The Employees Retirement Plan Of Coburn Supply Company, Inc. — Form 5500 plan (Coburn Supply Company, 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, The Employees Retirement Plan Of Coburn Supply Company, Inc. is a benefit plan reported by Coburn Supply Company, Inc. under EIN 76-0700401 and plan number 003. The latest loaded filing year is 2023. The filing reports 96 participants and $15,629,268 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$15.6MPlan net assets, end of year$15,629,268
Participants96Covered participants reported
Assets / participant$162.8KComputed: assets ÷ participants$162,805 (computed)
Provider compensationNone reported
Plan sponsor
Coburn Supply Company, Inc.
EIN
76-0700401
Plan number
003
Plan type
2
Location
Beaumont, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202396I20241017130831NAL0063689058001
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)$15.6M total assets
Net assets$15.6MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Full reported line items

Net assets

Total assets (EOY)
$15,629,268
Total liabilities (EOY)
$0
Net assets (EOY)
$15,629,268
Net assets (BOY)
$15,026,019

Income & contributions

Total income / additions
$2,078,845

Expenses & distributions

Benefits paid
$1,398,367
Administrative expenses
$73,090
Total expenses
$1,475,596
Net increase / (decrease)
$603,249
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income67%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages