2023 Form 5500 filing — Coon Brothers, Inc. 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 20241014193557NAL0013791347001) for Coon Brothers, Inc. 401(K) Profit Sharing Plan, reported by Coon Brothers, Inc. under EIN 99-0278715 and plan number 001. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014193557NAL0013791347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coon Brothers, Inc.
- EIN
- 99-0278715
- Plan number
- 001
- Location
- Lahaina, HI
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,096,098
- Net assets (EOY)
- $9,096,098
- Employer contributions
- $171,847
- Participant contributions
- $452,793
- Total income / additions
- $1,915,125
- Benefits paid
- $246,548
- Administrative expenses
- $30,256
- Total expenses
- $269,080
- Net increase / (decrease)
- $1,646,045
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $13,776 | $0 |
| Trilogy Corporation | OTHER | $12,187 | $0 |
| Cw Associates | AUDITOR | $10,580 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,294 | $0 |