Cowin Equipment Company, Inc 401(K) Plan — Form 5500 plan (Cowin Equipment Company 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, Cowin Equipment Company, Inc 401(K) Plan is a benefit plan reported by Cowin Equipment Company Inc under EIN 63-0141942 and plan number 002. The latest loaded filing year is 2023. The filing reports 254 participants and $35,806,760 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cowin Equipment Company Inc
EIN
63-0141942
Plan number
002
Plan type
2
Location
Birmingham, AL
Latest filing year
2023
Participants
254
End-of-year plan assets
$35,806,760

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023254H, C20240805082702NAL0001167857001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,806,760
Total liabilities (EOY)
$0
Net assets (EOY)
$35,806,760
Net assets (BOY)
$29,199,983

Income & contributions

Employer contributions
$958,368
Participant contributions
$1,457,289
Total contributions
$2,505,738
Total income / additions
$8,046,020

Expenses & distributions

Benefits paid
$1,436,516
Administrative expenses
$2,727
Total expenses
$1,439,243
Net increase / (decrease)
$6,606,777

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Securities IncOTHER SERVICES$0$61,0662023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$2,727$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages