How many benefit plans does Cook & Boardman Group, LLC report on Form 5500?

Cook & Boardman Group, LLC (EIN 27-2424824) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Cook & Boardman Group, LLC?

The Employer Identification Number (EIN) reported for Cook & Boardman Group, LLC is 27-2424824.

What is the latest Form 5500 filing year for Cook & Boardman Group, LLC?

The latest loaded Form 5500 filing year for Cook & Boardman Group, LLC is 2023.

Cook & Boardman Group, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Cook & Boardman Group, LLC (EIN 27-2424824) is a plan sponsor located in Winston Salem, NC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 27-2424824
Location: Winston Salem, NC
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $90,938,585
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $90,938,585

Contributions & income

Employer contributions: $3,995,863
Participant contributions: $9,575,421
Total income / additions: $27,478,426

Expenses & distributions

Benefits paid / distributions: $8,183,588
Total expenses: $8,471,444
Net increase / (decrease): $19,006,982

Coverage

Total reported participants: 4,609
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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.

Largest loaded plans by reported assets

Cook & Boardman Group, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Cook & Boardman Group, LLC 401(K) Plan	003	2,162	$90,938,585	2023
The Cook & Boardman Group LLC Health And Welfare Plan	503	2,447	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Cook & Boardman Group, LLC
Year	Plan	Participants	Schedules	Filing
2023	The Cook & Boardman Group LLC Health And Welfare Plan	2,447	—	20240628174715NAL0000702531001
2023	The Cook & Boardman Group, LLC 401(K) Plan	2,162	H, C	20241003111614NAL0004823619001