2023 Form 5500 filing — Coffman Excavation, Inc. Union 401(K) Profit Sharing 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 20241014115833NAL0044404368001) for Coffman Excavation, Inc. Union 401(K) Profit Sharing Plan, reported by Coffman Excavation Inc. under EIN 36-4749989 and plan number 003. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014115833NAL0044404368001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coffman Excavation Inc.
- EIN
- 36-4749989
- Plan number
- 003
- Location
- Oregon City, OR
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,774,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,774,634
- Employer contributions
- $106,994
- Participant contributions
- $472,413
- Total income / additions
- $2,356,360
- Benefits paid
- $977,519
- Administrative expenses
- $55,982
- Total expenses
- $1,033,501
- Net increase / (decrease)
- $1,322,859
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sloy Dahl & Holst | INVESTMENT ADVISOR | $37,254 | not reported in the loaded dataset |
| Spectrum Pension Consultants, Inc. | RECORDKEEPER | $18,728 | not reported in the loaded dataset |