Codonics, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Codonics, 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, Codonics, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Codonics, Inc. under EIN 34-1367048 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $21,249,350 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Codonics, Inc.
EIN
34-1367048
Plan number
001
Plan type
2
Location
Middleburg Heights, OH
Latest filing year
2023
Participants
158
End-of-year plan assets
$21,249,350

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158H, C20241015135748NAL0028661921001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,249,350
Total liabilities (EOY)
$0
Net assets (EOY)
$21,249,350
Net assets (BOY)
$17,703,291

Income & contributions

Employer contributions
$230,320
Participant contributions
$755,239
Total contributions
$985,559
Total income / additions
$4,024,699

Expenses & distributions

Benefits paid
$394,100
Administrative expenses
$84,540
Total expenses
$478,640
Net increase / (decrease)
$3,546,059

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$84,540$02023

Related Form 5500 pages