320,328 | $36,605 | $9,151iApproximate average salary by contribution assumption: employee only about $228,781 at 4% or $152,521 at 6%; with 50% employer match about $152,521 at 4% or $101,681 at 6%; with 100% employer match about $114,391 at 4% or $76,260 at 6%. |
| 2023 | 1 | 4 | $335,676 | $26,398 | $6,600iApproximate average salary by contribution assumption: employee only about $164,988 at 4% or $109,992 at 6%; with 50% employer match about $109,992 at 4% or $73,328 at 6%; with 100% employer match about $82,494 at 4% or $54,996 at 6%. |
| Cooper Financial Services Inc. 401(K) Profit Sharing Plan and Trust | - | 4 | $335,676 | $26,398 | $6,600iApproximate average salary by contribution assumption: employee only about $164,988 at 4% or $109,992 at 6%; with 50% employer match about $109,992 at 4% or $73,328 at 6%; with 100% employer match about $82,494 at 4% or $54,996 at 6%. |
| 2022 | 1 | 4 | $239,235 | $39,321 | $9,830iApproximate average salary by contribution assumption: employee only about $245,756 at 4% or $163,838 at 6%; with 50% employer match about $163,838 at 4% or $109,225 at 6%; with 100% employer match about $122,878 at 4% or $81,919 at 6%. |
| Cooper Financial Services Inc. 401(K) Profit Sharing Plan and Trust | - | 4 | $239,235 | $39,321 | $9,830iApproximate average salary by contribution assumption: employee only about $245,756 at 4% or $163,838 at 6%; with 50% employer match about $163,838 at 4% or $109,225 at 6%; with 100% employer match about $122,878 at 4% or $81,919 at 6%. |
| 2021 | 1 | 5 | $258,559 | $38,837 | $7,767iApproximate average salary by contribution assumption: employee only about $194,185 at 4% or $129,457 at 6%; with 50% employer match about $129,457 at 4% or $86,304 at 6%; with 100% employer match about $97,093 at 4% or $64,728 at 6%. |
| Cooper Financial Services Inc. 401(K) Profit Sharing Plan and Trust | - | 5 | $258,559 | $38,837 | $7,767iApproximate average salary by contribution assumption: employee only about $194,185 at 4% or $129,457 at 6%; with 50% employer match about $129,457 at 4% or $86,304 at 6%; with 100% employer match about $97,093 at 4% or $64,728 at 6%. |
| 2020 | 1 | 5 | $511,999 | $28,375 | $5,675iApproximate average salary by contribution assumption: employee only about $141,875 at 4% or $94,583 at 6%; with 50% employer match about $94,583 at 4% or $63,056 at 6%; with 100% employer match about $70,938 at 4% or $47,292 at 6%. |
| Cooper Financial Services Inc. 401(K) Profit Sharing Plan and Trust | - | 5 | $511,999 | $28,375 | $5,675iApproximate average salary by contribution assumption: employee only about $141,875 at 4% or $94,583 at 6%; with 50% employer match about $94,583 at 4% or $63,056 at 6%; with 100% employer match about $70,938 at 4% or $47,292 at 6%. |
| 2019 | 1 | 5 | $430,597 | $28,364 | $5,673iApproximate average salary by contribution assumption: employee only about $141,820 at 4% or $94,547 at 6%; with 50% employer match about $94,547 at 4% or $63,031 at 6%; with 100% employer match about $70,910 at 4% or $47,273 at 6%. |
| Cooper Financial Services Inc. 401(K) Profit Sharing Plan and Trust | - | 5 | $430,597 | $28,364 | $5,673iApproximate average salary by contribution assumption: employee only about $141,820 at 4% or $94,547 at 6%; with 50% employer match about $94,547 at 4% or $63,031 at 6%; with 100% employer match about $70,910 at 4% or $47,273 at 6%. |
| 2018 | 1 | 5 | $403,998 | $19,861 | $3,972iApproximate average salary by contribution assumption: employee only about $99,305 at 4% or $66,203 at 6%; with 50% employer match about $66,203 at 4% or $44,136 at 6%; with 100% employer match about $49,653 at 4% or $33,102 at 6%. |
| Cooper Financial Services Inc. 401(K) Profit Sharing Plan and Trust | - | 5 | $403,998 | $19,861 | $3,972iApproximate average salary by contribution assumption: employee only about $99,305 at 4% or $66,203 at 6%; with 50% employer match about $66,203 at 4% or $44,136 at 6%; with 100% employer match about $49,653 at 4% or $33,102 at 6%. |
| 2017 | 1 | 3 | $385,988 | $14,654 | $4,885iApproximate average salary by contribution assumption: employee only about $122,117 at 4% or $81,411 at 6%; with 50% employer match about $81,411 at 4% or $54,274 at 6%; with 100% employer match about $61,058 at 4% or $40,706 at 6%. |
| Cooper Financial Services Inc. 401(K) Profit Sharing Plan and Trust | - | 3 | $385,988 | $14,654 | $4,885iApproximate average salary by contribution assumption: employee only about $122,117 at 4% or $81,411 at 6%; with 50% employer match about $81,411 at 4% or $54,274 at 6%; with 100% employer match about $61,058 at 4% or $40,706 at 6%. |
| 2016 | 1 | 4 | $1,433,279 | $24,775 | $6,194iApproximate average salary by contribution assumption: employee only about $154,844 at 4% or $103,229 at 6%; with 50% employer match about $103,229 at 4% or $68,819 at 6%; with 100% employer match about $77,422 at 4% or $51,615 at 6%. |
| Cooper Financial Services Inc. 401(K) Profit Sharing Plan and Trust | - | 4 | $1,433,279 | $24,775 | $6,194iApproximate average salary by contribution assumption: employee only about $154,844 at 4% or $103,229 at 6%; with 50% employer match about $103,229 at 4% or $68,819 at 6%; with 100% employer match about $77,422 at 4% or $51,615 at 6%. |
| 2015 | 1 | 4 | $1,258,895 | $24,326 | $6,082iApproximate average salary by contribution assumption: employee only about $152,038 at 4% or $101,358 at 6%; with 50% employer match about $101,358 at 4% or $67,572 at 6%; with 100% employer match about $76,019 at 4% or $50,679 at 6%. |
| Cooper Financial Services Inc. 401(K) Profit Sharing Plan and Trust | - | 4 | $1,258,895 | $24,326 | $6,082iApproximate average salary by contribution assumption: employee only about $152,038 at 4% or $101,358 at 6%; with 50% employer match about $101,358 at 4% or $67,572 at 6%; with 100% employer match about $76,019 at 4% or $50,679 at 6%. |
| 2014 | 1 | 6 | $1,919,572 | $77,814 | $12,969iApproximate average salary by contribution assumption: employee only about $324,225 at 4% or $216,150 at 6%; with 50% employer match about $216,150 at 4% or $144,100 at 6%; with 100% employer match about $162,113 at 4% or $108,075 at 6%. |
| Cooper Financial Services Inc. 401(K) Profit Sharing Plan and Trust | - | 6 | $1,919,572 | $77,814 | $12,969iApproximate average salary by contribution assumption: employee only about $324,225 at 4% or $216,150 at 6%; with 50% employer match about $216,150 at 4% or $144,100 at 6%; with 100% employer match about $162,113 at 4% or $108,075 at 6%. |
| 2013 | 1 | 6 | $1,726,571 | $102,131 | $17,022iApproximate average salary by contribution assumption: employee only about $425,546 at 4% or $283,697 at 6%; with 50% employer match about $283,697 at 4% or $189,131 at 6%; with 100% employer match about $212,773 at 4% or $141,849 at 6%. |
| Cooper Financial Services Inc. 401(K) Profit Sharing Plan and Trust | - | 6 | $1,726,571 | $102,131 | $17,022iApproximate average salary by contribution assumption: employee only about $425,546 at 4% or $283,697 at 6%; with 50% employer match about $283,697 at 4% or $189,131 at 6%; with 100% employer match about $212,773 at 4% or $141,849 at 6%. |
| 2012 | 1 | 6 | $1,438,336 | $135,797 | $22,633iApproximate average salary by contribution assumption: employee only about $565,821 at 4% or $377,214 at 6%; with 50% employer match about $377,214 at 4% or $251,476 at 6%; with 100% employer match about $282,910 at 4% or $188,607 at 6%. |
| Cooper Financial Services Inc. 401(K) Profit Sharing Plan and Trust | - | 6 | $1,438,336 | $135,797 | $22,633iApproximate average salary by contribution assumption: employee only about $565,821 at 4% or $377,214 at 6%; with 50% employer match about $377,214 at 4% or $251,476 at 6%; with 100% employer match about $282,910 at 4% or $188,607 at 6%. |
| 2011 | 1 | 6 | $1,261,479 | $62,988 | $10,498iApproximate average salary by contribution assumption: employee only about $262,450 at 4% or $174,967 at 6%; with 50% employer match about $174,967 at 4% or $116,644 at 6%; with 100% employer match about $131,225 at 4% or $87,483 at 6%. |
| Cooper Financial Services Inc. 401(K) Profit Sharing Plan and Trust | - | 6 | $1,261,479 | $62,988 | $10,498iApproximate average salary by contribution assumption: employee only about $262,450 at 4% or $174,967 at 6%; with 50% employer match about $174,967 at 4% or $116,644 at 6%; with 100% employer match about $131,225 at 4% or $87,483 at 6%. |
| 2010 | 1 | 7 | $1,369,187 | $166,011 | $23,716iApproximate average salary by contribution assumption: employee only about $592,896 at 4% or $395,264 at 6%; with 50% employer match about $395,264 at 4% or $263,510 at 6%; with 100% employer match about $296,448 at 4% or $197,632 at 6%. |
| Cooper Financial Services Inc. 401(K) Profit Sharing Plan and Trust | - | 7 | $1,369,187 | $166,011 | $23,716iApproximate average salary by contribution assumption: employee only about $592,896 at 4% or $395,264 at 6%; with 50% employer match about $395,264 at 4% or $263,510 at 6%; with 100% employer match about $296,448 at 4% or $197,632 at 6%. |
| 2009 | 1 | 7 | $1,051,948 | $132,084 | $18,869iApproximate average salary by contribution assumption: employee only about $471,729 at 4% or $314,486 at 6%; with 50% employer match about $314,486 at 4% or $209,657 at 6%; with 100% employer match about $235,864 at 4% or $157,243 at 6%. |
| Cooper Financial Services Inc. 401(K) Profit Sharing Plan and Trust | - | 7 | $1,051,948 | $132,084 | $18,869iApproximate average salary by contribution assumption: employee only about $471,729 at 4% or $314,486 at 6%; with 50% employer match about $314,486 at 4% or $209,657 at 6%; with 100% employer match about $235,864 at 4% or $157,243 at 6%. |
| 2008 | 1 | 6 | $0 | $0 | - |
| Cooper Financial Services Inc. 401(K) Profit Sharing Plan and Trust | - | 6 | - | - | - |
| 2007 | 1 | 7 | $890,803 | $162,523 | $23,218iApproximate average salary by contribution assumption: employee only about $580,439 at 4% or $386,960 at 6%; with 50% employer match about $386,960 at 4% or $257,973 at 6%; with 100% employer match about $290,220 at 4% or $193,480 at 6%. |
| Cooper Financial Services Inc. 401(K) Profit Sharing Plan and Trust | - | 7 | $890,803 | $162,523 | $23,218iApproximate average salary by contribution assumption: employee only about $580,439 at 4% or $386,960 at 6%; with 50% employer match about $386,960 at 4% or $257,973 at 6%; with 100% employer match about $290,220 at 4% or $193,480 at 6%. |
| 2006 | 1 | 8 | $744,438 | $177,232 | $22,154iApproximate average salary by contribution assumption: employee only about $553,850 at 4% or $369,233 at 6%; with 50% employer match about $369,233 at 4% or $246,156 at 6%; with 100% employer match about $276,925 at 4% or $184,617 at 6%. |
| Cooper Financial Services Inc. 401(K) Profit Sharing Plan and Trust | - | 8 | $744,438 | $177,232 | $22,154iApproximate average salary by contribution assumption: employee only about $553,850 at 4% or $369,233 at 6%; with 50% employer match about $369,233 at 4% or $246,156 at 6%; with 100% employer match about $276,925 at 4% or $184,617 at 6%. |
| 2005 | 1 | 5 | $1,182,487 | $121,485 | $24,297iApproximate average salary by contribution assumption: employee only about $607,425 at 4% or $404,950 at 6%; with 50% employer match about $404,950 at 4% or $269,967 at 6%; with 100% employer match about $303,713 at 4% or $202,475 at 6%. |
| Cooper Financial Services Inc. 401(K) Profit Sharing Plan and Trust | - | 5 | $1,182,487 | $121,485 | $24,297iApproximate average salary by contribution assumption: employee only about $607,425 at 4% or $404,950 at 6%; with 50% employer match about $404,950 at 4% or $269,967 at 6%; with 100% employer match about $303,713 at 4% or $202,475 at 6%. |
| 2004 | 2 | 5 | $963,460 | $126,883 | $25,377iApproximate average salary by contribution assumption: employee only about $634,415 at 4% or $422,943 at 6%; with 50% employer match about $422,943 at 4% or $281,962 at 6%; with 100% employer match about $317,208 at 4% or $211,472 at 6%. |
| Cooper Financial Services Inc. 401(K) Profit Sharing Plan and Trust | - | 5 | $963,460 | $126,883 | $25,377iApproximate average salary by contribution assumption: employee only about $634,415 at 4% or $422,943 at 6%; with 50% employer match about $422,943 at 4% or $281,962 at 6%; with 100% employer match about $317,208 at 4% or $211,472 at 6%. |
| Cooper Financial Services Inc. Defined Benefit Pension Plan and Trust | - | 0 | - | - | - |
| 2003 | 1 | 6 | $0 | $0 | - |
| Cooper Financial Services Inc. Defined Benefit Pension Plan and Trust | - | 6 | - | - | - |
| 2002 | 2 | 6 | $733,079 | $338,076 | $56,346iApproximate average salary by contribution assumption: employee only about $1,408,650 at 4% or $939,100 at 6%; with 50% employer match about $939,100 at 4% or $626,067 at 6%; with 100% employer match about $704,325 at 4% or $469,550 at 6%. |
| Cooper Financial Services Inc. Defined Benefit Pension Plan and Trust | - | 6 | $733,079 | $338,076 | $56,346iApproximate average salary by contribution assumption: employee only about $1,408,650 at 4% or $939,100 at 6%; with 50% employer match about $939,100 at 4% or $626,067 at 6%; with 100% employer match about $704,325 at 4% or $469,550 at 6%. |
| Cooper Financial Services Inc Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2001 | 2 | 6 | $444,722 | $199,371 | $33,229iApproximate average salary by contribution assumption: employee only about $830,713 at 4% or $553,808 at 6%; with 50% employer match about $553,808 at 4% or $369,206 at 6%; with 100% employer match about $415,356 at 4% or $276,904 at 6%. |
| Cooper Financial Services Inc. Defined Benefit Pension Plan and Trust | - | 6 | $444,469 | $199,371 | $33,229iApproximate average salary by contribution assumption: employee only about $830,713 at 4% or $553,808 at 6%; with 50% employer match about $553,808 at 4% or $369,206 at 6%; with 100% employer match about $415,356 at 4% or $276,904 at 6%. |
| Cooper Financial Services Inc Profit Sharing Plan and Trust | - | 1 | $253 | - | - |
| 2000 | 2 | 5 | $341,182 | $140,783 | $28,157iApproximate average salary by contribution assumption: employee only about $703,915 at 4% or $469,277 at 6%; with 50% employer match about $469,277 at 4% or $312,851 at 6%; with 100% employer match about $351,958 at 4% or $234,638 at 6%. |
| Cooper Financial Services Inc. Defined Benefit Pension Plan and Trust | - | 5 | $247,400 | $140,783 | $28,157iApproximate average salary by contribution assumption: employee only about $703,915 at 4% or $469,277 at 6%; with 50% employer match about $469,277 at 4% or $312,851 at 6%; with 100% employer match about $351,958 at 4% or $234,638 at 6%. |
| Cooper Financial Services Inc Profit Sharing Plan and Trust | - | 2 | $93,782 | - | - |
| 1999 | 2 | 5 | $514,556 | $91,612 | $18,322iApproximate average salary by contribution assumption: employee only about $458,060 at 4% or $305,373 at 6%; with 50% employer match about $305,373 at 4% or $203,582 at 6%; with 100% employer match about $229,030 at 4% or $152,687 at 6%. |
| Cooper Financial Services Inc Profit Sharing Plan and Trust | - | 3 | $337,448 | - | - |
| Cooper Financial Services Inc. Defined Benefit Pension Plan and Trust | - | 5 | $177,108 | $91,612 | $18,322iApproximate average salary by contribution assumption: employee only about $458,060 at 4% or $305,373 at 6%; with 50% employer match about $305,373 at 4% or $203,582 at 6%; with 100% employer match about $229,030 at 4% or $152,687 at 6%. |