2023 Form 5500 filing — Jack Cooper 401(K) 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 20240927094715NAL0000960051001) for Jack Cooper 401(K) Plan, reported by Jack Cooper Investments, Inc. under EIN 84-2621882 and plan number 003. It reports 2,407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927094715NAL0000960051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jack Cooper Investments, Inc.
- EIN
- 84-2621882
- Plan number
- 003
- Location
- Kansas City, MO
- Participants
- 2,407
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $81,708,139
- Net assets (EOY)
- $81,708,139
- Employer contributions
- $669,339
- Participant contributions
- $5,628,895
- Total income / additions
- $19,554,857
- Benefits paid
- $6,428,959
- Administrative expenses
- $296,572
- Total expenses
- $6,976,866
- Net increase / (decrease)
- $12,577,991
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $151,663 | $0 |
| Ubs Financial Services | INVESTMENT ADVISOR | $106,466 | not reported in the loaded dataset |
| Bergankdc LLC | AUDITOR | $38,443 | not reported in the loaded dataset |