Cooper Farms Retirement Plan — Form 5500 plan (Cooper Hatchery, 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, Cooper Farms Retirement Plan is a benefit plan reported by Cooper Hatchery, Inc. under EIN 34-4852946 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,917 participants and $117,440,520 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cooper Hatchery, Inc.
- EIN
- 34-4852946
- Plan number
- 001
- Plan type
- 2
- Location
- Oakwood, OH
- Latest filing year
- 2023
- Participants
- 1,917
- End-of-year plan assets
- $117,440,520
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,917 | H, C | 20241009124929NAL0031189360001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $117,440,520
- Total liabilities (EOY)
- $42,725
- Net assets (EOY)
- $117,397,795
- Net assets (BOY)
- $101,058,360
Income & contributions
- Employer contributions
- $6,047,399
- Participant contributions
- $5,465,701
- Total contributions
- $11,671,040
- Total income / additions
- $27,401,230
Expenses & distributions
- Benefits paid
- $10,729,026
- Administrative expenses
- $331,597
- Total expenses
- $11,061,795
- Net increase / (decrease)
- $16,339,435
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services | INVESTMENT ADVISOR | $149,953 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $71,140 | $0 | 2023 |
| Retirement Plan Concepts & Services | CONTRACT ADMIN | $42,036 | not reported in the loaded dataset | 2023 |
| Shultz Huber & Associates | AUDITOR | $16,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cooper Hatchery, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Oakwood, OH
- Commonwealth Equity Services — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Retirement Plan Concepts & Services — Schedule C compensation
- Shultz Huber & Associates — Schedule C compensation