2023 Form 5500 filing — Copeland, Cook, Taylor And Bush, P. A. Salary Reduction 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 20240918171734NAL0004692513001) for Copeland, Cook, Taylor And Bush, P. A. Salary Reduction Plan, reported by Copeland, Cook, Taylor And Bush, P.A. under EIN 64-0854435 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918171734NAL0004692513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Copeland, Cook, Taylor And Bush, P.A.
- EIN
- 64-0854435
- Plan number
- 001
- Location
- Ridgeland, MS
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,572,361
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,572,361
- Employer contributions
- $210,903
- Participant contributions
- $291,429
- Total income / additions
- $3,107,609
- Benefits paid
- $3,531,315
- Administrative expenses
- $78,728
- Total expenses
- $3,610,043
- Net increase / (decrease)
- -$502,434
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bankplus Wealth Management | NONE | $50,000 | not reported in the loaded dataset |
| Epic Retirement Plan Services | NONE | $16,228 | $0 |
| Watkins, Ward And Stafford, Pllc | NONE | $12,500 | not reported in the loaded dataset |