2023 Form 5500 filing — Employees 401(K) Plan Of Coburn Supply Company, Inc.
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 20241009172742NAL0010882531001) for Employees 401(K) Plan Of Coburn Supply Company, Inc., reported by Coburn Supply Company, Inc. under EIN 76-0700401 and plan number 002. It reports 1,046 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009172742NAL0010882531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coburn Supply Company, Inc.
- EIN
- 76-0700401
- Plan number
- 002
- Location
- Beaumont, TX
- Participants
- 1,046
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,954,733
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,954,733
- Employer contributions
- $1,610,271
- Participant contributions
- $4,457,405
- Total income / additions
- $19,011,658
- Benefits paid
- $8,428,931
- Administrative expenses
- $174,182
- Total expenses
- $8,603,113
- Net increase / (decrease)
- $10,408,545
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $97,701 | $0 |
| Stokes Family Office LLC | ADVISOR | $49,981 | not reported in the loaded dataset |
| Crowe Llp | ACCOUNTANT/AUDITOR | $26,500 | not reported in the loaded dataset |