2023 Form 5500 filing — The Cottage Gardens, 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 20241014081732NAL0014637491001) for The Cottage Gardens, Inc. 401(K) Plan, reported by The Cottage Gardens, Inc. under EIN 38-1618393 and plan number 001. It reports 289 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014081732NAL0014637491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Cottage Gardens, Inc.
- EIN
- 38-1618393
- Plan number
- 001
- Location
- Perry, OH
- Participants
- 289
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,101,387
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,101,387
- Employer contributions
- $135,807
- Participant contributions
- $219,567
- Total income / additions
- $907,570
- Benefits paid
- $973,172
- Administrative expenses
- $51,994
- Total expenses
- $1,025,166
- Net increase / (decrease)
- -$117,596
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Benefits & Insurance Services | CONTRACT ADMIN | $10,351 | $2,865 |
| Empower | RECORDKEEPER | $12,446 | $0 |
| Vantage Financial Group, Inc. | INVESTMENT ADVISOR | $11,460 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MGMT | $356 | not reported in the loaded dataset |