Cohen-Esrey LLC 401k Plan — Form 5500 plan (Cohen-Esrey LLC)
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, Cohen-Esrey LLC 401k Plan is a benefit plan reported by Cohen-Esrey LLC under EIN 20-8121236 and plan number 003. The latest loaded filing year is 2023. The filing reports 267 participants and $4,105,778 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cohen-Esrey LLC
- EIN
- 20-8121236
- Plan number
- 003
- Plan type
- 2
- Location
- Merriam, KS
- Latest filing year
- 2023
- Participants
- 267
- End-of-year plan assets
- $4,105,778
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 267 | H, C | 20241014082708NAL0052791266001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,105,778
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,105,778
- Net assets (BOY)
- $3,172,639
Income & contributions
- Employer contributions
- $115,396
- Participant contributions
- $768,861
- Total contributions
- $930,047
- Total income / additions
- $1,407,757
Expenses & distributions
- Benefits paid
- $457,550
- Administrative expenses
- $12,046
- Total expenses
- $474,618
- Net increase / (decrease)
- $933,139
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $3,756 | $10,479 | 2023 |
| Mariner Wealth Advisors | NONE | $9,190 | not reported in the loaded dataset | 2023 |