The Cotswold Group, Inc. Pension Plan — Form 5500 plan (The Cotswold Group, 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, The Cotswold Group, Inc. Pension Plan is a benefit plan reported by The Cotswold Group, Inc. under EIN 13-3468813 and plan number 001. The latest loaded filing year is 2023. The filing reports 10 participants and $4,836,926 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Cotswold Group, Inc.
- EIN
- 13-3468813
- Plan number
- 001
- Plan type
- 2
- Location
- Harrison, NY
- Latest filing year
- 2023
- Participants
- 10
- End-of-year plan assets
- $4,836,926
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10 | I | 20240522103851NAL0001728163001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,836,926
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,836,926
- Net assets (BOY)
- $3,974,100
Income & contributions
- Employer contributions
- $91,060
- Participant contributions
- $59,814
- Total income / additions
- $896,763
Expenses & distributions
- Benefits paid
- $25,433
- Administrative expenses
- $0
- Total expenses
- $33,937
- Net increase / (decrease)
- $862,826
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.