Coon Brothers, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Coon Brothers, 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, Coon Brothers, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Coon Brothers, Inc. under EIN 99-0278715 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $9,096,098 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coon Brothers, Inc.
- EIN
- 99-0278715
- Plan number
- 001
- Plan type
- 2
- Location
- Lahaina, HI
- Latest filing year
- 2023
- Participants
- 205
- End-of-year plan assets
- $9,096,098
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 205 | H, C | 20241014193557NAL0013791347001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,096,098
- Net assets (EOY)
- $9,096,098
- Net assets (BOY)
- $7,450,053
Income & contributions
- Employer contributions
- $171,847
- Participant contributions
- $452,793
- Total contributions
- $645,853
- Total income / additions
- $1,915,125
Expenses & distributions
- Benefits paid
- $246,548
- Administrative expenses
- $30,256
- Total expenses
- $269,080
- Net increase / (decrease)
- $1,646,045
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $13,776 | $0 | 2023 |
| Trilogy Corporation | OTHER | $12,187 | $0 | 2023 |
| Cw Associates | AUDITOR | $10,580 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,294 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Coon Brothers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Lahaina, HI
- Empower Annuity Insurance Company — Schedule C compensation
- Trilogy Corporation — Schedule C compensation
- Cw Associates — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation