2023 Form 5500 filing — Cooper, Hill And Lecroix Vip Plus 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 20250303154507NAL0005626881001) for Cooper, Hill And Lecroix Vip Plus 401(K) Plan, reported by Cooper, Hill And Lecroix, Cpas Sandra G. Lecroix under EIN 63-0991217 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$65.3KReported net assets$65,299
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250303154507NAL0005626881001
Plan sponsor
Cooper, Hill And Lecroix, Cpas Sandra G. Lecroix
EIN
63-0991217
Plan number
001
Location
Decatur, AL
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$65.3K total assets
Net assets$65.3KLiabilities
Money in vs. money out
Total income / additions$14K
Total expenses$65.4K
Benefits paid / distributions$65.4K
Contributions
Employer$2.3K
Participant$3.4K
Full reported line items
Total assets (EOY)
$65,299
Net assets (EOY)
$65,299
Employer contributions
$2,265
Participant contributions
$3,366
Total income / additions
$14,022
Benefits paid
$65,356
Total expenses
$65,356
Net increase / (decrease)
-$51,334

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250303154507NAL0005626881001 cover?
It is the 2023 Form 5500 filing for Cooper, Hill And Lecroix Vip Plus 401(K) Plan, reported by Cooper, Hill And Lecroix, Cpas Sandra G. Lecroix (EIN 63-0991217).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages