Copan Diagnostics 401k Profit Sharing Plan & Trust — Form 5500 plan (Copan Diagnostics, Inc.)

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, Copan Diagnostics 401k Profit Sharing Plan & Trust is a benefit plan reported by Copan Diagnostics, Inc. under EIN 13-3786854 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $4,789,324 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Copan Diagnostics, Inc.
EIN
13-3786854
Plan number
001
Plan type
2
Location
Murrieta, CA
Latest filing year
2023
Participants
221
End-of-year plan assets
$4,789,324

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023221H, C20250729124249NAL0001608419001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,789,324
Total liabilities (EOY)
$0
Net assets (EOY)
$4,789,324
Net assets (BOY)
$2,999,749

Income & contributions

Employer contributions
$602,139
Participant contributions
$776,280
Total contributions
$1,378,419
Total income / additions
$2,013,969

Expenses & distributions

Benefits paid
$217,841
Administrative expenses
$4,220
Total expenses
$224,394
Net increase / (decrease)
$1,789,575

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$0$5,5262023
Adp, Inc.RECORD KEEPER$4,220$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages