2023 Form 5500 filing — Cotting School 401(K) Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240606132744NAL0022211633001) for Cotting School 401(K) Retirement Plan, reported by Cotting School, Inc. under EIN 04-2104328 and plan number 003. It reports 201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.4MReported net assets$17,374,168
Participants201
Provider compensation$9001 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240606132744NAL0022211633001
Plan sponsor
Cotting School, Inc.
EIN
04-2104328
Plan number
003
Location
Lexington, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$17.4M total assets
Net assets$17.4MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$4.2M
Benefits paid / distributions$4.2M
Contributions
Employer$602.2K
Participant$625.1K
Full reported line items
Total assets (EOY)
$17,374,168
Total liabilities (EOY)
$0
Net assets (EOY)
$17,374,168
Employer contributions
$602,201
Participant contributions
$625,139
Total income / additions
$3,917,829
Benefits paid
$4,155,143
Administrative expenses
$900
Total expenses
$4,156,043
Net increase / (decrease)
-$238,214
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $900 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240606132744NAL0022211633001 cover?
It is the 2023 Form 5500 filing for Cotting School 401(K) Retirement Plan, reported by Cotting School, Inc. (EIN 04-2104328).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages