Co-Op Solutions 401(K) Retirement Plan — Form 5500 plan (Cu Cooperative Systems, 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, Co-Op Solutions 401(K) Retirement Plan is a benefit plan reported by Cu Cooperative Systems, Inc. under EIN 95-3732627 and plan number 033. The latest loaded filing year is 2023. The filing reports 2,412 participants and $184,492,355 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cu Cooperative Systems, Inc.
- EIN
- 95-3732627
- Plan number
- 033
- Plan type
- 2
- Location
- Rancho Cucamonga, CA
- Latest filing year
- 2023
- Participants
- 2,412
- End-of-year plan assets
- $184,492,355
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,412 | H, C | 20241010161646NAL0020511217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $184,492,355
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $184,492,355
- Net assets (BOY)
- $151,615,495
Income & contributions
- Employer contributions
- $9,956,446
- Participant contributions
- $12,883,465
- Total contributions
- $25,833,740
- Total income / additions
- $55,154,463
Expenses & distributions
- Benefits paid
- $21,996,065
- Administrative expenses
- $224,580
- Total expenses
- $22,277,603
- Net increase / (decrease)
- $32,876,860
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $195,623 | $0 | 2023 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $22,500 | not reported in the loaded dataset | 2023 |
| Holthouse Carlin &Van Trigt Llp | ACCOUNTANT/AUDITOR | $6,458 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cu Cooperative Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Rancho Cucamonga, CA
- Fidelity Investments Institutional — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Holthouse Carlin &Van Trigt Llp — Schedule C compensation