Coghlin Companies Employee Profit Sharing Plan And Trust — Form 5500 plan (Coghlin Companies, Inc.)
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, Coghlin Companies Employee Profit Sharing Plan And Trust is a benefit plan reported by Coghlin Companies, Inc. under EIN 04-2923301 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,041 participants and $49,739,187 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coghlin Companies, Inc.
- EIN
- 04-2923301
- Plan number
- 001
- Plan type
- 2
- Location
- Westborough, MA
- Latest filing year
- 2023
- Participants
- 1,041
- End-of-year plan assets
- $49,739,187
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,041 | H, C | 20241011111527NAL0038544880001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,739,187
- Total liabilities (EOY)
- $252
- Net assets (EOY)
- $49,738,935
- Net assets (BOY)
- $39,874,219
Income & contributions
- Employer contributions
- $1,539,485
- Participant contributions
- $4,102,565
- Total contributions
- $7,452,055
- Total income / additions
- $14,399,930
Expenses & distributions
- Benefits paid
- $4,441,985
- Administrative expenses
- $88,581
- Total expenses
- $4,535,214
- Net increase / (decrease)
- $9,864,716
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services, LLC | ADVISOR | $67,961 | not reported in the loaded dataset | 2023 |
| Bds Consulting Group, Inc. | RECORDKEEPER | $19,130 | not reported in the loaded dataset | 2023 |
| Bollus Lynch | ACCOUNTANT / AUDITOR | $14,990 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $9,257 | not reported in the loaded dataset | 2023 |
| Fidelity Investments | RECORDKEEPER | -$22,757 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Coghlin Companies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Westborough, MA
- Kestra Investment Services, LLC — Schedule C compensation
- Bds Consulting Group, Inc. — Schedule C compensation
- Bollus Lynch — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments — Schedule C compensation