2023 Form 5500 filing — Cumberland Cooperage Retirement 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 20251014140156NAL0001467331001) for Cumberland Cooperage Retirement Plan, reported by Cumerland Cooperage LLC under EIN 61-1232118 and plan number 004. It reports 459 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

Participants459

Provider compensation$1182 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20251014140156NAL0001467331001
Plan sponsor: Cumerland Cooperage LLC
EIN: 61-1232118
Plan number: 004
Location: East Bernstadt, KY
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.

Money in vs. money out

Total income / additions$26.6K

Total expenses$18.2K

Benefits paid / distributions$18.1K

Full reported line items

Total assets (EOY): $0
Net assets (EOY): $0
Total income / additions: $26,631
Benefits paid: $18,082
Administrative expenses: $118
Total expenses: $18,200
Net increase / (decrease): $8,431

Schedule C

Reported service provider compensation

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

1
Transamerica Retirement Solutions$118
RECORD KEEPER · Direct $118 · Indirect $0
2
National Financial Services$0
SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251014140156NAL0001467331001 cover?: It is the 2023 Form 5500 filing for Cumberland Cooperage Retirement Plan, reported by Cumerland Cooperage LLC (EIN 61-1232118).
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).