Employees 401(K) Plan Of Coburn Supply Company, Inc. — Form 5500 plan (Coburn Supply 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, Employees 401(K) Plan Of Coburn Supply Company, Inc. is a benefit plan reported by Coburn Supply Company, Inc. under EIN 76-0700401 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,046 participants and $72,954,733 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Coburn Supply Company, Inc.
EIN
76-0700401
Plan number
002
Plan type
2
Location
Beaumont, TX
Latest filing year
2023
Participants
1,046
End-of-year plan assets
$72,954,733

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,046H, C20241009172742NAL0010882531001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$72,954,733
Total liabilities (EOY)
$0
Net assets (EOY)
$72,954,733
Net assets (BOY)
$62,546,188

Income & contributions

Employer contributions
$1,610,271
Participant contributions
$4,457,405
Total contributions
$7,523,676
Total income / additions
$19,011,658

Expenses & distributions

Benefits paid
$8,428,931
Administrative expenses
$174,182
Total expenses
$8,603,113
Net increase / (decrease)
$10,408,545

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$97,701$02023
Stokes Family Office LLCADVISOR$49,981not reported in the loaded dataset2023
Crowe LlpACCOUNTANT/AUDITOR$26,500not reported in the loaded dataset2023

Related Form 5500 pages