2023 Form 5500 filing — Coughlan Companies Retirement 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 20240829142848NAL0024564288001) for Coughlan Companies Retirement Plan, reported by Coughlan Companies, LLC under EIN 82-4045107 and plan number 001. It reports 351 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829142848NAL0024564288001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coughlan Companies, LLC
- EIN
- 82-4045107
- Plan number
- 001
- Location
- North Mankato, MN
- Participants
- 351
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,251,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,251,965
- Employer contributions
- $726,370
- Participant contributions
- $1,682,085
- Total income / additions
- $7,731,769
- Benefits paid
- $4,486,982
- Administrative expenses
- $38,720
- Total expenses
- $4,525,702
- Net increase / (decrease)
- $3,206,067
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $39,070 | $0 |