2023 Form 5500 filing — W H Cooke & Co. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240529121520NAL0012102113001) for W H Cooke & Co. 401(K) Plan, reported by W H Cooke & Co. under EIN 52-0901842 and plan number 001. It reports 11 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240529121520NAL0012102113001
Filing year
2023
Form type
2
Plan sponsor
W H Cooke & Co.
EIN
52-0901842
Plan number
001
Location
Hanover, PA
Participants
11
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,607,381
Total liabilities (EOY)
$0
Net assets (EOY)
$3,607,381
Employer contributions
$101,729
Participant contributions
$118,672
Total income / additions
$1,197,624
Benefits paid
$2,249,569
Administrative expenses
$294
Total expenses
$2,249,863
Net increase / (decrease)
-$1,052,239
Schedule source
Schedule I

Related Form 5500 pages