C. Cowles & Company 401(K) Plan — Form 5500 plan (C. Cowles & Company)
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, C. Cowles & Company 401(K) Plan is a benefit plan reported by C. Cowles & Company under EIN 06-0309660 and plan number 003. The latest loaded filing year is 2023. The filing reports 138 participants and $8,395,973 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C. Cowles & Company
- EIN
- 06-0309660
- Plan number
- 003
- Plan type
- 2
- Location
- North Haven, CT
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $8,395,973
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20240718110130NAL0003097635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,395,973
- Total liabilities (EOY)
- $6,190
- Net assets (EOY)
- $8,389,783
- Net assets (BOY)
- $7,908,930
Income & contributions
- Employer contributions
- $110,352
- Participant contributions
- $471,801
- Total contributions
- $582,153
- Total income / additions
- $1,538,842
Expenses & distributions
- Benefits paid
- $1,008,683
- Administrative expenses
- $28,000
- Total expenses
- $1,057,989
- Net increase / (decrease)
- $480,853
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rockland Trust | INVESTMENT ADVISOR | $13,886 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $7,662 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,452 | not reported in the loaded dataset | 2023 |