2023 Form 5500 filing — S.P. Cooper & Company, Llp 401k 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 20240916100533NAL0003389698001) for S.P. Cooper & Company, Llp 401k Plan, reported by S.P. Cooper & Company, Llp under EIN 13-5519833 and plan number 009. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.8MReported net assets$1,814,849
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240916100533NAL0003389698001
Plan sponsor
S.P. Cooper & Company, Llp
EIN
13-5519833
Plan number
009
Location
Yonkers, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.8M total assets
Net assets$1.8MLiabilities$0
Money in vs. money out
Total income / additions$287K
Total expenses$15.6K
Benefits paid / distributions$15.6K
Contributions
Employer$13.7K
Participant$48.4K
Full reported line items
Total assets (EOY)
$1,814,849
Total liabilities (EOY)
$0
Net assets (EOY)
$1,814,849
Employer contributions
$13,677
Participant contributions
$48,449
Total income / additions
$286,971
Benefits paid
$15,607
Administrative expenses
$0
Total expenses
$15,607
Net increase / (decrease)
$271,364

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240916100533NAL0003389698001 cover?
It is the 2023 Form 5500 filing for S.P. Cooper & Company, Llp 401k Plan, reported by S.P. Cooper & Company, Llp (EIN 13-5519833).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages