Coda Resources Ltd. 401(K) Plan — Form 5500 plan (Coda Resources Ltd)
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, Coda Resources Ltd. 401(K) Plan is a benefit plan reported by Coda Resources Ltd under EIN 13-1974671 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $15,411,881 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coda Resources Ltd
- EIN
- 13-1974671
- Plan number
- 001
- Plan type
- 2
- Location
- Matawan, NJ
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $15,411,881
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20240731230930NAL0022490417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,411,881
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,411,881
- Net assets (BOY)
- $12,369,485
Income & contributions
- Employer contributions
- $323,932
- Participant contributions
- $1,012,232
- Total contributions
- $1,336,164
- Total income / additions
- $3,619,263
Expenses & distributions
- Benefits paid
- $508,608
- Administrative expenses
- $68,259
- Total expenses
- $576,867
- Net increase / (decrease)
- $3,042,396
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valmark Advisers Inc | ADVISOR | $32,401 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $25,908 | $0 | 2023 |
| Sikich | ACCOUNTANT/AUDITOR | $9,950 | not reported in the loaded dataset | 2023 |