Rene L. Cote Sons Inc. Retirement Plan — Form 5500 plan (Rene L. Cote Sons, Inc.)
Plain-English plan 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, Rene L. Cote Sons Inc. Retirement Plan is a benefit plan reported by Rene L. Cote Sons, Inc. under EIN 04-2521327 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $12,422,664 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rene L. Cote Sons, Inc.
- EIN
- 04-2521327
- Plan number
- 001
- Plan type
- 2
- Location
- Holyoke, MA
- Latest filing year
- 2023
- Participants
- 14
- End-of-year plan assets
- $12,422,664
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14 | I | 20241004075046NAL0019924976001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $12,422,664
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,422,664
- Net assets (BOY)
- $11,183,869
Income & contributions
- Employer contributions
- $209,311
- Participant contributions
- $145,665
- Total income / additions
- $1,856,625
Expenses & distributions
- Benefits paid
- $573,753
- Administrative expenses
- $44,077
- Total expenses
- $617,830
- Net increase / (decrease)
- $1,238,795
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.