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, Cote Family Companies, Inc Retirement Savings Plan is a benefit plan reported by Etoc Company, Inc. under EIN 41-0242405 and plan number 001. The latest loaded filing year is 2023. The filing reports 575 participants and $7,922,535 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,922,535
- Total liabilities (EOY)
- $6,198
- Net assets (EOY)
- $7,916,337
- Net assets (BOY)
- $6,974,460
Income & contributions
- Employer contributions
- $147,860
- Participant contributions
- $391,714
- Total contributions
- $542,250
- Total income / additions
- $1,746,871
Expenses & distributions
- Benefits paid
- $800,232
- Administrative expenses
- $4,762
- Total expenses
- $804,994
- Net increase / (decrease)
- $941,877