2023 Form 5500 filing — Coughlin & Gerhart, L.L.P. Profit Sharing 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 20240916081002NAL0001314977001) for Coughlin & Gerhart, L.L.P. Profit Sharing Plan, reported by Coughlin & Gerhart, L.L.P. under EIN 15-0521967 and plan number 002. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$21.8MReported net assets$21,810,532
Participants138
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240916081002NAL0001314977001
Plan sponsor
Coughlin & Gerhart, L.L.P.
EIN
15-0521967
Plan number
002
Location
Binghamton, NY
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)$21.8M total assets
Net assets$21.8MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$2.6M
Benefits paid / distributions$2.6M
Contributions
Employer$567.2K
Participant$620K
Full reported line items
Total assets (EOY)
$21,810,532
Total liabilities (EOY)
$0
Net assets (EOY)
$21,810,532
Employer contributions
$567,191
Participant contributions
$620,045
Total income / additions
$3,861,768
Benefits paid
$2,605,315
Administrative expenses
$2,462
Total expenses
$2,608,510
Net increase / (decrease)
$1,253,258

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240916081002NAL0001314977001 cover?
It is the 2023 Form 5500 filing for Coughlin & Gerhart, L.L.P. Profit Sharing Plan, reported by Coughlin & Gerhart, L.L.P. (EIN 15-0521967).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages