2023 Form 5500 filing — Cookfox Architects, Dpc 401k Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730120616NAL0043688674001) for Cookfox Architects, Dpc 401k Plan, reported by Cookfox Architects, Dpc 401k Plan under EIN 81-1357519 and plan number 001. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730120616NAL0043688674001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cookfox Architects, Dpc 401k Plan
- EIN
- 81-1357519
- Plan number
- 001
- Location
- New York, NY
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,222,834
- Net assets (EOY)
- $11,222,834
- Employer contributions
- $0
- Participant contributions
- $646,256
- Total income / additions
- $2,665,347
- Benefits paid
- $710,253
- Administrative expenses
- $35,635
- Total expenses
- $768,073
- Net increase / (decrease)
- $1,897,274
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $22,435 | $0 |
| Cetera Advisor Networks, LLC | BROKER | $0 | $17,741 |
| Alliant Insurance Services | CONTRACT ADMIN | $1,915 | $9,753 |
| Lilling & Company Llp 10 Cutter | AUDITOR | $10,375 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,769 | $0 |