Plan5500

Coats North America Savings And Investment Plan — Form 5500 plan (Coats American, 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, Coats North America Savings And Investment Plan is a benefit plan reported by Coats American, Inc. under EIN 13-4924750 and plan number 009. The latest loaded filing year is 2023. The filing reports 1,252 participants and $51,921,919 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Coats American, Inc.
EIN
13-4924750
Plan number
009
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
1,252
End-of-year plan assets
$51,921,919

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,252H, C20241015151223NAL0016717747001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$51,921,919
Total liabilities (EOY)
$0
Net assets (EOY)
$51,921,919
Net assets (BOY)
$48,741,359

Income & contributions

Employer contributions
$755,154
Participant contributions
$1,914,165
Total contributions
$2,797,997
Total income / additions
$10,015,534

Expenses & distributions

Benefits paid
$6,733,476
Administrative expenses
$101,498
Total expenses
$6,834,974
Net increase / (decrease)
$3,180,560

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$79,943$02023
Moore & Van AllenNONE$13,065not reported in the loaded dataset2023
Greer Walker LlpNONE$12,350not reported in the loaded dataset2023

Related Form 5500 pages