Coach Usa, Inc. 401(K) And Savings Plan — Form 5500 plan (Coach Usa, 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, Coach Usa, Inc. 401(K) And Savings Plan is a benefit plan reported by Coach Usa, Inc. under EIN 76-0608391 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,912 participants and $75,726,023 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Coach Usa, Inc.
EIN
76-0608391
Plan number
001
Plan type
2
Location
Paramus, NJ
Latest filing year
2023
Participants
2,912
End-of-year plan assets
$75,726,023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,912H, C20260218091620NAL0007812816001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$75,726,023
Total liabilities (EOY)
$0
Net assets (EOY)
$75,726,023
Net assets (BOY)
$68,961,073

Income & contributions

Employer contributions
$2,299,640
Participant contributions
$5,873,011
Total contributions
$8,479,060
Total income / additions
$17,667,249

Expenses & distributions

Benefits paid
$10,743,647
Administrative expenses
$122,033
Total expenses
$10,902,299
Net increase / (decrease)
$6,764,950

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$109,300$02023
Strategic Advisors, Inc.ADVISOR$14,683not reported in the loaded dataset2023

Related Form 5500 pages