Cope Jordan Inc Retirement Plan — Form 5500 plan (Cope Jordan 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 Jordan Inc Retirement Plan is a benefit plan reported by Cope Jordan Inc. under EIN 46-0587746 and plan number 001. The latest loaded filing year is 2023. The filing reports 18 participants and $2,353,928 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cope Jordan Inc.
- EIN
- 46-0587746
- Plan number
- 001
- Plan type
- 2
- Location
- Center Valley, PA
- Latest filing year
- 2023
- Participants
- 18
- End-of-year plan assets
- $2,353,928
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18 | I | 20240919131425NAL0002366275001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,353,928
- Net assets (EOY)
- $2,353,928
- Net assets (BOY)
- $2,210,522
Income & contributions
- Total income / additions
- $146,280
Expenses & distributions
- Benefits paid
- $2,448
- Administrative expenses
- $426
- Total expenses
- $2,874
- Net increase / (decrease)
- $143,406
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.