2023 Form 5500 filing — The Retirement Plan For The Team Members Of Cosi
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 20241003113134NAL0005678963001) for The Retirement Plan For The Team Members Of Cosi, reported by Franklin County Historical Society Dba Cosi under EIN 31-4383802 and plan number 002. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$9.7MReported net assets$9,663,041
Participants215
Provider compensation$23.7K1 Schedule C row(s)$23,739
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003113134NAL0005678963001
- Plan sponsor
- Franklin County Historical Society Dba Cosi
- EIN
- 31-4383802
- Plan number
- 002
- Location
- Columbus, OH
- Received date
- not reported in the loaded dataset
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)$9.7M total assets
Net assets$9.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,663,041
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,663,041
- Employer contributions
- $384,440
- Participant contributions
- $383,964
- Total income / additions
- $2,287,851
- Benefits paid
- $334,686
- Administrative expenses
- $23,739
- Total expenses
- $358,425
- Net increase / (decrease)
- $1,929,426
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Insurance | TRUST RECORDKEEPER | $23,739 | $0 |