· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
COOKE, LAVENDER, MASSEY & COMPANY, P.C. — COOKE, LAVENDER, MASSEY & COMPANY, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250325105812NAL0007651891001
COOKE, LAVENDER, MASSEY & COMPANY, P.C.
Form 5500-SF
FILING_RECEIVED
COOKE, LAVENDER, MASSEY & COMPANY, P.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
11
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COOKE, LAVENDER, MASSEY & COMPANY, P.C.
.
Find decision makers
Plan sponsor
Name
COOKE, LAVENDER, MASSEY & COMPANY, P.C.
EIN
54-1451058
Address
2001 MAIN ST STE 6 · BLACKSBURG, VA · 24060
Phone
(540) 953-1152
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
CARDIN & COMPANY, APC
CARDIN AND COMPANY, APC DEFINED BENEFIT PLAN
$1.8M · 1 participants
BARRY N. ARGIRO
BARRY N. ARGIRO PROFIT SHARING PLAN
$1.8M · 2 participants
HAMIC PREVITE & STURWOLD, P.A.
HAMIC PREVITE & STURWOLD, P.A. 401(K) PLAN
$1.8M · 19 participants
WHITTLE HAMILTON & ASSOCIATES PC
WOH SAFE HARBOR 401K PS PLAN TRUST
$1.8M · 12 participants
TSOUTSIAS, BALABANOS & ASSOCIATES, LTD.
TSOUTSIAS, BALABANOS & ASSOCIATES, LTD. PROFIT SHARING AND 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.8M · 8 participants
HERRING ROLL & SOLOMON PC
HERRING ROLL & SOLOMON PC 401(K) PLAN
$1.8M · 10 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
