Plan5500

Cowles Company Retirement Plan — Form 5500 plan (Cowles Company)

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, Cowles Company Retirement Plan is a benefit plan reported by Cowles Company under EIN 91-0420030 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,077 participants and $107,058,551 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cowles Company
EIN
91-0420030
Plan number
001
Plan type
2
Location
Spokane, WA
Latest filing year
2023
Participants
1,077
End-of-year plan assets
$107,058,551

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,077H, C20241014163401NAL0026724305001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$107,058,551
Total liabilities (EOY)
$69,044
Net assets (EOY)
$106,989,507
Net assets (BOY)
$106,981,979

Income & contributions

Employer contributions
$1,250,000
Total contributions
$1,250,000
Total income / additions
$12,041,109

Expenses & distributions

Benefits paid
$11,024,722
Administrative expenses
$1,008,859
Total expenses
$12,033,581
Net increase / (decrease)
$7,528

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bankers Trust CompanyTRUSTEE$193,133not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$87,239$02023
Da Davidson And CoINVESTMENT ADVISORY$19,822not reported in the loaded dataset2023
DbtACCOUNTANT$11,000not reported in the loaded dataset2023

Related Form 5500 pages