2023 Form 5500 filing — Cooper Farms Retirement 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 20241009124929NAL0031189360001) for Cooper Farms Retirement Plan, reported by Cooper Hatchery, Inc. under EIN 34-4852946 and plan number 001. It reports 1,917 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009124929NAL0031189360001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cooper Hatchery, Inc.
- EIN
- 34-4852946
- Plan number
- 001
- Location
- Oakwood, OH
- Participants
- 1,917
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $117,440,520
- Total liabilities (EOY)
- $42,725
- Net assets (EOY)
- $117,397,795
- Employer contributions
- $6,047,399
- Participant contributions
- $5,465,701
- Total income / additions
- $27,401,230
- Benefits paid
- $10,729,026
- Administrative expenses
- $331,597
- Total expenses
- $11,061,795
- Net increase / (decrease)
- $16,339,435
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services | INVESTMENT ADVISOR | $149,953 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $71,140 | $0 |
| Retirement Plan Concepts & Services | CONTRACT ADMIN | $42,036 | not reported in the loaded dataset |
| Shultz Huber & Associates | AUDITOR | $16,000 | not reported in the loaded dataset |