2023 Form 5500 filing — Cooper Investors, Inc. 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 20241013111640NAL0049200306001) for Cooper Investors, Inc. 401(K) Plan, reported by Cooper Investors, Inc. under EIN 11-2807016 and plan number 002. It reports 504 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013111640NAL0049200306001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cooper Investors, Inc.
- EIN
- 11-2807016
- Plan number
- 002
- Location
- Whitestone, NY
- Participants
- 504
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,068,503
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,068,503
- Participant contributions
- $1,613,713
- Total income / additions
- $8,794,520
- Benefits paid
- $4,872,869
- Administrative expenses
- $46,429
- Total expenses
- $4,928,491
- Net increase / (decrease)
- $3,866,029
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $8,946 | $61,823 |
| Adp, Inc. | RECORD KEEPER | $37,482 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |