2023 Form 5500 filing — Coffman Specialities, Inc 401(K) Profit Sharing 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 20241010125239NAL0020101073003) for Coffman Specialities, Inc 401(K) Profit Sharing Plan, reported by Coffman Specialties, Inc. under EIN 33-0483378 and plan number 001. It reports 242 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)$14.6MReported net assets$14,592,807
Participants242
Provider compensation$10.2K1 Schedule C row(s)$10,244
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010125239NAL0020101073003
- Plan sponsor
- Coffman Specialties, Inc.
- EIN
- 33-0483378
- Plan number
- 001
- Location
- San Diego, CA
- 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)$14.6M total assets
Net assets$14.6MLiabilities—
Full reported line items
- Total assets (EOY)
- $14,592,807
- Net assets (EOY)
- $14,592,807
- Employer contributions
- $276,496
- Participant contributions
- $488,730
- Total income / additions
- $2,162,649
- Benefits paid
- $3,409,517
- Administrative expenses
- $59,017
- Total expenses
- $3,468,534
- Net increase / (decrease)
- -$1,305,885
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Service Group Inc. | CONTRACT ADMINISTRATOR | $2,475 | $7,769 |