Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

Cone & Smith, P.C. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Cone & Smith, P.C. Jenny M. Cone · Alabama · Professional & Technical Services

What the 2023 filing shows

Cone & Smith, P.C. 401(k) Plan holds N/A for 7 participants.

N/A
total plan assets (2024 EOY)
7
covered participants
Total Assets (2023)
N/A
Participants
7
State
Industry
Professional & Technical Services

What the Filing Says About Cone & Smith, P.C. 401(k) Plan

Cone & Smith, P.C. 401(k) Plan is a Profit Sharing retirement plan sponsored by Cone & Smith, P.C. Jenny M. Cone, headquartered in Alabama. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 7 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 631223562, and the plan has been effective since 2008-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeProfit Sharing
Employer EIN631223562
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cone & Smith, P.C. Jenny M. Cone)

Year Plans Participants Total Assets
2022 1 6 N/A
2023 1 7 N/A
2024 1 7 N/A

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Frequently Asked Questions

How much money is in the Cone & Smith, P.C. 401(k) Plan?
As of the 2024 Form 5500 filing, Cone & Smith, P.C. 401(k) Plan holds N/A in total assets with 7 participants. It is sponsored by Cone & Smith, P.C. Jenny M. Cone.
What type of plan is Cone & Smith, P.C. 401(k) Plan?
Cone & Smith, P.C. 401(k) Plan is a Profit Sharing plan. It has been effective since 2008-01-01. The plan is filed with the U.S. Department of Labor under EIN 631223562.
Who sponsors the Cone & Smith, P.C. 401(k) Plan?
Cone & Smith, P.C. 401(k) Plan is sponsored by Cone & Smith, P.C. Jenny M. Cone, located in Alabama. The sponsor's EIN is 631223562 and the plan operates in the Professional & Technical Services industry.
How did Cone & Smith, P.C. 401(k) Plan perform in 2024?
Cone & Smith, P.C. 401(k) Plan held N/A in total assets at the end of 2024.
Where can I find official filings for Cone & Smith, P.C. 401(k) Plan?
Official Form 5500 filings for Cone & Smith, P.C. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 631223562 or plan name at efast.dol.gov.
How does Cone & Smith, P.C. 401(k) Plan compare to other plans?
You can compare Cone & Smith, P.C. 401(k) Plan against other Profit Sharing plans on the plan type page, or view plans in Alabama on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 631223562.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.