Copeland, Cook, Taylor And Bush, P. A. Salary Reduction Plan — Form 5500 plan (Copeland, Cook, Taylor And Bush, P.A.)
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, Copeland, Cook, Taylor And Bush, P. A. Salary Reduction Plan is a benefit plan reported by Copeland, Cook, Taylor And Bush, P.A. under EIN 64-0854435 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $18,572,361 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Copeland, Cook, Taylor And Bush, P.A.
- EIN
- 64-0854435
- Plan number
- 001
- Plan type
- 2
- Location
- Ridgeland, MS
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $18,572,361
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20240918171734NAL0004692513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,572,361
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,572,361
- Net assets (BOY)
- $19,074,795
Income & contributions
- Employer contributions
- $210,903
- Participant contributions
- $291,429
- Total contributions
- $502,332
- Total income / additions
- $3,107,609
Expenses & distributions
- Benefits paid
- $3,531,315
- Administrative expenses
- $78,728
- Total expenses
- $3,610,043
- Net increase / (decrease)
- -$502,434
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bankplus Wealth Management | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Epic Retirement Plan Services | NONE | $16,228 | $0 | 2023 |
| Watkins, Ward And Stafford, Pllc | NONE | $12,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Copeland, Cook, Taylor And Bush, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Ridgeland, MS
- Bankplus Wealth Management — Schedule C compensation
- Epic Retirement Plan Services — Schedule C compensation
- Watkins, Ward And Stafford, Pllc — Schedule C compensation