Cooper Carry, Inc Employee Stock Ownership Plan — 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 Employee Stock Ownership Plan is a benefit plan reported by Cooper Carry, Inc. under EIN 58-0863313 and plan number 004. The latest loaded filing year is 2023. The filing reports 15 participants and $3,239,033 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.6MPlan net assets, end of year$1,646,399
Participants15Covered participants reported
Assets / participant$215.9KComputed: assets ÷ participants$215,936 (computed)
Provider compensationNone reported
Plan sponsor
Cooper Carry, Inc.
EIN
58-0863313
Plan number
004
Plan type
2
Location
Atlanta, GA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202315I20241016063713NAL0017596627001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.2M total assets
Net assets$1.6MLiabilities$1.6M
Money in vs. money out
Total income / additions$259.9K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items

Net assets

Total assets (EOY)
$3,239,033
Total liabilities (EOY)
$1,592,634
Net assets (EOY)
$1,646,399
Net assets (BOY)
$1,386,528

Income & contributions

Total income / additions
$259,871

Expenses & distributions

Total expenses
$0
Net increase / (decrease)
$259,871

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages