2023 Form 5500 filing — Cotter Consulting, Inc. 401(K) 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 20241014124110NAL0027295873001) for Cotter Consulting, Inc. 401(K) Savings Plan, reported by Cotter Consulting, Inc. under EIN 36-3735857 and plan number 001. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014124110NAL0027295873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cotter Consulting, Inc.
- EIN
- 36-3735857
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,387,597
- Net assets (EOY)
- $15,387,597
- Employer contributions
- $294,184
- Participant contributions
- $871,860
- Total income / additions
- $3,811,418
- Benefits paid
- $1,325,852
- Administrative expenses
- $40,602
- Total expenses
- $1,366,454
- Net increase / (decrease)
- $2,444,964
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | INVESTMENT ADVISORY-PLAN | $27,478 | $0 |
| Transamerica Retirement Solutions | RECORDKEEPER | $11,523 | $0 |
| Retirement Solution Group | RECORDKEEPER | $1,600 | $0 |