2023 Form 5500 filing — Cowin Equipment Company, Inc 401(K) 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 20240805082702NAL0001167857001) for Cowin Equipment Company, Inc 401(K) Plan, reported by Cowin Equipment Company Inc under EIN 63-0141942 and plan number 002. It reports 254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805082702NAL0001167857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cowin Equipment Company Inc
- EIN
- 63-0141942
- Plan number
- 002
- Location
- Birmingham, AL
- Participants
- 254
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,806,760
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,806,760
- Employer contributions
- $958,368
- Participant contributions
- $1,457,289
- Total income / additions
- $8,046,020
- Benefits paid
- $1,436,516
- Administrative expenses
- $2,727
- Total expenses
- $1,439,243
- Net increase / (decrease)
- $6,606,777
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Securities Inc | OTHER SERVICES | $0 | $61,066 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,727 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |