Copeland Enterprises, Inc. 401(K) And Profit Sharing Plan — Form 5500 plan (Copeland Enterprises, Inc.)
Plain-English plan 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, Copeland Enterprises, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Copeland Enterprises, Inc. under EIN 04-2469226 and plan number 001. The latest loaded filing year is 2023. The filing reports 319 participants and $11,093,184 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Copeland Enterprises, Inc.
- EIN
- 04-2469226
- Plan number
- 001
- Plan type
- 2
- Location
- Brockton, MA
- Latest filing year
- 2023
- Participants
- 319
- End-of-year plan assets
- $11,093,184
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 319 | H, C | 20241003141521NAL0005770563001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,093,184
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,093,184
- Net assets (BOY)
- $8,061,242
Income & contributions
- Employer contributions
- $145,135
- Participant contributions
- $1,122,339
- Total contributions
- $1,801,292
- Total income / additions
- $3,335,099
Expenses & distributions
- Benefits paid
- $235,921
- Administrative expenses
- $45,729
- Total expenses
- $303,157
- Net increase / (decrease)
- $3,031,942
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Massachusetts Mutual Life Ins Comp | INVESTMENT ADVISOR | $22,664 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $22,259 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $806 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Copeland Enterprises, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Brockton, MA
- Massachusetts Mutual Life Ins Comp — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation