2023 Form 5500 filing — Coats North America Savings And Investment 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 20241015151223NAL0016717747001) for Coats North America Savings And Investment Plan, reported by Coats American, Inc. under EIN 13-4924750 and plan number 009. It reports 1,252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151223NAL0016717747001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coats American, Inc.
- EIN
- 13-4924750
- Plan number
- 009
- Location
- Charlotte, NC
- Participants
- 1,252
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,921,919
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,921,919
- Employer contributions
- $755,154
- Participant contributions
- $1,914,165
- Total income / additions
- $10,015,534
- Benefits paid
- $6,733,476
- Administrative expenses
- $101,498
- Total expenses
- $6,834,974
- Net increase / (decrease)
- $3,180,560
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $79,943 | $0 |
| Moore & Van Allen | NONE | $13,065 | not reported in the loaded dataset |
| Greer Walker Llp | NONE | $12,350 | not reported in the loaded dataset |