2023 Form 5500 filing — Cogent Bank Master Pooled 401(K) Plan For Cogent Bank
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 20241025120835NAL0000092227001) for Cogent Bank Master Pooled 401(K) Plan For Cogent Bank, reported by Nesteggs Retirement Plan Services, Inc. under EIN 59-3664112 and plan number 343. It reports 405 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$13.9MReported net assets$13,909,312
Participants405
Provider compensation$56.3K1 Schedule C row(s)$56,250
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241025120835NAL0000092227001
- Plan sponsor
- Nesteggs Retirement Plan Services, Inc.
- EIN
- 59-3664112
- Plan number
- 343
- Location
- Jacksonville, FL
- Received date
- not reported in the loaded dataset
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)$13.9M total assets
Net assets$13.9MLiabilities—
Full reported line items
- Total assets (EOY)
- $13,909,312
- Net assets (EOY)
- $13,909,312
- Employer contributions
- $752,524
- Participant contributions
- $1,608,514
- Total income / additions
- $3,951,924
- Benefits paid
- $772,622
- Administrative expenses
- $56,250
- Total expenses
- $828,872
- Net increase / (decrease)
- $3,123,052
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nesteggs Retirement Plan Svcs, Inc. | N/A | $56,250 | not reported in the loaded dataset |