Cooper Engineering Combined Retirement Plan — Form 5500 plan (Cooper Engineering Company, 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 Engineering Combined Retirement Plan is a benefit plan reported by Cooper Engineering Company, Inc. under EIN 39-1038510 and plan number 002. The latest loaded filing year is 2023. The filing reports 45 participants and $9,741,553 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cooper Engineering Company, Inc.
EIN
39-1038510
Plan number
002
Plan type
2
Location
Rice Lake, WI
Latest filing year
2023
Participants
45
End-of-year plan assets
$9,741,553

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202345I20240517134639NAL0036623171001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$9,741,553
Net assets (EOY)
$9,741,553
Net assets (BOY)
$8,806,397

Income & contributions

Employer contributions
$190,000
Participant contributions
$258,890
Total income / additions
$1,653,464

Expenses & distributions

Benefits paid
$696,760
Administrative expenses
$21,548
Total expenses
$718,308
Net increase / (decrease)
$935,156

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages