Cooper Carry, Inc. 401(K) 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. 401(K) Plan is a benefit plan reported by Cooper Carry, Inc. under EIN 58-0863313 and plan number 005. The latest loaded filing year is 2023. The filing reports 458 participants and $53,997,131 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
- 005
- Plan type
- 3
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 458
- End-of-year plan assets
- $53,997,131
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 458 | H, C | 20241007093633NAL0031370850001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,997,131
- Total liabilities (EOY)
- $20,846
- Net assets (EOY)
- $53,976,285
- Net assets (BOY)
- $48,370,181
Income & contributions
- Employer contributions
- $809,232
- Participant contributions
- $3,056,547
- Total contributions
- $4,692,063
- Total income / additions
- $14,575,160
Expenses & distributions
- Benefits paid
- $8,687,648
- Administrative expenses
- $279,836
- Total expenses
- $8,969,056
- Net increase / (decrease)
- $5,606,104
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | not reported in the loaded dataset | $182,155 | not reported in the loaded dataset | 2023 |
| Pension Financial Services Inc. | not reported in the loaded dataset | $57,392 | not reported in the loaded dataset | 2023 |
| Iron-Co-Fid-Index Comprehensive | not reported in the loaded dataset | $26,528 | not reported in the loaded dataset | 2023 |
| Carr, Riggs And Ingram | not reported in the loaded dataset | $6,500 | not reported in the loaded dataset | 2023 |
| Nationwide Life Insurance Company | not reported in the loaded dataset | $5,306 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cooper Carry, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Nationwide — Schedule C compensation
- Pension Financial Services Inc. — Schedule C compensation
- Iron-Co-Fid-Index Comprehensive — Schedule C compensation
- Carr, Riggs And Ingram — Schedule C compensation
- Nationwide Life Insurance Company — Schedule C compensation