Cobalt Civil, LLC 401(K) Plan — Form 5500 plan (Cobalt Civil, 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, Cobalt Civil, LLC 401(K) Plan is a benefit plan reported by Cobalt Civil, LLC under EIN 82-4708238 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $2,628,655 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cobalt Civil, LLC
EIN
82-4708238
Plan number
001
Plan type
2
Location
Winchester, IN
Latest filing year
2023
Participants
158
End-of-year plan assets
$2,628,655

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158H, C20241014080003NAL0012992147001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,628,655
Total liabilities (EOY)
$0
Net assets (EOY)
$2,628,655
Net assets (BOY)
$1,844,833

Income & contributions

Employer contributions
$158,026
Participant contributions
$398,650
Total contributions
$688,467
Total income / additions
$1,063,340

Expenses & distributions

Benefits paid
$262,728
Administrative expenses
$16,790
Total expenses
$279,518
Net increase / (decrease)
$783,822

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American United Life Insurance CoNONE$200$22,9052023
Whitnger & CompanyNONE$13,976not reported in the loaded dataset2023

Related Form 5500 pages