Cooley, Inc. Savings Plan — Form 5500 plan (Cooley, Incorporated)

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, Cooley, Inc. Savings Plan is a benefit plan reported by Cooley, Incorporated under EIN 05-0124330 and plan number 003. The latest loaded filing year is 2023. The filing reports 238 participants and $19,221,088 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cooley, Incorporated
EIN
05-0124330
Plan number
003
Plan type
2
Location
Pawtucket, RI
Latest filing year
2023
Participants
238
End-of-year plan assets
$19,221,088

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023238H, C20241011074220NAL0021487745001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,221,088
Total liabilities (EOY)
$44,181
Net assets (EOY)
$19,176,907
Net assets (BOY)
$16,960,856

Income & contributions

Employer contributions
$361,259
Participant contributions
$1,175,854
Total contributions
$1,937,114
Total income / additions
$4,282,586

Expenses & distributions

Benefits paid
$2,004,907
Administrative expenses
$45,178
Total expenses
$2,066,535
Net increase / (decrease)
$2,216,051

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$23,178$02023
Global Retirement Partners LLCADVISOR$22,000not reported in the loaded dataset2023

Related Form 5500 pages