Employees Retirement Plan Of C.Cowles And Company — Form 5500 plan (C. Cowles & Company, 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, Employees Retirement Plan Of C.Cowles And Company is a benefit plan reported by C. Cowles & Company, Inc. under EIN 06-0309660 and plan number 001. The latest loaded filing year is 2023. The filing reports 46 participants and $7,015,061 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7MPlan net assets, end of year$7,015,061
Participants46Covered participants reported
Assets / participant$152.5KComputed: assets ÷ participants$152,501 (computed)
Provider compensationNone reported
Plan sponsor
C. Cowles & Company, Inc.
EIN
06-0309660
Plan number
001
Plan type
2
Location
North Haven, CT
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202346I20250328074818NAL0001700546001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

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

Net assets

Total assets (EOY)
$7,015,061
Net assets (EOY)
$7,015,061
Net assets (BOY)
$6,129,831

Income & contributions

Total income / additions
$1,145,649

Expenses & distributions

Benefits paid
$207,399
Administrative expenses
$48,604
Total expenses
$260,419
Net increase / (decrease)
$885,230
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income18%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages