2023 Form 5500 filing — Coppersmith 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 20241014222611NAL0015615939001) for Coppersmith 401(K) Profit Sharing Plan, reported by L.E. Coppersmith, Inc. under EIN 95-2127927 and plan number 001. It reports 175 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)$18.1MReported net assets$18,108,202
Participants175
Provider compensation$62K4 Schedule C row(s)$61,969
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014222611NAL0015615939001
Plan sponsor
L.E. Coppersmith, Inc.
EIN
95-2127927
Plan number
001
Location
El Segundo, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$18.1M total assets
Net assets$18.1MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$700.8K
Participant$662.1K
Full reported line items
Total assets (EOY)
$18,108,202
Total liabilities (EOY)
$0
Net assets (EOY)
$18,108,202
Employer contributions
$700,828
Participant contributions
$662,052
Total income / additions
$3,850,188
Benefits paid
$1,319,108
Administrative expenses
$71,186
Total expenses
$1,436,530
Net increase / (decrease)
$2,413,658
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $24.2K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $20.1K
  3. 3
    CONTRACT ADMIN · Direct $0 · Indirect $10K
  4. 4
    INVESTMENT MANAGEMENT · Direct $7.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014222611NAL0015615939001 cover?
It is the 2023 Form 5500 filing for Coppersmith 401(K) Profit Sharing Plan, reported by L.E. Coppersmith, Inc. (EIN 95-2127927).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages