Coughlan Companies Retirement Plan — Form 5500 plan (Coughlan Companies, 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, Coughlan Companies Retirement Plan is a benefit plan reported by Coughlan Companies, LLC under EIN 82-4045107 and plan number 001. The latest loaded filing year is 2023. The filing reports 351 participants and $34,251,965 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$34.3MPlan net assets, end of year$34,251,965
Participants351Covered participants reported
Assets / participant$97.6KComputed: assets ÷ participants$97,584 (computed)
Provider compensation$39.1K1 Schedule C provider row(s)$39,070
- Plan sponsor
- Coughlan Companies, LLC
- EIN
- 82-4045107
- Plan number
- 001
- Plan type
- 2
- Location
- North Mankato, MN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 351 | H, C | 20240829142848NAL0024564288001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$34.3M total assets
Net assets$34.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $34,251,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,251,965
- Net assets (BOY)
- $31,045,898
Income & contributions
- Employer contributions
- $726,370
- Participant contributions
- $1,682,085
- Total contributions
- $2,484,052
- Total income / additions
- $7,731,769
Expenses & distributions
- Benefits paid
- $4,486,982
- Administrative expenses
- $38,720
- Total expenses
- $4,525,702
- Net increase / (decrease)
- $3,206,067
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
30%70%
Employer 30%Participant 70%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income58%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $39,070 | $0 | 2023 |