Plan5500

Coolsys, Inc. 401(K) Plan — Form 5500 plan (Coolsys, 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, Coolsys, Inc. 401(K) Plan is a benefit plan reported by Coolsys, Inc. under EIN 82-0852708 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,614 participants and $183,925,689 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Coolsys, Inc.
EIN
82-0852708
Plan number
001
Plan type
2
Location
Brea, CA
Latest filing year
2023
Participants
3,614
End-of-year plan assets
$183,925,689

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,614H, C20241015134448NAL0028622881001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$183,925,689
Total liabilities (EOY)
$0
Net assets (EOY)
$183,925,689
Net assets (BOY)
$148,685,526

Income & contributions

Employer contributions
$9,649,079
Participant contributions
$19,123,417
Total contributions
$31,012,330
Total income / additions
$58,200,244

Expenses & distributions

Benefits paid
$22,588,496
Administrative expenses
$315,335
Total expenses
$22,960,081
Net increase / (decrease)
$35,240,163

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$263,908$02023
Serenity Investment AdvisorsINVESTMENT ADVISORY$29,926$742023
Pension Assurance LlpACCOUNTANT$21,500not reported in the loaded dataset2023

Related Form 5500 pages