Curtis V. Cooper Primary Health Care, Inc. Pension Plan — Form 5500 plan (Curtis V. Cooper Primary Health Care, 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, Curtis V. Cooper Primary Health Care, Inc. Pension Plan is a benefit plan reported by Curtis V. Cooper Primary Health Care, Inc. under EIN 58-1136296 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $5,116,518 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Curtis V. Cooper Primary Health Care, Inc.
EIN
58-1136296
Plan number
001
Plan type
2
Location
Savannah, GA
Latest filing year
2023
Participants
243
End-of-year plan assets
$5,116,518

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023243H, C20241006204217NAL0029942738001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,116,518
Total liabilities (EOY)
$0
Net assets (EOY)
$5,116,518
Net assets (BOY)
$4,798,351

Income & contributions

Employer contributions
$355,650
Total contributions
$355,650
Total income / additions
$1,011,710

Expenses & distributions

Benefits paid
$689,833
Administrative expenses
$3,710
Total expenses
$693,543
Net increase / (decrease)
$318,167

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
ValicNONE$3,710$02023

Related Form 5500 pages