2023 Form 5500 filing — Cohen-Esrey LLC 401k 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 20241014082708NAL0052791266001) for Cohen-Esrey LLC 401k Plan, reported by Cohen-Esrey LLC under EIN 20-8121236 and plan number 003. It reports 267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014082708NAL0052791266001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cohen-Esrey LLC
- EIN
- 20-8121236
- Plan number
- 003
- Location
- Merriam, KS
- Participants
- 267
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,105,778
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,105,778
- Employer contributions
- $115,396
- Participant contributions
- $768,861
- Total income / additions
- $1,407,757
- Benefits paid
- $457,550
- Administrative expenses
- $12,046
- Total expenses
- $474,618
- Net increase / (decrease)
- $933,139
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $3,756 | $10,479 |
| Mariner Wealth Advisors | NONE | $9,190 | not reported in the loaded dataset |