Cooper-Booth Wholesale Co. 401k Profit Sharing Plan — Form 5500 plan (Cooper-Booth Wholesale Co.)
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-Booth Wholesale Co. 401k Profit Sharing Plan is a benefit plan reported by Cooper-Booth Wholesale Co. under EIN 23-1404684 and plan number 001. The latest loaded filing year is 2023. The filing reports 254 participants and $5,937,700 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cooper-Booth Wholesale Co.
- EIN
- 23-1404684
- Plan number
- 001
- Plan type
- 2
- Location
- Mountville, PA
- Latest filing year
- 2023
- Participants
- 254
- End-of-year plan assets
- $5,937,700
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 254 | H, C | 20240809123938NAL0006278977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,937,700
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,937,700
- Net assets (BOY)
- $5,209,492
Income & contributions
- Employer contributions
- $125,497
- Participant contributions
- $527,156
- Total contributions
- $737,418
- Total income / additions
- $1,520,971
Expenses & distributions
- Benefits paid
- $775,609
- Administrative expenses
- $17,154
- Total expenses
- $792,763
- Net increase / (decrease)
- $728,208
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Usa | RECORDKEEPER | $630 | $0 | 2023 |