2023 Form 5500 filing — Cogdall Construction Co Inc 401(K) Profit Sharing Plan And Trust
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 20240913094425NAL0005004099001) for Cogdall Construction Co Inc 401(K) Profit Sharing Plan And Trust, reported by Cogdall Construction Company Inc. under EIN 93-0589156 and plan number 002. It reports 297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913094425NAL0005004099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cogdall Construction Company Inc.
- EIN
- 93-0589156
- Plan number
- 002
- Location
- Tigard, OR
- Participants
- 297
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,279,653
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,279,653
- Employer contributions
- $409,746
- Participant contributions
- $659,939
- Total income / additions
- $2,386,112
- Benefits paid
- $290,953
- Administrative expenses
- $71,931
- Total expenses
- $362,884
- Net increase / (decrease)
- $2,023,228
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Matisse Capital | ADVISOR | $25,226 | not reported in the loaded dataset |
| The Retirement Plan Company | NONE | $23,329 | $325 |
| Baker Tilly Us, Llp | AUDITOR | $18,900 | not reported in the loaded dataset |