2023 Form 5500 filing — Cooper Companies, 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 20241015163344NAL0029119521001) for Cooper Companies, Inc. 401(K) Profit Sharing Plan, reported by Fernco, Inc. under EIN 38-2238040 and plan number 001. It reports 359 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)$37.4MReported net assets$37,449,821
Participants359
Provider compensation$38.6K2 Schedule C row(s)$38,554
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015163344NAL0029119521001
Plan sponsor
Fernco, Inc.
EIN
38-2238040
Plan number
001
Location
Davison, MI
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)$37.5M total assets
Net assets$37.4MLiabilities$2.3K
Money in vs. money out
Total income / additions$7.4M
Total expenses$3.8M
Benefits paid / distributions$3.8M
Contributions
Employer$1.3M
Participant$1M
Full reported line items
Total assets (EOY)
$37,452,157
Total liabilities (EOY)
$2,336
Net assets (EOY)
$37,449,821
Employer contributions
$1,293,696
Participant contributions
$1,014,874
Total income / additions
$7,412,654
Benefits paid
$3,762,921
Administrative expenses
$10,729
Total expenses
$3,779,332
Net increase / (decrease)
$3,633,322

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
The Michigan Pension GroupTHIRD PARTY ADM$5,543$26,724
Empower Annuity Ins Co Of AmericaRECORD KEEPER$6,287$0

Related Form 5500 pages