Original filing (PDF)20251214193402NAL0001609426001

COOPER, JACKSON & BOANERGES, P.C.

Name: COOPER, JACKSON & BOANERGES, P.C. — COOPER, JACKSON & BOANERGES, P.C. PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: COOPER, JACKSON & BOANERGES, P.C.

Form 5500-SF

FILING_RECEIVED

COOPER, JACKSON & BOANERGES, P.C. PROFIT SHARING PLAN & TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COOPER, JACKSON & BOANERGES, P.C..

Plan sponsor

Name

COOPER, JACKSON & BOANERGES, P.C.

EIN

74-1937677

Address

9432 OLD KATY RD STE 100 · HOUSTON, TX · 770556367

Phone

(713) 464-3383

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2025-12-14

Pension benefit codes

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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