2023 Form 5500 filing — Cowles Company 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 20241014163401NAL0026724305001) for Cowles Company Retirement Plan, reported by Cowles Company under EIN 91-0420030 and plan number 001. It reports 1,077 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014163401NAL0026724305001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cowles Company
- EIN
- 91-0420030
- Plan number
- 001
- Location
- Spokane, WA
- Participants
- 1,077
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $107,058,551
- Total liabilities (EOY)
- $69,044
- Net assets (EOY)
- $106,989,507
- Employer contributions
- $1,250,000
- Total income / additions
- $12,041,109
- Benefits paid
- $11,024,722
- Administrative expenses
- $1,008,859
- Total expenses
- $12,033,581
- Net increase / (decrease)
- $7,528
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bankers Trust Company | TRUSTEE | $193,133 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $87,239 | $0 |
| Da Davidson And Co | INVESTMENT ADVISORY | $19,822 | not reported in the loaded dataset |
| Dbt | ACCOUNTANT | $11,000 | not reported in the loaded dataset |