Coating Place, Inc. Profit Sharing & 401(K) Plan — Form 5500 plan (Coating Place, 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, Coating Place, Inc. Profit Sharing & 401(K) Plan is a benefit plan reported by Coating Place, Inc. under EIN 39-1949466 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $27,576,509 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coating Place, Inc.
- EIN
- 39-1949466
- Plan number
- 001
- Plan type
- 2
- Location
- Verona, WI
- Latest filing year
- 2023
- Participants
- 207
- End-of-year plan assets
- $27,576,509
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 207 | H, C | 20241007132836NAL0007620387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,576,509
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,576,509
- Net assets (BOY)
- $22,921,463
Income & contributions
- Employer contributions
- $414,653
- Participant contributions
- $710,186
- Total contributions
- $1,298,001
- Total income / additions
- $6,122,437
Expenses & distributions
- Benefits paid
- $1,424,386
- Administrative expenses
- $43,005
- Total expenses
- $1,467,391
- Net increase / (decrease)
- $4,655,046
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $35,288 | not reported in the loaded dataset | 2023 |
| Oneamerica Advisory Services LLC | NONE | $7,717 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company N.A. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Coating Place, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Verona, WI
- Oneamerica Retirement Services LLC — Schedule C compensation
- Oneamerica Advisory Services LLC — Schedule C compensation
- Matrix Trust Company N.A. — Schedule C compensation