Plan5500

Cooperriis, Inc. 403(B) Plan — Form 5500 plan (Cooperriis, 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, Cooperriis, Inc. 403(B) Plan is a benefit plan reported by Cooperriis, Inc under EIN 56-2195372 and plan number 001. The latest loaded filing year is 2023. The filing reports 247 participants and $3,263,587 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cooperriis, Inc
EIN
56-2195372
Plan number
001
Plan type
2
Location
Mill Spring, NC
Latest filing year
2023
Participants
247
End-of-year plan assets
$3,263,587

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023247H, C20250319070136NAL0004702321001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,263,587
Total liabilities (EOY)
$0
Net assets (EOY)
$3,263,587
Net assets (BOY)
$2,591,738

Income & contributions

Employer contributions
$157,399
Participant contributions
$293,635
Total contributions
$541,841
Total income / additions
$1,002,740

Expenses & distributions

Benefits paid
$300,555
Administrative expenses
$30,336
Total expenses
$330,891
Net increase / (decrease)
$671,849

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Colton Groome Financial AdvisorsADVISOR$14,584not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$13,826$02023
Dwc Erisa Consultants, LLCCONTRACT ADMIN$1,856not reported in the loaded dataset2023

Related Form 5500 pages