Cooper Companies, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Fernco, 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, Cooper Companies, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Fernco, Inc. under EIN 38-2238040 and plan number 001. The latest loaded filing year is 2023. The filing reports 359 participants and $37,452,157 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fernco, Inc.
EIN
38-2238040
Plan number
001
Plan type
2
Location
Davison, MI
Latest filing year
2023
Participants
359
End-of-year plan assets
$37,452,157

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023359H, C20241015163344NAL0029119521001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,452,157
Total liabilities (EOY)
$2,336
Net assets (EOY)
$37,449,821
Net assets (BOY)
$33,816,499

Income & contributions

Employer contributions
$1,293,696
Participant contributions
$1,014,874
Total contributions
$2,339,839
Total income / additions
$7,412,654

Expenses & distributions

Benefits paid
$3,762,921
Administrative expenses
$10,729
Total expenses
$3,779,332
Net increase / (decrease)
$3,633,322

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Michigan Pension GroupTHIRD PARTY ADM$5,543$26,7242023
Empower Annuity Ins Co Of AmericaRECORD KEEPER$6,287$02023

Related Form 5500 pages