Cooper Consolidated, LLC 401(K) Retirement Savings Plan — Form 5500 plan (Cooper Consolidated, 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, Cooper Consolidated, LLC 401(K) Retirement Savings Plan is a benefit plan reported by Cooper Consolidated, LLC under EIN 26-3175799 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $25,328,485 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cooper Consolidated, LLC
- EIN
- 26-3175799
- Plan number
- 001
- Plan type
- 2
- Location
- Covington, LA
- Latest filing year
- 2023
- Participants
- 223
- End-of-year plan assets
- $25,328,485
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 223 | H, C | 20240910165604NAL0003664339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,328,485
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,328,485
- Net assets (BOY)
- $21,641,687
Income & contributions
- Employer contributions
- $1,326,484
- Participant contributions
- $1,530,254
- Total contributions
- $2,856,738
- Total income / additions
- $6,225,113
Expenses & distributions
- Benefits paid
- $2,464,190
- Administrative expenses
- $74,125
- Total expenses
- $2,538,315
- Net increase / (decrease)
- $3,686,798
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $22,786 | $0 | 2023 |
| Institutional Investment Consulting | OTHER | $10,000 | not reported in the loaded dataset | 2023 |
| Bourgeois Bennett, LLC | NONE | $9,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cooper Consolidated, LLC
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Covington, LA
- Empower Annuity Insurance Company O — Schedule C compensation
- Institutional Investment Consulting — Schedule C compensation
- Bourgeois Bennett, LLC — Schedule C compensation