2023 Form 5500 filing — Cooper Consolidated, LLC 401(K) Retirement Savings 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 20240910165604NAL0003664339001) for Cooper Consolidated, LLC 401(K) Retirement Savings Plan, reported by Cooper Consolidated, LLC under EIN 26-3175799 and plan number 001. It reports 223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910165604NAL0003664339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cooper Consolidated, LLC
- EIN
- 26-3175799
- Plan number
- 001
- Location
- Covington, LA
- Participants
- 223
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,328,485
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,328,485
- Employer contributions
- $1,326,484
- Participant contributions
- $1,530,254
- Total income / additions
- $6,225,113
- Benefits paid
- $2,464,190
- Administrative expenses
- $74,125
- Total expenses
- $2,538,315
- Net increase / (decrease)
- $3,686,798
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $22,786 | $0 |
| Institutional Investment Consulting | OTHER | $10,000 | not reported in the loaded dataset |
| Bourgeois Bennett, LLC | NONE | $9,750 | not reported in the loaded dataset |