2023 Form 5500 filing — Cobalt 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 20241011130423NAL0012511059001) for Cobalt 401(K) Plan, reported by Cobalt Ventures, LLC under EIN 45-1059466 and plan number 001. It reports 438 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)$9.4MReported net assets$9,374,171
Participants438
Provider compensation$69.2K3 Schedule C row(s)$69,192
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011130423NAL0012511059001
Plan sponsor
Cobalt Ventures, LLC
EIN
45-1059466
Plan number
001
Location
Overland Park, KS
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)$9.4M total assets
Net assets$9.4MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$359.3K
Participant$644.9K
Full reported line items
Total assets (EOY)
$9,374,171
Total liabilities (EOY)
$0
Net assets (EOY)
$9,374,171
Employer contributions
$359,301
Participant contributions
$644,900
Total income / additions
$2,706,480
Benefits paid
$1,121,118
Administrative expenses
$69,192
Total expenses
$1,191,014
Net increase / (decrease)
$1,515,466
Schedule C

Reported service provider compensation

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

  1. 1
    RETAINED BY EMPLOYER · Direct $37.4K · Indirect $0
  2. 2
    RETAINED BY EMPLOYER · Direct $23K
  3. 3
    RETAINED BY EMPLOYER · Direct $8.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011130423NAL0012511059001 cover?
It is the 2023 Form 5500 filing for Cobalt 401(K) Plan, reported by Cobalt Ventures, LLC (EIN 45-1059466).
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