2023 Form 5500 filing — Co-Op Solutions 401(K) 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 20241010161646NAL0020511217001) for Co-Op Solutions 401(K) Retirement Plan, reported by Cu Cooperative Systems, Inc. under EIN 95-3732627 and plan number 033. It reports 2,412 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010161646NAL0020511217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cu Cooperative Systems, Inc.
- EIN
- 95-3732627
- Plan number
- 033
- Location
- Rancho Cucamonga, CA
- Participants
- 2,412
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $184,492,355
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $184,492,355
- Employer contributions
- $9,956,446
- Participant contributions
- $12,883,465
- Total income / additions
- $55,154,463
- Benefits paid
- $21,996,065
- Administrative expenses
- $224,580
- Total expenses
- $22,277,603
- Net increase / (decrease)
- $32,876,860
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $195,623 | $0 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $22,500 | not reported in the loaded dataset |
| Holthouse Carlin &Van Trigt Llp | ACCOUNTANT/AUDITOR | $6,458 | not reported in the loaded dataset |