Coffman Specialities, Inc 401(K) Profit Sharing Plan — Form 5500 plan (Coffman Specialties, 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, Coffman Specialities, Inc 401(K) Profit Sharing Plan is a benefit plan reported by Coffman Specialties, Inc. under EIN 33-0483378 and plan number 001. The latest loaded filing year is 2023. The filing reports 242 participants and $14,592,807 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Coffman Specialties, Inc.
EIN
33-0483378
Plan number
001
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
242
End-of-year plan assets
$14,592,807

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023242H, C20241010125239NAL0020101073003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,592,807
Net assets (EOY)
$14,592,807
Net assets (BOY)
$15,898,692

Income & contributions

Employer contributions
$276,496
Participant contributions
$488,730
Total contributions
$765,226
Total income / additions
$2,162,649

Expenses & distributions

Benefits paid
$3,409,517
Administrative expenses
$59,017
Total expenses
$3,468,534
Net increase / (decrease)
-$1,305,885

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Retirement Service Group Inc.CONTRACT ADMINISTRATOR$2,475$7,7692023

Related Form 5500 pages