2023 Form 5500 filing — Cope Plastics, Inc. 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 20241015124819NAL0028471953001) for Cope Plastics, Inc. Profit Sharing Plan, reported by Cope Plastics, Inc. under EIN 37-0774093 and plan number 002. It reports 421 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124819NAL0028471953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cope Plastics, Inc.
- EIN
- 37-0774093
- Plan number
- 002
- Location
- Alton, IL
- Participants
- 421
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,815,751
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,815,751
- Employer contributions
- $552,181
- Participant contributions
- $1,463,388
- Total income / additions
- $8,332,990
- Benefits paid
- $1,485,023
- Administrative expenses
- $148,572
- Total expenses
- $1,633,595
- Net increase / (decrease)
- $6,699,395
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Investment Corp. | BROKERAGE FIRM | $71,823 | not reported in the loaded dataset |
| Nationwide | RECORDKEEPER | $52,565 | $9,665 |
| Tax Favored Benefits, Inc. | THIRD PARTY ADMINISTRATO | $17,085 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $7,106 | not reported in the loaded dataset |