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, Coenterprise Retirement Plan is a benefit plan reported by Coenterprise, LLC under EIN 32-0323129 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $8,722,851 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,722,851
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,722,851
- Net assets (BOY)
- $6,511,345
Income & contributions
- Employer contributions
- $197,915
- Participant contributions
- $1,283,499
- Total contributions
- $1,547,939
- Total income / additions
- $2,936,307
Expenses & distributions
- Benefits paid
- $672,075
- Administrative expenses
- $52,433
- Total expenses
- $724,801
- Net increase / (decrease)
- $2,211,506