2023 Form 5500 filing — Cogency Global, Inc. 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 20240724160240NAL0013348721004) for Cogency Global, Inc. 401(K) Plan, reported by Cogency Global, Inc. under EIN 13-3246732 and plan number 003. It reports 340 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724160240NAL0013348721004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cogency Global, Inc.
- EIN
- 13-3246732
- Plan number
- 003
- Location
- New York, NY
- Participants
- 340
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,574,469
- Net assets (EOY)
- $34,574,469
- Employer contributions
- $1,270,417
- Participant contributions
- $2,148,158
- Total income / additions
- $10,334,030
- Benefits paid
- $2,326,589
- Administrative expenses
- $115,700
- Total expenses
- $2,465,616
- Net increase / (decrease)
- $7,868,414
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | REG INV ADVISOR | $87,961 | $0 |
| Empower Life & Annuity Insurance | RECORDKEEPER | $20,978 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,761 | $0 |