2023 Form 5500 filing — Employees Retirement Plan Of C.Cowles And Company

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 20250328074818NAL0001700546001) for Employees Retirement Plan Of C.Cowles And Company, reported by C. Cowles & Company, Inc. under EIN 06-0309660 and plan number 001. It reports 46 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7MReported net assets$7,015,061
Participants46
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250328074818NAL0001700546001
Plan sponsor
C. Cowles & Company, Inc.
EIN
06-0309660
Plan number
001
Location
North Haven, CT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7M total assets
Net assets$7MLiabilities
Money in vs. money out
Total income / additions$1.1M
Total expenses$260.4K
Benefits paid / distributions$207.4K
Full reported line items
Total assets (EOY)
$7,015,061
Net assets (EOY)
$7,015,061
Total income / additions
$1,145,649
Benefits paid
$207,399
Administrative expenses
$48,604
Total expenses
$260,419
Net increase / (decrease)
$885,230

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250328074818NAL0001700546001 cover?
It is the 2023 Form 5500 filing for Employees Retirement Plan Of C.Cowles And Company, reported by C. Cowles & Company, Inc. (EIN 06-0309660).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages