2023 Form 5500 filing — Cooper Machinery Services, LLC 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 20241007155107NAL0032274050001) for Cooper Machinery Services, LLC 401(K) Plan, reported by Cooper Machinery Services, LLC under EIN 46-5397496 and plan number 001. It reports 622 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)$28.6MReported net assets$28,564,485

Participants622

Provider compensation$15K1 Schedule C row(s)$14,975

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241007155107NAL0032274050001
Plan sponsor: Cooper Machinery Services, LLC
EIN: 46-5397496
Plan number: 001
Location: Houston, 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)$28.6M total assets

Net assets$28.6MLiabilities$0

Money in vs. money out

Total income / additions$10.8M

Total expenses$2.7M

Benefits paid / distributions$2.7M

Contributions

Employer$2.1M

Participant$4.5M

Full reported line items

Total assets (EOY): $28,564,485
Total liabilities (EOY): $0
Net assets (EOY): $28,564,485
Employer contributions: $2,102,574
Participant contributions: $4,496,518
Total income / additions: $10,842,516
Benefits paid: $2,685,371
Administrative expenses: $14,975
Total expenses: $2,700,346
Net increase / (decrease): $8,142,170

Schedule C

Reported service provider compensation

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

1
Voya Retirement Insurance & Annuity$15K
SERVICE PROVIDER · Direct $15K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007155107NAL0032274050001 cover?: It is the 2023 Form 5500 filing for Cooper Machinery Services, LLC 401(K) Plan, reported by Cooper Machinery Services, LLC (EIN 46-5397496).
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).