Plan5500

Cooper Carry Inc Profit Sharing Plan & Trust — Form 5500 plan (Cooper Carry 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 Carry Inc Profit Sharing Plan & Trust is a benefit plan reported by Cooper Carry Inc under EIN 58-0863313 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $9,836,472 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cooper Carry Inc
EIN
58-0863313
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
262
End-of-year plan assets
$9,836,472

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023262H, C20241015113005NAL0014491731001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,836,472
Total liabilities (EOY)
$0
Net assets (EOY)
$9,836,472
Net assets (BOY)
$9,719,187

Income & contributions

Total contributions
$0
Total income / additions
$1,501,179

Expenses & distributions

Benefits paid
$1,213,001
Administrative expenses
$170,893
Total expenses
$1,383,894
Net increase / (decrease)
$117,285

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Neuberger BermanADVISOR$122,329not reported in the loaded dataset2023
Wells Fargo Bank NaCUSTODIAN$20,092not reported in the loaded dataset2023

Related Form 5500 pages