2023 Form 5500 filing — Cooperriis, Inc. 403(B) 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 20250319070136NAL0004702321001) for Cooperriis, Inc. 403(B) Plan, reported by Cooperriis, Inc under EIN 56-2195372 and plan number 001. It reports 247 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)$3.3MReported net assets$3,263,587
Participants247
Provider compensation$30.3K3 Schedule C row(s)$30,266
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250319070136NAL0004702321001
- Plan sponsor
- Cooperriis, Inc
- EIN
- 56-2195372
- Plan number
- 001
- Location
- Mill Spring, NC
- 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)$3.3M total assets
Net assets$3.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,263,587
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,263,587
- Employer contributions
- $157,399
- Participant contributions
- $293,635
- Total income / additions
- $1,002,740
- Benefits paid
- $300,555
- Administrative expenses
- $30,336
- Total expenses
- $330,891
- Net increase / (decrease)
- $671,849
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Colton Groome Financial Advisors | ADVISOR | $14,584 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $13,826 | $0 |
| Dwc Erisa Consultants, LLC | CONTRACT ADMIN | $1,856 | not reported in the loaded dataset |