Us Retail, Inc. 401(K) Plan — Form 5500 plan (Coach Road Capital, LLC)
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, Us Retail, Inc. 401(K) Plan is a benefit plan reported by Coach Road Capital, LLC under EIN 86-2859607 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $1,118,954 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$1.1MPlan net assets, end of year$1,118,954
Participants210Covered participants reported
Assets / participant$5.3KComputed: assets ÷ participants$5,328 (computed)
Provider compensation$15.2K4 Schedule C provider row(s)$15,173
- Plan sponsor
- Coach Road Capital, LLC
- EIN
- 86-2859607
- Plan number
- 001
- Plan type
- 2
- Location
- Spring Lake, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 210 | H, C | 20241001122553NAL0006703921001 |
Schedule H · 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)$1.1M total assets
Net assets$1.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $1,118,954
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,118,954
- Net assets (BOY)
- $888,591
Income & contributions
- Employer contributions
- $33,334
- Participant contributions
- $191,488
- Total contributions
- $233,730
- Total income / additions
- $402,890
Expenses & distributions
- Benefits paid
- $142,800
- Administrative expenses
- $12,229
- Total expenses
- $172,527
- Net increase / (decrease)
- $230,363
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $11,746 | $0 | 2023 |
| Principal Securities Inc | BROKER/ADVISER | $0 | $2,944 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $317 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $166 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Coach Road Capital, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Spring Lake, MI
- Empower Annuity Insurance Company O — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation