Coachsource LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Coachsource LLC)
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, Coachsource LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Coachsource LLC under EIN 26-1191785 and plan number 002. The latest loaded filing year is 2023. The filing reports 434 participants and $2,405,461 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coachsource LLC
- EIN
- 26-1191785
- Plan number
- 002
- Plan type
- 2
- Location
- Franklin Lakes, NJ
- Latest filing year
- 2023
- Participants
- 434
- End-of-year plan assets
- $2,405,461
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 434 | H, C | 20240820103538NAL0001673187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,405,461
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,405,461
- Net assets (BOY)
- $1,649,902
Income & contributions
- Employer contributions
- $1,668
- Participant contributions
- $643,860
- Total contributions
- $645,528
- Total income / additions
- $942,266
Expenses & distributions
- Benefits paid
- $143,298
- Administrative expenses
- $16,828
- Total expenses
- $186,707
- Net increase / (decrease)
- $755,559
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $6,846 | not reported in the loaded dataset | 2023 |
| Wealthcare Advisory Partners LLC | ADVISOR | $6,833 | not reported in the loaded dataset | 2023 |