Cope Plastics, Inc. Profit Sharing Plan — Form 5500 plan (Cope Plastics, 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, Cope Plastics, Inc. Profit Sharing Plan is a benefit plan reported by Cope Plastics, Inc. under EIN 37-0774093 and plan number 002. The latest loaded filing year is 2023. The filing reports 421 participants and $38,815,751 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cope Plastics, Inc.
- EIN
- 37-0774093
- Plan number
- 002
- Plan type
- 2
- Location
- Alton, IL
- Latest filing year
- 2023
- Participants
- 421
- End-of-year plan assets
- $38,815,751
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 421 | H, C | 20241015124819NAL0028471953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,815,751
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,815,751
- Net assets (BOY)
- $32,116,356
Income & contributions
- Employer contributions
- $552,181
- Participant contributions
- $1,463,388
- Total contributions
- $2,032,279
- Total income / additions
- $8,332,990
Expenses & distributions
- Benefits paid
- $1,485,023
- Administrative expenses
- $148,572
- Total expenses
- $1,633,595
- Net increase / (decrease)
- $6,699,395
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Investment Corp. | BROKERAGE FIRM | $71,823 | not reported in the loaded dataset | 2023 |
| Nationwide | RECORDKEEPER | $52,565 | $9,665 | 2023 |
| Tax Favored Benefits, Inc. | THIRD PARTY ADMINISTRATO | $17,085 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $7,106 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cope Plastics, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Alton, IL
- Ameritas Investment Corp. — Schedule C compensation
- Nationwide — Schedule C compensation
- Tax Favored Benefits, Inc. — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation