2023 Form 5500 filing — Cooper Carry, Inc. 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 20241007093633NAL0031370850001) for Cooper Carry, Inc. 401(K) Plan, reported by Cooper Carry, Inc. under EIN 58-0863313 and plan number 005. It reports 458 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007093633NAL0031370850001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Cooper Carry, Inc.
- EIN
- 58-0863313
- Plan number
- 005
- Location
- Atlanta, GA
- Participants
- 458
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,997,131
- Total liabilities (EOY)
- $20,846
- Net assets (EOY)
- $53,976,285
- Employer contributions
- $809,232
- Participant contributions
- $3,056,547
- Total income / additions
- $14,575,160
- Benefits paid
- $8,687,648
- Administrative expenses
- $279,836
- Total expenses
- $8,969,056
- Net increase / (decrease)
- $5,606,104
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | not reported in the loaded dataset | $182,155 | not reported in the loaded dataset |
| Pension Financial Services Inc. | not reported in the loaded dataset | $57,392 | not reported in the loaded dataset |
| Iron-Co-Fid-Index Comprehensive | not reported in the loaded dataset | $26,528 | not reported in the loaded dataset |
| Carr, Riggs And Ingram | not reported in the loaded dataset | $6,500 | not reported in the loaded dataset |
| Nationwide Life Insurance Company | not reported in the loaded dataset | $5,306 | not reported in the loaded dataset |