2023 Form 5500 filing — Frederic W. Cook & Co., Inc. Deferred Profit Sharing 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 20250912135538NAL0001359841001) for Frederic W. Cook & Co., Inc. Deferred Profit Sharing Plan, reported by Frederic W. Cook & Co., Inc. under EIN 13-2733056 and plan number 001. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250912135538NAL0001359841001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Frederic W. Cook & Co., Inc.
- EIN
- 13-2733056
- Plan number
- 001
- Location
- New York, NY
- Participants
- 175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $100,865,313
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,865,313
- Employer contributions
- $4,187,993
- Participant contributions
- $1,579,540
- Total income / additions
- $27,086,233
- Benefits paid
- $12,146,335
- Administrative expenses
- -$30,462
- Total expenses
- $12,115,877
- Net increase / (decrease)
- $14,970,356
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilkin & Guttenplan Pc | ACCOUNTANT/AUDITOR | $19,525 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $12,116 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$62,103 | $0 |