2023 Form 5500 filing — Cozy Harbor Group, Corp. 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 20240724155824NAL0013339553001) for Cozy Harbor Group, Corp. 401(K) Plan, reported by Cozy Harbor Group, Corp. under EIN 87-3381723 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240724155824NAL0013339553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cozy Harbor Group, Corp.
- EIN
- 87-3381723
- Plan number
- 001
- Location
- Locust Valley, NY
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $429,864
- Net assets (EOY)
- $429,864
- Total income / additions
- -$12,014
- Total expenses
- $0
- Net increase / (decrease)
- -$12,014
- Schedule source
- Schedule I