Coin Wrap, Inc. 401(K) Plan — Form 5500 plan (Coin Wrap, 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, Coin Wrap, Inc. 401(K) Plan is a benefit plan reported by Coin Wrap, Inc. under EIN 51-0235930 and plan number 001. The latest loaded filing year is 2023. The filing reports 280 participants and $3,880,419 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Coin Wrap, Inc.
EIN
51-0235930
Plan number
001
Plan type
2
Location
Middletown, PA
Latest filing year
2023
Participants
280
End-of-year plan assets
$3,880,419

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023280H, C20241008051322NAL0009405875001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,880,419
Total liabilities (EOY)
$14,814
Net assets (EOY)
$3,865,605
Net assets (BOY)
$2,977,605

Income & contributions

Employer contributions
$54,365
Participant contributions
$370,491
Total contributions
$482,215
Total income / additions
$976,278

Expenses & distributions

Benefits paid
$80,214
Administrative expenses
$7,983
Total expenses
$88,278
Net increase / (decrease)
$888,000

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services, Inc.INVESTMENT/FINANCIAL ADVI$7,982$02023

Related Form 5500 pages