Plan5500

Jack Cooper 401(K) Plan — Form 5500 plan (Jack Cooper Investments, 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, Jack Cooper 401(K) Plan is a benefit plan reported by Jack Cooper Investments, Inc. under EIN 84-2621882 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,407 participants and $81,708,139 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jack Cooper Investments, Inc.
EIN
84-2621882
Plan number
003
Plan type
2
Location
Kansas City, MO
Latest filing year
2023
Participants
2,407
End-of-year plan assets
$81,708,139

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,407H, C20240927094715NAL0000960051001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$81,708,139
Net assets (EOY)
$81,708,139
Net assets (BOY)
$69,130,148

Income & contributions

Employer contributions
$669,339
Participant contributions
$5,628,895
Total contributions
$6,365,570
Total income / additions
$19,554,857

Expenses & distributions

Benefits paid
$6,428,959
Administrative expenses
$296,572
Total expenses
$6,976,866
Net increase / (decrease)
$12,577,991

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$151,663$02023
Ubs Financial ServicesINVESTMENT ADVISOR$106,466not reported in the loaded dataset2023
Bergankdc LLCAUDITOR$38,443not reported in the loaded dataset2023

Related Form 5500 pages