2023 Form 5500 filing — Cozzini Bros., Inc. Employees' Profit Sharing And Savings 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 20241009164313NAL0038480738001) for Cozzini Bros., Inc. Employees' Profit Sharing And Savings Plan, reported by Cozzini Bros., Inc. under EIN 73-1687897 and plan number 001. It reports 795 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009164313NAL0038480738001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cozzini Bros., Inc.
- EIN
- 73-1687897
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 795
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,516,423
- Total liabilities (EOY)
- $36
- Net assets (EOY)
- $10,516,387
- Employer contributions
- $831,733
- Participant contributions
- $1,684,658
- Total income / additions
- $4,234,377
- Benefits paid
- $282,517
- Administrative expenses
- $58,316
- Total expenses
- $342,420
- Net increase / (decrease)
- $3,891,957
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First American Bank | FINANCIAL ADVISOR & TPA | $28,660 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $23,260 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,350 | not reported in the loaded dataset |