2023 Form 5500 filing — 401(K) Plan Of Cosway Company, Inc.
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 20241015132003NAL0016474515001) for 401(K) Plan Of Cosway Company, Inc., reported by Cosway Company, Inc. under EIN 95-2370488 and plan number 004. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132003NAL0016474515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cosway Company, Inc.
- EIN
- 95-2370488
- Plan number
- 004
- Location
- Carson, CA
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,127,858
- Total liabilities (EOY)
- $18,039
- Net assets (EOY)
- $18,109,819
- Employer contributions
- $193,143
- Participant contributions
- $816,959
- Total income / additions
- $3,177,789
- Benefits paid
- $2,231,870
- Administrative expenses
- $9,432
- Total expenses
- $2,241,302
- Net increase / (decrease)
- $936,487
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burnham Gibson Wealth Advisors, LLC | SERVICE PROVIDER | $0 | $42,071 |
| Futureplan By Ascensus | THIRD PARTY ADMIN | $0 | $8,407 |
| Voya Retirement Insurance | SERVICE PROVIDER | $1,106 | $0 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $1,106 | not reported in the loaded dataset |