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, Cotter Consulting, Inc. 401(K) Savings Plan is a benefit plan reported by Cotter Consulting, Inc. under EIN 36-3735857 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $15,387,597 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,387,597
- Net assets (EOY)
- $15,387,597
- Net assets (BOY)
- $12,942,633
Income & contributions
- Employer contributions
- $294,184
- Participant contributions
- $871,860
- Total contributions
- $1,242,965
- Total income / additions
- $3,811,418
Expenses & distributions
- Benefits paid
- $1,325,852
- Administrative expenses
- $40,602
- Total expenses
- $1,366,454
- Net increase / (decrease)
- $2,444,964