How many benefit plans does Copeland Enterprises, Inc. report on Form 5500?

Copeland Enterprises, Inc. (EIN 04-2469226) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Copeland Enterprises, Inc.?

The Employer Identification Number (EIN) reported for Copeland Enterprises, Inc. is 04-2469226.

What is the latest Form 5500 filing year for Copeland Enterprises, Inc.?

The latest loaded Form 5500 filing year for Copeland Enterprises, Inc. is 2023.

Copeland Enterprises, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Copeland Enterprises, Inc. (EIN 04-2469226) is a plan sponsor located in Brockton, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 04-2469226
Location: Brockton, MA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $11,093,184
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $11,093,184

Contributions & income

Employer contributions: $145,135
Participant contributions: $1,122,339
Total income / additions: $3,335,099

Expenses & distributions

Benefits paid / distributions: $235,921
Total expenses: $303,157
Net increase / (decrease): $3,031,942

Coverage

Total reported participants: 439
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Copeland Enterprises, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Copeland Enterprises, Inc. 401(K) And Profit Sharing Plan	001	319	$11,093,184	2023
Copeland Enterprises Health And Welfare Plan	501	120	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Copeland Enterprises, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Copeland Enterprises Health And Welfare Plan	120	—	20240828070403NAL0025584802001
2023	Copeland Enterprises, Inc. 401(K) And Profit Sharing Plan	319	H, C	20241003141521NAL0005770563001