Cook And Sons Construction, LLC Cash Balance Plan — Form 5500 plan (Cook And Sons Construction, 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, Cook And Sons Construction, LLC Cash Balance Plan is a benefit plan reported by Cook And Sons Construction, LLC under EIN 82-0484361 and plan number 002. The latest loaded filing year is 2023. The filing reports 15 participants and $962,446 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cook And Sons Construction, LLC
EIN
82-0484361
Plan number
002
Plan type
2
Location
Grangeville, ID
Latest filing year
2023
Participants
15
End-of-year plan assets
$962,446

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202315I20240722152157NAL0010229025001
202316I20240722152655NAL0006538339001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$962,446
Total liabilities (EOY)
$0
Net assets (EOY)
$962,446
Net assets (BOY)
$864,958

Income & contributions

Employer contributions
$3,000
Total income / additions
$105,579

Expenses & distributions

Administrative expenses
$8,091
Total expenses
$8,091
Net increase / (decrease)
$97,488

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages