2023 Form 5500 filing — Cogent Solutions And Supplies 401(K) Profit Sharing 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 20240916164914NAL0001758129001) for Cogent Solutions And Supplies 401(K) Profit Sharing Plan, reported by Oakland Paper & Supply, Inc. under EIN 94-3069449 and plan number 001. It reports 196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916164914NAL0001758129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oakland Paper & Supply, Inc.
- EIN
- 94-3069449
- Plan number
- 001
- Location
- Richmond, CA
- Participants
- 196
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,376,792
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,376,792
- Employer contributions
- $103,341
- Participant contributions
- $828,567
- Total income / additions
- $3,337,607
- Benefits paid
- $1,522,044
- Administrative expenses
- $11,775
- Total expenses
- $1,535,877
- Net increase / (decrease)
- $1,801,730
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | INVESTMENT ADVISOR | $22,442 | not reported in the loaded dataset |
| California Retirement Plans | CONTRACT ADMIN | $10,664 | $10,000 |
| Empower Annuity Insurance Co | RECORDKEEPER | $5,344 | $0 |