Plan5500

Cos Cob, CT Form 5500 retirement and benefit plan filings

City Form 5500 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, Cos Cob, CT has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $2,475,222 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Cos Cob

  • 5 loaded plans hold $2.5M in reported assets across 5 sponsors.
  • The largest, Ronald Levine, Md, Profit Sharing Pla, holds 81% of reported Cos Cob plan assets.
  • Plans cover 211 participants — about 42 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.5MSummed across loaded plans$2,475,222
Total reported assets$2.5M$2,475,222
Total reported participants211
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.5M total assets
Net assets$2.5MLiabilities$0
Contributions & income
Employer contributions$74.5K
Participant contributions$0
Total income / additions$188.1K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$188.1K

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation0 / 5 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Cos Cob, CT plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Cos Cob market comparison

Largest plan share of assets81%Ronald Levine, Md, Profit Sharing Pla
Participants per plan42Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Cos Cob

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Ronald Levine, Md, Profit Sharing Pla$2M
    Ronald Levine, Md · 2023
  2. 2
    Otter Rock 401k$297.7K
    Otter Rock Inc. · 2023
  3. 3
    Fast Forward Fitness Inc. Retirement Plan$91.7K
    Fast Forward Fitness Inc. · 2023
  4. 4
    Taurus Franchise, Inc. 401(K) Plan$77K
    Taurus Franchise, Inc. · 2023
  5. 5
    Chicken Soup For The Soul, LLC Health And Welfare Plannot reported in the loaded dataset
    Chicken Soup For The Soul, LLC · 2023

Largest plans in Cos Cob → · Cos Cob plans by participants → · Cos Cob plans with financial data → · Cos Cob plans with provider compensation → · $1B+ plans in Cos Cob →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Cos Cob, CT?
5 plan(s) reported by 5 sponsor(s) are loaded for Cos Cob, CT.

Related Form 5500 pages