2023 Form 5500 filing — Coghlin Companies Employee Profit Sharing Plan And Trust
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 20241011111527NAL0038544880001) for Coghlin Companies Employee Profit Sharing Plan And Trust, reported by Coghlin Companies, Inc. under EIN 04-2923301 and plan number 001. It reports 1,041 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011111527NAL0038544880001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coghlin Companies, Inc.
- EIN
- 04-2923301
- Plan number
- 001
- Location
- Westborough, MA
- Participants
- 1,041
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,739,187
- Total liabilities (EOY)
- $252
- Net assets (EOY)
- $49,738,935
- Employer contributions
- $1,539,485
- Participant contributions
- $4,102,565
- Total income / additions
- $14,399,930
- Benefits paid
- $4,441,985
- Administrative expenses
- $88,581
- Total expenses
- $4,535,214
- Net increase / (decrease)
- $9,864,716
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services, LLC | ADVISOR | $67,961 | not reported in the loaded dataset |
| Bds Consulting Group, Inc. | RECORDKEEPER | $19,130 | not reported in the loaded dataset |
| Bollus Lynch | ACCOUNTANT / AUDITOR | $14,990 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $9,257 | not reported in the loaded dataset |
| Fidelity Investments | RECORDKEEPER | -$22,757 | $0 |