Copper Cane LLC 401(K) Profit Sharing Plan — Form 5500 plan (Copper Cane LLC)
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, Copper Cane LLC 401(K) Profit Sharing Plan is a benefit plan reported by Copper Cane LLC under EIN 26-4059820 and plan number 001. The latest loaded filing year is 2023. The filing reports 218 participants and $8,992,731 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Copper Cane LLC
- EIN
- 26-4059820
- Plan number
- 001
- Plan type
- 2
- Location
- Saint Helena, CA
- Latest filing year
- 2023
- Participants
- 218
- End-of-year plan assets
- $8,992,731
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 218 | H, C | 20241010134246NAL0010038851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,992,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,992,731
- Net assets (BOY)
- $6,804,492
Income & contributions
- Employer contributions
- $528,192
- Participant contributions
- $996,994
- Total contributions
- $1,525,186
- Total income / additions
- $2,727,825
Expenses & distributions
- Benefits paid
- $528,394
- Administrative expenses
- $11,192
- Total expenses
- $539,586
- Net increase / (decrease)
- $2,188,239
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Svcs Ins Agcy Inc | BROKER/ ADVISOR | $0 | $22,178 | 2023 |
| Bidwell Consulting Services, Inc | CONTACT ADMIN | $5,175 | $3,355 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $7,317 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $6,598 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Copper Cane LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Saint Helena, CA
- Ubs Financial Svcs Ins Agcy Inc — Schedule C compensation
- Bidwell Consulting Services, Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation