2023 Form 5500 filing — The Cogar Group Ltd. 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 20240930140422NAL0011313186001) for The Cogar Group Ltd. Retirement Plan, reported by The Cogar Group, Ltd. under EIN 20-2563646 and plan number 001. It reports 244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930140422NAL0011313186001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Cogar Group, Ltd.
- EIN
- 20-2563646
- Plan number
- 001
- Location
- Fairfax, VA
- Participants
- 244
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $70,695
- Participant contributions
- $1,200
- Total income / additions
- $121,450
- Benefits paid
- $52,047
- Administrative expenses
- $5,830
- Total expenses
- $57,877
- Net increase / (decrease)
- $63,573
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $4,412 | $0 |
| Boon Administrative Services Inc | OTHER | $1,150 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $160 | not reported in the loaded dataset |
| Morningstar Inc Dba Morningstar Ass | OTHER | $108 | not reported in the loaded dataset |