2023 Form 5500 filing — Copan Diagnostics 401k 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 20250729124249NAL0001608419001) for Copan Diagnostics 401k Profit Sharing Plan & Trust, reported by Copan Diagnostics, Inc. under EIN 13-3786854 and plan number 001. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250729124249NAL0001608419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Copan Diagnostics, Inc.
- EIN
- 13-3786854
- Plan number
- 001
- Location
- Murrieta, CA
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,789,324
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,789,324
- Employer contributions
- $602,139
- Participant contributions
- $776,280
- Total income / additions
- $2,013,969
- Benefits paid
- $217,841
- Administrative expenses
- $4,220
- Total expenses
- $224,394
- Net increase / (decrease)
- $1,789,575
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $0 | $5,526 |
| Adp, Inc. | RECORD KEEPER | $4,220 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |