Plain-English plan 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, Cooper Investors, Inc. 401(K) Plan is a benefit plan reported by Cooper Investors, Inc. under EIN 11-2807016 and plan number 002. The latest loaded filing year is 2023. The filing reports 504 participants and $61,068,503 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,068,503
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,068,503
- Net assets (BOY)
- $57,202,474
Income & contributions
- Participant contributions
- $1,613,713
- Total contributions
- $1,613,713
- Total income / additions
- $8,794,520
Expenses & distributions
- Benefits paid
- $4,872,869
- Administrative expenses
- $46,429
- Total expenses
- $4,928,491
- Net increase / (decrease)
- $3,866,029