2023 Form 5500 filing — Cook Solutions Group 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 20241007170422NAL0016471073001) for Cook Solutions Group 401(K) Plan, reported by Cook Solutions Group under EIN 47-0861953 and plan number 001. It reports 465 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)$19.9MReported net assets$19,892,770
Participants465
Provider compensation$115.3K3 Schedule C row(s)$115,269
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007170422NAL0016471073001
Plan sponsor
Cook Solutions Group
EIN
47-0861953
Plan number
001
Location
Portland, OR
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)$19.9M total assets
Net assets$19.9MLiabilities$0
Money in vs. money out
Total income / additions$6M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$588.5K
Participant$2.4M
Full reported line items
Total assets (EOY)
$19,892,770
Total liabilities (EOY)
$0
Net assets (EOY)
$19,892,770
Employer contributions
$588,518
Participant contributions
$2,409,246
Total income / additions
$6,001,784
Benefits paid
$1,016,476
Administrative expenses
$115,269
Total expenses
$1,131,745
Net increase / (decrease)
$4,870,039
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD- KEEPER · Direct $59.1K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $30.1K
  3. 3
    INVESTMENT ADVISOR · Direct $26.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007170422NAL0016471073001 cover?
It is the 2023 Form 5500 filing for Cook Solutions Group 401(K) Plan, reported by Cook Solutions Group (EIN 47-0861953).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages