2023 Form 5500 filing — David C Cook Retirement Plan With 401(K) Savings
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 20241010130718NAL0020115505001) for David C Cook Retirement Plan With 401(K) Savings, reported by David C Cook under EIN 36-6008100 and plan number 002. It reports 291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010130718NAL0020115505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- David C Cook
- EIN
- 36-6008100
- Plan number
- 002
- Location
- Colorado Springs, CO
- Participants
- 291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,425,556
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,425,556
- Employer contributions
- $355,099
- Participant contributions
- $1,077,066
- Total income / additions
- $3,795,746
- Benefits paid
- $1,750,304
- Administrative expenses
- $42,168
- Total expenses
- $1,792,472
- Net increase / (decrease)
- $2,003,274
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cook Street Consulting Inc | ADVISOR | $36,499 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $698 | $0 |