Copeland Enterprises Profit Sharing Plan — Form 5500 plan (Copeland Sand & Gravel 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, Copeland Enterprises Profit Sharing Plan is a benefit plan reported by Copeland Sand & Gravel Inc under EIN 93-0513005 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $5,850,528 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Copeland Sand & Gravel Inc
- EIN
- 93-0513005
- Plan number
- 001
- Plan type
- 2
- Location
- Grants Pass, OR
- Latest filing year
- 2023
- Participants
- 14
- End-of-year plan assets
- $5,850,528
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14 | I | 20240930111826NAL0009294368001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,850,528
- Total liabilities (EOY)
- $19,839
- Net assets (EOY)
- $5,830,689
- Net assets (BOY)
- $5,123,064
Income & contributions
- Employer contributions
- $9,997
- Participant contributions
- $11,067
- Total income / additions
- $952,041
Expenses & distributions
- Benefits paid
- $198,390
- Administrative expenses
- $46,026
- Total expenses
- $244,416
- Net increase / (decrease)
- $707,625
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.