2023 Form 5500 filing — Cp&Y, Inc. Employee Stock Ownership 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 20250714103354NAL0001319280001) for Cp&Y, Inc. Employee Stock Ownership Plan, reported by Cp&Y, Inc. under EIN 75-1720414 and plan number 002. It reports 409 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)$0Reported net assets
Participants409
Provider compensation$186.6K4 Schedule C row(s)$186,554
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250714103354NAL0001319280001
Plan sponsor
Cp&Y, Inc.
EIN
75-1720414
Plan number
002
Location
Dallas, TX
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)$7 total assets
Net assets$0Liabilities$7
Money in vs. money out
Total income / additions$1.5M
Total expenses$17.3M
Benefits paid / distributions$17.1M
Full reported line items
Total assets (EOY)
$7
Total liabilities (EOY)
$7
Net assets (EOY)
$0
Total income / additions
$1,536,642
Benefits paid
$17,099,370
Administrative expenses
$245,454
Total expenses
$17,344,824
Net increase / (decrease)
-$15,808,182
Schedule C

Reported service provider compensation

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

  1. 1
    TRUSTEE · Direct $69.4K
  2. 2
    TPA · Direct $51.2K
  3. 3
    COUNSEL · Direct $42K
  4. 4
    AUDITOR · Direct $24K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250714103354NAL0001319280001 cover?
It is the 2023 Form 5500 filing for Cp&Y, Inc. Employee Stock Ownership Plan, reported by Cp&Y, Inc. (EIN 75-1720414).
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