Frederic W. Cook & Co., Inc. Deferred Profit Sharing Plan — Form 5500 plan (Frederic W. Cook & Co., 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, Frederic W. Cook & Co., Inc. Deferred Profit Sharing Plan is a benefit plan reported by Frederic W. Cook & Co., Inc. under EIN 13-2733056 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $100,865,313 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Frederic W. Cook & Co., Inc.
- EIN
- 13-2733056
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $100,865,313
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20250912135538NAL0001359841001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $100,865,313
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,865,313
- Net assets (BOY)
- $85,894,957
Income & contributions
- Employer contributions
- $4,187,993
- Participant contributions
- $1,579,540
- Total contributions
- $6,702,609
- Total income / additions
- $27,086,233
Expenses & distributions
- Benefits paid
- $12,146,335
- Administrative expenses
- -$30,462
- Total expenses
- $12,115,877
- Net increase / (decrease)
- $14,970,356
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilkin & Guttenplan Pc | ACCOUNTANT/AUDITOR | $19,525 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $12,116 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$62,103 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Frederic W. Cook & Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Wilkin & Guttenplan Pc — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation