2023 Form 5500 filing — Curtis V. Cooper Primary Health Care, Inc. Pension 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 20241006204217NAL0029942738001) for Curtis V. Cooper Primary Health Care, Inc. Pension Plan, reported by Curtis V. Cooper Primary Health Care, Inc. under EIN 58-1136296 and plan number 001. It reports 243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$5.1MReported net assets$5,116,518
Participants243
Provider compensation$3.7K1 Schedule C row(s)$3,710
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241006204217NAL0029942738001
- Plan sponsor
- Curtis V. Cooper Primary Health Care, Inc.
- EIN
- 58-1136296
- Plan number
- 001
- Location
- Savannah, GA
- Received date
- not reported in the loaded dataset
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)$5.1M total assets
Net assets$5.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,116,518
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,116,518
- Employer contributions
- $355,650
- Total income / additions
- $1,011,710
- Benefits paid
- $689,833
- Administrative expenses
- $3,710
- Total expenses
- $693,543
- Net increase / (decrease)
- $318,167
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic | NONE | $3,710 | $0 |