2023 Form 5500 filing — Copper Cane LLC 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 20241010134246NAL0010038851001) for Copper Cane LLC 401(K) Profit Sharing Plan, reported by Copper Cane LLC under EIN 26-4059820 and plan number 001. It reports 218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010134246NAL0010038851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Copper Cane LLC
- EIN
- 26-4059820
- Plan number
- 001
- Location
- Saint Helena, CA
- Participants
- 218
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,992,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,992,731
- Employer contributions
- $528,192
- Participant contributions
- $996,994
- Total income / additions
- $2,727,825
- Benefits paid
- $528,394
- Administrative expenses
- $11,192
- Total expenses
- $539,586
- Net increase / (decrease)
- $2,188,239
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Svcs Ins Agcy Inc | BROKER/ ADVISOR | $0 | $22,178 |
| Bidwell Consulting Services, Inc | CONTACT ADMIN | $5,175 | $3,355 |
| Empower Annuity Insurance Company | RECORDKEEPER | $7,317 | $0 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $6,598 | not reported in the loaded dataset |