Copan Diagnostics 401k Profit Sharing Plan & Trust — Form 5500 plan (Copan Diagnostics, 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, Copan Diagnostics 401k Profit Sharing Plan & Trust is a benefit plan reported by Copan Diagnostics, Inc. under EIN 13-3786854 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $4,789,324 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.8MPlan net assets, end of year$4,789,324
Participants221Covered participants reported
Assets / participant$21.7KComputed: assets ÷ participants$21,671 (computed)
Provider compensation$9.7K3 Schedule C provider row(s)$9,746
- Plan sponsor
- Copan Diagnostics, Inc.
- EIN
- 13-3786854
- Plan number
- 001
- Plan type
- 2
- Location
- Murrieta, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20250729124249NAL0001608419001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.8M total assets
Net assets$4.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,789,324
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,789,324
- Net assets (BOY)
- $2,999,749
Income & contributions
- Employer contributions
- $602,139
- Participant contributions
- $776,280
- Total contributions
- $1,378,419
- Total income / additions
- $2,013,969
Expenses & distributions
- Benefits paid
- $217,841
- Administrative expenses
- $4,220
- Total expenses
- $224,394
- Net increase / (decrease)
- $1,789,575
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
44%56%
Employer 44%Participant 56%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income11%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $0 | $5,526 | 2023 |
| Adp, Inc. | RECORD KEEPER | $4,220 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |