2023 Form 5500 filing — Cope Jordan Inc Retirement 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 20240919131425NAL0002366275001) for Cope Jordan Inc Retirement Plan, reported by Cope Jordan Inc. under EIN 46-0587746 and plan number 001. It reports 18 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240919131425NAL0002366275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cope Jordan Inc.
- EIN
- 46-0587746
- Plan number
- 001
- Location
- Center Valley, PA
- Participants
- 18
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,353,928
- Net assets (EOY)
- $2,353,928
- Total income / additions
- $146,280
- Benefits paid
- $2,448
- Administrative expenses
- $426
- Total expenses
- $2,874
- Net increase / (decrease)
- $143,406
- Schedule source
- Schedule I