2023 Form 5500 filing — The Cooper Clinic, A Professional Association 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 20241003153412NAL0017391200001) for The Cooper Clinic, A Professional Association 401(K) Plan, reported by The Cooper Clinic, A Professional Assoc. under EIN 75-1457989 and plan number 001. It reports 242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$33.6MReported net assets$33,591,908
Participants242
Provider compensation$63.3K1 Schedule C row(s)$63,326
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003153412NAL0017391200001
Plan sponsor
The Cooper Clinic, A Professional Assoc.
EIN
75-1457989
Plan number
001
Location
Dallas, TX
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$33.6M total assets
Net assets$33.6MLiabilities$0
Money in vs. money out
Total income / additions$7.6M
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
Employer$950.4K
Participant$1.3M
Full reported line items
Total assets (EOY)
$33,591,908
Total liabilities (EOY)
$0
Net assets (EOY)
$33,591,908
Employer contributions
$950,375
Participant contributions
$1,321,984
Total income / additions
$7,585,477
Benefits paid
$1,817,863
Administrative expenses
$13,896
Total expenses
$1,832,221
Net increase / (decrease)
$5,753,256
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $63.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003153412NAL0017391200001 cover?
It is the 2023 Form 5500 filing for The Cooper Clinic, A Professional Association 401(K) Plan, reported by The Cooper Clinic, A Professional Assoc. (EIN 75-1457989).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages