2023 Form 5500 filing — Cooper Carry Inc Profit Sharing Plan & Trust
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 20241015113005NAL0014491731001) for Cooper Carry Inc Profit Sharing Plan & Trust, reported by Cooper Carry Inc under EIN 58-0863313 and plan number 001. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113005NAL0014491731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cooper Carry Inc
- EIN
- 58-0863313
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,836,472
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,836,472
- Total income / additions
- $1,501,179
- Benefits paid
- $1,213,001
- Administrative expenses
- $170,893
- Total expenses
- $1,383,894
- Net increase / (decrease)
- $117,285
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Neuberger Berman | ADVISOR | $122,329 | not reported in the loaded dataset |
| Wells Fargo Bank Na | CUSTODIAN | $20,092 | not reported in the loaded dataset |