2023 Form 5500 filing — Coadap LLC Profit Sharing 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 20241011145103NAL0037265312001) for Coadap LLC Profit Sharing 401(K) Plan, reported by Coadap LLC under EIN 85-3715883 and plan number 001. It reports 1,291 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)$40.2MReported net assets$40,160,685
Participants1.3K1,291
Provider compensation$18.2K2 Schedule C row(s)$18,199
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011145103NAL0037265312001
- Plan sponsor
- Coadap LLC
- EIN
- 85-3715883
- Plan number
- 001
- Location
- Reading, PA
- 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)$40.2M total assets
Net assets$40.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $40,160,685
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,160,685
- Employer contributions
- $1,951,041
- Participant contributions
- $3,163,321
- Total income / additions
- $11,101,555
- Benefits paid
- $3,226,769
- Administrative expenses
- $18,199
- Total expenses
- $3,317,641
- Net increase / (decrease)
- $7,783,914
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,761 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $438 | not reported in the loaded dataset |