2023 Form 5500 filing — Cook Brown, Llp 401(K) Profit Sharing 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 20241015133247NAL0028587457001) for Cook Brown, Llp 401(K) Profit Sharing Plan, reported by Cook Brown, Llp under EIN 68-0289057 and plan number 001. It reports 24 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.8MReported net assets$13,828,235
Participants24
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015133247NAL0028587457001
Plan sponsor
Cook Brown, Llp
EIN
68-0289057
Plan number
001
Location
Sacramento, CA
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13.8M total assets
Net assets$13.8MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$26.5K
Participant$136.4K
Full reported line items
Total assets (EOY)
$13,828,235
Total liabilities (EOY)
$0
Net assets (EOY)
$13,828,235
Employer contributions
$26,504
Participant contributions
$136,380
Total income / additions
$2,382,167
Benefits paid
$1,170,673
Administrative expenses
$27,779
Total expenses
$1,198,452
Net increase / (decrease)
$1,183,715

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015133247NAL0028587457001 cover?
It is the 2023 Form 5500 filing for Cook Brown, Llp 401(K) Profit Sharing Plan, reported by Cook Brown, Llp (EIN 68-0289057).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages