2023 Form 5500 filing — C. Cowles & Company 401(K) 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 20240718110130NAL0003097635001) for C. Cowles & Company 401(K) Plan, reported by C. Cowles & Company under EIN 06-0309660 and plan number 003. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240718110130NAL0003097635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- C. Cowles & Company
- EIN
- 06-0309660
- Plan number
- 003
- Location
- North Haven, CT
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,395,973
- Total liabilities (EOY)
- $6,190
- Net assets (EOY)
- $8,389,783
- Employer contributions
- $110,352
- Participant contributions
- $471,801
- Total income / additions
- $1,538,842
- Benefits paid
- $1,008,683
- Administrative expenses
- $28,000
- Total expenses
- $1,057,989
- Net increase / (decrease)
- $480,853
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rockland Trust | INVESTMENT ADVISOR | $13,886 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $7,662 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,452 | not reported in the loaded dataset |