2023 Form 5500 filing — Cooperriis, Inc. 403(B) 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 20250319070136NAL0004702321001) for Cooperriis, Inc. 403(B) Plan, reported by Cooperriis, Inc under EIN 56-2195372 and plan number 001. It reports 247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250319070136NAL0004702321001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cooperriis, Inc
- EIN
- 56-2195372
- Plan number
- 001
- Location
- Mill Spring, NC
- Participants
- 247
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,263,587
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,263,587
- Employer contributions
- $157,399
- Participant contributions
- $293,635
- Total income / additions
- $1,002,740
- Benefits paid
- $300,555
- Administrative expenses
- $30,336
- Total expenses
- $330,891
- Net increase / (decrease)
- $671,849
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Colton Groome Financial Advisors | ADVISOR | $14,584 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $13,826 | $0 |
| Dwc Erisa Consultants, LLC | CONTRACT ADMIN | $1,856 | not reported in the loaded dataset |