Coogan Smith Profit Sharing Plan — Form 5500 plan (Coogan Smith Llp)
Plain-English plan 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, Coogan Smith Profit Sharing Plan is a benefit plan reported by Coogan Smith Llp under EIN 04-2461131 and plan number 001. The latest loaded filing year is 2023. The filing reports 22 participants and $9,754,873 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coogan Smith Llp
- EIN
- 04-2461131
- Plan number
- 001
- Plan type
- 2
- Location
- Attleboro, MA
- Latest filing year
- 2023
- Participants
- 22
- End-of-year plan assets
- $9,754,873
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22 | I | 20240509073625NAL0039657729001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $9,754,873
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,754,873
- Net assets (BOY)
- $8,774,084
Income & contributions
- Employer contributions
- $62,328
- Participant contributions
- $117,414
- Total income / additions
- $1,247,903
Expenses & distributions
- Benefits paid
- $258,193
- Administrative expenses
- $8,921
- Total expenses
- $267,114
- Net increase / (decrease)
- $980,789
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.