Cochrane & Company 401(K) Plan — Form 5500 plan (Cochrane & 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, Cochrane & Company 401(K) Plan is a benefit plan reported by Cochrane & Company, Inc. under EIN 91-1191102 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $16,502,483 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cochrane & Company, Inc.
EIN
91-1191102
Plan number
001
Plan type
2
Location
Spokane, WA
Latest filing year
2023
Participants
136
End-of-year plan assets
$16,502,483

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023136H, C20240816161207NAL0008156371001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,502,483
Total liabilities (EOY)
$0
Net assets (EOY)
$16,502,483
Net assets (BOY)
$12,692,318

Income & contributions

Employer contributions
$356,969
Participant contributions
$667,250
Total contributions
$1,088,521
Total income / additions
$4,065,255

Expenses & distributions

Benefits paid
$254,640
Administrative expenses
$450
Total expenses
$255,090
Net increase / (decrease)
$3,810,165

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hunter Benefits Consulting GroupNONE$5,130not reported in the loaded dataset2023
Capital Group Retirement Plan SvcsNONE$150$02023

Related Form 5500 pages