2023 Form 5500 filing — Cooper-Booth Wholesale Co. 401k Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240809123938NAL0006278977001) for Cooper-Booth Wholesale Co. 401k Profit Sharing Plan, reported by Cooper-Booth Wholesale Co. under EIN 23-1404684 and plan number 001. It reports 254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809123938NAL0006278977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cooper-Booth Wholesale Co.
- EIN
- 23-1404684
- Plan number
- 001
- Location
- Mountville, PA
- Participants
- 254
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,937,700
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,937,700
- Employer contributions
- $125,497
- Participant contributions
- $527,156
- Total income / additions
- $1,520,971
- Benefits paid
- $775,609
- Administrative expenses
- $17,154
- Total expenses
- $792,763
- Net increase / (decrease)
- $728,208
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Usa | RECORDKEEPER | $630 | $0 |