Plan5500

Coilplus, Inc. Retirement Plan And Trust — Form 5500 plan (Coilplus, 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, Coilplus, Inc. Retirement Plan And Trust is a benefit plan reported by Coilplus, Inc. under EIN 37-1584071 and plan number 001. The latest loaded filing year is 2023. The filing reports 805 participants and $55,896,236 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Coilplus, Inc.
EIN
37-1584071
Plan number
001
Plan type
2
Location
Rosemont, IL
Latest filing year
2023
Participants
805
End-of-year plan assets
$55,896,236

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023805H, C20241004134313NAL0012285297001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,896,236
Total liabilities (EOY)
$0
Net assets (EOY)
$55,896,236
Net assets (BOY)
$51,442,109

Income & contributions

Employer contributions
$1,091,896
Participant contributions
$2,877,710
Total contributions
$4,505,139
Total income / additions
$13,330,995

Expenses & distributions

Benefits paid
$8,881,642
Administrative expenses
-$13,981
Total expenses
$8,876,868
Net increase / (decrease)
$4,454,127

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Highland Consulting Associates, InINVESTMENT ADVISOR$40,222not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$15,248not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$69,451$02023

Related Form 5500 pages