2023 Form 5500 filing — The Cook & Boardman Group, LLC 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 20241003111614NAL0004823619001) for The Cook & Boardman Group, LLC 401(K) Plan, reported by Cook & Boardman Group, LLC under EIN 27-2424824 and plan number 003. It reports 2,162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003111614NAL0004823619001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cook & Boardman Group, LLC
- EIN
- 27-2424824
- Plan number
- 003
- Location
- Winston Salem, NC
- Participants
- 2,162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $90,938,585
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,938,585
- Employer contributions
- $3,995,863
- Participant contributions
- $9,575,421
- Total income / additions
- $27,478,426
- Benefits paid
- $8,183,588
- Administrative expenses
- $216,546
- Total expenses
- $8,471,444
- Net increase / (decrease)
- $19,006,982
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Workplace Services, LLC | PLAN ADMINISTRATOR | $124,285 | $0 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $58,352 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $33,908 | not reported in the loaded dataset |